Valuable Insights What aspect of $AAPL business get easier this year? More smartphone/tablet competition from Samsung, $GOOG, $NOK, $BBRY. Negative y/y comps?
Jan 24, 7:13 AM
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ConservativeOutperformer: The best question on the call was in regards to capex. If they can't produce enough, nothing else matters. Not enough words here though...
Jan 24, 3:28 PM
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Valuable Insights: Look for my article tomorrow on $AAPL supplier trading at under 4x 2013 EPS (based on awful AAPL guide), they will help produce. One to own.
Jan 24, 3:43 PM
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ConservativeOutperformer: The suppliers are in a good spot I think, but not only for $AAPL. My latest post describes the ridiculousness of AAPL's bargaining position
