Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak)
Are you Bullish or Bearish on ?
Results for ()
Thanks for sharing your thoughts.
From other sites
at Investor's Business Daily (Fri, 6:27PM)
at MarketWatch.com (Fri, 4:28PM)
at Zacks.com (Fri, 4:24PM)
at Benzinga.com (Fri, 2:56PM)
at Zacks.com (Fri, 2:17PM)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs