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  • Apple's iPhone Paradox  [View article]
    Thank you for your kind reply Eventide.
    I know that apple reduces sell-ins before launching new models, I am pretty sure though that stores still have a few items to sell on the release date of the new models, and unfortunately noone appears to address the issue of what happens to those items. I have strong doubts all available iphone 5 sold out in each and every store. If I had to throw in a number, given all your data I would expect at least 20% of average iphone stock to be still in stores at the time of the launch of the new model.... and even such a small percentage, on a worldwide scale it could easily add up to a figure well worth mentioning, in my modest opinion
    Sep 30, 2013. 12:28 PM | Likes Like |Link to Comment
  • Apple's iPhone Paradox  [View article]
    Very very interesting article. Thank you Eventide, finally an article which publishes significant data, and not ony opinions.
    Your article made me understand something about which I had a feeling but I could not fully understand. There is one key piece of information though that is lacking each article and that I cannot manage to find anywhere.
    That is, what happened with the old iphone 5 in the stores? Were they sold back to Appl? That would seem as the most logic thing to do, with appl reshipping the iphones to all the countries that were not supplied the new models at first. Getting to know how many iphones 5 have been returned to apple would add some updated and significant info to all our considerations on the stock.
    Sep 29, 2013. 10:43 AM | 1 Like Like |Link to Comment
  • "There are only four sources of high-quality maps," Google, Waze, Navteq, and TomTom (TMOAF.PK), says Rolfe Winkler, and given Facebook's rumored $1B acquisition of Waze, TomTom may become an attractive takeover target for the likes of Apple (AAPL) and others who, while able to drive a hard bargain on map licensing fees, may prefer to bid for the Netherlands-based company rather than worry that a rival will acquire it. TomTom trades at an EV/EBITDA ratio of just 6x. (From December: Rabobank puts AAPL/TomTom odds at 30%)  [View news story]
    I just wish AAPL used part of the 60 BLN to make such purchases instead of wasting that caso on share repurchase
    May 19, 2013. 07:46 PM | Likes Like |Link to Comment
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