victor

The Hidden Financial Impact of Apple's iPhone

Two brief comments:

Impact on EPS would be very useful addition to your tables;

Moving from revenue share to subsidization means a more rapid build-up of cash. Of course their will be a lag between booking sales and payment, but likely less than 45 days. Using Munster's estimates we could see an additional $8 to $9 billion of free cash just from the iPhone in Calendar 2009.

The Outlook for Chip Stocks - 5 Analysts Discuss

Interesting that their was no mention of INTC. That is truly the elephant in the attic.