victor's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206101/comments http://seekingalpha.com/article/82183-the-hidden-financial-impact-of-apple-s-iphone?source=feed#comment-190402 190402
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.]]> Sun, 22 Jun 2008 17:02:48 -0400
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.]]> http://seekingalpha.com/article/80233-the-outlook-for-chip-stocks-5-analysts-discuss?source=feed#comment-180253 180253 Fri, 06 Jun 2008 09:16:43 -0400