Seeking Alpha
  • Tylerdurden7331
    $AAPL cheaper version iPhone = margin deterioration? Groundless conjecture. How are you so sure that price reduction trumps cost reduction?
    1/9/13
    Reply (7)
    • hikeleader: Margin erosion happens to every product over time-do you erode it with your own product or let the competition do it? Jobs knows the answer.
      1/9/13
    • 1980XLS-2.0: Because 40% of $300 still equals less money than 30% of $600. Add in cannabllization, and it gets even worse.
      1/10/13
    • Tylerdurden7331: lol, 1980XLS, do you understand what MARGIN means?. At $300, you may sell 2-3 units instead of sell 1 unit at $600 a piece.
      1/10/13
    • madbcolumbus: he's a troll.
      1/10/13
    • hikeleader: Better you get 40% of $300 than the competition
      1/10/13
    • 1980XLS-2.0: Do you understand what Market saturation means? And what that does to forward growth?
      1/11/13
    • Tylerdurden7331: Cheaper version iPhone will target a different segment of market and overseas, a.k.a low end. So your concern is a bit overblown.
      1/11/13