Apple's best days behind us? In finance, all of the models wall street types build are very similar. these models are embedded with certain variables (i.e. assumptions) and these variables drive the model. What if their models are broken at apple's core? Currently, Apple is beginning to see the impact of marginal improvement juxtaposed with ability to maintain price inelasticity along with subtle traces of cannibalization with its ipad minis. Iphone 5 sequential market share data - trend is not their friend. What I'm claiming is that if you look at most of wall street analyst's models in depth what you will see is that many of its segments within its businesses are project to continue to grow. And that is one major flaw you should not overlook! Why? because your macbooks will be obsolete. your desktops will be obsolete, your ipad will be like your itouch. What will happen is your iphone or some company's phone will fuse all of these capabilities together. 2) What this will do is force the company to focus on digital displays and compete in a razor thin margin industry with other leaders already present(e.g. samsung, lg, sharp, etc.). Can apple introduce revolutionary new display products to the bottom line offsetting all of the other obliterated product lines and then some? let me know your thoughts whether you agree with me or not! |