Quote:
Originally Posted by lendaddy
Apple has much downside yet. The iPhone being unlocked is costing Apple huge in kickbacks from AT&T every year.
Apple has apparently sold 3.7 million and AT&T only activated 2 million. That's 1.7 million phones without kickbacks. More importantly that's 45% of the expected revenue from AT&T!!!
Every million phones unlocked costs Apple $400,000,000!!!! yes that's $400 million!!!
So at 1.7 million unlocked they are already back $680 million in expected revenue lost. Hoochie momma  |
The big, and often overlooked, story re AAPL is the growth in desktop and laptop sales. It's computer sales are growing about 2 1/2 times faster than the entire market and its selling almost 50% more Macs than it was a year ago.
The "halo" effect appears to be at work, or the "RDF" to you anti-Apple zealots.
Best,
Kurt