agree. street is too much focused on services while these are icing on the cake. real strenght is hardware and ecosystem. apple refurbished market is growing 30% yearly. enormous ecosystem driver. and future products are not being valued.
Spitting distance?
To the you-know-who’s that has never believed 155 would be possible … the French Taunter from Holy Grail kinda says “I spit in your general direction”
FRENCH GUARD: I don’t wanna talk to you no more, you empty headed animal food trough wiper! I fart in your general direction! Your mother was a hamster and your father smelt of elderberries!
GALAHAD: Is there someone else up there we could talk to?
FRENCH GUARD: No. Now, go away, or I shall taunt you a second time-a!
…and isn’t this, once again, the slow-baby recognition of the outstanding performance of Apple’s business model that most on this blog have already known down to their socks for years?
(Always good to see the market catch up to the reality.)
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]
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Rodney Avilla on Apple: Sacconaghi interruptus (video) 'I am not sure that Tony is ignoring services, but that he is saying iPhone sales is a driver of…'
David Emery on Apple: Sacconaghi interruptus (video) 'Without any tracking/accountability for the collective poor performance of ANALysts, this trend of “heads talking trash on Apple” will continue.'
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To the you-know-who’s that has never believed 155 would be possible … the French Taunter from Holy Grail kinda says “I spit in your general direction”
LOL with apologies to John Cleese
ARTHUR: Now look here, my good man–
FRENCH GUARD: I don’t wanna talk to you no more, you empty headed animal food trough wiper! I fart in your general direction! Your mother was a hamster and your father smelt of elderberries!
GALAHAD: Is there someone else up there we could talk to?
FRENCH GUARD: No. Now, go away, or I shall taunt you a second time-a!
Go
(Always good to see the market catch up to the reality.)