L****n
发帖数: 12932 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: Lexian (蒙古大夫), 信区: Stock
标 题: Re: Icahn V5! Apple to vote for 50B buyback
发信站: BBS 未名空间站 (Sun Dec 29 16:33:19 2013, 美东)
i think AAPL is at the early stage of monetizing their dominance in digital
space. their approach of tight control of environment, high margin while
emphasizing user experience will trump the fragmented tech geek low cost
approach in every day digital life. It has so many potential money making
streams. even if none of that gets realized, a trailing PE of 14, PEG of .99
is hard to find in the current market.
- auto info system. latest iOS update already has the option of "Car Display
". i think pretty soon every car will have to airplay iphone system on the
display or not get sold. the system is light years better than each auto
maker's own clumpsy and expensive crap.
- mobile payment. the finger print can truly revolutionize credit card
industry. imaging apple gets a dime in every buy and sell.
- home automation, gaming, entertainment etc. too many to count.
型。 |
|
