L****n
发帖数: 12932 | 1 Apple start to give massive discount recently - starting from free OS on new
mac, to deals this holiday season. That's a departure from their prior
practice. Their profit margin is exceeding high and they certainly can
afford to. if old version ipad mini start selling average $200-$250, i don't
think there is much room left for Android junk books. Market share will
start sliding back apple's way.
looking for APPLE hitting 1000 in 2014. |
r*m
发帖数: 16380 | 2 but the profit margin will be much lower.
Let's say APPLE sell 10M units a year and each unit make $200 profit now,
and the new strategy will sell 20M units but only $100 profit per unit. Hard
to say whether APPLE win or lose. |
L****n
发帖数: 12932 | 3 think about a bell curve - apple right now occupy the top 20%. by moving to
the top 50%, they will increase their market share 2.5x. profit margin down
30%, their profit from hardware would jump 50%. adding the increase app
store traffic and purchase, their profit can double. - so will their stock
price. |
b*******e
发帖数: 6389 | 4 Good to know this.
new
't
【在 L****n 的大作中提到】
: Apple start to give massive discount recently - starting from free OS on new
: mac, to deals this holiday season. That's a departure from their prior
: practice. Their profit margin is exceeding high and they certainly can
: afford to. if old version ipad mini start selling average $200-$250, i don't
: think there is much room left for Android junk books. Market share will
: start sliding back apple's way.
: looking for APPLE hitting 1000 in 2014.
|
h*****e
发帖数: 3624 | 5 not much room for apple either
people who bought junk Android books will keep using it until it die...
new
't
【在 L****n 的大作中提到】
: Apple start to give massive discount recently - starting from free OS on new
: mac, to deals this holiday season. That's a departure from their prior
: practice. Their profit margin is exceeding high and they certainly can
: afford to. if old version ipad mini start selling average $200-$250, i don't
: think there is much room left for Android junk books. Market share will
: start sliding back apple's way.
: looking for APPLE hitting 1000 in 2014.
|
s***m
发帖数: 6197 | 6 In addition, Apple's hardware build a solid base for developing high-end
games on the pads. The recent company that Apple acquired, PrimeSense, is
also very interesting.
new
't
【在 L****n 的大作中提到】
: Apple start to give massive discount recently - starting from free OS on new
: mac, to deals this holiday season. That's a departure from their prior
: practice. Their profit margin is exceeding high and they certainly can
: afford to. if old version ipad mini start selling average $200-$250, i don't
: think there is much room left for Android junk books. Market share will
: start sliding back apple's way.
: looking for APPLE hitting 1000 in 2014.
|
u****d
发帖数: 23938 | 7 板子市场趋于饱和，苹果平板降价太晚，基本没啥作用；而且安卓高清板子还是比mini
一代便宜太多了，即使mini一代降到200-250，更不用说7寸安卓板子还能当离线GPS用。
new
't
【在 L****n 的大作中提到】
: Apple start to give massive discount recently - starting from free OS on new
: mac, to deals this holiday season. That's a departure from their prior
: practice. Their profit margin is exceeding high and they certainly can
: afford to. if old version ipad mini start selling average $200-$250, i don't
: think there is much room left for Android junk books. Market share will
: start sliding back apple's way.
: looking for APPLE hitting 1000 in 2014.
|
u****d
发帖数: 23938 | 8 换句话说，苹果现在这么做，有点亡羊补牢的意思；它还是想夺回今年已失去的平板份
额老大的地位。能达到这个目的或者跟安卓板子平起平坐就很不错了。 |
L****n
发帖数: 12932 | 9 一样的价钱nex7就是个钓丝样。
mini
用。
【在 u****d 的大作中提到】
: 板子市场趋于饱和，苹果平板降价太晚，基本没啥作用；而且安卓高清板子还是比mini
: 一代便宜太多了，即使mini一代降到200-250，更不用说7寸安卓板子还能当离线GPS用。
:
: new
: 't
|
u****d
发帖数: 23938 | 10 你这个是N7一代；现在100刀32GB，分辨率也远胜mini一代；
N7二代，还是低于200刀，屏幕秒杀mini一代，优于mini二代；
更不用说，某些优质google服务在案桌上的优异性能。
【在 L****n 的大作中提到】
: 一样的价钱nex7就是个钓丝样。
:
: mini
: 用。
|
l***o
发帖数: 5337 | 11 我对这个新策略的解读是苹果的好日子真的结束了。周一把手里的苹果全清掉。
new
't
【在 L****n 的大作中提到】
: Apple start to give massive discount recently - starting from free OS on new
: mac, to deals this holiday season. That's a departure from their prior
: practice. Their profit margin is exceeding high and they certainly can
: afford to. if old version ipad mini start selling average $200-$250, i don't
: think there is much room left for Android junk books. Market share will
: start sliding back apple's way.
: looking for APPLE hitting 1000 in 2014.
|
d****t
发帖数: 64 | 12 我也不喜欢目前的策略，感觉AAPL狗急跳墙了，绝望了。margin一定下降，不仅是ipad
，iphone5s一出来就被walmart带头降价。教主在的时候，walmart根本没资格去卖吧。 |
g*********e
发帖数: 14401 | 13 lowering price is no Apple practice.
Apple stands for prestige products & elite consumers & luxury brand's
profits. It should be targeted to the top 10% at the pyramid.
how to differentiate itself if it's selling at Android junky price. The
brand's premium status ought to be preserved. Short sighted MBA management
care nothing except their current fiscal year bonus. |
