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AllTheHype

01/01/16 3:10 PM

#174822 RE: risk on #174821

If you get a chance, contrast SPY from Aug til now with the one from July 2011 thru Feb 2012. There are striking similarities, including October flat-lining in OB for the entire month both times.
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thefranchise

01/01/16 4:09 PM

#174823 RE: risk on #174821

Apple owns the smartphone market no matter what anyone says. S6 is Samsungs best phone ever and the sales were not as good as they should have been. I say this while typing on an s6 edge. Emerging markets is where all mobile growth is and that's almost all Apple. IPhones are status symbols. IPhones have like 10—20% of the market but make 90% of all the profits. Sony HTC Motorola are all dead mobile brands. In the end it's going to be Apple and the Chinese.
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imiloa

01/02/16 11:47 AM

#174842 RE: risk on #174821

agreed that youth are the key to long term shifts.
i'm just focused on 2016 shifts for now.

in the next couple years, consumer VR is going to happen.
and that's a whole new game, which youth will be all over.

from their patent stable the last decade,
i expect apple to have some interesting VR offerings.
if so, they have a chance of another surge in consumer revenue
as people flock to iOS devices to use their kit.