Replies to post #103338 on Apple Inc (AAPL)

[BYUINSDER]

Andaan Ahmad, an analyst for Germany’s Berenberg investment bank, called on Apple CEO Tim Cook to buy Tesla Motors. Ahmad thinks Tesla will be one of the great automakers of the 21st century, and that the income from Tesla’s operations will give Apple a sustainable income as the market for smartphones and tablets becomes increasingly competitive. Everyday there are more players and innovations in the market, and Apple’s domination is slipping with each new product launch.
Read more at http://cleantechnica.com/2013/11/03/apple-advised-purchase-tesla-motors/#U2Yw4ZRZGbG2z6wL.99

[BYUINSDER]

Report out today on seeking Alpha.

Last quarter, research firm IHS iSuppli released tear down results for the iPhone 5S handset. At the time, IHS iSuppli estimated total bill of materials ($190.70) and manufacturing ($8.00) costs of $198.70 for each 16GB 5S phone that retails for $649.00. For Apple, NAND Flash memory upgrades add a mere $19.60 in bill of materials costs to offer the 64GB iPhone 5S ($218.30 in bill of materials and manufacturing costs) that retails for $849.00. In prior years, bill of materials and manufacturing costs for the 64GB iPhone 4S and 5 were $253.00 and $238.00, respectively. These 64GB 5S handsets also sold for $849.00 upon launch. Over time, Apple has leveraged both iPad and iPhone buying power to pressure suppliers into slashing prices for component parts. The case may be made that iPhone profit margins have actually expanded through product maturity. As such, market share data that includes bargain bin phone offerings out of Apple rivals may be rendered largely irrelevant in regards to long-term investment returns.

Apple iPhone Competition Lacks "Killer App"