Korralik madrats ja hea telefon on enam vähem samas hinnaklassis, seega nõrga majanduse süüks ei saa siin päris kõike ajada, väike väss on vist tarbijal nendest ühe näoga nutikatest:)
My bad, korraliku Tempur Combi aseme eest tuleb peaaegu kolme ifone`i füür välja köhida.
Eilsete AAPL tulemuste valguses huvitav mõttekäik:
When we look at our cash flow models, assuming Apple can maintain its current operating
margins (a heroic assumption in the face of increased competition in the tablet market), to
justify the current stock price, it appears to us that Apple will have to sell about $2.6 trillion
worth of total products and services over the next ten years. Last year’s revenues (for the fiscal
year ending 9/24/11) totaled $108 billion. If Apple’s margins shrink, it will have to sell a lot
more.
This level of Apple product sales will make up almost 1.5% of U.S. GDP (of course it also
sells products outside of the U.S.). That means that with the average GDP per capita in the
United States being around $50,000, each person must spend $750 on Apple products and
services annually (since 30% of sales are domestic, this means that about $225 per U.S. citizen
would go to Apple every year). Since not all 310 million people in America use Apple, those who
do need to spend a lot more and the vast majority of those sales will need to be on devices
because iTunes sales do not bring much profitability.
http://www.obermeyerasset.com/images/uploads/2012_March_Commentary_1.pdf
When we look at our cash flow models, assuming Apple can maintain its current operating
margins (a heroic assumption in the face of increased competition in the tablet market), to
justify the current stock price, it appears to us that Apple will have to sell about $2.6 trillion
worth of total products and services over the next ten years. Last year’s revenues (for the fiscal
year ending 9/24/11) totaled $108 billion. If Apple’s margins shrink, it will have to sell a lot
more.
This level of Apple product sales will make up almost 1.5% of U.S. GDP (of course it also
sells products outside of the U.S.). That means that with the average GDP per capita in the
United States being around $50,000, each person must spend $750 on Apple products and
services annually (since 30% of sales are domestic, this means that about $225 per U.S. citizen
would go to Apple every year). Since not all 310 million people in America use Apple, those who
do need to spend a lot more and the vast majority of those sales will need to be on devices
because iTunes sales do not bring much profitability.
http://www.obermeyerasset.com/images/uploads/2012_March_Commentary_1.pdf