AAPL: iPhone Mini Is Biggest Threat To Apple's Sales Estimates

iPhone Mini Is Biggest Threat To Apple's Sales Estimates
by Wim Lewi

This article is a third piece since my first note 20% downside ago. Most analysts still predict Apple (AAPL) growth rates as if it controls only a small percentage of its addressable markets. While in fact, Apple has now become by far the largest incumbent player in all their markets. Inevitably, this limits future growth potential. Since the iPhone introduction, Apple has been a sales growth AND margin expansion story. The latest Apple moves illustrate that it is becoming a growth OR margin expansion story. For instance, the iPad mini was priced higher than expected at 329 USD. In this case, Apple prefers to protect its margin rather than its market share. Tablet new entrant Amazon (AMZN) sells below production cost. read more »

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