Apple's Samsung Problem Can't Be Solved
by Ashraf Eassa
I have tried to maintain a mildly bearish/neutral stance on Apple (AAPL) as it has become clearer that the smartphone is destined to be a commodity product at much lower ASPs than what Apple commands today (~$600). However, the fundamental thesis that Apple bulls have maintained is that Apple still keeps the lion's share of the profits in the smartphone business looks as though it is about to crater. If I were an Apple shareholder, I would pay very close attention to the threat from Samsung. read more »
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