[opendtv] Re: I'm starting to feel sorry for, and worry about

  • From: Craig Birkmaier <craig@xxxxxxxxx>
  • To: opendtv@xxxxxxxxxxxxx
  • Date: Sat, 7 Aug 2010 08:00:33 -0400

At 4:33 PM -0700 8/6/10, Kon Wilms wrote:
On Fri, Aug 6, 2010 at 2:35 PM, Manfredi, Albert E
<albert.e.manfredi@xxxxxxxxxx> wrote:
.. the faithful are happy to pay the higher price. That's as far as it goes.

And that's the bottom line.


The bottom line is that Apple now has the second largest market cap in the world, having recently passed Microsoft. The company is growing at about 30% per year and has nearly $50 billion in cash reserves, adding $4 billion in the most recent quarter.

Despite "antennagate" it is nearly impossible to find a new iPhone - 2-3 week backlog. They can't build iPads fast enough. And the Mac is growing at a significantly faster rate than the global PC market thanks to customers who are switching from PCs.

Regards
Craig



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