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Totally agree on Google closing in on Apple and App!e is 22 years older. Apple FY Q3 FCF was actually less than Google FY Q3 FCF by 20%. Now Apple is off cale
by jacksmith21006 9y ago
Totally agree on Google closing in on Apple and App!e is 22 years older.
Apple FY Q3 FCF was actually less than Google FY Q3 FCF by 20%.
Now Apple is off calendar by a quarter but suspect Google will do it again in Q4. Problem for Apple is their results in 2015 were better than their projected FY 2017 while Google has strong growth.
iPhone replacement cycles will continue to slow just like PC sales years ago.