In addition to other info from the Tuesday 9/12 event, this article makes the case that investors should really watch for 2 things: 1) The price of the iPhone 8...AFTER heavy promotions from carriers (especially T-Mobile and Sprint, which will likely get more aggressive than usual.) After all, this will reflect the REAL cost of the phone to the consumer, not the expected $999 retail price. 2) Any hints about how well Apple is able to meet iPhone 8 supply. Now, Tim Cook isn't just gonna come out and say, "Yo, we sorta fucked up the supply/demand projections on the 8," but if the 8 is limited to certain geographical regions or rolls out later than 9/22 (expected rollout of iPhone 7s and 7s Plus) then that likely means they're having trouble meeting supply.
Interesting to consider, especially with AAPL up about 2% Monday ahead of the event.
Submitted September 11, 2017 at 11:07AM by pigletsdaughter http://ift.tt/2vQ8pKY
