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Still too early for the battery debacle to have any discernible effects, but what do you think of the current popular sentiment that iPhone X numbers are at about 66% of what was expected? Does it even matter?

My personal belief is that, if X numbers are that low, it's more a testament to how competitive the 7/7+ and 8/8+ are rather than indicating anything inherently bad about the X. The X was always billed as tomorrow's phone you can get today for a premium, but tomorrow (read: AR's killer apps) just isn't here yet.

I think Apple's services category as well as the iPhones 8 will more than make up for any low X numbers, and it'll be business as usual as the stock shoots up immediately after earnings. As for the long term (i.e. next 2-3 years), I'm pretty bearish (history doesn't repeat itself, but it often rhymes), but I feel the short term is being unfairly weighted down currently.

Also, I do NOT think Apple wants anything to do with a Netflix acquisition.

Thoughts?



Submitted January 22, 2018 at 11:17AM by Artie_Fufkins_Fapkin http://ift.tt/2G6Cvjg

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