The Residential Real Estate Post-Crash Index-MODERATED Message Board

To: TH who wrote (65433)	4/24/2012 9:41:31 PM
From: John Koligman	Read Replies (2) of 90820

Sorry about that, what I was trying to get at is that as AAPL takes share in the phone and computing markets, the stock market has 'adjusted' the value of it's competitors. The 'adjusting' has been most dramatic among the competing phone manufacturers, but even suppliers have felt it, due to AAPL's size and growing market clout. As an example, AAPL gets a hundred bucks extra for an iPad with 32gb of flash as opposed to one with 16gb. My guess is that they pay their suppliers 15 bucks or less for that memory. So they actually make much more off the memory than do those who make it and sell it to them... Nokia lost over a hundred billion in market cap within a year of the iPhone's arrival. And so it goes.... Schumpeter's 'creative destruction' on full display... Best regards, John