To reach $49 billion by 2020 Apple needs a new source of Services revenue.
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Ben Schachter is putting his money—and his gross margin estimates—on Apple Services.
"The days of Lazy and Myopic CEO's, CFO's and Board of Directors are over."
"The iPhone has peaked? Are you kidding me? Not on your nelly."
After a Presidential election in which state-sponsored disinformation helped tip the scales, I expect more from Apple than passive compliance.
Read More Dear Tim Cook: Here's how Google handled Chinese censorship
"To say he is a China hawk is an understatement."
"We think the Apple brand is still strong, but Chinese consumers want more differentiation."
Read More Milunovich: iPhone trending up in all regions but one
To put that in perspective, Indians buy, on average, about 10 million mobile phones per month.
Fiscal 2018, says analyst Andrew Uerkwitz, will mark peak iPhone. "We believe Apple lacks the courage to lead the next generation of innovation (AI, cloud-based services, messaging);…
Read More Oppenheimer: 'Apple is about to embark on a decade-long malaise'
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