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Good to get to know about Redfin from this article!

Looking forward to the dip before backing thetruck for more AAPL!

Might have to wait for the app to launch first.

Frankly it is inconceivable to me that Apple will become a major ad platform. It should also be stressed that the $2B is what the author thinks Apple’s ad business will be worth, and it probably came from number AppStore downloads roughly equal to views and then a premium on those views.

I believe it’s all over for Intel as far as Apple isconcerned. It’ll just be like when Apple dropped the PowerPC, Apple never looked back and the PowerPC went into oblivion. 

Thanks for posting this. Your thesis laid the foundation for why Apple will be a good investment for many years to come.

Limited earning growth? Seriously? We’ve only seen the start of Apple Silicon, with many more following up next.And how can you compare Apple to FB and Google if you are the one to say that they are only financially similar to 20% of Apple’s services business? What about the other 80%? Thatbig chunk does nothing to justify Apple havinga bigger PE?