How Apple Sets Smartphone Industry Pricing


The below is from our principal analyst and partner, David EllerConclusion We believe Apple’s (AAPL) iPhone sets the bar for smartphone pricing. This presents a significant challenge for competitors and carriers alike. We expect accelerating price declines to begin in Q4/2009 and smartphone margin pressure through 2010. Smartphone stocks may not be the 'safe' growth investments many holders expect.Complete Story »


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