Latest ideas and analyses related to ecosystem lock-in

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AAPL , QCOM

+5 pts



Apple fan base will eat anything with an apple logo! $30 price tag does seem a bit low for an apple product though....

By adamsmith on April 21, 2021, 2:09 p.m.
Tagged topics: ecosystem lock-in , TAM expansion , product launch , Raymond James , AirTags , iPad Pro

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL , QCOM

+1 pts



NICE...

By johnoneoff on April 20, 2021, 9:10 p.m.
Tagged topics: ecosystem lock-in , TAM expansion , product launch , Raymond James , AirTags , iPad Pro

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL , QCOM

+40 pts



$AAPL, $QCOM - RayJay thinks AirTags can become a '$10bn opportunity' (really??!), says iPad Pro moving to 5G is positive for QCOM

By labjordan on April 20, 2021, 4:14 p.m.
Tagged topics: ecosystem lock-in , TAM expansion , product launch , Raymond James , AirTags , iPad Pro

Views: 274, Votes: 5, Responses: 2, Attachments: 2
AAPL

+32 pts



$AAPL - Oppenheimer says transition to Apple Silicon will outperform PCs in next 5 years, better integrate with iOS, and lead to a sticker user base

By bbern3 on Nov. 11, 2020, 12:11 a.m.
Tagged topics: Mac , ecosystem lock-in , silicon

Views: 113, Votes: 5, Responses: 0, Attachments: 2
AAPL

+31 pts



Look through the near term noise

By phenphen on Jan. 29, 2020, 12:20 p.m.
Tagged topics: China , ecosystem lock-in , coronavirus , Wuhan

Views: 226, Votes: 1, Responses: 0, Attachments: 0
AAPL

+34 pts



This is why I'm holding onto Apple long-term

By mooreideas on Sept. 11, 2019, 7:58 p.m.
Tagged topics: integrated player , ecosystem lock-in , lower churn

Views: 216, Votes: 3, Responses: 0, Attachments: 0