Sunday, February 3, 2019

Timmy has a booster

As Apple's stock plunged, a billion-dollar wealth manager sent an email saying not to freak out. Here's why he thinks the tech titan is set to explode higher.
  • Porter points to areas like autonomous driving, original content and payments as potentially big future businesses for Apple.
Let me take this down a notch.  Apple has 18% market share in mobile phone, not enough to gain any edge in payments technology.  Original content, maybe but add five other tech companies doing original content and it is no so original.

Self driving cars?

By now I think the software is open source, thee is no reason Apple has no advantage. The 'convoy' technology of cars communicating works great, but is a standards issue, something Apple is not good at.

We shall see.

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