I don't disagree at all. But the context of the comment I was responding to was specifically about whether this would be enough to justify a high conviction bet on AAPL stock.
Even if this model sells like hotcakes (which I'm sure it will), and even if that isn't priced in (which I'm less sure of), don't really see that having a large enough impact on overall earnings to move the needle on the stock. The reality is that small differences in the next Fed announcement probably will move AAPL to a much larger degree than this product.
Even if this model sells like hotcakes (which I'm sure it will), and even if that isn't priced in (which I'm less sure of), don't really see that having a large enough impact on overall earnings to move the needle on the stock. The reality is that small differences in the next Fed announcement probably will move AAPL to a much larger degree than this product.