How much cash profits would you expect them to generate annually, let's say 5 years from now?
Is it going to be enough to justify 200B market cap? They are almost valued on par with Walmart, but have revenue that is five times less and even with the growth rate of 25% -- it will take them 7.4 years for their revenues to rise up to Walmart level, if Walmart stands still and doesn't grow theirs.
Estimated shipping -- Oct 7! Not cool. Verizon interface is so difficult -- it took me 30 minutes after 12PDT to figure that one out. Was not able to upgrade 2 phones at first, just one. At first attempt it was saying shipping data Sep 23, but 30 minutes later it is already Oct 7. From a phone user perspective this sucks -- from a shareholder perspective - we will see -- either demand is super high or supply is super low.