Icahns Valuation of Apple Is Outrageous: Hawtin

The transcript discusses Apple's market position, stock valuation, and potential risks. It highlights new product launches, particularly the iPhone 6 and 6 Plus, and their success in emerging markets. The discussion also covers Apple's strategy, innovation potential, and the importance of expanding its ecosystem. The future outlook for Apple is considered, with a focus on maintaining its top-end market position and exploring the tech-luxury intersection.

What are the assumptions mentioned in the analysis regarding Apple's target price?

What risks are associated with the stock according to the discussion?

How does the speaker view the current valuation of Apple?

What factors contribute to the momentum behind Apple's business?

What is the speaker's opinion on the new iPhone product cycle?

What does the speaker suggest is necessary for Apple to grow its business?

How does the speaker perceive the relationship between technology and luxury in Apple's branding?