Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Ads: Apples next $450 billion TAM (total addressable market) – Apple is trying to step in and solve the ad-revenue problem for its app developers that are ad-driven. — Needham analyst Laura Martin From Apples services revenue has 70% margins, twice that of hardware, says Needhams Laura Martin, which aired Thursday on CNBC: Laura Martin, Needham Co managing director, …
