With the shorters now out - as the half year results are getting closer. How far north can it go? It went down for no reason, however it hasn't equalised yet.
Also will the margin lift? Apple products are usually low margin, so with like for like sales and less tablets, it could mean more margin? Interested in your views?
Also the JB Hifi home could be good upside. The suppliers pay for the fitouts, I know as I'm in the industry, so it should be an easy, cheap and quick rollout. The only real competitors are Harveys, The Good Guys and Winnings who are traditionalists in their approach - there is room for another differentiated player?
What are everybody's thoughts, exciting times?
Ann: 2014 AGM CEO's Address, page-9
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