When we start to talk about Apple as a variety of products, do we look at this company as a variety of products, or should I just be looking at it as an iPhone company. Well, it's an iPhone company because the variety of additional products you mentioned, people only buy them because they have an iPhone. So they all play together very nicely as well.Wall Street had been anticipating that wearables, home and accessories business to continue sputtering going into this earnings call. But maybe they forgot that ...

Bloomberg learned that Apple is preparing to expand manufacturing in Vietnam as part of its push into the smart home market. Some of these other stocks here, you're looking at Tianma Microelectronics. They are a low cost LCD panel maker or supplier, and they could be part of this equation as well.Rather than Apple's latest display technology, apparently these devices in Vietnam would use these lower cost LCD panels supplied by Tianma. That's why we're looking at that. It's up about a 10th of 1%.For more of ...

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