Gary Morton

Executive, Stryker

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Professional Experience

VP, General Manager at Stryker EMS, Sep '90 - Mar '12

Education

BS Engineering at West Point, Jun '80 - Dec '84
MS Systems Mgt at USC, Sep '85 - Dec '87

Other Interests

Chess, Swimming, Boating, Biking

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Apple Logo
AAPL $188
  • made a price estimate 8/3/16
  • tags: AAPL
  •  Apple Gross Profit Margin
     iPad Pricing
     iPhone Pricing
     Mac Pricing
     iPad Units Sales
      [ less... ]
     Apple Gross Profit Margin
     iPad Pricing
     iPhone Pricing
     Mac Pricing
     iPad Units Sales
     
    Amazon Logo
    AMZN $427
  • made a price estimate 1/30/16
  • tags: AMZN
  •  International EBITDA Margin
     Amazon Web Services EBITDA Margin
     North America EBITDA Margin
      [ less... ]
     International EBITDA Margin
     Amazon Web Services EBITDA Margin
     North America EBITDA Margin
     
    Netflix Logo
    NFLX $103
  • made a price estimate 10/19/15
  • tags: NFLX
  •  International Streaming Contribution Margin
     Domestic Streaming Contribution Margin
      [ less... ]
     International Streaming Contribution Margin
     Domestic Streaming Contribution Margin
     
    Alphabet Inc. Logo
    GOOG $866
  • made a price estimate 7/22/15
  • tags: GOOG
  •  Google's PC Search EBITDA Profit Margin
     Google's PC Search Market Share
     Google's Revenue per Search on Mobile Devices
     Internet Searches Per PC in Use
     Google's Revenue per Search on PCs
      [ less... ]
     Google's PC Search EBITDA Profit Margin
     Google's PC Search Market Share
     Google's Revenue per Search on Mobile Devices
     Internet Searches Per PC in Use
     Google's Revenue per Search on PCs
     
    Transocean Limited Logo
    RIG $47.68
  • made a price estimate 1/9/15
  • tags: RIG
  •  Average Daily Revenues
     Effective Annual Rig Count
     CapEx Net of Divestitures as % of Gross Margins
     Contract Drilling Gross Margin
     Utilization
      [ less... ]
     Average Daily Revenues
     Effective Annual Rig Count
     CapEx Net of Divestitures as % of Gross Margins
     Contract Drilling Gross Margin
     Utilization
     
    Alibaba Group Logo
    BABA $130
  • made a price estimate 9/20/14
  • tags: BABA
  •  Alibaba Group EBITDA Margin
      [ less... ]
     Alibaba Group EBITDA Margin
     
    Intel Logo
    INTC $41.22
  • made a price estimate 6/4/14
  • tags: INTC
  •   [ less... ]
     
    Tesla Motors Logo
    TSLA $233
  • made a price estimate 3/3/14
  • tags: TSLA
  •  Model S Market Share
     Model 3 Market Share
     Revenue per Unit of Model S Sold
      [ less... ]
     Model S Market Share
     Model 3 Market Share
     Revenue per Unit of Model S Sold
     
    News Corp Logo
    NWS $27.31
  • made a price estimate 12/20/13
  • tags: NWS
  •  Publishing Revenues
     Filmed Entertainment EBITDA Margin
     Cable Networks EBITDA Margin
     Movie & TV DVDS & Electronic Sales
      [ less... ]
     Publishing Revenues
     Filmed Entertainment EBITDA Margin
     Cable Networks EBITDA Margin
     Movie & TV DVDS & Electronic Sales
     
    Chesapeake Logo
    CHK $16.75
  • made a price estimate 10/16/13
  • tags: CHK
  •  Chesapeake E&P EBITDA Margin
     Average Natural Gas Sales Price
      [ less... ]
     Chesapeake E&P EBITDA Margin
     Average Natural Gas Sales Price
     
    Apple Logo
  • commented 2/27/13
  • tags: AAPL
  • Comment on iPhone, iPod Touch & iPad Apps Gross Profit Margin

    Trefis Gang, this analysis for Gross Profit Margin on the App Store is not correct. Your model shows 30% GM for the iTunes store. For Music Apple reports the total revenue generated by song and movie sales and the company takes a 30% cut, so the 30% GM there is probably a bit overstated (there are costs to run the store), but at least it is close. For Apps, Apple only reports as revenue their 30% share of the total sale, so to show a 16% to 18% GM on that does not seem correct. The APP store GMs more likely run in the 60% to 80% range as the company is only recognizing Apple's 30% share of proceeds. As there is no part of APPL's reported APP store revenue going to the content providers, it is all pure profit less the COGS for running the APP store. [ less... ]
    Comment on iPhone, iPod Touch & iPad Apps Gross Profit Margin Trefis Gang, this analysis for Gross Profit Margin on the App Store is not correct. Your model shows 30% GM for the iTunes store. For Music Apple reports the total revenue generated by song and movie sales and the company takes a 30% cut, so the 30% GM there is probably a bit overstated (there are costs to run the store), but at least it is close. For Apps, Apple only reports as revenue their 30% share of the total sale, so to show a 16% to 18% GM on that does not seem correct. The APP store GMs more likely run in the 60% to 80% range as the company is only recognizing Apple's 30% share of proceeds. As there is no part of APPL's reported APP store revenue going to the content providers, it is all pure profit less the COGS for running the APP store.
    Texas Instruments Logo
    TXN $83.09
  • made a price estimate 11/26/12
  • tags: TXN
  •  TI's Market Share of Global Analog Semiconductors
      [ less... ]
     TI's Market Share of Global Analog Semiconductors
     
    Samsung Electronics Logo
    SSNLF $2,025
  • made a price estimate 11/16/12
  • tags: SSNLF
  •   [ less... ]
     
    Netflix Logo
  • commented 12/18/11
  • tags: NFLX
  • The process for renewing DVD subscriptions as a gift in the 2011 holiday season is completely broken. Those Grandparents who receive DVD gift subscriptions from their children will not be renewing. There is also a drag from the negative publicity on the mess-ups of late, and the regular subscriptions are hard to figure out if you are a DVD user only. [ less... ]
    The process for renewing DVD subscriptions as a gift in the 2011 holiday season is completely broken. Those Grandparents who receive DVD gift subscriptions from their children will not be renewing. There is also a drag from the negative publicity on the mess-ups of late, and the regular subscriptions are hard to figure out if you are a DVD user only.