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Technology Stocks : Apple Inc.
AAPL 278.85+0.5%Nov 28 9:30 AM EST

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To: Kelly G. who wrote (148059)1/11/2013 2:56:53 PM
From: Moonray   of 213173
 
1) Apple still controls 70% of the profits
You really don't have to go any farther than this as far as I am concerned.
Keeping in mind the pie chart at : tech.fortune.cnn.com
and the Citi team statements before and after the chart:
"Apple and Samsung are the only investable smartphone brands"
2012 profit pool is 70% Apple and 30% Samsung. All others losing money.
Coupled with Schiller's update:
" In fact, although Apple's market share of smartphones is just about 20 percent, we own 75 percent of the profit."
at : news.cnet.com

One sees that Apple's competitors are losing out as time goes on. They can't lose money forever.
It will be interesting to see what innovation Samsung comes up with once Apple disengages.

o~~~ O
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