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Technology Stocks : Mobile Computing - OSs & Manufacturers UNMODERATED
GOOG 320.120.0%Nov 28 9:30 AM EST
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To: Road Walker who wrote (2333)2/9/2011 6:46:14 PM
From: pyslent1 Recommendation   of 3170
 
It was inevitable that Apple would lose smartphone share as Android and Symboan et al expand downmarket. Apple is choosing not to play in that space. Apple has made big share gains in it's total addressible market. Nokia's Elop says they have 61% of the >$300 market. I'm skeptical of that number, but as I've posted here and elsewhere, the high end of the market is not where the smartphone growth is, and the expansion of smartphones at the low end is largely irrelevant to Apple's business. What they must do is continue to defend their share at the high end. As long as they get paid $600 per phone while their competitors have to make do with $400-450, they are going to have a pretty significant advantage.
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