Apple Tankwatch Message Board

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Technology Stocks : Apple Tankwatch

AAPL 272.56

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10:45 AM EST

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To: sylvester80 who wrote (16568)	2/3/2012 7:25:59 PM
From: pyslent	Read Replies (3) of 32692

Yes, very impressive, and very surprising considering Google's proclamation of 700,000 activations per day at the tail end of the quarter. 82 million over the quarter is closer to 900k/ day over the entire quarter. Also impressive is the whole year shipments of 237 million, which is close to your prriction of 250 million. Android penetrated the mid tier much more effectively than I expected. Still, as it pertains to this thread, I don't see how Apple's business was affected one way or another by Android. Apple did pretty darn great in securing 75% of the handset industry profits despite the Android growth in market share. Apple does not compete in the market segments where Android is growing.

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