SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc.
AAPL 278.79-0.7%Dec 5 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Doren who wrote (128779)3/21/2012 2:11:58 PM
From: XoFruitCake  Read Replies (1) of 213173
 
What advantage do they have over others?

I think Msft is way too optimistic about their phone outlook..In the low end market, everyone has access to the same components. Manufacturing cost is determined by the volume. And then on top of the manufacturing cost, every manufacturer has to pay 30-35 a pop to Msft for Window 8 while they pay Msft 5-10 for an Andriod (patent licensing fee.. more than 1/2 of the Android maker settle with Msft already. Apple is heading that route too with the lawsuit between Apple/Samsung. Apple want to get paid for every Android sold.). So at the starting gate, each android phone has about $20-25 cost advantage on software only over Window 8 phone. And low end phone is in the $50-$250 range and gross profit margin probably is in the 10-20% range.. The software cost disadvantage that Window phone has is going to be substantial. And then part of the benefit of buying a smartphone is all the free apps that one can download. How many free apps Window phone has so far??? Window 8 itself is fragmented between x86 based and ARM based Window 8. Smart phone is probably based on ARM processor (for cost reason) and tablet probably is more based on x86 processor (more expensive than ARM based). I just don't see how an ARM based Window 8 phone can get that much of a foothold into the low end market?

arstechnica.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News