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Technology Stocks : Smartphones: Symbian, Microsoft, RIM, Apple, and Others
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To: Cogito who wrote (1423)7/19/2012 8:24:36 AM
From: Eric L   of 1647
 
The SA US OS Share 2012 Forecast ...

Morning Allen,

<< It would appear that Microsoft's gains are coming at the expense of RIM. I don't take that from the Comscore data presented in your post, but from marketshare comparisons that show all the different players. ... It seems to me that Comscore is actually being rather conservative in making this prediction. >>

The publicity piece ( 2012 US Smartphones forecast) I abstracted is from Strategy Analytics not comScore and there is no mention of comScore's usage share numbers in the PR. Strategy Analytics reports and forecasts sell-in units and share while comScore reports usage share. Two different metrics altogether from 2 companies that have no relationship.

RIM's BlackBerry OS sell-in share in the US (and elsewhere) is declining and will continue to do so this year and smartphone buyers (currently smartphone or feature phone users) will choose iPhones or smartphones running Android or Windows Phone OSs rather than BlackBerry, Windows Mobile, (and in ROW Symbian or Bada) OSs.

I think that SA's US sell-in share forecast for Microsoft's OSs which this year -- unlike last year, is virtually all Windows Phone not Windows Phone and Windows Mobile -- is relatively reasonable.

- Eric -
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