Apple Tankwatch Message Board

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Technology Stocks : Apple Tankwatch

AAPL 273.85

+0.5%

Dec 24 12:59 PM EST

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To: zax who wrote (20758)	8/1/2012 1:38:44 PM
From: puborectalis	Read Replies (3) of 32692

considering that Samsung’s big market share gains largely came at the expense of others such as Nokia and RIM as opposed to Apple, which lost less than 1% market share. Also, the iPhone 4S was more than two quarters old when the Galaxy S III was launched. With numerous rumors about the iPhone 5 circulating in the media, we believe that many customers may have postponed purchasing new iPhones in anticipation of the iPhone 5. This could be easily gleaned from Apple’s last quarter financials as well, which showed that the company’s margins came under pressure from a drop in the iPhone’s average selling prices (ASPs). What this means is that the iPhone mix tilted towards the low-end, probably because many high-end smartphone buyers deferred their iPhone purchases until the launch of the iPhone 5, while lower-end purchases remained steady. The pent-up demand might mean a phenomenal holiday quarter for Apple, like last year, but it also puts its stock under the risk of the iPhone 5 not meeting customer expectations. Meanwhile, the company’s margin compression could continue into the next quarter as well, as expectations of an imminent iPhone 5 release strengthen.

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