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 272.99-0.3%Dec 30 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
HerbVic
To: slacker711 who wrote (179973)3/10/2015 3:54:22 PM
From: pyslent1 Recommendation   of 213177
 
I really dont have a strong idea on how this is going to play out. Samsung has stopped the bleeding and it looks like they have a very good product offering, but the way I look at it, Apple has nearly become the "default" choice for high-end buyers. It was easy to have a reason to buy something other than Apple when there was no large screen iPhone...but now? Customer loyalty to Samsung/Android looks like it would be the primary reason.

Pretty much my thoughts as well. Samsung's high end sales have contracted in the past 2 years, but we haven't seen definitive evidence that Apple's dealt a death blow. It might just be that, like with the iPhone 5/5C/5S, Samsung's customers were waiting for a more compelling product to initiate an upgrade cycle. That said, it's harder for me to imagine Samsung having sustained growth with the S line beyond cyclical replacement (eg Apple's worse case scenario is Samsung's best case).
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