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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: t2 who wrote (102922)9/12/2010 10:40:02 PM
From: Cogito3 Recommendations  Read Replies (2) | Respond to of 213173
 
>>This the first year of the Android surge. It is obviously hitting Rimm at Verizon and other us carriers and will do the same to Iphones...because what made the Iphone so great was the browsing experience...and that advantage is gone.<<

The first phone to hit the market running Android was the HTC dream, in 2008. So I'm not sure about this being the first year of the Android surge. I'd say the surge has been going on for at least the past year and a half.

It's true that the browsing experience on the iPhone was one of the early selling points. But of course, that was before the phone ran all those cool apps. And that was never the only selling point.

Android has made it easy for any company to make decent smartphones, but it takes real innovation, fanatical attention to detail, and brilliant design to make a great smartphone.

As for market dominance, perhaps because it gets so much attention, the iPhone can be seen as a market leader. But it hasn't ever gotten above twenty-something percent of the smartphone market. IPhone sales continue to increase at a rapid clip, so I don't think market share is an issue. The smartphone market overall continues to grow. Apple can grow sales even while losing some percentage points in market share.



To: t2 who wrote (102922)9/12/2010 11:32:22 PM
From: Doren1 Recommendation  Read Replies (1) | Respond to of 213173
 
>> Without the iphone can't see it growing as in the past.

You are discounting the fact that the iPhone/iTouch/iPad are being integrated as controllers of other Apple products and game controllers.

And at some point in time, calls using VOIP are going to start outnumbering regular calls. I don't know what that means to the phone market but surely something as phone calls are absorbed into computing.

In addition a good part of the race is about battery life vs. performance which is why Apple is designing it's own processors. Part of that performance will come down to good software.

Apple always seems to be looking down the road, and certainly they were one of the first to see the convergence of media, mobility, cloud, and ease of use between devices.

I agree it's difficult to see past a few years. For the next year I have no doubt they are going to sell oodles of iDevices and computers.