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Technology Stocks : Mobile Computing - OSs & Manufacturers UNMODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (2333)	2/9/2011 5:46:05 PM
From: sylvester80	Read Replies (1) \| Respond to of 3170

The "increased sales" is irrelevant. Hell, even Nokia and RIMM had "increased sales".. yet they both lost massive market share... the reason for the increased sales is because the market continues to increase at a 90% clip. On the issue of Apple's decreasing market share... I've already shown you that they lost almost 10% of market share during the last 14 months in the U.S... and their pricing works against them in places like China and India... the only saving grace for Apple is Europe... but even that trend is down... but never the less from a lofty level... but if Android does better in Europe in 2011, then don't surpised to see Android's world market share above 50% world wide... knowyourmobile.com

To: Road Walker who wrote (2333)	2/9/2011 6:46:14 PM
From: pyslent	1 Recommendation Respond to of 3170

It was inevitable that Apple would lose smartphone share as Android and Symboan et al expand downmarket. Apple is choosing not to play in that space. Apple has made big share gains in it's total addressible market. Nokia's Elop says they have 61% of the >$300 market. I'm skeptical of that number, but as I've posted here and elsewhere, the high end of the market is not where the smartphone growth is, and the expansion of smartphones at the low end is largely irrelevant to Apple's business. What they must do is continue to defend their share at the high end. As long as they get paid $600 per phone while their competitors have to make do with $400-450, they are going to have a pretty significant advantage.