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

To: i-node who wrote (109031)	2/13/2011 2:21:50 PM
From: Cogito	Read Replies (1) \| Respond to of 213183

So the numbers from Gartner and NPD are different, as usual. The NPD numbers you posted show that Apple lost a whopping 0.3% of market share (in an expanding market), and that the iPhone 4 was the top selling phone in the US in the quarter, despite the fact that it was still available only from AT&T. Meanwhile, we do that Apple sold 93% more iPhones in their fiscal Q1 2011 than they did in Q1 2010, and that sales of the iPhone were constrained by manufacturing capacity, not demand. Clearly, Android's increase in market share hasn't come at the expense of the iPhone.

To: i-node who wrote (109031)	2/13/2011 2:56:32 PM
From: Doren	3 Recommendations Read Replies (2) \| Respond to of 213183

We have semantics here: ANDROID is an OS. There is no Android company. Goog wrote and maintains Android but it is losing money on Android. APPLE is a company that makes money. So you are comparing the market share of a company to the market share of an OS. IF you try to compare the market share of iOS to Android you Android would win, but if you compare the market share of any company that uses iOS to the market share of any company that uses Android the iOS company would win. Personally I've got my eye on it, and my thinking is that Android WILL capture the largest market share. NO DOUBT. Whether that will be large enough to gain monopoly advantage is unknown, but for now I'm not buying it. One could say their are many different versions of Android. You could divide it up by versions which have their upgrade compatibility problems then further by flavors among the various vendors which add their own sets of problems. Then their is the problems of a disinterested landlord, losing money on Android, maintaining an OS populated with bad tenants who have endless demands and screw with the plumbing. While Android might spurt to the top the question of STAYING power is an open question no one really debates.