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

To: Cogito who wrote (14794)	1/7/2012 8:59:45 PM
From: sylvester80	Read Replies (1) \| Respond to of 32692

Samrtphone sales are growing 70% year over year (we'll have to wait and see what the latest numbers are as growth has been slowing). Last quarter Apple grew their smartphone sales 20% year over year which was 50% below the industry for whatever reason, part of which was the waiting for the next iPhone. So even with a 120% yoy growth this quarter (which means 36mil phones for this quarter), it will average the 2 quarters at 70%, just barely keeping up with industry growth. Eventually, industry growth will slow further and further and further down to single digits. By comparison, Samsung grew their smartphones last quarter 300% year over year. In Q4 2010 they did 10.5mil. At 35-36 million for Q4'11, they will grow at about 250% year over year. As you can see that's many times over the industry growth and that means they are gaining massive market share while Apple continues to flat line and barely keeping up with market growth.