Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 Tankwatch -- Ignore unavailable to you. Want to Upgrade?

To: sylvester80 who wrote (16182)	1/27/2012 12:08:17 PM
From: rnsmth	Read Replies (1) \| Respond to of 32692

Their growth rate imploded in the holiday season This quarter seasonality will get them Apple's competitors, one by one, are becoming toast. Nintendo, Motorola, Sony-Ericcson, all of them one by one are hurting for certain

To: sylvester80 who wrote (16182)	1/27/2012 12:19:20 PM
From: pyslent	Respond to of 32692

"So your numbers, are just a guess and a bad one at that." How did anything you posted lead you to to this conclusion? Nothing you posted addressed the main point I made about Samsung's smartphone ASP imploding. In fact, if you look at your post more critically, they more than tripled smartphone shipments but didn't even double revenue and profit. That alone should tell you that they aren't making as much money on each smartphone. Lower smartphone prices have been the main driver of increased smartphone sales. There's nothing wrong with a business model in which you have to claw for share, but you want to compare with Apple? They doubled iPhone shipments while increasing ASP. At some point, they might fight for share, but I see no reason for them to do so yet.