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


To: Road Walker who wrote (128983)3/23/2012 11:16:17 AM
From: XoFruitCake  Read Replies (1) | Respond to of 213173
 
so I imagine we have another five years at least before it matures to the point when upgrades are minimal. And then someone will probably come along and make a phone that isn't "as we know it today".

I think this year growth rate will tell us if we will have another 5 year of good smartphone market or only 3 years left. The smart phone market grew 75% in 2010 and 50% in 2011. If the market grew at 40+-% in 2012, we will probably has another 5 years left.. But if we only has 20+-% growth this year, we may only have another 3 years left. The growth of the high end market that Apple is focused on will be slower than the overall smartphone market. Smart phone market grow mostly by converting dumb phone user and upgrade them to smart phone user and those users tend to go to the low end Android phone that cost them $30-40-50 a pop (most of the countries outside of US don't have the carrier sub plan). So the late movers (those that buy smart phone for the first time now) are mostly interested in price and not the features..