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

To: Road Walker who wrote (147139)	12/19/2012 5:52:08 PM
From: NAG1	3 Recommendations Read Replies (2) \| Respond to of 213176

RW, I am not sure what to do with market share related to smart phones. If you look at things after Samsung introduced their new phone, you would probably say that their market share went up. If you look at Apple this quarter, because of the release of the new iPhone, you could probably say that market share for Apple went up in smartphones. When talking about the smart phone market, I think investors also need to look at the "premium" smart phone market as opposed to lumping all smart phones into 1 market. I would hazard a guess that for the premium market, that Apple dominates but with Samsung winning a significantly increasing share. What is important, though, is not just market share but what the size of the market is. If the "premium" smart phone market is increasing significantly, then Apple is ok, even if the "regular" smart phone market is outgrowing the "premium" market, which is what I think is happening. And since Apple doesn't have a product to sell in the "regular" smart phone market, even though it may be doing very well in the "premium" market, it will look like it is losing market share but it might not really make a big difference to things at Apple. There are several questions to be asked. First is how to define the premium vs the regular smart phone market? Also, where are the profits in the smart phone market? For the first question, I am not sure how one would define regular vs premium but I do know that Apple is a premium and much of Android is not. As to the second question, from what I have read, the profits are mostly in the premium market, where Apple is located which is where they need to be. The next question is should Apple enter the regular smart phone market? My guess would be only if they think they can be profitable in it while putting out a decent device. It will be interesting to see what they decide to do. Neal

To: Road Walker who wrote (147139)	12/20/2012 2:58:19 AM
From: Cogito	1 Recommendation Respond to of 213176

I *think Apple is gaining share at the moment. But if stated another way, "has Apple lost share to Android over the last year?", then the answer would be yes. Since Apple has gained market share over the past year, I don't see how that could be true. They can't have lost share to anybody if they haven't lost share at all. Stated another way, Apple's market share has never been higher. Here's a link which proves the point, and this is about Q3. If you believe Apple is gaining share during this quarter, you can't believe they were losing it last quarter, when in fact their share was up according to the numbers. idc.com