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

To: Kelly G. who wrote (148059)	1/11/2013 1:19:09 PM
From: sandeep	Respond to of 213172

You can say whatever you want - and I am not doubting your analysis. However, the investors think otherwise - right now. Goog is near all time high. Apple is almost 27% down from high.

To: Kelly G. who wrote (148059)	1/11/2013 2:56:53 PM
From: Moonray	Respond to of 213172

1) Apple still controls 70% of the profits You really don't have to go any farther than this as far as I am concerned. Keeping in mind the pie chart at : tech.fortune.cnn.com and the Citi team statements before and after the chart: "Apple and Samsung are the only investable smartphone brands" 2012 profit pool is 70% Apple and 30% Samsung. All others losing money. Coupled with Schiller's update: " In fact, although Apple's market share of smartphones is just about 20 percent, we own 75 percent of the profit." at : news.cnet.com One sees that Apple's competitors are losing out as time goes on. They can't lose money forever. It will be interesting to see what innovation Samsung comes up with once Apple disengages. o~~~ O

To: Kelly G. who wrote (148059)	1/11/2013 3:37:23 PM
From: Keith Feral	Read Replies (2) \| Respond to of 213172

Munster is looking for a sub $400 iPhone for the low end of the market. The iPhone 4 is already at $450, but the phone is several years old. I would love to see Apple attack the low end of the market with a new plastic model where they could still generate a nice return at $350. I think that would alleviate a lot of pricing concern for the higher end iPhones too. There is still lot's of room for Apple to grab market share over time. They have only been in the 3G CDMA market for 2 years with Verizon this month, and 15 months with Sprint. They haven't even gotten to 1 year of sales in China. Looking back at ATT, Apple's sales have continued to increase every year. Verizon is showing sequential iPhone growth too, and frankly that's with very limited focus on just the high end of the market. It's still very early in the Apple growth story as far as the iPhone is concerned.

To: Kelly G. who wrote (148059)	1/13/2013 10:34:36 AM
From: slacker711	5 Recommendations Read Replies (1) \| Respond to of 213172

2) Apple developers still prefer overall to develop first for iOS 3) Vendors develop for the iPhone first since there are so many Android models 4) Buyers of cheap Android phones upgrade and often upgrade to iPhone Yes, this is true today. However, Google Play revenues are growing substantially faster than iTunes apps revenues, and considering the difference in the growth of installed bases, we are going to eventually see a crossover point. Moreover, I think you need to look at apps revenues on a geographic basis. Developers are always going to develop a version of their app for iOS in the US. However, that is likely to be much less true in various other geographies. The iPhone has a sub-5% market share in Brazil. Are the leading retailing, banking, music, and tv sites in Brazil going to develop iOS apps if that share continues? The question needs to be asked in any number of other developing countries. At some point, it would be entirely possible that consumers in these countries would need to decide to buy the iPhone despite the availability of local apps. That would be a very bad position for Apple considering the increasing importance of these consumers in their future growth. Slacker