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

To: pyslent who wrote (148522)	1/18/2013 2:40:42 PM
From: Kelly G.	2 Recommendations Read Replies (1) \| Respond to of 213182

I disagree with both extremes. Apple's position isn't as bad as it would seem, given the huge difference in Android vs. Apple market share or installed base. These metrics overwhelmingly favor Android, but obviously, not all Android users are equal and certainly, not all Android users are equal to iPhone users. You can disagree all you want but while everyone is focussing on market share, Apple is cleaning up in revenue share, profit share, advertising dollars share, mind share etc. Until I see weakness in some of these categories I am not worried. The market share and installed base numbers would be interesting to look at if one could ever get true and accurate data. In the U.S., we frequently see articles touting that Android is ahead in market share until Apple releases a new iPhone then the tendency is the other way. There is the "shipped" vs. "sold" discrepancy which makes it difficult to estimate and installed base on the Android side. Also, I have known people who bought and Android, didn't like it, got it replace it with another Android, didn't like that and ended up getting an iPhone. In this case, the "market share" for Android was twice that of the iPhone but the installed base and every other metric that matters were 100% iPhone. From metrics that follow iOS vs. Android on the web and such, I suspect this sort of thing happens frequently enough that the installed base for iPhone is much higher than one would assume from the market share numbers.

To: pyslent who wrote (148522)	1/18/2013 3:22:07 PM
From: Doren	2 Recommendations Respond to of 213182

I think most of the time our speculation about what Apple *SHOULD* do is worthless. Waste of time. If Apple and Google and etc are smart they probably have a few people monitoring us and Yahoo etc. Because we certainly follow and think about the digital business more than most people. But even if they are monitoring stock threads, I really doubt the decision makers would give us much credence. My take, for what its worth which is virtually nothing, on Apple vs Android vs Window etc... Its not the hardware, nor the software... Its: 1) ease of use 2) stability 3) security Products that lead in those areas are going to dominate. If its a wash, cheaper is going to win, beautiful case or not. Apple has traditionally had a lower R&D budget, but I think I would not object to a price war for people who do these things, particularly the first. Bulk up their recruiting dept, then strike with their huge bank. They should really be thinking a lot about usability in ALL their products hardware and software and cloud and particularly usability in the future when everything is 100% connected. I don't think that is going to happen though. A good example is Safari - usability in Safari should be killing usability on all other browsers. Its not.

To: pyslent who wrote (148522)	1/18/2013 4:56:41 PM
From: slacker711	3 Recommendations Respond to of 213182

Samsung is on track to sell 25 million high end units between the S3 and the Note2 in Q4. Between June 1st and January 15th or so, Samsung sold 50 million Galaxy S series handsets. Add in another 10 million or so Note sales and you are at 60 million. Using some WAG's, I would guess that Apple will have sold somewhere around 90 million iPhones. My assumption is that Apple will revamp iOS and get NTT Docomo and China Mobile as customers in the next year, but if that doesnt happen, it is entirely possible that the Galaxy line will have sales in the neighborhood of the iPhone next year at this time. Slacker