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

To: Kelly G. who wrote (148526)	1/18/2013 4:09:52 PM
From: pyslent	1 Recommendation Respond to of 213182

"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." What do you define as weakness? Like I said, Apple's hold on the high end market is as weak as it has ever been. With Samsung recently pre-announcing $8.3 billion in operating profit, I estimate that Apple's share in operating profit will probably end up at 65% despite a huge holiday quarter (I assumed 50 million iPhones). A year ago, it was 80% in the holiday quarter, with Samsung estimated to have only $2.5B in phone-related operating profit. Like I said, I don't think things are as bad as the market share numbers suggest, where the "damage" is at the low end. If you tally up Android sales in the big US operators, I don't see how they will add up to more than 6 million Androids sales this holiday quarter, yet most market share studies peg Android at least within shouting distance of Apple's ~16 million US sales. Clearly, Android sales in the US prepaid market is a huge number, customers that Apple pretty much concedes, with good reason.