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

To: neolib who wrote (149351)	1/28/2013 11:36:12 AM
From: Win-Lose-Draw	Respond to of 213176

What I meant by that is Samsung seems to have no coherent strategy at all, they will try anything, have overlapping products, etc. Much like how nature operates...explore many paths simultaneously...let external pressures sort out the winners and losers...

To: neolib who wrote (149351)	1/28/2013 12:35:05 PM
From: Mannie	2 Recommendations Read Replies (1) \| Respond to of 213176

But oddly Samsung's shotgun strategy might win this category. Perhaps by blind luck rather than somehow having carefully thought it all out ahead of time. Or perhaps Apple is being bitten by having thought it out too carefully and ended up in the wrong place. TWT of course. time is the key element, Apple is very thoughtful and thorough, Samsung just slings em out....and in variety of options, stick where they may. I have some friends that are twins that are very different, one extremely successful. Their brother explained it to me this way, as kids...Bob would make a great argument for why he should get a cookie...meanwhile Bill is in the Kitchen eating the cookies. Apple/Samsung seems similar... Also, #1...Apple needs to get all manufacturing away from Samsung, it's nuts to let these expert copiers see their innovations that closely. I can't believe they still do business with them.

To: neolib who wrote (149351)	1/28/2013 2:52:29 PM
From: Road Walker	2 Recommendations Respond to of 213176

What I meant by that is Samsung seems to have no coherent strategy at all, they will try anything, have overlapping products, etc. Apple has a way more thought out strategy. I would have guessed that Apple's approach would win, and I think most Biz-school MBA's would say that. But oddly Samsung's shotgun strategy might win this category. Perhaps by blind luck rather than somehow having carefully thought it all out ahead of time. Or perhaps Apple is being bitten by having thought it out too carefully and ended up in the wrong place. TWT of course. My guess is that Samsungs cell phone department is more autonomous. They think of themselves as a "cell phone company" sink or swim. So the shotgun approach "lets try this!". I don't think Apple thinks of itself as a cell phone company. So they put all their eggs in one basket... which is Highly Profitable if they are right, and a disaster if they are wrong. It appears with the iPhone 5 they were about 2/3 right, though thoughtful people can quibble with the fraction. I said to Allen in a PM, maybe a year ago, that one model, once a year, isn't going to cut it in this market long term. One big screw up and they are toast. The market preference shifts a little, they have big problems.