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


To: slacker711 who wrote (165350)2/4/2014 5:52:13 PM
From: Ryan Bartholomew  Read Replies (2) | Respond to of 213177
 
Yep, it has no longer been the case for quite a while so a significant amount of the impact is already in calendar year 2013 earnings.
True, though that doesn't mean that the trend can't continue in the same direction to become more pronounced.

Also, I noticed that you switched my example from the Galaxy to the Moto X. You do know that the Galaxy series sales dwarfs Moto X sales, right? It is probably an order of magnitude higher for the Galaxy range. There is quite a bit of share available from Samsung if Apple creates the right offering. Screen size is absolutely a gating factor in customer decisions.
Yes. It's because I think that phones similar to the Moto X will become more common. I think Samsung is going to struggle for a similar reason as Apple - there are similarly capable phones that sell for much less. In the past, there was a hug gap between the very best phones and the mediocre ones. Today, the very best phones aren't all that much better than the mid-level ones, and customers are increasingly hesitant to pay twice as much.