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

To: MGV who wrote (167927)	3/30/2014 11:54:26 PM
From: Ryan Bartholomew	Respond to of 213182

it is counter to all verifiable data I have seen and personal experience I have had Take a look at the article I linked to a few posts back. The gap has narrowed dramatically as of late. As for personal experience, albeit it's just one data point, mine has been the opposite of yours. We see greater returns for our development costs on Android (this is partly influenced by the fact it costs us less to develop). his description of the company belies a weak understanding of Apple's business model and strategy He seems on point to me. If most of Apple's profits aren't from hardware, where do they come from? I thought most are not only from hardware, but from a specific type of hardware. He's correct that Apple is "closed system", and his point about innovation is that there hasn't been much of late. Unless you consider Samsungs water-resistance and Apple's thumbprint-reader innovations (neither marked a first), it's hard to point to much notable in the past couple years. Regarding share: of course it's possible to cherry-pick segments where iOS is gaining it, but that would likely be possible even if broad global share diminished to 5%. If it did, I hardly think you'd suggest that it's still doing well. China certainly has potential for Apple, but you need to be mindful of the factors that might be driving early high-end adoption there (e.g., a love for anything American).