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

To: Ryan Bartholomew who wrote (169532)	5/16/2014 12:55:32 PM
From: pyslent	Read Replies (2) \| Respond to of 213177

the high end is losing share If the smartphone market as a whole slows in growth, then the above factor you noted becomes critical. Obviously, if the smartphone market as whole slows in growth and the high end market does not shrink in absolute unit terms, then the high end will stop losing share. All three cannot happen mathematically, so one of the three will prove to be wrong. And it's not just the share... it's the profits derived from it. The S5 is doing okay, but they dropped their price. You saw what happened to Samsung at the last quarterly earnings. I did follow Samsung's earnings. I don't see the sturm and drang that you are seeing. Mobile profits were down slightly (1.2%), and its hard for me to draw any conclusions about the performance of high-end segment specifically. Samsung competes across all market segments, so we don't know what the breakdown was. samsung.com Let's not ignore the elephant in the room-- the high end segment is currently stable despite what I suspect is the huge Osborne effect of the iPhone 6. That is blowing headwinds on both iPhone and S5 sales.