To: MGV who wrote (172559 ) 8/6/2014 7:28:39 PM From: engineer Read Replies (2) | Respond to of 213177 thanks for the post. Interesting data. I think there is also some history and market features that need to be folded into those data. The 2008 numbers are just a bad return for everything in the market, so had nothing to do with Apple, was just all stocks. The 2006 through 2011 are an unsaturated market demand that is being filled. One expects a new market to grow fast and build returns like that. Qualcomm grew at 100% to 150% a year in the 1994 to 1999 era due to their market roll out and being in a leading position. But now we should also look at the market saturation and who does not already have an Iphone that would buy, or those that already have a 3S, 4S or 5S and say "Maybe it is not enough features difference to go rebuy my phone". So we have the market cut down to early adopters and replacement markets. Both of them are not huge growth market trends. I Hope HOPE that Apple has some great returns from their new Iphone 6 and does well, but most changes in phones, both Apple and Android are incremental, not revolutionary. One needs an Revolutionary change to drive a return like the early days. I wish I knew what that was and could drive it. We built the first smartphones with the same form factor as IPhone in 1997 inside of Qualcomm. Did Apple copy it? On the base features, yes. On the thing that drove the iPhone to market they were absolutely brilliant in taking an item that was already out there and applying the ITunes factor to sell the phone. That was HUGE and was probably the revolutionary thing that sold the phone. That it took the ever popular IPOD and combined it with the same old phone that everyone had, then added apps store to that. This was what sold the Iphone in 2006 and 2007. Acceptance and fad following got the absolute ground swell they got to grow the new stuff. Marketing at Apple is top notch, started early, focused, and well done. This also drove it. It will be interesting to see what new features they introduce over and above some increase in battery life, some increase in the camera function, and a small increase in the overall functionality of it. I am in the market for a new phone and will hold off my purchase until I get my hands on a Iphone 6 and see what it can do. Good post on the numbers, though...