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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Graham Osborn who wrote (56772)1/28/2016 1:57:51 PM
From: Spekulatius1 Recommendation

Recommended By
Investor Clouseau

  Read Replies (1) | Respond to of 78751
 
I did notice that Apple is now even more a one product company than it was last year. The iPad revenues are down and quite frankly, they really have not shown much new in the tablet market, expect the Pro, which has no bombed (partly due to lack of software support)

I do think that the smartphone market is in the stage of commoditization - this has hit the Android manufacturer already very badly and I think it may hit the iPhone market as well, unless Apple pulls a rabbit out of their R&D sleeve.



To: Graham Osborn who wrote (56772)1/28/2016 4:19:43 PM
From: Wallace Rivers2 Recommendations

Recommended By
mopgcw
mrdk444

  Read Replies (1) | Respond to of 78751
 
FB a moat? Not in my book. A moat until some other social media upstart shakes the FB tree.
My stepson had me migrate from Windows to Apple, and I'm not going back. The hardware is far superior, just a much easier environment. And Apple, despite its meteoric growth, still has a cult like following. My stepson, 25 years old, lives and dies by the next Apple product cycle.


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