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

To: Art Bechhoefer who wrote (190577)5/17/2016 9:20:34 PM
From: pyslent  Respond to of 213182
 
Even though iTunes and related ecosystem components may not be nearly as profitable, they give owners of Apple devices incentives to continue to stay with Apple rather than shift to, for example, Android devices.

You answered your own question about the threat of new Chinese entrants. iPhone users are tremendously loyal, and the ecosystem lock-in you cite is one reason. We haven't seen much evidence that Apple is losing customers to Android. But as new-to-iPhone customers start to dwindle, and as replacement cycles elongate, annual iPhone sales will eventually reach a steady state, perhaps at a level lower than the current sales rate. Whatever that level turns out to be, it should be a recurring revenue stream that Apple can bank. That's not in jeopardy, IMO.



To: Art Bechhoefer who wrote (190577)5/17/2016 9:30:09 PM
From: BoonDoggler  Respond to of 213182
 
If there is a fault here, it is simply that the Watch ought to be made compatible with Android phones as well

Art, that’s a whole lot easier said than done, and done well. Communications over bluetooth. Android hardware variations. Android software variations. My guess is that will never happen.


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