The beginning of the end of Apple’s dominance….

[SK in CV]

[quote=flu]Lol…Netflix.

I just remember a few month ago, analysts were talking about netflix being oversold, and that they would recover. Looks like it ain’t gonna happen.

With all the competition from the likes like Amazon, Google, and Apple, with streaming movies/content, and from competition from cable companies directly, what is Netflix gonna offer than the other big three can’t?[/quote]

Netflix has had an almost 80% decline in value since it’s peak a bit over a year ago. To put it’s current price in perspective, it’s still selling at more than 2 1/2 times the P/E of Apple. Which one has better growth prospects? Kind of makes the claim that Apple is the most over-priced tech stock since the bubble seem a bit silly.

[all]

[quote=flu]
I’m waiting for the iphone 5 launch and some more details on what happens with the entire Samsung/Apple spat before deciding anything….If they flub the iphone 5 launch, it will be very very interesting…..
Apple’s in a very interesting situation, because the timing of Android Jellybean release and no iphone5 in the near future…well, very interesting….[/quote]

Do you expect Jellybean to penetrate faster than ICS? Why is jellybean and the timing of the release important and how is the situation different from last year’s release of ICS (which was followed by iOS5 and iphone 4s, similar to this year’s iOS6 and iphone 5)?

[an]

[quote=SK in CV]As long as AAPL has a product that the mobile’s customers want, they’ll keep paying. Did APPL make pretty sweet deals with them? Absolutely. One of the reasons they are among the biggest companies in the world is that they drive the hardest bargains. They are notoriously difficult with both vendors and customers alike. That won’t change. But the mobiles are making money selling iPhones. Unless other manufactures make a device that consumers want more than they want the iPhone, that dynamic is unlikely to change. (disclosure here, I’ve never had an iPhone, nor any other Apple product.)[/quote]
Like flu said, Samsung. Apple sells 26M iPhone. Samsung sells 19M GS3 alone. They have a lot more phones than just the GS3. In total, they sell over 2X the amount of iPhone. Also keep in mind that the GS3 just came out. So the market penetration is nothing like iPhone 4S. Also keep in mind that Samsung churn out phones a lot more quickly than Apple does. So their product is always fresh.

WRT to AAPL’s market share, it’s the growth expectation that gives it the market share it currently command. It doesn’t have the most profit or the largest revenue. If earning growth decline, which it did, investors will take a pause and reevaluate. AAPL have been enjoying the market that have very little good competition to its products. However, going forward, the competition is definitely heating up. Which causes uncertainty about continual earning growth.

I personally think this is the beginning of the end of Apple’s dominance. Android is doing a fine job declaring its dominance. We’ll see how Windows 8 and Windows Phone 8 does over the next couple of years but competitions is definitely good for consumer but not good for Apple.

[briansd1]

I’m somewhat of a techie. I know how to jailbreak/root my phone.

I’ve fallen out of love with my iPhone, even though I haven’t fallen in love with another phone, yet
http://www.cnn.com/2012/07/25/opinion/obeidallah-iphone/index.html?hpt=hp_c3

I had an affair with a Samsung Android, but, out of convenience and habit, I’m back to the iPhone to stay for the time being (I like to easily save the image on my screen).

I’m willing to dump the iPhone if a hotter product comes along.

[livinincali]

[quote=briansd1]
I had an affair with a Samsung Android, but, out of convenience and habit, I’m back to the iPhone to stay for the time being (I like to easily save the image on my screen).

I’m willing to dump the iPhone if a hotter product comes along.[/quote]

Galaxy S3 and other new Android ICS phones have the screen shot feature built in now. Galaxy s3 beats pretty much everything out there right now. The IPhone5 should offer some strong competition but if the new connector rumors are true it’s going to need to be special.

[patb]

[Coronita]

[quote=patb]http://www.youtube.com/watch?v=VSAVEl_RU8o[/quote]

This one is better.

Mac versus PC

[spdrun]

You fail to see that he thinks the general population are rock dumb stupid.

The average American is rock-dumb stupid, or at least so uneducated as to reasonable approximate that status. Sorry to say, wish it were different.

[an]

A great article about Apple’s dark cloud: http://www.businessinsider.com/apple-profit-margin-2012-7

[an]

[quote=enron_by_the_sea][quote=SK in CV]A little perspective is probably in order here. The largest company (by market value) in the world, just reported sales and earnings more than 20% higher than the previous year. It’s net income for the last 4 quarters is in the neighborhood of $8 billion, which will probably keep it in second place in the list of most profitable companies. It’s more than double the size of it’s nearest competitor in it’s sector in both market value and profit.

[/quote]

What many Apple investors who just look at these stellar numbers in isolation miss, is the fact that those great revenue/profits/margins are in large part the result of a gift from AT&T/Verizon/Sprint; which will not keep giving forever …[/quote]
Exactly. Sprint is learning the lesson the hard way: http://www.engadget.com/2012/07/26/sprint-q2-2012/

AT&T also learned that lesson, which is why they’re starting to back Windows Phone now.

[Coronita]

Gotta love apple…

New iPhone 5 may come with incompatible connector for cars

http://www.autoblog.com/2012/07/26/new-iphone-5-may-come-with-incompatible-connector-for-cars/

Deja vu? (Recall older generation Macs when apple made Macs incompatible with most devices)….

[Coronita]

http://money.cnn.com/2012/08/08/technology/smartphone-market-share/index.html?source=yahoo_quote

Android market share at 68%….
44% of than is due to Samsung….

[JPJones]

[quote=flu]http://money.cnn.com/2012/08/08/technology/smartphone-market-share/index.html?source=yahoo_quote

Android market share at 68%….
44% of than is due to Samsung….[/quote]

This is as fun to watch as the browser market share race. Here’s the press release that article pulls numbers from:

http://www.idc.com/getdoc.jsp?containerId=prUS23638712

There’s a pretty graph at the bottom if you like that sort of thing.

[spdrun]

Why should automakers need to include ANY connector in their cars, other than 12V and AUX IN? Standard across phones, rather than designing for a brand poisoned by the legacy of a sick old man.

Also, kudos to all automakers who still include a DIN form-factor stereo — this allows for replacement of electronics as the car ages.

[JPJones]

[quote=spdrun]Why should automakers need to include ANY connector in their cars, other than 12V and AUX IN? Standard across phones, rather than designing for a brand poisoned by the legacy of a sick old man.

Also, kudos to all automakers who still include a DIN form-factor stereo — this allows for replacement of electronics as the car ages.[/quote]

I would add a USB port to the list, but otherwise agree. Regardless of brand, adding proprietary wired phone connections to cars never sounded like a good idea to me.

[Author]

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