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Bill Shamblin

 
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  • Apple iOS 7: Hey Android, Copy This! [View article]
    No, I'm saying given the difference in the look/feel of iOS 7, as well as the new features - physics engine, parallax, translucence iOS app developers are going to have incentive to updated current iOS 7 apps.
    Jul 23 01:36 PM | 6 Likes Like |Link to Comment
  • Get Ready For 1999 All Over Again [View article]
    Maybe, but what the article doesn't seem to take into account is the money from equities that could flow into bonds to capture higher yields.

    Also, I believe the target unemployment rate is for the Fed is 6.5%, not 7%.

    With income stagnant (very little catalyst for inflation), the Fed can probably afford to continue to pump money into the economy. They've already shown that the market is driving much of their decisions.
    Jul 12 11:01 AM | Likes Like |Link to Comment
  • Get Ready For 1999 All Over Again [View article]
    Maybe, but what the article doesn't seem to take into account is the money from equities that could flow into bonds to capture higher yields.

    Also, I believe the target unemployment rate is for the Fed is 6.5%, not 7%.

    With income stagnant (very little catalyst for inflation), the Fed can probably afford to continue to pump money into the economy. They've already shown that the market is driving much of their decisions.
    Jul 12 11:01 AM | 1 Like Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Mhikl2 (which I'm guessing isn't your given name...)

    Thanks for letting me know, I have noticed an uptick in readers after John's article was published.

    The best way to make sure you receive new articles is to follow me on twitter, since I'm now starting to write for other publications as well. (A very small percentage are published on SA).

    Best wishes, Bill
    http://bit.ly/13v0vnC
    May 30 09:38 AM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Thanks for the great insight, it seems this story still has some legs, it seems to have initial been lost in the SA mix, but the concept was picked up - and built on very well by John Kirk. (John was very gracious in giving me credit for the analysis he used.)

    http://bit.ly/130CdRM

    I recommend anyone that enjoyed this article to see what John has to say.

    Best wishes! B. Shamblin
    May 28 11:14 AM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Like this article? Follow me on Twitter http://bit.ly/13v0vnC
    Thanks!
    May 14 08:07 AM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Thanks for the comment Daniel, always good to hear from an economist (out of college I worked as a cost economist in DC).

    While I understand your points on fixed vs. variable costs I don't think they apply unless you are comparing differing industries (where the weights of fixed are variable costs would differ greatly). In the case of smartphone's that shouldn't be the case since we want to identify poor decisions made by OEMs in their fixed cost/variable cost structure.

    And while it is true that Samsung's chip business will have high fixed costs, assuming they have their cost accounting under control, those costs will be born by their chip business - not their smartphone business. (Chips would be passed through as variable costs to the smartphone group.)

    Daniel, let me know if I was able to address your concerns. Thanks for taking the time to comment. B.
    May 13 10:59 AM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    iOS7 is expected to be introduced at WWDC June 10th.

    Poor battery life? Can you please provide some evidence that this should be a concern?

    Thanks for your comments.
    May 13 10:11 AM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Thanks. If you enjoyed the article, please take the time pass it on to another reader, apple news site, or your favorite columnist. This article was published on Sunday, and as a result, has been kind of buried in the news.

    Thanks again to all that read and contributed to the discussion.
    May 13 10:05 AM | 1 Like Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Fair share is a simple, straightforward concept - if I have a 10% market share for a product the expectation is that I have (at least) 10% share of market profits.

    Fair Share Profit Index Calculation

    A fair share profit index is calculated by dividing profit share by market share, then multiplying by 100.

    Fair share profit index = (%profit share/%market share) * 100

    Ex. From the previous example, the company Q's fair share profit index would be calculated as: (0.10/0.90)*100 = 11.1

    The value of the fair share profit index is it measures a company's pricing power and profitability against the overall market.

    How to interpret the results:

    Fair Share Index <100: Company profit share is lower than its market share. Every percent increase in market share brings in less than a point share of market profit. The company is likely competing primarily on price. The company has not been able to differentiate its product in the market.

    A Fair Share Index = 100: Company profit share and market share are equal - the company is earning its "fair share" of market profit. i.e. Every point increase in company market share equates to a point increase in market share of profits.

    A Fair Share Index > 100: Company profit share exceeds its market share. The company's product is differentiated and has some level of pricing power in the market. Every point in market share brings in more than a point in market share of profits.
    May 13 10:01 AM | 2 Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    And why do you believe that?
    May 12 05:21 PM | Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    And why do you believe that?
    May 12 05:20 PM | 1 Like Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    The point is Apple earns more profit from the Mac than all other OEMs combined. Dell, HQ and the like became low value assembly specifically because of the ubiquity of the Windows system - There is always an OEM willing to put out a beige box with razor thin margins

    Also, the current Windows system is erroding with Microsoft currently scrambling to rework Windows 8 in the hopes of remaining relevant. I suspect what has taken decades to happen with Wintel over decades is happening in smartphones in just a few years.
    May 12 03:16 PM | 8 Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    No, that's not what I'm saying. My point is that when you are competing on a common platform (ex. MS Windows), there is ALWAYS an OEM that choses to compete on price. (Generally, because they don't have the design chops.). While Samsung does not appear to be doing this - other Android OEMs are, hence the comment about the "race to the bottom".

    Do you have any facts that indicate that Android is "more stable". From what I've seen it is fragmented platform (less that 30% of Android machines run the latest version of Jellybean, launched in July). In addition, the vast majority of malware in mobile is being hosted on Android.

    If Android was truly "better", we suspect we would see more premium priced Android phones.
    May 12 01:50 PM | 3 Likes Like |Link to Comment
  • Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
    Anyone with any business sense would take #1 - it indicates a product that is more highly valued/differentiated that #2.

    Finally, let's talk PCs - Apple's global share is approx 10%, but it earns the majority of the global profits.
    May 12 01:43 PM | 1 Like Like |Link to Comment
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