Staples (SPLS) SVP Regis Mulot discloses via Twitter that the company plans to sell Apple products in U.S. stores. The tweet (screengrab) has since been deleted by the exec. [View news story]
Very interesting. This shows that retailers or phones companies that do not sell Apple lose market share to their competitors that do. If you do not offer Apple products to your customers, you'll lose them. Period.
Global SaaS/cloud software sales will rise a solid 25% this year to $59B, and another 25% in 2014 to $74B, predicts Forrester. The research firm also sees corporate adoption of Apple (AAPL) hardware continuing to grow: it expects Mac/iPad sales to businesses growing to $18B in 2013 from $15B in $2012. Forrester's original forecast for 2012 corporate Mac/iPad sales proved aggressive. Needham (citing Gartner data) has estimated Mac sales to U.S. businesses rose 49% Y/Y in Q3. [View news story]
Excellent news for all AAPL longs.
Indeed the sales of tablets worldwide are expected to triple in the next three years. Coupled with the fact that 88% of all enterprise usage is carried out on an iPad it seems the market is closed out to any new/late entrants to this sector.
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
KenC please see data on tablet shipments.
The table shows market share.
The key point is that Apple take 91% of all worldwide profits in tablets. A truly staggering fact, making even the 72% of worldwide profits of all cell phones look second-place. Remember Amazon and Googles make losses, and Samsung make minuscule margins.
The good news for all the companies (making profits) so mostly Apple is that the market is set to treble between now and 2016.
A worrying trend or a contrarian indicator? Leon Cooperman's Omega Advisors was far from the only big hedge fund to unload its Apple (AAPL) position in Q4. Joining Omega were Dan Loeb's Third Point, Thomas Steyer's Farallon Capital, Barry Rosenstein's Jana Partners, John Burbank's Passport Capital, and Eric Mindich's Elton Park Capital. On the other hand, David Einhorn's Greenlight Capital raised its stake to 1.3M shares from 1.1M and bought 275K call options ahead of its Prop. 2 suit (13F). Apple has historically been a hedge fund darling. [View news story]
Apple are doing just fine.
700% increase in share price over 6 years, $137 cash in the bank, new cash generation of $1.25bn per week, 27% YoY sales growth, 28% and 42% percent sales growth of iPhones and iPads.
Just because you say its so, don't make it so......
The truth is the truth, and the facts always rule in the end. The hedge fund and short players have clearly had fun over the past 4 months with Apples share price.
Apple are growing and moving forwards at an incredible rate. Growth in China is running close to 100% a year and they have hardly scratched the suface. The same is true in India when sales rose 400% in the last three months. They have less than 20 stores in both of these two countries that between them have four times the size of the middle-class that the US has. The US has 270 stores. Can you imagine the sales when Apple open another 250 store in these countries. Apple just open it's first store in Turkey. It is forecast to do sales over over $100m a year - from one store - doubling the normal Apple average.
The share price will soon correct for it's current 'HALF PRICE SALE' 7x forward PE less cash holdings. Even at 15x market average PE would price Apple at $1,000 a share, but with the 20%+ growth it should be higher.
With the introduction of any new product such as Apple iTV, iWatch a $1,000 a share would be the minimum level I would expect.
The hedge fund players will soon look at Facebook with a PE of 270 and only 12% growth, or Amazon at a PE of 70 with 15% growth but with zero profits and huge debts. Even Google with a PE of 24 has slower growth than Apple and is more venerable with its narrow product lineup.
There is absolutely no problem having the iPhone of 50% of income. It is a great product, growing sales and the whole world wants it. The replacement cycle is two years, and 9.4 out of 10 iPhones users say they will buy a new iPhone.
That sounds pretty good to me.
Google have almost 100% of their income coming from search and losing money on all other venture such as nexus and Android. They are very venerable over the next 3-4 years from Apple as the majority of search moves mobile. In three years it is forecast that over 1bn people will have an iOS device in their hand (this could be a lot higher if Apple release a low-cost iPhone). On the very next iOS upgrade when users plug their devices into iTunes Apple could replace Google with Siri or Apple Search. This could take 50% of Googles search market share almost overnight. Already 77% of mobile search is performed on an iOS device. Why do you think Google is giving away Android free to anyone that will take it?
10 years ago Apple only had one main product the Mac.
Now they have the iPod line up, iPad, iPhone, MacAir, Macbooks/desktops, iMac, iCloud, iTunes - movies and music downloads, The App Store, Cell phone contracts worldwide, internet sales and the Apple Stores, patent income, software sales, $1bn+ paid from Google for search on iOS devices just to name the most obvious sources of income.
Soon they will have other iPhone models, Apple iTV, iWatch, and perhaps iBank and Siri mobile search all of which will more than double Apple's sales, which are already set to double over the next 3-4 years without these products.
Yes Apple shares will rise. You do not need a maths degree to see Apple are a clear BUY.
More on mobile phone sales: Q4 smartphone market share by OS: Android 69.7% vs 51.3% in 2011, iOS 20.9% vs 23.6%, BlackBerry 3.5% vs 8.8%, Microsoft 3% vs 1.8%. "With Samsung commanding over 42.5% of the Android market globally, and the next vendor at just 6% share, the Android brand is being overshadowed by Samsung's brand with the Galaxy name nearly a synonym for Android phones in consumers' mind share," says Gartner. (PR) [View news story]
DumpsterDiver, clearly you must see the unsustainable position is Samsung's. They make a third of the profits Apple make on more sales.
Like it or not Samsung have no brand cache and only sell on price. They have no App Store, the have no OS and they have no ecosystem revenue.
In the table market Apple have an even tight grip with 88% of all enterprise usage and 90% of all profits made.
Even in search 77% of all mobile search comes from an iOS device.
FACT: Apple mop up all the profits. If/when they release a lower-cost iPhone model, and more colours, and a 5" iPhone 6 Samsung will clearly be in dire straits.
More on mobile phone sales: Samsung's total 2012 sales 384.6M units, giving it 22% market share vs 17.7% in 2011. Nokia 333.9M and 19.1% vs 23.8%. Apple 130.1M and 7.5% vs 5%. Samsung is also the leading vendor of smartphones, while in Q4, Huawei takes number three spot with sales of 27.2M. (PR) [View news story]
The main point is that Apple sold 48m of its 130m million in Q4 alone. That is 37%. They also grew sales 41% Q3 vs Q4, whilst Samsung sales contracted by over 10% during the quarter. A quarter when Samsung lowered its prices to try and stifle the iPhone 5 release, that badly backfired. This is an amazing growth for Apple and show they are mastering both sales and profits. For the real story though read the article below:-
Apple Took Home 72% Of All Handset Profits Last Quarter
Last quarter Apple took 72% of all mobile handset profits worldwide, at a time when there seems to be rumours and concern about its margins. This includes both smartphone and normal handsets, and Apple do not even sell a normal handset.
Apple's share of the worldwide sales of mobile handsets also increased dramatically from 15.4% to 21.7% from Q3 to Q4. An increase of over 41% during the quarter, and that is with supply constraints on the iPhone 5.
In fact, 43 cents of every dollar spent in the world on a cell phone goes to Apple.
In contrast to Apple taking 72% of all profits, Samsung received just 29% of profits even though their units sales were 33% higher at 28.9%, compared to Apples 21.7%.
In contrast to Apples 41% increase in sales of handsets over the last quarter, Samsung's share of the worldwide market also dropped markedly from Q3 to Q4, falling by over 10% from 32.3% to 28.9%.
As well as taking almost three-quarters of all handset profits, Apple is also reeling in Samsung at an alarming rate in terms of unit sales as well. In Q3 Samsung sold 110% more handsets than Apple (32.3% vs 15.4%), this was reduced to only 33% more in Q4 (28.9% vs 21.7%).
Any news of the much talked about lower-cost iPhone must surely have Samsung staying awake a night, and would very likely see Apple push out all other handset makers in terms of both profits and unit sales.
The rest of the manufacturers, Nokia (NOK), Motorola (GOOG), BlackBerry (BBRY), Sony (SNE), LG and HTC, either broke even or lost money. They rest of the manufacturers are also collectively predicted to lose more money in 2013 as well.
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
Sadly SA censor real fact positive Apple articles for some very strange reason. I am really not sure of the motives why, and they have not given me any answers when asked.
For example the following completely fact based article was censored with the reason "Our readers like articles that would be of interest to them holding a long position". Now try and work out for yourself why the article above was allowed, yet the article below was censored from SA readers? In any real unbiased forum the article would be published (It was good enough for CNN Money - See: http://bit.ly/X520WP ) and not denied by the SA editors.
Apple Took Home 72% Of All Handset Profits Last Quarter
Last quarter Apple took 72% of all mobile handset profits worldwide, at a time when there seems to be rumours and concern about its margins. This includes both smartphone and normal handsets, and Apple do not even sell a normal handset.
Apple's share of the worldwide sales of mobile handsets also increased dramatically from 15.4% to 21.7% from Q3 to Q4. An increase of over 41% during the quarter, and that is with supply constraints on the iPhone 5.
In fact, 43 cents of every dollar spent in the world on a cell phone goes to Apple.
In contrast to Apple taking 72% of all profits, Samsung received just 29% of profits even though their units sales were 33% higher at 28.9%, compared to Apples 21.7%.
In contrast to Apples 41% increase in sales of handsets over the last quarter, Samsung's share of the worldwide market also dropped markedly from Q3 to Q4, falling by over 10% from 32.3% to 28.9%.
As well as taking almost three-quarters of all handset profits, Apple is also reeling in Samsung at an alarming rate in terms of unit sales as well. In Q3 Samsung sold 110% more handsets than Apple (32.3% vs 15.4%), this was reduced to only 33% more in Q4 (28.9% vs 21.7%).
Any news of the much talked about lower-cost iPhone must surely have Samsung staying awake a night, and would very likely see Apple push out all other handset makers in terms of both profits and unit sales.
The rest of the manufacturers, Nokia (NOK), Motorola (GOOG), BlackBerry (BBRY), Sony (SNE), LG and HTC, either broke even or lost money. They rest of the manufacturers are also collectively predicted to lose more money in 2013 as well.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
It is very true. Sadly SA seem to 'censor' and true articles about Apples stellar performance for some reason. Instead preferring all the 'bash Apple' articles to be published. Very unprofessional.
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
What a silly article.........really is this the best you can do to bash AAPL? "It's a bit too soon to write Apple off". Wow there's then end of the world's most profitable company, with more cash than any other company, and generating more cash than any other company, and growing at over 25% a year.
When Apple started the tablet revolution some three years ago they had 100% market share. Of course their share will reduce but their unit sales have gone up many hundreds of percent.
They have the corporate market completely sewn up. Period. Their iPad sales increased over 40% in the last year, and if it was a stand alone business it would be the size of Google or P&G - and growing much faster than either of them.
They make practically all the profits as their products are premium priced. There will always be low cost volume at low profits for the other to fight over. Is that an issue?
Here are the facts also on the cell phone market.....as you seem to woefully blind to the incredible performance Apple are doing - whatever the headline and rumours say.
Last quarter Apple took 72% of all mobile handset profits worldwide, at a time when there seems to be rumours and concern about its margins. This includes both smartphone and normal handsets, and Apple do not even sell a normal handset.
Apple's share of the worldwide sales of mobile handsets also increased dramatically from 15.4% to 21.7% from Q3 to Q4. An increase of over 41% during the quarter, and that is with supply constraints on the iPhone 5.
In fact, 43 cents of every dollar spent in the world on a cell phone goes to Apple.
In contrast to Apple taking 72% of all profits, Samsung received just 29% of profits even though their units sales were 33% higher at 28.9%, compared to Apples 21.7%.
In contrast to Apples 41% increase in sales of handsets over the last quarter, Samsung's share of the worldwide market also dropped markedly from Q3 to Q4, falling by over 10% from 32.3% to 28.9%.
As well as taking almost three-quarters of all handset profits, Apple is also reeling in Samsung at an alarming rate in terms of unit sales as well. In Q3 Samsung sold 110% more handsets than Apple (32.3% vs 15.4%), this was reduced to only 33% more in Q4 (28.9% vs 21.7%).
Any news of the much talked about lower-cost iPhone must surely have Samsung staying awake a night, and would very likely see Apple push out all other handset makers in terms of both profits and unit sales.
The rest of the manufacturers, Nokia (NOK), Motorola (GOOG), BlackBerry (BBRY), Sony (SNE), LG and HTC, either broke even or lost money. They rest of the manufacturers are also collectively predicted to lose more money in 2013 as well.
We should all take a breath an Applaud Tim Cook. He has guided Apple through the last five years, through countless new product launches/updates, and through the toughest worldwide recession in 80 years. He has generated record profits, growth and sales, and has positioned the business to expand at break-neck speeds in emerging markets (100% growth in China, 400% growth in the last three months alone in India). He has honed the supply chain, and has readied the company for a host of new innovative new products that could easily push Apples sales up by 200% or 300% in the next three years. He has dealt with a constant barriage of 'You are not Steve Jobs' and looking at the companies performance perhaps we should all agree that is a good think. Steve Jobs was an innovator, Tim Cook is the person to manage and develop Apple into a well-oiled technology giant, with innovation that is a built into the ethos of the business.
In 12 months I would expect the stock price to be 50% to 100% higher than it is today. The last 4 months of silly rumours will be just that, rumours and consigned to the rubbish bin. As Tim Cook said he is concerned with Apple's performance over many years, not the stock price performance over the past quarter. By the way for all serious investors the stock has risen 700% over the past 6 years, and is at the lowest multiple for nearly 20 years so an extremely goo time to buy.
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
No big news here. Just normal pricing for product replacement of the old 13" macbook still being sold with the new 13" retina based model. The amazing thing here is the high prices still being had for the 15" retina. It must be really outselling the older 15" macbook.
More on mobile phone sales: Q4 smartphone market share by OS: Android 69.7% vs 51.3% in 2011, iOS 20.9% vs 23.6%, BlackBerry 3.5% vs 8.8%, Microsoft 3% vs 1.8%. "With Samsung commanding over 42.5% of the Android market globally, and the next vendor at just 6% share, the Android brand is being overshadowed by Samsung's brand with the Galaxy name nearly a synonym for Android phones in consumers' mind share," says Gartner. (PR) [View news story]
Mohamed Abdirahman sadly you are very much out of touch. Apple is totally thrashing all others. For the facts, read: http://bit.ly/X520WP
Staples (SPLS) SVP Regis Mulot discloses via Twitter that the company plans to sell Apple products in U.S. stores. The tweet (screengrab) has since been deleted by the exec. [View news story]
Global SaaS/cloud software sales will rise a solid 25% this year to $59B, and another 25% in 2014 to $74B, predicts Forrester. The research firm also sees corporate adoption of Apple (AAPL) hardware continuing to grow: it expects Mac/iPad sales to businesses growing to $18B in 2013 from $15B in $2012. Forrester's original forecast for 2012 corporate Mac/iPad sales proved aggressive. Needham (citing Gartner data) has estimated Mac sales to U.S. businesses rose 49% Y/Y in Q3. [View news story]
Indeed the sales of tablets worldwide are expected to triple in the next three years. Coupled with the fact that 88% of all enterprise usage is carried out on an iPad it seems the market is closed out to any new/late entrants to this sector.
Apple Is Almost Certainly Undervalued At Current Levels [View article]
China Mobile are losing subscribers to these carriers and need to pen a deal with Apple to stop that happening.
For the facts on China please read my previous article:-
http://seekingalpha.co...
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
http://bit.ly/VVhWNp
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
The table shows market share.
The key point is that Apple take 91% of all worldwide profits in tablets. A truly staggering fact, making even the 72% of worldwide profits of all cell phones look second-place. Remember Amazon and Googles make losses, and Samsung make minuscule margins.
The good news for all the companies (making profits) so mostly Apple is that the market is set to treble between now and 2016.
Apple Shares Set To Rise [View article]
A worrying trend or a contrarian indicator? Leon Cooperman's Omega Advisors was far from the only big hedge fund to unload its Apple (AAPL) position in Q4. Joining Omega were Dan Loeb's Third Point, Thomas Steyer's Farallon Capital, Barry Rosenstein's Jana Partners, John Burbank's Passport Capital, and Eric Mindich's Elton Park Capital. On the other hand, David Einhorn's Greenlight Capital raised its stake to 1.3M shares from 1.1M and bought 275K call options ahead of its Prop. 2 suit (13F). Apple has historically been a hedge fund darling. [View news story]
700% increase in share price over 6 years, $137 cash in the bank, new cash generation of $1.25bn per week, 27% YoY sales growth, 28% and 42% percent sales growth of iPhones and iPads.
Just because you say its so, don't make it so......
The truth is the truth, and the facts always rule in the end. The hedge fund and short players have clearly had fun over the past 4 months with Apples share price.
Apple are growing and moving forwards at an incredible rate. Growth in China is running close to 100% a year and they have hardly scratched the suface. The same is true in India when sales rose 400% in the last three months. They have less than 20 stores in both of these two countries that between them have four times the size of the middle-class that the US has. The US has 270 stores. Can you imagine the sales when Apple open another 250 store in these countries. Apple just open it's first store in Turkey. It is forecast to do sales over over $100m a year - from one store - doubling the normal Apple average.
The share price will soon correct for it's current 'HALF PRICE SALE' 7x forward PE less cash holdings. Even at 15x market average PE would price Apple at $1,000 a share, but with the 20%+ growth it should be higher.
With the introduction of any new product such as Apple iTV, iWatch a $1,000 a share would be the minimum level I would expect.
The hedge fund players will soon look at Facebook with a PE of 270 and only 12% growth, or Amazon at a PE of 70 with 15% growth but with zero profits and huge debts. Even Google with a PE of 24 has slower growth than Apple and is more venerable with its narrow product lineup.
Apple Shares Set To Rise [View article]
That sounds pretty good to me.
Google have almost 100% of their income coming from search and losing money on all other venture such as nexus and Android. They are very venerable over the next 3-4 years from Apple as the majority of search moves mobile. In three years it is forecast that over 1bn people will have an iOS device in their hand (this could be a lot higher if Apple release a low-cost iPhone). On the very next iOS upgrade when users plug their devices into iTunes Apple could replace Google with Siri or Apple Search. This could take 50% of Googles search market share almost overnight. Already 77% of mobile search is performed on an iOS device. Why do you think Google is giving away Android free to anyone that will take it?
10 years ago Apple only had one main product the Mac.
Now they have the iPod line up, iPad, iPhone, MacAir, Macbooks/desktops, iMac, iCloud, iTunes - movies and music downloads, The App Store, Cell phone contracts worldwide, internet sales and the Apple Stores, patent income, software sales, $1bn+ paid from Google for search on iOS devices just to name the most obvious sources of income.
Soon they will have other iPhone models, Apple iTV, iWatch, and perhaps iBank and Siri mobile search all of which will more than double Apple's sales, which are already set to double over the next 3-4 years without these products.
Yes Apple shares will rise. You do not need a maths degree to see Apple are a clear BUY.
More on mobile phone sales: Q4 smartphone market share by OS: Android 69.7% vs 51.3% in 2011, iOS 20.9% vs 23.6%, BlackBerry 3.5% vs 8.8%, Microsoft 3% vs 1.8%. "With Samsung commanding over 42.5% of the Android market globally, and the next vendor at just 6% share, the Android brand is being overshadowed by Samsung's brand with the Galaxy name nearly a synonym for Android phones in consumers' mind share," says Gartner. (PR) [View news story]
Like it or not Samsung have no brand cache and only sell on price. They have no App Store, the have no OS and they have no ecosystem revenue.
In the table market Apple have an even tight grip with 88% of all enterprise usage and 90% of all profits made.
Even in search 77% of all mobile search comes from an iOS device.
FACT: Apple mop up all the profits. If/when they release a lower-cost iPhone model, and more colours, and a 5" iPhone 6 Samsung will clearly be in dire straits.
More on mobile phone sales: Samsung's total 2012 sales 384.6M units, giving it 22% market share vs 17.7% in 2011. Nokia 333.9M and 19.1% vs 23.8%. Apple 130.1M and 7.5% vs 5%. Samsung is also the leading vendor of smartphones, while in Q4, Huawei takes number three spot with sales of 27.2M. (PR) [View news story]
Apple Took Home 72% Of All Handset Profits Last Quarter
Last quarter Apple took 72% of all mobile handset profits worldwide, at a time when there seems to be rumours and concern about its margins. This includes both smartphone and normal handsets, and Apple do not even sell a normal handset.
See http://bit.ly/X520WP
Apple's share of the worldwide sales of mobile handsets also increased dramatically from 15.4% to 21.7% from Q3 to Q4. An increase of over 41% during the quarter, and that is with supply constraints on the iPhone 5.
In fact, 43 cents of every dollar spent in the world on a cell phone goes to Apple.
In contrast to Apple taking 72% of all profits, Samsung received just 29% of profits even though their units sales were 33% higher at 28.9%, compared to Apples 21.7%.
In contrast to Apples 41% increase in sales of handsets over the last quarter, Samsung's share of the worldwide market also dropped markedly from Q3 to Q4, falling by over 10% from 32.3% to 28.9%.
As well as taking almost three-quarters of all handset profits, Apple is also reeling in Samsung at an alarming rate in terms of unit sales as well. In Q3 Samsung sold 110% more handsets than Apple (32.3% vs 15.4%), this was reduced to only 33% more in Q4 (28.9% vs 21.7%).
Any news of the much talked about lower-cost iPhone must surely have Samsung staying awake a night, and would very likely see Apple push out all other handset makers in terms of both profits and unit sales.
The rest of the manufacturers, Nokia (NOK), Motorola (GOOG), BlackBerry (BBRY), Sony (SNE), LG and HTC, either broke even or lost money. They rest of the manufacturers are also collectively predicted to lose more money in 2013 as well.
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
For example the following completely fact based article was censored with the reason "Our readers like articles that would be of interest to them holding a long position". Now try and work out for yourself why the article above was allowed, yet the article below was censored from SA readers? In any real unbiased forum the article would be published (It was good enough for CNN Money - See: http://bit.ly/X520WP ) and not denied by the SA editors.
Apple Took Home 72% Of All Handset Profits Last Quarter
Last quarter Apple took 72% of all mobile handset profits worldwide, at a time when there seems to be rumours and concern about its margins. This includes both smartphone and normal handsets, and Apple do not even sell a normal handset.
Apple's share of the worldwide sales of mobile handsets also increased dramatically from 15.4% to 21.7% from Q3 to Q4. An increase of over 41% during the quarter, and that is with supply constraints on the iPhone 5.
In fact, 43 cents of every dollar spent in the world on a cell phone goes to Apple.
In contrast to Apple taking 72% of all profits, Samsung received just 29% of profits even though their units sales were 33% higher at 28.9%, compared to Apples 21.7%.
In contrast to Apples 41% increase in sales of handsets over the last quarter, Samsung's share of the worldwide market also dropped markedly from Q3 to Q4, falling by over 10% from 32.3% to 28.9%.
As well as taking almost three-quarters of all handset profits, Apple is also reeling in Samsung at an alarming rate in terms of unit sales as well. In Q3 Samsung sold 110% more handsets than Apple (32.3% vs 15.4%), this was reduced to only 33% more in Q4 (28.9% vs 21.7%).
Any news of the much talked about lower-cost iPhone must surely have Samsung staying awake a night, and would very likely see Apple push out all other handset makers in terms of both profits and unit sales.
The rest of the manufacturers, Nokia (NOK), Motorola (GOOG), BlackBerry (BBRY), Sony (SNE), LG and HTC, either broke even or lost money. They rest of the manufacturers are also collectively predicted to lose more money in 2013 as well.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
Why Steve Jobs' Big Blunder Is Starting To Cost Apple [View article]
When Apple started the tablet revolution some three years ago they had 100% market share. Of course their share will reduce but their unit sales have gone up many hundreds of percent.
They have the corporate market completely sewn up. Period. Their iPad sales increased over 40% in the last year, and if it was a stand alone business it would be the size of Google or P&G - and growing much faster than either of them.
They make practically all the profits as their products are premium priced. There will always be low cost volume at low profits for the other to fight over. Is that an issue?
Here are the facts also on the cell phone market.....as you seem to woefully blind to the incredible performance Apple are doing - whatever the headline and rumours say.
Last quarter Apple took 72% of all mobile handset profits worldwide, at a time when there seems to be rumours and concern about its margins. This includes both smartphone and normal handsets, and Apple do not even sell a normal handset.
http://bit.ly/X520WP
Apple's share of the worldwide sales of mobile handsets also increased dramatically from 15.4% to 21.7% from Q3 to Q4. An increase of over 41% during the quarter, and that is with supply constraints on the iPhone 5.
In fact, 43 cents of every dollar spent in the world on a cell phone goes to Apple.
In contrast to Apple taking 72% of all profits, Samsung received just 29% of profits even though their units sales were 33% higher at 28.9%, compared to Apples 21.7%.
In contrast to Apples 41% increase in sales of handsets over the last quarter, Samsung's share of the worldwide market also dropped markedly from Q3 to Q4, falling by over 10% from 32.3% to 28.9%.
As well as taking almost three-quarters of all handset profits, Apple is also reeling in Samsung at an alarming rate in terms of unit sales as well. In Q3 Samsung sold 110% more handsets than Apple (32.3% vs 15.4%), this was reduced to only 33% more in Q4 (28.9% vs 21.7%).
Any news of the much talked about lower-cost iPhone must surely have Samsung staying awake a night, and would very likely see Apple push out all other handset makers in terms of both profits and unit sales.
The rest of the manufacturers, Nokia (NOK), Motorola (GOOG), BlackBerry (BBRY), Sony (SNE), LG and HTC, either broke even or lost money. They rest of the manufacturers are also collectively predicted to lose more money in 2013 as well.
We should all take a breath an Applaud Tim Cook. He has guided Apple through the last five years, through countless new product launches/updates, and through the toughest worldwide recession in 80 years. He has generated record profits, growth and sales, and has positioned the business to expand at break-neck speeds in emerging markets (100% growth in China, 400% growth in the last three months alone in India). He has honed the supply chain, and has readied the company for a host of new innovative new products that could easily push Apples sales up by 200% or 300% in the next three years. He has dealt with a constant barriage of 'You are not Steve Jobs' and looking at the companies performance perhaps we should all agree that is a good think. Steve Jobs was an innovator, Tim Cook is the person to manage and develop Apple into a well-oiled technology giant, with innovation that is a built into the ethos of the business.
In 12 months I would expect the stock price to be 50% to 100% higher than it is today. The last 4 months of silly rumours will be just that, rumours and consigned to the rubbish bin. As Tim Cook said he is concerned with Apple's performance over many years, not the stock price performance over the past quarter. By the way for all serious investors the stock has risen 700% over the past 6 years, and is at the lowest multiple for nearly 20 years so an extremely goo time to buy.
Apple (AAPL) has slashed prices for three 13" MacBook models. The price of the 13" retina MacBook Pro with 128GB SSD has been cut by $200 to $1,499, and the 256GB model by $300 to $1,699. Meanwhile, the 13" MacBook Air with 256GB SSD has been cut by $100 to $1,399. Apple's 15" retina MacBook Pro models remain priced at $2,199 and $2,799, but both have been given faster Intel Core i7 CPUs, and the costlier model now sports twice as much RAM. The moves follow a quarter where Mac shipments fell 22% Y/Y, and revenue 16%. (PR) [View news story]
More on mobile phone sales: Q4 smartphone market share by OS: Android 69.7% vs 51.3% in 2011, iOS 20.9% vs 23.6%, BlackBerry 3.5% vs 8.8%, Microsoft 3% vs 1.8%. "With Samsung commanding over 42.5% of the Android market globally, and the next vendor at just 6% share, the Android brand is being overshadowed by Samsung's brand with the Galaxy name nearly a synonym for Android phones in consumers' mind share," says Gartner. (PR) [View news story]