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Changewave's December North American smartphone survey is a little less favorable to Apple...
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Tuesday, January 15, 6:20 PM ETChangewave's December North American smartphone survey is a little less favorable to Apple (AAPL) than usual. 50% of respondents planning on buying a smartphone over the next 90 days say they'll get an iPhone, down from 71% in September (the time of the iPhone 5 launch). A year ago, that number fell to 54% from 65%. 21% say they'll get a Samsung (SSNLF.PK) phone, up from 13% in September. Also, 27% want a phone with a 5" or larger screen. The iPhone's U.S. share is easily higher than its share in most international markets. (previous)
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As a suibscriber this is what Changewave actually said
"ChangeWave surveys indicate that demand for Apple’s newest iPhone 5 and its latest iterations of the iPad are still outperforming -- with no sign yet of a sustainable decline.
Throughout Apple’s tremendous streak of success, beginning with the iPod and iTunes and accelerating from the iPhone to the iPad (not to mention the Mac line and especially the Air), the stakes increased and Apple flew ever higher.
Despite a valuation (i.e. price-earnings ratio) that was below the average for S&P 500 companies – even as it peaked at $700 in mid-September – investors stormed the exit to secure profits. Partly driven by the threat of higher taxes on gains and partly driven by fear that Apple’s best days were past, the herd moved in quick unison.
Apple’s share price has now dropped below $500. With its latest financial results set to be announced next Wednesday, the stock has displayed no bounce so far.
But I just happen to have new data from ChangeWave that provides fresh insights for Apple’s outlook, and supports the case for AAPL shares to return to form"
"So with Samsung leaping ahead in the large-screen smart phone space, does this represent a long-term competitive threat to Apple? Not likely."