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The real battle for smartphone combatants Apple (AAPL) and Google (GOOG) may not be against each...
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Thursday, May 19, 2011, 1:26 PM ETThe real battle for smartphone combatants Apple (AAPL) and Google (GOOG) may not be against each other - it may be against dumbphones. While smartphones now account for a record 27% of phone shipments, that means the other 73% of the market has yet to be penetrated. Which means it may be less predictable (and less discountable) than expected.
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This news story has 6 comments:
This bodes well for Google but not Apple.
It's a market Apple will never access with it's one-size-fits-all strategy.
Even RIMM makes a 'feature phone' which masquerades as a dumbphone - the 9105:
m.blackberry.com/ie/en...
As PCs got faster and faster (and faster than the needs of most business) Dell and HP survived by developing relationships with businesses and creating workstation PCs.
Blackberry would do amazingly well by using the same market strategy. 3 Functions: email, bluetooth, phone.