Seeking Alpha

Following a stellar Q4, iPhone sales have remained strong in Q1, says Canaccord's Mike Walkley,...

Following a stellar Q4, iPhone sales have remained strong in Q1, says Canaccord's Mike Walkley, who says his checks indicate more U.S. share gains. Walkley, a long-time Apple (AAPL) bull, estimates 32.6M iPhones will be sold in Q1, good for 23.7% of global smartphone shipments. He also sees continued share losses for Research In Motion (RIMM), noting checks indicate weak sales for BlackBerry 7 devices.
From other sites
Comments (5)
  • redwoodsman
    , contributor
    Comments (112) | Send Message
    Who needs the Grim Reaper when you have the scavengers lurking. Give RIMM a little time to recover then we'll see some daylight if the vultures leave anything. What a sad commentary for a once great company.
    5 Mar 2012, 07:25 PM Reply Like
  • berylrb
    , contributor
    Comments (2206) | Send Message
    Interestingly, I was at San Francisco Toyota today and there were 3 folks using blackberry's waiting like me. Even though the demise of RIMM is common news these days I wonder just how many are LEFT in the installed base? Sure a large percentage are waiting for contract (?) to run out or whatever, but that's a story in itself eh?


    I'm an early adopter w/ the iPhone personally, on the business end and private, I refuse to be a RIMM basher they had a season, and it will take years for all that product to convert to the next thing. Which is good for Android and iOS
    5 Mar 2012, 08:07 PM Reply Like
  • fauxscot
    , contributor
    Comments (518) | Send Message
    Palm, RIM, Iomega, JDSU, Global Crossing, Compaq, Dell, MSFT.... not all has beens, but all have seen better days. Apple simply cannot, IMO, do this for two more decades. I expect it to encounter something at some point that is difficult. For how, however, it's in a perfect storm of good stuff and its competition is in utter disarray by comparison. It's as if someone invented the auto and NOBODY had anything to sell against it but horses. I'm happy, of course, but not deluded. Perfection is for the gods and even they go extinct eventually.
    14 Mar 2012, 02:47 PM Reply Like
  • Publik Persona
    , contributor
    Comments (2) | Send Message
    Wow - you mean more than 76% of smartphones being sold right now are not made by Apple?


    So either 76% of people don't want 'em or they can't afford 'em. Which of these potential customers should Apple target next? The ones that don't want the iPhone or the ones that can't afford them?
    29 Mar 2012, 02:59 PM Reply Like
  • berylrb
    , contributor
    Comments (2206) | Send Message
    don't want
    can't afford, and
    can't break their 2-year contract ... yet
    29 Mar 2012, 03:32 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector