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  • Samsung (SSNLF.PK) sold 68M-70M smartphones in Q1, up from an estimated 63M in Q4, according to 5 analysts polled by Reuters. Though the Galaxy S III/IV and Note II receive far more ink, much of this growth is fueled by low-end/mid-range Android models such as the Galaxy Young and Galaxy Fame. These phones, along with Samsung's Rex feature phone line, are adding to the pressure placed on Nokia's (NOK) feature phone ops. Earlier this week, Bernstein reported the S IV's production rate is around 10M units/month. (Samsung Q1 results[View news story]
    Kind of rubbish that Samsung doesn't give exact numbers so that "analysts" just present their projections. Anyone who has seen how analysts estimates for Apple compare to actual numbers will know that probably only a couple even come close.
    Apr 5 06:31 PM | 3 Likes Like |Link to Comment
  • Apple: Market Share Is Key [View article]
    Samsung's advertising and promotion budget was rumored to be >$13B for last year. It has retail presence and huge billboards in all markets around the world. Find me any other company on earth that spends this kind of money (Apple is at about $1B) - it is not sustainable.

    Further, the whole "Apple has lost its cool" is a meme that came from the Sammy PR blitz. The hard numbers numbers show the real story - Apple sold every single iPhone 5 and iPhone 4 it made last quarter.

    Apple is better off continuing to grow one market at a time. If it can win China it will be able to tap a huge source of growth.
    Feb 21 11:08 AM | Likes Like |Link to Comment
  • Apple: Market Share Is Key [View article]
    Samsung may well come out with something but would need some lead time to properly imitate and out-spec Apple's offering. Unfortunately they no longer have insight into Apple's strategic products. Further, if you are tied to the iOS ecosystem, the barriers to switching are getting higher.
    Feb 21 10:57 AM | Likes Like |Link to Comment
  • Apple: Market Share Is Key [View article]
    With over 500K applications on both platforms, not sure this is a compelling reason anymore. The focus in the future will be to get first dibs on the really big, popular or game changing apps. We already see Apple, Google and Microsoft buying up some key developers. This will simply accelerate in coming months.

    It is difficult to accept the market share argument in relation to app revenue. Google is just now starting to monetize its app store. It faces competition from Amazon and Samsung. It has few quality tablet apps. In China, estimates are that 70% of Android users are on local app stores (not Google Play). In Africa, the vast majority of users don't even have a credit card and use free apps. Around the world Android users are running old, old versions of Android (back to v1.6) and are "modding" their phones left to right. Not sure where developers would even start.
    Feb 21 10:50 AM | Likes Like |Link to Comment
  • Apple: Market Share Is Key [View article]
    @Applocrat - I understand where you are coming from. However, by designing a cheap but good product, Apple would degrade its higher priced good products.

    This does not make sense for their model right now when they cannot even make enough of their premium products. If they do somehow create excess capacity, it make be worthwhile to target certain markets with a cheaper product but they need to be able to meet the demand or will get slaughtered by Wall Street (though Wall Street will probably manipulate the stock either way).
    Feb 21 10:35 AM | Likes Like |Link to Comment
  • As Google Maps Humiliates Apple, The Upside Is Millions Will Finally Upgrade To iOS 6 [View article]
    My thoughts exactly! Apple maps is now the default map app for all integrated applications. Most users don't even know Google owned the previous version. How many are even reading these tech blogs.

    Google has lost insight into a huge captive audience. Of the 500 million iOS devices how many have downloaded maps? 10%?

    Now what is needed is a default Apple search engine. Why give advertising business and customer insight away?
    Feb 20 09:52 AM | Likes Like |Link to Comment
  • Apple: Market Share Is Key [View article]
    "Perception of arrogance" is a poor way to characterize the choice Apple has made to stay a premium brand. It's like saying that Coach or BMW are arrogant because they choose not to discount their brand.

    The media has done an excellent hack job on Apple and will continue to do so. However, they have clearly stated their focus is making quality products - why would they change their entire focus for a short term bump in share price for fickle investors who will keep demanding more.

    Apple is not Samsung and shouldn't try to be.
    Feb 20 09:35 AM | 3 Likes Like |Link to Comment
  • Apple: Market Share Is Key [View article]
    Apple has a user base of 500 million iOS devices which is more than enough to incentivize app developers. In addition, it's premium pricing attracts premium customers who tend to stay within the ecosystem, buy more products and buy apps. Finally Apple is selling everything it makes. Compromising its quality simply to sell more at lower margins makes no sense especially when it will never be able to win the race to the bottom on pricing.

    Apple needs to differentiate itself and stay true to its principles. If it was at all possible, it would be better off going private to totally avoid the noise and clamour from market participants.
    Feb 20 08:55 AM | 5 Likes Like |Link to Comment
  • Microsoft: How Windows RT Can Be Saved [View article]
    I understand the need to compete at a lower price point, but it seriously looks like RT is DOA. Even the Atom-based W8 stuff is at risk as the pricing so far is too high for what are essentially netbooks.

    Rather than trying to keep RT alive, Microsoft needs to phase it out completely and focus its efforts on a single Windows 8 platform. Having RT is too confusing to users and unnecessarily fragments MSFTs base.
    Jan 21 10:12 PM | 3 Likes Like |Link to Comment
  • Google: With Or Without The 'X-Phone' Has A More Sustainable Business Model Than Apple [View article]
    I think it's short sighted not to see the opportunity Apple has in mobile search. With the iPhone and iPad driving most of the browsing traffic,it has a great opportunity to take on search and grow its mobile ads. In addition, the combination of maps and Passbook - Apple now has a foot in the door for mobile payments.

    Google should do alright but it does face the potential threat of Samsung forking away from Android. It also has not done a great job monetizing Android and is practically giving away its Nexus line.
    Dec 24 09:57 AM | 3 Likes Like |Link to Comment
  • While other firms (I, II) are lowering their iPhone and regular iPad forecasts, NPD claims Apple (AAPL -3.7%) has more than doubled its iPad Mini display panel orders to 12M+ (presumably to AUO and LPL) to meet strong demand. Moreover, NPD thinks the Mini could account for half of 2013 iPad shipments, which it pegs at 100M+. The difference between the Mini's size (0.68 lbs. and 0.28" thick) and the 4th-gen iPad's (1.44 lbs. and 0.37") is hard to ignore here. Separately, Digitimes reports Apple is working on a second-gen Mini that's lighter still, and will sport a better display. [View news story]
    So why are you still here commenting? SMH.
    Dec 15 09:24 AM | 1 Like Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    Not sure why it's so difficult to believe they designed their own. This article by Anandtech gives some good background.
    Dec 5 01:05 PM | Likes Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    I agree - Apple is differentiating itself and moving away from the crowd. This has companies like Samsung scrambling because they will find it more difficult to compete on specs. It is conceivable that Apple could introduce a newer more efficient chip mid year and catapult itself ahead yet again.

    Overall quite enjoyed the article and the discussion.
    Dec 4 07:30 PM | 1 Like Like |Link to Comment
  • How Much Profit Will Amazon Eventually Make? [View article]
    Would like to hear more about your experience once you have lived with the HD for a while. Just not seeing that many Kindle HDs out in the wild right now...
    Dec 3 11:00 PM | Likes Like |Link to Comment
  • How Much Profit Will Amazon Eventually Make? [View article]
    Amazon has a 3,000 PE but gets far more positive press than negative. Right now the bar is so low for Amazon that it's almost impossible for them not to "beat expectations".

    The valuation is ridiculous - but have to agree with Odo - it's all about "faith" and as long as Bezos is around the believers who have bought into his story will continue to do so.

    Dec 1 10:31 AM | 1 Like Like |Link to Comment