chplanet

Apple Math: Market Share over Margins

Hi,
I sincerely believe that the author has a point as far as the long term is concerned.
The open platform for third party software along with increasing sales of iPhones will extend even further the halo effect (more Apple products out there) thus creating real competition for Dell, HP, Acer and of course last but not least for mobile phone specialists such as Nokia.
On the other hand Apple needs to take in consideration product quality! More quality! The higher sales volumes the higher the exposure to criticism and quality issues (e.g. customer satisfaction handling, product recall problems, etc.).
Cheers,
JC

Disclosure: Long AAPL