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  • The Cost Of Product Cannibalization Dooms Apple's Growth [View article]
    I think some of the bigger picture is lost - it isn't a matter of lower priced phones or competing on the lower end, it is a matter of creating better products. Samsung's GSIII is not on par with the quality of the iPhone 5 - if you think differently, you've little experience with both phones.
    The fact is that AAPL is churning out an ecosystem that will facilitate utility that is not possible with disparate hardware profiles leveraging Android with different hardware drivers. They will inevitably end up in the services and content space that will not only differentiate all of their hardware, but software as well. This is an intense period of product development for exactly this purpose - and all those that own products running iOS will benefit. Stay tuned - time will tell.
    Feb 15 08:33 PM | 1 Like Like |Link to Comment
  • U.S. retail Windows notebook sales ended up falling 11% Y/Y during the holiday season (Nov. 18-Dec. 22), estimates NPD; that's just a little better than the 13% drop estimated for Windows PC sales from the time of the Win. 8 launch to the first week of December, and suggests the OS hasn't don't much yet to halt tablet cannibalization. Touchscreen notebooks accounted for just 4.5% of Win. 8 sales. MacBook sales fell 6%, but their ASP rose nearly $100 to $1,419. Flat-panel TV sales fell 1.5%, and their ASP more than 8% to $364. [View news story]
    Note that despite the 6% drop in MacBook sales, the ASP actually increased by more than 7%!
    Jan 4 07:00 PM | 3 Likes Like |Link to Comment
  • Cook's Recipe For Apple Crumble [View article]
    I grow tired of some of the dumb arguments developed like this one - almost none of the observations here are relevant to the fundamentals of AAPLs business - which is not only growing, it is a cash generating machine. Only thing of merit here, which was true with Steve at the helm as well (albeit Tim was mostly running the company for the year prior to Steve's death), is that AAPL has not given investors a glimpse into the company's direction/vision.
    Oct 31 04:16 PM | 1 Like Like |Link to Comment