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  • Report: U.S. carriers to have "grotesquely" low iPhone 5S inventories  [View news story]
    New iPhone 5S sold out quickly: The supply is constrained. Bear case.
    New iPhone 5C is still available four days after pre-order started: The demand is poor. Bear case.

    Apple can't win.
    Sep 17, 2013. 09:57 PM | 2 Likes Like |Link to Comment
  • Apple slides following China Unicom reservation data  [View news story]
    I assume that the 5s doesn't have preorders. Even the China-only "pre-reservation" of 5s scheduled to start on Sep. 17 hasn't kicked off yet.
    Sep 16, 2013. 02:00 PM | Likes Like |Link to Comment
  • iPhone 5C Released And It's A Gem, But Likely Not Enough To Move The Stock Higher  [View article]
    Two points. First, better specs don't always mean better performance. Second, you buy both the hardware and the access to the ecosystem. Good luck with your Windows phone.
    Sep 11, 2013. 09:45 AM | 3 Likes Like |Link to Comment
  • The iPhone's (AAPL) U.S. share soared to 53.3% in the 12 weeks ending Nov. 25, per Kantar ComTech - that's up from 48.1% in the 12 weeks ending Oct. 28, and far above the 35.8% seen in the year-ago period. Android's (GOOG) U.S. share fell to 41.9% (down 1090 bps Y/Y). But again, the roles are switched in Europe, and then some: Android had a 61% share in the EU5 (up 920 bps Y/Y), and the iPhone 25.3% (up 250 bps). Do European sales have something to do with iPhone order cut reports? Android had 72.2% of "Urban China," and 60.7% of Brazil. (tables - PDF)  [View news story]
    No surprise. IE is the leading explorer in the US and China, while Firefox and Chrome have been dominating the European market for a long while. Europeans have different taste compared to Americans for sure, especially when it has something to do with an icon of American culture.
    Dec 21, 2012. 02:51 PM | Likes Like |Link to Comment