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AAPL: Time to be looking over the iPhones Shoulder?

|Includes: Apple Inc. (AAPL)
·         Apple’s most recent iPhone introductions are likely to keep the company and the stock in a position of outperformance in the near term.
·         However, in our view, the new iPhones are not a significant uptick in terms of functionality or performance from previous models.
·         At the same time, new Android based superphones from HTC, Samsung and Motorola among others are narrowing  the appeal and performance gap.
·         AT&T’s continuing exclusivity remains a positive for AT&T, but also represents a lost opportunity for Apple and a chance for Android phones to close the market share momentum gap.

Disclosure: No positions