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AAPL death watch

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dwell said:
1. iPhone and iPad are on an upward trajectory. iPad itself has a monopoly on tablets. Android smartphones are a race to the bottom. Apple has only 33% of the marketshare but generates 80% of the revenue.

2. Google has shit with regards to wearable computing. Project Glass is just a webcam duct-taped to glasses frames. Apple has been working on wearable computing since 2006 as a recent pantent approval shows. The Project Glass concept video shown a while back was 100% bullshit as the Google I/O demo proves.
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lols 🙂
 
Kadarin said:
Apple announces exactly what all the rumor sites have been expecting for months now, and the stock plummets. Go figure...
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But the price of the 5C was a lot higher than most expected it to be. Seems to be the biggest point of contention.
 
By this time next year, Apple will have lost another 10-15% of mobile phone market capitalization, and Android will have a much bigger lead.
 
I'm actually kind of surprised Apple hasn't stabilized a bit more. It's nothing like where it was a year ago, but I think the stock is still overpriced at this point. The mobile market isn't going to give anymore explosive growth and now it's just a battle for market share.
 
The hardware in the iPhone is still the best in my opinion. And it hasn't changed much in years.

But that doesn't mean it will still sell the best.

I am waiting for the iPad 5, it will sell well.
 
Rudee said:
By this time next year, Apple will have lost another 10-15% of mobile phone market capitalization, and Android will have a much bigger lead.
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And yet the App Store will still be raking in 75%+ of the $$$ and developers will still either be ignoring Android completely, or waiting 6 months to a year to launch an inferior Android version of their app that more than likely won't even get updated as frequently.

I recently bought a head unit for my car, with the exception of a few odd ball overseas ones you can only get on online. There aren't any Android comparable ones. I talked to a guy who works for Pioneer (I bought a Pioneer) he said Pioneer has no plans on an Android unit. The best they offer is the Appradio which has some sort of mini HDMI you can buy and plug a few different Android handsets in. Which is basically video in and still doesn't = Android support.

Market share means shit to me, so I'll stick with the apps. Now I'm off to go play Ridiculous Fishing
 
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QueBert said:
And yet the App Store will still be raking in 75%+ of the $$$
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Your predictions are valid for about 6 months, until Apple continues it's downward trajectory and you have to revise it.

Is Apple increasing its share of mobile app revenue? Nope, decreasing. Is Apple increasing its profit year over year? In Q3, nope, decreasing. Is Apple increasing its share of any viable metric? Nope, decreasing.
 
Doppel said:
Unfortunately this is at least substantially the case. Without Jobs at the helm I don't know how things will fare for apple. A deathwatch is surely premature. It's still a massive, profitable company full of talent, but it was like he sold his soul; eat product he came out with was killer and I don't think Apple can keep doing that.
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I wrote this in July of 2012 and stand by it.

I'm one of many who feel this way now. Apple has not released a killer product since Jobs came along and there is no clear evidence any are even in the pipeline, despite some rumors about unicorns and itvs. iPad came out 3.5 years ago.
 
iPhone 5c is a misstep, but the iPad mini was a masterstroke. It single handedly killed off any hope for tablet competition. There's no reason to spend $300 on an Amazon tablet when you can get a iPad mini.

And don't bring up the nexus 7. Its dimensions are idiotic. You can't use it to browse the net holding it in portrait mode. You can with the mini.
 
preslove said:
iPhone 5c is a misstep, but the iPad mini was a masterstroke. It single handedly killed off any hope for tablet competition.
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If it killed off tablet competition, why is Apple's share of the tablet market rapidly decreasing?
 
Bryf50 said:
My god they're terrible.
http://www.youtube.com/watch?v=CMcrw8WTWSs

http://www.youtube.com/watch?v=jXTzzxiCfPw
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Yup that doesn't look like something Job would've approved.

There was a talk Jobs did about advertising. He said the goal isn't to talk about the features of the product but rather to give an association with the greats. He cited the success of Nike. Nike never once talked about the features of their shoes on their ads, but it featured great athletes doing great things.
 
They'll still be around in 10-20 years, still making comparatively high profits on high-end niche tech devices. People have been preaching of their demise for 30 years and it hasn't happened yet, and it won't as long as they have more cash than God.
 
Of course the cheapest thing will sell.

Why do cheap Chinese Android tablets sell well?

Certainly not because they are good.

I don't think anyone can argue that besides the screen resolution, the iPad mini is a winner.
 
This is rather astounding:

0925_iphone_sales_630inline.jpg


Taken from
http://www.businessweek.com/article...eclipse-microsoft-and-amazon?campaign_id=yhoo
 
luv2liv said:
place your bets people. earnings are coming out today. any predictions?
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I don't follow estimates anymore (guessing consensus is flat profits YoY), but probably a single-digit increase in net profits due to a successful launch of the 5S at the tail end of the quarter. iPad probably disappoints in unit growth, if any.
 
Apple earned $7.5 billion, on revenue of $37.5 billion.

Apple announced record fourth-quarter sales of iPhones -- 33.8 million, up from from 26.9 million in the same quarter last year -- along with a jump in iPad sales, which hit 14.1 million this quarter, up from 14 million last year. However, during the same period, arch-rival Samsung, which just reported its earnings last Thursday, sold 86 million smartphones, though Samsung's lineup includes far more models than Apple's, including entry-level versions that don't compete directly with the iPhone. Samsung is facing its own challenges at the top of its range, and sold just 16 million of its flagship Galaxy S4 during the period, according to estimates. Apple continued to lead the tablet market, selling 14.1 million iPads in the quarter, compared to Samsung's 10.5 million -- though Samsung's tablet sales doubled from last year, while iPad sales rose modestly. - http://www.engadget.com/2013/10/28/apple-just-sold-33-million-iphones/

Samsung earned $9.56 billion (2/3 from Mobile), on revenue of $55.59 billion. - http://www.theverge.com/2013/10/24/5026224/samsung-announces-9-56-billion-in-profit-for-q3-2013
 
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