- 01-23-2013, 07:31 PM #26
Apple will go back up, but a structural fault has been detected! Reinventing their eco system will take time, Just ask RIM! Watch for Apple to start buying their way to wherever their going! Ala MS!
- 01-23-2013, 07:43 PM #27
Apple's enterprise, sans cash, is worth $300 billion at current margins.
What happens when Samsung launches the Galaxy Cheapo with iPhone 4S-like specs for $100 (all-in) in developing countries?
What about the high-end Huawei Android and Windows Phones for $299 that outperform the $800 iPhone 5?
What about the $79 iPad Mini competitors?
We've seen this story before. Apple dominated the personal computer business in the late 1980s to early 1990s. I remember being in high school in 1993 and 1994 as Commodore was going under, being told that Apple's dominance over PCs was assured since they were the world's biggest seller of PCs. Until the Windows price war broke out and dragged them low. History has a tendency to rhyme, and those killer valuations will disappear if Apple is forced into 4% margin territory by Huawei, ZTE and Samsung.
- 01-23-2013, 07:47 PM #28
- 01-23-2013, 09:18 PM #33
I do understand that some whipper-snappers are too young to remember those days.
- 01-23-2013, 09:58 PM #40
Forbes, 8-19-2012: Apple's iPhone Is Now Worth More Than All Of Microsoft
"One Apple product, something that didn’t exist five years ago, has higher sales than everything Microsoft has to offer. More than Windows, Office, Xbox, Bing, Windows Phone, and every other product that Microsoft has created since 1975. In the quarter ended March 31, 2012, iPhone had sales of $22.7 billion; Microsoft Corporation, $17.4 billion."
- 01-23-2013, 10:32 PM #42
This is usually followed by moronic comments like, "Apple is doomed; the beginning of the end ..." etc.
- 01-23-2013, 10:47 PM #43
^^ True ^^... but to be honest (everyone), unless Apple releases some monumental consumer driven, unprecedented product (within six months)...(with proven financials)...trend line in down for a while yet, where it stops?
- CrackBerry Addict
01-23-2013, 11:45 PM #44
- 525 Posts
I use BB10...the blasphemy!
- 01-24-2013, 12:07 AM #45
That's one reason why they started the PowerPC alliance with Apple -- they were being driven out of the PC business.
- 01-24-2013, 02:04 AM #48
People want it both ways here - when the market talks about RIM they are talking nonsense, when they talk about Apple, it's literally straight from the mouth of god. Let's put this in context, Apple makes more off accessories that RIM makes. The 'fall' of Apple is still too far out (beyond the next 12 months) to have any significant impact on RIM's chances for survival, it still all comes to RIM selling enough BB10 devices at decent margins.
- CrackBerry Abuser
01-24-2013, 03:52 AM #49
- 297 Posts
As a observer on the smartphone market, to me, delaying to the January 30th is a very bad decision. As a shareholder, I don't really like the decision to delay the launch if possible. But given their software prowess I think they had tried their best.
Mobile World congress will be on the beginning of Feb and all the spotlight will be on the new 4.7" and 5" 1080P Superphone, featuring the new generation Tegra4 and Snapdragon 800 SOC. All the trendy technology websites will compare the Z10 to the top end phones, which will include the Galaxy S4, HTC M7 etc and leave wanting more from RIMM. Z10 in its Snapdragon S4 form is even slower than the proclaimed outdated iPhone 5 and will be even more outdated compare to the upcoming superphones. I can foretell from my magic ball, in one month, people on this site will start to proclaim that hardware, screen resolution, SOC spec, benchmark and etc don't matter and peak on BB10 is the be-all-end-all feature that one will ever need in a smartphone.
- 01-24-2013, 04:16 AM #50
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