Linked by Thom Holwerda on Wed 27th Jul 2011 22:09 UTC
Legal Two different graphs. Both happen to be published at Ars Technica, with one of them coming from a different source. Seemingly completely unrelated, but when you ponder the waterfall of recent lawsuit-related news, these two graphs suddenly tell all there is to tell. These two innocent little graphs illustrate why Apple is attacking Android so ferociously.
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RE: Apple can't compete on merit
by JAlexoid on Wed 27th Jul 2011 22:44 UTC in reply to "Apple can't compete on merit"
JAlexoid
Member since:
2009-05-19

Apple is now filing complaints about Android tablets, are you ready to admit that Apple isn't afraid, they simply don't like their intellectual property infringed?

Both sides are hypocritical bul****ers. Apple being the most aggressive in the legal department, however.

100% YoY revenue and profit growth on multi-billion dollar companies is literally unheard of

That is why they should beat Exxon in market cap. Those people on the US stock market are helluva optimists, if you ask me... Apple beating Exxon just plain sounds like a joke....

I'm not exactly sure "afraid" is the right way to describe Apple.


If they aren't, then they should be worried. The premium smartphone market will be saturated soon enough and Apple will be left out cold with their current product offerings.
It'll be the same as Mac Books, great sales, great profits - but not much growth.(Their product offerings are premium segment only. I maintain that their notebook growth is in line with premium priced notebook market growth, so they didn't beat the market.)

Reply Parent Score: 4

rhavyn Member since:
2005-07-06

"100% YoY revenue and profit growth on multi-billion dollar companies is literally unheard of

That is why they should beat Exxon in market cap. Those people on the US stock market are helluva optimists, if you ask me... Apple beating Exxon just plain sounds like a joke....
"

Apple should be close to if not beating Exxon in market cap now. For some reason Apple's stock is undervalued: http://www.asymco.com/2011/07/25/apples-share-price-adjusted-for-ea...

Their EPS hasn't been this low since 2008. No one is able to believe that they continue to grow 100% YoY.

"I'm not exactly sure "afraid" is the right way to describe Apple.


If they aren't, then they should be worried. The premium smartphone market will be saturated soon enough and Apple will be left out cold with their current product offerings.
"

But, what do you think Apple's market share and growth will look like in CYQ4 if they release a new iPhone in CYQ3?

Reply Parent Score: 4

Thom_Holwerda Member since:
2005-06-29

You do realise these figures include the release of the iPhone 4, right? Heck, it even includes the much-vaunted launch on Verizon...

Reply Parent Score: 3

JAlexoid Member since:
2009-05-19

Still $50bn difference. And considering value of a share for Exxon and Apple, Apple's EPS is 6.4% of the price while Exxon's is 8.5%.
And as unlikely as it sounds to me Apple will beat Exxon. (I even lost a bet on it for 20 pints of beer)

But, hey, as I said "WallStreet is full of nutters". And no thanks to Bloomberg and their "analysts" that predict that Apple will get to $550. And now they will!

But, what do you think Apple's market share and growth will look like in CYQ4 if they release a new iPhone in CYQ3?

If they don't enter lower priced market segments, they will soon hit "the wall". I predict that they will sell no more than 23million iPhones for Q3, if they stay solely in the premium market. And I think premium market is somewhere around 200mil per year.
With tablets, it's harder because competitor sales are statistically insignificant compared to Apple to evaluate growth of the whole market.

Reply Parent Score: 2

iinlane Member since:
2010-09-17

"Worried" is much better word than "afraid". I do not think it's the greed and desire to satisfy shareholders that drives people at Apple. While the legal department pursues the competition the rest of Apple probably does not care much.

Reply Parent Score: 1