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[4]: Phones vs tablets
by galvanash on Thu 28th Jul 2011 04:21 UTC in reply to "RE[3]: Phones vs tablets"
galvanash
Member since:
2006-01-25

Exactly. You don't see BMW worrying because Hyundai sells more units.


That is a totally ridiculous comparison. No one who would buy a Hyundai would ever buy a BMW or vice versa - those are two entirely different market demographics.

If you want to use that analogy fairly, you would have to say something more along the lines of

"You don't see BMW worrying because Lexus sells more units."

That is obviously not true at all, BMW spends a considerable amount of time and energy marketing against the "econo-luxury" car makers...

Im not taking sides here, I like iOS and Android devices. But denying the fact that every Android device sold is a lost Apple sale is just sticking your head in the sand. Any steady increase in Android device volume, even if it is small, represents a serious threat to Apple.

Its not about Apple's huge margin - sure they have a gigantic advantage there. Even if they lost half their sales volume they would still likely always have the margin advantage and will make money...

Its about trajectory - something that frankly matters even more than revenue to Apple's stock price. If Apple is seen to be losing market share that could easily result in a sell-off. Anyone with two brain cells to rub together can see that they are over valued. They could easily lose more money in a week than they make in a year if that happened.

Apple's stock price represents real money - cash they have access to now that is being bet on future performance - they haven't earned a tenth of it yet...

Think about that. Android does not have that problem - there are a multitude of hardware makers and they are not riding high on a cash bubble. Facts are facts, Apple has everything to lose - Android as a platform has little...

Reply Parent Score: 6

RE[5]: Phones vs tablets
by shotsman on Thu 28th Jul 2011 14:59 in reply to "RE[4]: Phones vs tablets"
shotsman Member since:
2005-07-22

An Android purchase is NOT Always a lost iPhone sale.
As has been said, there are different demographics in the phone market.
Those cheap android phones (eg Samsung Tocco Lite) will appeal to a very differeny buyer than an iPhone.

er um... Like me.
I want a phone. I want to send a few texts and do a bit of web browsing (weather, train times etc)
Yes I could lash out and buy an iPhone or any of the similarly priced Android devices. I have an iPod and two MacBooks so I'm not anti-apple but I've chosen a more basic phone because it does the job I want it to.

While I was browsing in my local stores the other day, I saw three phones being sold. They were all iPhone 4's. I know it is a statistically insignificant sample but one comment from one buyer was, Why are those HTC phones so expensive. Enough said?

Reply Parent Score: 2

RE[6]: Phones vs tablets
by galvanash on Thu 28th Jul 2011 16:59 in reply to "RE[5]: Phones vs tablets"
galvanash Member since:
2006-01-25

An Android purchase is NOT Always a lost iPhone sale.


Fair enough - but there is more overlap than not. I think it would be fair to say that many Android sales are lost Apple sales.

Edited 2011-07-28 17:02 UTC

Reply Parent Score: 2