Linked by Thom Holwerda on Fri 28th Oct 2011 14:49 UTC
PDAs, Cellphones, Wireless Remember when Apple surpassed Nokia to become the world's best-selling smartphone manufacturer? Well, Apple only had one quarter to enjoy this title, since Samsung just soared past them by quadrupling its smartphone shipments, making Samsung the largest smartphone manufacturer in the world. Update: As was noted in the comments, Apple also uses shipments - they just call them sales. Straight from their SEC filing.
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RE[3]: deja vu all opver again
by kristoph on Sun 30th Oct 2011 00:05 UTC in reply to "RE[2]: deja vu all opver again"
kristoph
Member since:
2006-01-01

This is how the PC almost killed Apple back in the mid 1990s.


Yep, and look how that turned out. (Hint: Apple is worth more then Microsoft, Dell, HP, etc.)

There will always be a market for premium products. I could drive a very nice USD 20k car but I choose to drive a USD 80k car as do millions of consumers throughout the world.

Reply Parent Score: 1

unclefester Member since:
2007-01-13

Yep, and look how that turned out. (Hint: Apple is worth more then Microsoft, Dell, HP, etc.)


You have absolutely no idea how businesses are valued. They are only worth a multiple of their latest earnings. A couple of bad quarters and the value of Apple will plummet.

There will always be a market for premium products. I could drive a very nice USD 20k car but I choose to drive a USD 80k car as do millions of consumers throughout the world.


Don't believe the marketing hype. There is absolutely nothing "premium" about Apple products. They are all mass produced commodity products assembled in Chinese factories.

Car analogies are totally absurd:

- luxury cars are exclusive and expensive. iPhones, iPads and iPads are are relatively cheap mass produced electronics.

- car technology improves at a glacial rate compared with electronics. A 20 year old Mercedes has most of the features of a new Mercedes. A 20 year old mobile phone or computer is a doorstop.

- No luxury car maker builds millions of identical cars each year in a Chinese factory.

- No luxury car engine dies after two years. No luxury car is worthless after 3-4 years.

Reply Parent Score: 4

RE[4]: deja vu all opver again
by zima on Fri 4th Nov 2011 20:08 in reply to "RE[3]: deja vu all opver again"
zima Member since:
2005-07-06

Yep, and look how that turned out. (Hint: Apple is worth more then Microsoft, Dell, HP, etc.)
There will always be a market for premium products. I could drive a very nice USD 20k car but I choose to drive a USD 80k car as do millions of consumers throughout the world.

Valuations (such a fleeting thing) and car brands don't work as you think...

...but OK, lets go with your car analogy!

Essentially, you inadvertently state, yourself, that Apple products are primarily... positional or even veblen goods! That's what luxury car brands are! (luxury items, in general)

But it's even more that that. Look around you - virtually all luxury car manufacturers are, nowadays, just brands of more versatile "volk" manufacturers; the resources of the latter push innovation and technology forward.
Luxury brands remaining on their own are typically just about niche, irrelevant, "nostalgia-based" offers.

So, I guess, you are arguing that, quite soon (considering this field is much more volatile, evolving much faster than automotive one - you can just look at Apple history, if you have any doubts about that), Apple will be up for grabs by the likes of Samsung...


There's also how, IMHO a bit more than 10 years ago, cars became quite universally "good enough" / now it's largely just about fillers (see at the irrational SUV craze if you any doubts about that).
Sure there's lots of place for improvement in propulsion tech, but it will hardly impact the experience (autonomous cars might do that*); plus the innovation is largely being done and implemented by "volk" industrial powerhouses, anyway (*same; and also by some Apple competitors who are about cooperation with established car conglomerates).
Heck, a "hot" or even "warm hatch" of today is quite often a better race car than many sports cars of 3 decades ago (particularly when any turns are involved, when it comes to handling - people greatly under-appreciate how massively it improved over the last few decades)


BTW, I loved how Porsche almost-kinda-tried a takeover of Volkswagen - but then realized to their horror how their financial valuations and assets are worth much less than previously imagined; essentially, in practise (if not strictly on paper) led themselves to takeover by VW.

Edited 2011-11-04 20:11 UTC

Reply Parent Score: 2