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Posts by Red Oak

OMG    Congrats to the Apple team who worked so hard over many years to make this happen  
These are seismic shifts. It is only going to grow when Kantor reports Decenber. Now 23% share across EU5 Windows looks done Looks like achieving sustainable 20% WW share is still realm of possibility
Microsoft is dead in the water. You can lose the U.S. or Chinese market. But you can't lose both
I thought from Ford's announcement that Apple CarPlay is NOT currently supported in this new launch and their is no firm date If so, I that this is a major miss by Ford. Also, the design of the new Sync system is beyond aweful
Lawyer clowns
Try $170 by end of 2015. $1,200 pre-split Horace is right, it's 80% market psychology. But eventually the market is a weighing machine... And eventually it will catch-up
Nope.. not kidding.  I guess the answer is that model sales are HIGHLY fragmented... a.k.a : there is a long long list of models all of which have small % share  
Awesome performance.  It will only get better over the next 2 to 4 months as the full impact of iPhone 6/6+ is realized.  And, availability improves    Achieving a sustainable 25% share in EU5 would be a major win     So happy to see Windows Mobile die on the vine.   Unprofitable + Declining ASP + Declining Market Share = No Chance.  And, now Nokia is going to compete with them on the device side w/ Android - who at Microsoft cut that FU deal? 
 Due to the launch of DoCoMo last year and pent up demand.  48% is phenomenal performance 
How can Apple make up 4 of the top 5 selling phones in the US and only hit 41.5% unit market share? It makes no sense
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