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Posts by Quadra 610

In the most basic layman's terms, then:  Virtually everyone has an iPhone - or rather, nearly all of Apple's target demographic is already using Apple products and is well-invested in Apple's proven ecosystem - so "new growth" will slow.    So Apple owning the most desirable parts of the market that it created is a major problem? Growth will slow but Apple will still keep selling new devices to these consumers. But you've (that is, Apple) basically won the game here. So...
""It's becoming increasingly clear that markets such as the U.S. are reaching high levels of consumer saturation and while emerging markets continue to show strong growth this has not been enough to sustain the dramatic worldwide growth rates of years past," said Tom Mainelli, tablet research director for market research firm IDC." Ok. And? We still need to upgrade our devices. Is this another thinly-veiled demand for The Next Big Thing from Apple? I'm sure whatever...
Cook doesn't know how to lead?     Not even counting the times when Cook took the reins in Jobs' absence, Cook led Apple to its biggest quarter ever (the one under discussion here), not just in terms of dollars, but in terms of sales. It's also one of Apple's best Mac quarters ever.    And we're not talking sales based on a tired old business model (an OS and a lousy office suite) that ignores the pace of change (there's such a thing as making money from all the...
  Yes, but from what? It's been from all the wrong things vis-a-vis the changing market dynamics for the past several years.  MS can make an obscene amount of money selling rubber dogshit too, but that doesn't quite help their flat-footed mobile strategy.
 Nope.  China.
51 million iPhones.    And that doesn't even include the low-end of the retail pyramid. Apple doesn't cater to a big chunk of the market, and they still end up selling 51 million, with barely more than a few models.    Not only does Apple own the money-making end of the market at large, they also sell a boatload of those few, clearly-differentiated (vis-a-vis the competition) models to that market.    Given all that, Apple seems to be the only one playing the game...
http://forums.macrumors.com/showpost.php?p=18697809&postcount=24   "This is the fourth-highest quarterly earnings by any company (any country). Of the six highest earnings ever, Apple now owns positions 4, 5, and 6. The top three are all oil companies."   http://en.wikipedia.org/wiki/List_of_largest_corporate_profits_and_losses#Largest_Corporate_Quarterly_Earnings_of_All_Time
That's a whole lotta iPhones. 
The numbers are in.    HUGE results.
Apple doesn't cater to the lower ends of the market where Android saturates the channel with cheapo options. Apple is focused on making money. And additionally, Apple owns the US, the market with the most star power in terms of tech.   A substantial chunk of the market doesn't go in for the incremental "s" bump either, but waits for the next full revision. 
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