It's amazing to me. If Apple had released the the exact same internals as the 4S but in a new form factor, everyone would have been happy (except those wanting a bigger screen).
This is all about looks, which is fine. But I think it's dingenous of people to call this a "minor" update or a spec bump. The ONLY thing that hasn't changed here is the case.
It is a massive upgrade. The obsession people have with looks though is really disgusting though. It is like they have no concept of what is in their hand.
People complaining about looks here are like the people that buy 4 wheel drives and then get stuck in 2 inches of snow. They have no clue and a very superficial grasp of reality.
Quote:
Here's another point-
SAMSUN GALAXY S
SAMSUNG GALAXY S II
Wow! So different! So where's the moral outrage on that one?
People are such hypocrites.
Hypocrites possibly, ignorant most assuredly and likely very vain.
Especially Cook and Schiller were not just missing their usual energy - they seemed definitely sad.
When Cook said "I love Apple", it sounded like "I can't believe how much I miss Steve".
At the same time, I don't see how this would influence Apple's chances against other platforms, including all the Android versions.
With all due respect, you are simply projecting your own sentiments.
People expected a Jobs-less keynote to be different, and looked for differences. Similarly, some people were expecting iP5 and were determined to be disappointed with anything less.
If you're able to observe objectively, this was a good keynote, scripted the same as previous ones. All the speakers spoke as they usually do. It will take a little getting used to, but we will all adjust. At the end of the day, Jobs' winning presentation style was really not about the way he spoke. It had to do with the fact that the products were his vision. We all speak more passionately about our children.
He is still employed? I guess there's no performance expectations in his firm.
Yeah, Alex Guana's track record with Apple is slightly worse than picking random forecasts out of a hat. He's predicted horrible numbers for Apple for each of the last 3 quarters, and all 3 have been record setters. I can't wait to see his predictions compared to other analysts in Philip Elmer-Dewit's earning's report comparison this quarter.
Not sure. Challenge is resolution issue. To keep things easy to scale up for app devs, they need to do 2x resolution at least to maintain the "retina" marketing with a larger screen. That's a LOT of horsepower to push that many pixels...
I don't see that happening, and I don't see them increasing the screen size at all. The current size is perfect for a phone. The only reason android phones are sporting bigger, yet not as good, screens is that they have to do something to disguise the fact that the only reason the phone is ridiculously large is to hold a battery big enough to last for more than 2 hours.
A negative reaction puts a stock in negative territory. Period.
... and I checked the time of your post... AAPL differed from the Naz by .2%.
Try as hard as you may to put Apple's unveiling in a negative light but it just aint gonna wash.
[The strange thing to me is that you would think that the unveiling of the 4S, if viewed negatively, would have put some positive light on Google... not so, GOOG is trailing AAPL today.]
What you say would be true if, and only if, the stock market as a whole was governed strictly by people reacting to individual companies based on their individual products. As it stands, however, much of what happens in the stock market is governed by people reacting to global or national issues (e.g. fears about the Economy in Europe, a natural disaster, or worry about a second dip recession). You can gauge these things by looking a changes applied generally across the whole market, and this also happens to be the reason why someone can come on in the morning, on NPR Marketplace, and tell you why the Dow slipped 3%, or why most financial institutions slipped ~X%. And two more things. APPL is an indexed stock which subjects it to a range of trading, automated or otherwise, based solely on an index. Also, much of the trading which takes place is handled by software based on a range of conditions. Thus, AAPL can be up or down—sometimes significantly—based on a range of conditions which can have absolutely nothing to do with Apple. Thus, some understanding of market shifts as a whole, on any given day, is necessary to make judgements about how investors responded to a specific company-related event like the release of the iPhone 4GS.
This is extremely basic stuff. If you're really going to sit here and argue that gauging investor reaction to the iPhone 4GS is as simple as checking to see if the ticker is red or green, you have no business discussing the stock market.
To answer your nitpick quibble, I checked around the time I wrote (I balance this stuff with real work), and it was closer to -0.4%. And even -0.2% represents nothing positive. Relative to the NASDAQ, it's a wash.
As for Google, it rarely responds in significant degree to AAPL, so your point is useless. This could be because investors understand that Google's income comes, primarily, from sources other than Android, so even if Android were wiped off the face of the planet they would still be considering the sources which account for the majority of Google's income.
A better comparison would have been RIM, which does respond in relation to Apple announcements, and this is because the performance of the iPhone and Apple in the smartphone market has a direct impact on RIM. If you look at their stock, you can see how it adjusted around the Apple announcement, and quite positively. Again, negative investor response to the Apple iPhone 4S.
Note that the investors are, generally, idiots anyway. Any negativity today will be washed away in time as Apple, once again, smashes the negative expectations associated with their product, announces remarkable sales and profit, and lives on to complete the cycle again.
When the 3GS was announced, it too was greeted with a certain degree of disappointment, but the iPhone had little competition at the time. Not so today. As a matter of fairness (or lack thereof), it doesn't seem to matter much to consumers that the competition is copying Apple either. In Jan. 2007, Jobs said the iPhone had a 5-year lead over the competition. The 5 years is over.
IMHO any deficiencies in the 4S fundamentally arise from the built-in battery constraint Apple's engineers must work within.
When the 3GS was announced, it too was greeted with a certain degree of disappointment, but the iPhone had little competition at the time. Not so today. As a matter of fairness (or lack thereof), it doesn't seem to matter much to consumers that the competition is copying Apple either. In Jan. 2007, Jobs said the iPhone had a 5-year lead over the competition. The 5 years is over.
A familiar song, but not one backed by any historic data.
Another blockbuster sales year will come and go for Apple.
And we will be reading this same sort of thing again.
The mob of Fandroids have a very large reality distortion field.
Here's a clue. Long stretches of the launch of the 17th speed bump of the MacBook often didn't have any zing either. So what? It didn't matter.
But from the first "Welcome..." of the keynote, the Fandroids are out to distort reality. The analysts, ha ha, are largely just picking up ideas from the water cooler anyway, since they're almost always wrong about everything themselves. Water-cooler gossip metastasizes in the Internets.
The reaction on Wall Street is now quite positive... One. Day. After. the unveiling.
Everyone who doubts Apple just has to look back at antennagate. When the 4 was released AAPL dropped 10% over the next couple of weeks and another 2% beyond that over the next 2 months. Apple was doomed. Wait! What!?
Apple is still under-performing the market since the iPhone4S announcement.
HP, Dell, Microsoft, Amazon and most other high profile tech stocks on the NASDAQ have done better (as a percentage) than Apple today, as did the overall NASDAQ average. I don't think they've convinced investors quite yet, but they'll come around, probably sooner rather than later.
The high price seems to be putting off a lot of my friends.
The SIM free prices in the UK are £499/£599/£699. The 32GB and 64GB models cost more than the equivalent iPad 2 3G models. Buying an iPhone 4S is hard to justify for most people when the latest and greatest Android handset can be picked up for £360 and a 32GB microSD card only costs £30.
I'm still definitely going to buy one but it won't be the top model.
Miniaturisation makes things cost MORE, not LESS. And that's hardly a new concept. Plus I'm guessing that because Siri is 4S ONLY, the 4S has 1GB of RAM. The 4S will have a slightly slower CPU/GPU and front-side bus than the iPad 2 (as with the iPhone 4 and iPad 1). So the added RAM is pretty much the only explanation for iPad 2 being excluded from Siri, especially considering how deeply it appears to be integrated into iOS.
My guess is Siri will be able interact with tons of apps by default, purely based on the accessibility settings (if developers have implemented them correctly).
That kind of awareness will need RAM more than anything else, end of story!
Let's not forget that the latest and greatest Android phones still run somewhat laggy with Android (mainly due to the OS handling of gesture recognition etc.) and Android's eco-system is far from stellar.
Android has, since its release, been turning into a crapfest, 3.x for tablets STILL hasn't been properly open-sourced and the number of Android apps is less than the number of iPad specific apps. The number of Android 3.x specific apps is woefully, especially seeing as it's been out almost one year.
As soon as Nokia enters the battle with MS, Android may as well just pack it bags.
Any disappointment in the announced iPhone 4S can be credited with being generated by the media and blogs. The hype surrounding this event and no Steve Jobs available to intro the device made the expectations impossible to live up to. Tight lipped Apple never said the iPhone would have a new body and never pre-named it iPhone 5. The rumored name and form of the phone was suppose to yet again, revolutionize the mobile phone/PDA. When an updated/upgraded device with impossible expectations was unveiled, the wailing and gnashing couldn't start quickly enough.
I'm not too disappointed. It would be nice to have a new favorite toy but the iPhone 4S is what it is and it want do any good to gripe. Besides, I'll probably get one anyway.
We had the iPhone 3g. the 3GS was simply a better 3G.
Now we got the same sequence with the iPhone 4 and 4S.
Think back more than your last vacation or hangover guys. No reason to criticize just because the analysts built up everyones hopes for something that was not going to happen.
If you like the 4S...buy it. If you don't like the 4S...don't buy it.
But, for goodness sakes, since most of our posters are like me (can't design, produce or market an equivalent or better product) stop whining about what Apple "should have done"
Historical data: Android marketshare is now greater than iOS marketshare and growing, both within the U.S. and worldwide.
Thus, doom for Apple? The response to Android depends on other far-reaching operating systems competing at all ranges of the market. If no such response arrives (e.g. competitors like Microsoft fail) Android will continue to grow in market share. That does not mean much for Apple, though. Android has to convince current iPhone users, en masse, to migrate to Android for the material impact to take place, and that's not happening (nor do I expect it will unless Apple sits on its laurels and Android and its marketplace starts to receive some really great polish).
Marketshare is not the statistic to look for in determining the success of every platform. It may be vital if, like Google, what you really want is eyeballs and clicks, or if, like some PC manufacturers, you're operating on extremely slender margins, but for Apple what they need is their slice of the high end market.
[Insert random mention of Apple computers, Lexus, or whatever here.]
Quote:
Originally Posted by Cpsro
I don't disagree that Apple will see good sales. From my perspective, the debate concerns what it could have been.
For Apple to compete on marketshare as Android does it will have to license its operating system to other hardware manufacturers. If they had done that, Android would never have grown as it did. If they did that, they would start to eat heavily into Android's marketshare. But in doing this, they would also have to sacrifice so much of what makes the iPhone such an exceptional device, and they'd probably also be making a terrible business decision.
What you say would be true if, and only if, the stock market as a whole was governed strictly by people reacting to individual companies based on their individual products. As it stands, however, much of what happens in the stock market is governed by people reacting to global or national issues (e.g. fears about the Economy in Europe, a natural disaster, or worry about a second dip recession). You can gauge these things by looking a changes applied generally across the whole market, and this also happens to be the reason why someone can come on in the morning, on NPR Marketplace, and tell you why the Dow slipped 3%, or why most financial institutions slipped ~X%. And two more things. APPL is an indexed stock which subjects it to a range of trading, automated or otherwise, based solely on an index. Also, much of the trading which takes place is handled by software based on a range of conditions. Thus, AAPL can be up or down—sometimes significantly—based on a range of conditions which can have absolutely nothing to do with Apple. Thus, some understanding of market shifts as a whole, on any given day, is necessary to make judgements about how investors responded to a specific company-related event like the release of the iPhone 4GS.
This is extremely basic stuff. If you're really going to sit here and argue that gauging investor reaction to the iPhone 4GS is as simple as checking to see if the ticker is red or green, you have no business discussing the stock market.
To answer your nitpick quibble, I checked around the time I wrote (I balance this stuff with real work), and it was closer to -0.4%. And even -0.2% represents nothing positive. Relative to the NASDAQ, it's a wash.
As for Google, it rarely responds in significant degree to AAPL, so your point is useless. This could be because investors understand that Google's income comes, primarily, from sources other than Android, so even if Android were wiped off the face of the planet they would still be considering the sources which account for the majority of Google's income.
A better comparison would have been RIM, which does respond in relation to Apple announcements, and this is because the performance of the iPhone and Apple in the smartphone market has a direct impact on RIM. If you look at their stock, you can see how it adjusted around the Apple announcement, and quite positively. Again, negative investor response to the Apple iPhone 4S.
Note that the investors are, generally, idiots anyway. Any negativity today will be washed away in time as Apple, once again, smashes the negative expectations associated with their product, announces remarkable sales and profit, and lives on to complete the cycle again.
You do go on and on and on.
Adjusted around the Apple announcement? You'd better check your facts. The general upswing in the markets started right at that time... right around 2 pm... AAPL waited an hour... probably digesting the announcement. RIMM did not react to the Apple news... it reacted to the market upswing (and it was heavily oversold). Until that time RIMM was headed into the toilet with everyone else... and then it reacted today as it should on take-out rumors (ie. interest by Vodafone)[... and that may have also added to yesterday's upswing as well].
The market sees the 4S as neutral, not negative. AAPL is acting just as it should. As a matter of fact a lot of times we see selling pressure just before the quarterly... but it seems there must be some "positive" pressure keeping AAPL's head above water.
If I saw a 3% difference between AAPl and the Nasdaq, then I'd say it's negative.. but we're talking about AAPL, one of the best performing and least rewarded stocks out there today.
Comments
It's amazing to me. If Apple had released the the exact same internals as the 4S but in a new form factor, everyone would have been happy (except those wanting a bigger screen).
This is all about looks, which is fine. But I think it's dingenous of people to call this a "minor" update or a spec bump. The ONLY thing that hasn't changed here is the case.
It is a massive upgrade. The obsession people have with looks though is really disgusting though. It is like they have no concept of what is in their hand.
People complaining about looks here are like the people that buy 4 wheel drives and then get stuck in 2 inches of snow. They have no clue and a very superficial grasp of reality.
Here's another point-
SAMSUN GALAXY S
SAMSUNG GALAXY S II
Wow! So different! So where's the moral outrage on that one?
People are such hypocrites.
Hypocrites possibly, ignorant most assuredly and likely very vain.
I agree with the missing panache observation.
Especially Cook and Schiller were not just missing their usual energy - they seemed definitely sad.
When Cook said "I love Apple", it sounded like "I can't believe how much I miss Steve".
At the same time, I don't see how this would influence Apple's chances against other platforms, including all the Android versions.
With all due respect, you are simply projecting your own sentiments.
People expected a Jobs-less keynote to be different, and looked for differences. Similarly, some people were expecting iP5 and were determined to be disappointed with anything less.
If you're able to observe objectively, this was a good keynote, scripted the same as previous ones. All the speakers spoke as they usually do. It will take a little getting used to, but we will all adjust. At the end of the day, Jobs' winning presentation style was really not about the way he spoke. It had to do with the fact that the products were his vision. We all speak more passionately about our children.
This is the same idiot who downgraded apple.
http://blogs.wsj.com/marketbeat/2011...ngraded-apple/
He is still employed? I guess there's no performance expectations in his firm.
Yeah, Alex Guana's track record with Apple is slightly worse than picking random forecasts out of a hat. He's predicted horrible numbers for Apple for each of the last 3 quarters, and all 3 have been record setters. I can't wait to see his predictions compared to other analysts in Philip Elmer-Dewit's earning's report comparison this quarter.
Not sure. Challenge is resolution issue. To keep things easy to scale up for app devs, they need to do 2x resolution at least to maintain the "retina" marketing with a larger screen. That's a LOT of horsepower to push that many pixels...
I don't see that happening, and I don't see them increasing the screen size at all. The current size is perfect for a phone. The only reason android phones are sporting bigger, yet not as good, screens is that they have to do something to disguise the fact that the only reason the phone is ridiculously large is to hold a battery big enough to last for more than 2 hours.
simple buy it or don't buy it
it will break ALL SALES records its really a non issue
antenae-gate.....ip4s-gate....
its all FUD
This is all just gobbledegook.
A negative reaction puts a stock in negative territory. Period.
... and I checked the time of your post... AAPL differed from the Naz by .2%.
Try as hard as you may to put Apple's unveiling in a negative light but it just aint gonna wash.
[The strange thing to me is that you would think that the unveiling of the 4S, if viewed negatively, would have put some positive light on Google... not so, GOOG is trailing AAPL today.]
What you say would be true if, and only if, the stock market as a whole was governed strictly by people reacting to individual companies based on their individual products. As it stands, however, much of what happens in the stock market is governed by people reacting to global or national issues (e.g. fears about the Economy in Europe, a natural disaster, or worry about a second dip recession). You can gauge these things by looking a changes applied generally across the whole market, and this also happens to be the reason why someone can come on in the morning, on NPR Marketplace, and tell you why the Dow slipped 3%, or why most financial institutions slipped ~X%. And two more things. APPL is an indexed stock which subjects it to a range of trading, automated or otherwise, based solely on an index. Also, much of the trading which takes place is handled by software based on a range of conditions. Thus, AAPL can be up or down—sometimes significantly—based on a range of conditions which can have absolutely nothing to do with Apple. Thus, some understanding of market shifts as a whole, on any given day, is necessary to make judgements about how investors responded to a specific company-related event like the release of the iPhone 4GS.
This is extremely basic stuff. If you're really going to sit here and argue that gauging investor reaction to the iPhone 4GS is as simple as checking to see if the ticker is red or green, you have no business discussing the stock market.
To answer your nitpick quibble, I checked around the time I wrote (I balance this stuff with real work), and it was closer to -0.4%. And even -0.2% represents nothing positive. Relative to the NASDAQ, it's a wash.
As for Google, it rarely responds in significant degree to AAPL, so your point is useless. This could be because investors understand that Google's income comes, primarily, from sources other than Android, so even if Android were wiped off the face of the planet they would still be considering the sources which account for the majority of Google's income.
A better comparison would have been RIM, which does respond in relation to Apple announcements, and this is because the performance of the iPhone and Apple in the smartphone market has a direct impact on RIM. If you look at their stock, you can see how it adjusted around the Apple announcement, and quite positively. Again, negative investor response to the Apple iPhone 4S.
Note that the investors are, generally, idiots anyway. Any negativity today will be washed away in time as Apple, once again, smashes the negative expectations associated with their product, announces remarkable sales and profit, and lives on to complete the cycle again.
IMHO any deficiencies in the 4S fundamentally arise from the built-in battery constraint Apple's engineers must work within.
When the 3GS was announced, it too was greeted with a certain degree of disappointment, but the iPhone had little competition at the time. Not so today. As a matter of fairness (or lack thereof), it doesn't seem to matter much to consumers that the competition is copying Apple either. In Jan. 2007, Jobs said the iPhone had a 5-year lead over the competition. The 5 years is over.
A familiar song, but not one backed by any historic data.
Another blockbuster sales year will come and go for Apple.
And we will be reading this same sort of thing again.
A familiar song, but not one backed by any historic data.
Historical data: Android marketshare is now greater than iOS marketshare and growing, both within the U.S. and worldwide.
Another blockbuster sales year will come and go for Apple.
And we will be reading this same sort of thing again.
I don't disagree that Apple will see good sales. From my perspective, the debate concerns what it could have been.
Seems a bit of a conservative upgrade. But there's not exactly much they can do hardware-wise other than upgrading the internals.
Here's a clue. Long stretches of the launch of the 17th speed bump of the MacBook often didn't have any zing either. So what? It didn't matter.
But from the first "Welcome..." of the keynote, the Fandroids are out to distort reality. The analysts, ha ha, are largely just picking up ideas from the water cooler anyway, since they're almost always wrong about everything themselves. Water-cooler gossip metastasizes in the Internets.
The reaction on Wall Street is now quite positive... One. Day. After. the unveiling.
Everyone who doubts Apple just has to look back at antennagate. When the 4 was released AAPL dropped 10% over the next couple of weeks and another 2% beyond that over the next 2 months. Apple was doomed. Wait! What!?
Apple is still under-performing the market since the iPhone4S announcement.
http://www.google.com/finance?client=ob&q=NASDAQ:AAPL
HP, Dell, Microsoft, Amazon and most other high profile tech stocks on the NASDAQ have done better (as a percentage) than Apple today, as did the overall NASDAQ average. I don't think they've convinced investors quite yet, but they'll come around, probably sooner rather than later.
The high price seems to be putting off a lot of my friends.
The SIM free prices in the UK are £499/£599/£699. The 32GB and 64GB models cost more than the equivalent iPad 2 3G models. Buying an iPhone 4S is hard to justify for most people when the latest and greatest Android handset can be picked up for £360 and a 32GB microSD card only costs £30.
I'm still definitely going to buy one but it won't be the top model.
Miniaturisation makes things cost MORE, not LESS. And that's hardly a new concept. Plus I'm guessing that because Siri is 4S ONLY, the 4S has 1GB of RAM. The 4S will have a slightly slower CPU/GPU and front-side bus than the iPad 2 (as with the iPhone 4 and iPad 1). So the added RAM is pretty much the only explanation for iPad 2 being excluded from Siri, especially considering how deeply it appears to be integrated into iOS.
My guess is Siri will be able interact with tons of apps by default, purely based on the accessibility settings (if developers have implemented them correctly).
That kind of awareness will need RAM more than anything else, end of story!
Let's not forget that the latest and greatest Android phones still run somewhat laggy with Android (mainly due to the OS handling of gesture recognition etc.) and Android's eco-system is far from stellar.
Android has, since its release, been turning into a crapfest, 3.x for tablets STILL hasn't been properly open-sourced and the number of Android apps is less than the number of iPad specific apps. The number of Android 3.x specific apps is woefully, especially seeing as it's been out almost one year.
As soon as Nokia enters the battle with MS, Android may as well just pack it bags.
I'm not too disappointed. It would be nice to have a new favorite toy but the iPhone 4S is what it is and it want do any good to gripe. Besides, I'll probably get one anyway.
How does one become an analyst? Do you just need a blog and a bad opinion?
Yep...you got it. All you need to be an analyst is to be someone who is constantly critical and is not capable of actually doing something himself.
We had the iPhone 3g. the 3GS was simply a better 3G.
Now we got the same sequence with the iPhone 4 and 4S.
Think back more than your last vacation or hangover guys. No reason to criticize just because the analysts built up everyones hopes for something that was not going to happen.
If you like the 4S...buy it. If you don't like the 4S...don't buy it.
But, for goodness sakes, since most of our posters are like me (can't design, produce or market an equivalent or better product) stop whining about what Apple "should have done"
Historical data: Android marketshare is now greater than iOS marketshare and growing, both within the U.S. and worldwide.
Thus, doom for Apple? The response to Android depends on other far-reaching operating systems competing at all ranges of the market. If no such response arrives (e.g. competitors like Microsoft fail) Android will continue to grow in market share. That does not mean much for Apple, though. Android has to convince current iPhone users, en masse, to migrate to Android for the material impact to take place, and that's not happening (nor do I expect it will unless Apple sits on its laurels and Android and its marketplace starts to receive some really great polish).
Marketshare is not the statistic to look for in determining the success of every platform. It may be vital if, like Google, what you really want is eyeballs and clicks, or if, like some PC manufacturers, you're operating on extremely slender margins, but for Apple what they need is their slice of the high end market.
[Insert random mention of Apple computers, Lexus, or whatever here.]
I don't disagree that Apple will see good sales. From my perspective, the debate concerns what it could have been.
For Apple to compete on marketshare as Android does it will have to license its operating system to other hardware manufacturers. If they had done that, Android would never have grown as it did. If they did that, they would start to eat heavily into Android's marketshare. But in doing this, they would also have to sacrifice so much of what makes the iPhone such an exceptional device, and they'd probably also be making a terrible business decision.
In Jan. 2007, Jobs said the iPhone had a 5-year lead over the competition. The 5 years is over.
Right... Apple has just stood still for the past 5 years.
What you say would be true if, and only if, the stock market as a whole was governed strictly by people reacting to individual companies based on their individual products. As it stands, however, much of what happens in the stock market is governed by people reacting to global or national issues (e.g. fears about the Economy in Europe, a natural disaster, or worry about a second dip recession). You can gauge these things by looking a changes applied generally across the whole market, and this also happens to be the reason why someone can come on in the morning, on NPR Marketplace, and tell you why the Dow slipped 3%, or why most financial institutions slipped ~X%. And two more things. APPL is an indexed stock which subjects it to a range of trading, automated or otherwise, based solely on an index. Also, much of the trading which takes place is handled by software based on a range of conditions. Thus, AAPL can be up or down—sometimes significantly—based on a range of conditions which can have absolutely nothing to do with Apple. Thus, some understanding of market shifts as a whole, on any given day, is necessary to make judgements about how investors responded to a specific company-related event like the release of the iPhone 4GS.
This is extremely basic stuff. If you're really going to sit here and argue that gauging investor reaction to the iPhone 4GS is as simple as checking to see if the ticker is red or green, you have no business discussing the stock market.
To answer your nitpick quibble, I checked around the time I wrote (I balance this stuff with real work), and it was closer to -0.4%. And even -0.2% represents nothing positive. Relative to the NASDAQ, it's a wash.
As for Google, it rarely responds in significant degree to AAPL, so your point is useless. This could be because investors understand that Google's income comes, primarily, from sources other than Android, so even if Android were wiped off the face of the planet they would still be considering the sources which account for the majority of Google's income.
A better comparison would have been RIM, which does respond in relation to Apple announcements, and this is because the performance of the iPhone and Apple in the smartphone market has a direct impact on RIM. If you look at their stock, you can see how it adjusted around the Apple announcement, and quite positively. Again, negative investor response to the Apple iPhone 4S.
Note that the investors are, generally, idiots anyway. Any negativity today will be washed away in time as Apple, once again, smashes the negative expectations associated with their product, announces remarkable sales and profit, and lives on to complete the cycle again.
You do go on and on and on.
Adjusted around the Apple announcement? You'd better check your facts. The general upswing in the markets started right at that time... right around 2 pm... AAPL waited an hour... probably digesting the announcement. RIMM did not react to the Apple news... it reacted to the market upswing (and it was heavily oversold). Until that time RIMM was headed into the toilet with everyone else... and then it reacted today as it should on take-out rumors (ie. interest by Vodafone)[... and that may have also added to yesterday's upswing as well].
The market sees the 4S as neutral, not negative. AAPL is acting just as it should. As a matter of fact a lot of times we see selling pressure just before the quarterly... but it seems there must be some "positive" pressure keeping AAPL's head above water.
If I saw a 3% difference between AAPl and the Nasdaq, then I'd say it's negative.. but we're talking about AAPL, one of the best performing and least rewarded stocks out there today.