Actually neither of you have any idea what you are talking about. Samsung was not a small mom-and-pop shop near Busan, South Korea in 1999. Samsung was already a huge conglomerate, though not as big as Sony back then, many times bigger than Apple in terms of sales, profit, employees, etc, etc. To claim that Apple's puny $100M investment somehow changed Samsung is not even laughable.
Of course, there was (and is) no such firewall. There are well over 100 Samsung subsidiaries under Samsung Electronics - and I'm not sure why, but many here in AI seem to believe that they are all compartmentalized, firewall'ed, etc. No, these are nothing more than legal / accounting niceties.
'tooltalk' - I am in your camp.
We agree there was/is no firewall.
My statement about Apple investing in Samsung refers to Apple having first access and pre-purchasing of product for 'Apple to lead in the LCD space' with iBook, PowerBook, and more importantly a looming 3rd gen iMac going all LCD. I would never infer that Apple somehow 'built' Samsung up or anything close. I own and still love my Samsung LCD TV, still kicking after 4 years. Samsung was a powerhouse then and certainly is now the new 'Sony'.
I do know what I am talking about. I am saddened to see this 15 year relationship end on such bad terms.
You talk like Apple can reign supreme for many years. Remember how Nokia was #1 not too many years ago? The same thing could happen to your love child.
Samsung has diverse businesses that can supplant each other with funds and core competencies. Therefore, they can weather the various storms thrown at them in both booms and bust times. Apple, on the other hand, do not have that luxury.
Take a look at this:
All those statements are from someone who actually follows the industry and have know-how.
No, I am talking like someone who realizes that Apple has been doing pretty well for a fair bit of time and also likes to prepay for many of their components to ensure supply. Samsung's tremendous consumer success, especially in mobile has been much more recent and is not nearly as certain. Again, just two years ago they thought it was necessary to start hiding their mobile sales in with their display sales because they were so bad. Having one division count on another, far from secure, division is not a well thought out plan. Certainly they can weather the storm, who said they couldn't? But giving up the huge orders from Apple, often prepaid well in advance, in exchange for a maybe order from their successful-for-now mobile division doesn't sound like a good idea. From Samsung denial of the ending of the relationship, it sounds like they agree.
How about we are getting into this "game" as a group of potential Samsung customers? Every time I see one of these Samsung "the-next-thing-is-already-here" commercials on TV, I feel like they portray all iPhone buyers as being the stupid ones. How can I (we) return the "favor"? I can't buy more iPhones but we could stop buying Samsung's TVs, washers, dryers and refrigerators. There are very good alternatives out there. I can't wait to see the appliance division's VP calling his counterpart in the mobile group saying "Hey why don't you advertise your (great) hardware instead of alienating our (my) customers? We are sitting here on 50,000 unsold units...!"
I really wonder where their mobile marketing group is based: here in the U.S. or in Korea? They should know that this type of advertising just doesn't work here.
Mark Newman, who follows Samsung for Bernstein Research in Hong Kong said Tuesday that he thinks Apple is moving away from Samsung over the long term. “But the concern over this is overdone,” he said.
Samsung, Mr. Newman said, may be better off with customers that don’t apply the pricing and margin pressure that Apple can because of its huge purchase volumes. “Since Apple is the worst possible customer to imagine in terms of requirements and willingness to pay, I believe long term they are better off without Apple,” he said of Samsung. “Furthermore, longer term an Apple without Samsung’s components will be less able to compete in the marketplace, which further benefits Samsung.”
He added that Samsung’s profit margins would see little impact if it lost Apple as a buyer of memory chips and displays, noting that broad industry demand and price swings have bigger effect than a single customer’s business.
10 cents profit on a unit or 1 cent - it's still profit. Where are these folks coming from? Laughable!
10 cents profit on a unit or 1 cent - it's still profit. Where are these folks coming from? Laughable!
Then again - What do I know?
Obviously he's bullish on Samsung. The bottomline is that Samsung and Apple is in a fierce war over patents and marketshare. It's a bitter divorce we're following the past year or two.
With the eventual announcement of the Nexus Phone made by LG and one from Sony, Samsung may take a hit in the competitive Android marketshare.
Android is very competitive as some in the thread has pointed out, it can take just 1-2 product cycles to crown the new King of the Androids.
Obviously he's bullish on Samsung. The bottomline is that Samsung and Apple is in a fierce war over patents and marketshare. It's a bitter divorce we're following the past year or two.
Sometimes the best thing you can do is to make a clean split.
It is rather scary to see how posts and replies just "disappear" over here: lol. Some people are definitely cleaning up their mess going sour in the worst possible way : self-serving censorship... Congrats.
Comments
Quote:
Originally Posted by tooltalk
Actually neither of you have any idea what you are talking about. Samsung was not a small mom-and-pop shop near Busan, South Korea in 1999. Samsung was already a huge conglomerate, though not as big as Sony back then, many times bigger than Apple in terms of sales, profit, employees, etc, etc. To claim that Apple's puny $100M investment somehow changed Samsung is not even laughable.
Of course, there was (and is) no such firewall. There are well over 100 Samsung subsidiaries under Samsung Electronics - and I'm not sure why, but many here in AI seem to believe that they are all compartmentalized, firewall'ed, etc. No, these are nothing more than legal / accounting niceties.
'tooltalk' - I am in your camp.
We agree there was/is no firewall.
My statement about Apple investing in Samsung refers to Apple having first access and pre-purchasing of product for 'Apple to lead in the LCD space' with iBook, PowerBook, and more importantly a looming 3rd gen iMac going all LCD. I would never infer that Apple somehow 'built' Samsung up or anything close. I own and still love my Samsung LCD TV, still kicking after 4 years. Samsung was a powerhouse then and certainly is now the new 'Sony'.
I do know what I am talking about. I am saddened to see this 15 year relationship end on such bad terms.
Quote:
Originally Posted by Galbi
You talk like Apple can reign supreme for many years. Remember how Nokia was #1 not too many years ago? The same thing could happen to your love child.
Samsung has diverse businesses that can supplant each other with funds and core competencies. Therefore, they can weather the various storms thrown at them in both booms and bust times. Apple, on the other hand, do not have that luxury.
Take a look at this:
All those statements are from someone who actually follows the industry and have know-how.
No, I am talking like someone who realizes that Apple has been doing pretty well for a fair bit of time and also likes to prepay for many of their components to ensure supply. Samsung's tremendous consumer success, especially in mobile has been much more recent and is not nearly as certain. Again, just two years ago they thought it was necessary to start hiding their mobile sales in with their display sales because they were so bad. Having one division count on another, far from secure, division is not a well thought out plan. Certainly they can weather the storm, who said they couldn't? But giving up the huge orders from Apple, often prepaid well in advance, in exchange for a maybe order from their successful-for-now mobile division doesn't sound like a good idea. From Samsung denial of the ending of the relationship, it sounds like they agree.
I can't wait to see the appliance division's VP calling his counterpart in the mobile group saying "Hey why don't you advertise your (great) hardware instead of alienating our (my) customers? We are sitting here on 50,000 unsold units...!"
I really wonder where their mobile marketing group is based: here in the U.S. or in Korea? They should know that this type of advertising just doesn't work here.
Quote:
Mark Newman, who follows Samsung for Bernstein Research in Hong Kong said Tuesday that he thinks Apple is moving away from Samsung over the long term. “But the concern over this is overdone,” he said.
Samsung, Mr. Newman said, may be better off with customers that don’t apply the pricing and margin pressure that Apple can because of its huge purchase volumes. “Since Apple is the worst possible customer to imagine in terms of requirements and willingness to pay, I believe long term they are better off without Apple,” he said of Samsung. “Furthermore, longer term an Apple without Samsung’s components will be less able to compete in the marketplace, which further benefits Samsung.”
He added that Samsung’s profit margins would see little impact if it lost Apple as a buyer of memory chips and displays, noting that broad industry demand and price swings have bigger effect than a single customer’s business.
10 cents profit on a unit or 1 cent - it's still profit. Where are these folks coming from? Laughable!
Then again - What do I know?
Quote:
Originally Posted by Robre
10 cents profit on a unit or 1 cent - it's still profit. Where are these folks coming from? Laughable!
Then again - What do I know?
Obviously he's bullish on Samsung. The bottomline is that Samsung and Apple is in a fierce war over patents and marketshare. It's a bitter divorce we're following the past year or two.
With the eventual announcement of the Nexus Phone made by LG and one from Sony, Samsung may take a hit in the competitive Android marketshare.
Android is very competitive as some in the thread has pointed out, it can take just 1-2 product cycles to crown the new King of the Androids.
Quote:
Originally Posted by Vision33r
Obviously he's bullish on Samsung. The bottomline is that Samsung and Apple is in a fierce war over patents and marketshare. It's a bitter divorce we're following the past year or two.
Sometimes the best thing you can do is to make a clean split.
deleted
Originally Posted by MacRulez
Great idea - here's one that portrays every one who isn't buying Apple products as blindly suicidal:
Go back to upvoting all the other trolls and not posting.