Why are you guys so worried about how many smartphones Samsung sold. If you really love Apple unconditionally and are willing to buy all of their products without a second thought what do you care how many people like Samsung better? Sometimes I think Apple fans are the most insecure people on the planet.
Why are you guys worried about what Apple fans are supposedly worried about? If you really aren't one of us, why do you care how Apple fans think? Sometimes you fantasize that Apple fans are the most insecure people on the planet.
samsung has their galaxy branded phone that is the same all around the world except in the US. and a few other cheaper models
Really? Cause a quick look at the Samsung phone site seems to show several dozen smart phones, most of which are Android, plus what appears to be a slew of "Galaxy" branded phones with distinct form factors and feature sets.
The issue is Samsung no longer reports the break down like they used to. The quarter that happened, they had something like a 200% growth in "smartphone" shipments. This growth did not show up in any increased activation numbers of Android or WP7 so many think that 50%-60% of Samsung's smartphones are BADA and other simplified low end phones. Samsung just reclassified what they call a "smartphone".
The numbers are close. Samsung will beat out Apple for 2011. This is only one company. Imagine the rest of the industry with Android phones sold worldwide. This will be a difficult year for Apple in 2012. Again, Apple is doing exactly what they have done with Mac back in the 80's. Its not sustainable, and will relegate Apple back to small niche market...again.
It's pretty disingenuous to claim that iPhone and iPad are NeXT-based technologies. They are based on OS X - which is a clear hybrid of NeXT and Apple.
Really. Where is Carbon in iOS? Where is it? Oh. Not there. Copland? Nope. Not there. OpenDoc? Nope. Not there. CodeWarrior to develop with? Nope.
Like it or not, iOS is a direct descendent of NextStep->OpenStep->OS Server 1.0-> OS X->iOS.
Along the way, some tech to ease transitions were put in like Rosetta and Carbon, but they are fully gone from iOS and mostly from OS X.
XCode? A Cocoa based tool. For years using the same GCC from
[QUOTE=jragosta;2020883]I really love how you claim OS X is 'NeXT based tech with added goodness'. Essentially, it's a pure hybrid. The core is heavily NeXT and the UI is heavily Apple. Neither company by itself could have produced OS X.
[QUOTE]
Dock? NextStep. The Preferences Icon is almost unchanged.
Column view? NextStep.
File Extensions? NextStep.
Bash Shell? NextStep.
Menu? Both had a single menu system but the status bar is from OS 9.xish.
TextEdit? NextStep.
Mail? NextStep.
Intel based OS? NestStep.
Dictionary? NextStep. Darn it is nice for it to be back.
Services? NextStep.
Hide? NextStep.
As my friend Governor Tarkin once said:
"The last remnants of the old Republic have been swept away."
Did teams of both companies accomplish this? Yes. Did most of the vision come from what Apple picked up from NeXT? Absolutely. Is Apple more NeXT to day than Apple from 1995? With no question.
"The number of Bada phones shipped last quarter is not public, however some assumptions can be made that lead to plausible estimates," writes asymco founder Horace Dediu.
"First, we know that Samsung shipped about 3.2 million smartphones in Q2 2010 and that total included Bada and Android (and perhaps even some Windows Mobile). Second, we know that there were about 19.9 million smartphones in Q2 2011.
"Third, Canalys published an estimate that Bada grew by 355 percent year on year. So if we knew how many Bada phones shipped in Q2 2010 we could derive the current Bada shipments and also realize how many of the nearly 20 million smartphones from Samsung were actually Android."
My theory this is why Samsung stopped reporting break downs of OSes. They are building up BADA quietly. It explains their 100% QoQ smartphone growth. You build it up the market share without many people seeing it and then you can start pushing it as a platform with a built in user base.
Funny how many imaginary battles were created in these previous posts to needlessly defend one of the most valuable companies in existence...
odd.
Yeah? Why are those posts trying so hard to support Samsung who has one of the largest equipment capitalizations in industry, yet a relatively tiny profit margin?
Or were you showing an inability to read with comprehension and thought those posts were supporting Apple?
If $560 is 1.33 times the current price (and also the same s/p on October 18th) and the forward p/e for the last quarter was 10.77 and Tim Cook said that rev* for the holiday quarter would be $37 million / $28 million (last quarter) = 1.32; then couldn't it theoretically climb to $560 (or close to it) if they didn't compress the forward p/e (or trailing) even more.
Two things make AAPL lags
1. Its size (market cap). Is AAPL too big to still growth?
2. SJ death. Can Apple still be great without SJ?
You are right, the math is correct, Apple now rise only if there is growth at earnings. A P/E of 15 or less is in line with a revenue stock, not a growth stock. The thing is growth funds are all cap in AAPL (for the right reasons, because its still growing). The revenue funds see the cash and profits and would like to get in, but they can't because there is no Yield. Apple is so big it need massive amount of new cash to rise. No amount of individuals investors thinking Apple is great is going to matter when hedge funds are selling and buying billions worth of shares.
Apple need to add a dividend to bring new cash. A yield will help AAPL not get too much undervalue because the lower the price gets, the higher the yield. If AAPL stop growing (for whatever reasons) and are still not paying a dividend, the stock is going to tank because hedge fund are going to be massively selling and there would be no revenue fund on the buying side.
Then my point is correct. Samsung/Android spanked Apple again.
I think the Android / Apple war is pretty easy to figure out. Apple targets wealty customer with high quality (but expensive) products. Cheap android phones are gaining traction with budget concern folks and even high end Android phones are cheaper than the top Apple phone. So, Android is gaining market shares and will continue to do so.
Same thing goes for the tablet market. Cheap tablets with continue to gain market shares. The android top dog (Samsung) will beat (in volume) Apple at some point.
That being said, some may think Apple is untouchable has long has it make good profits and remain the top dog at the high end of the market. WRONG. At some point market share DOES matter. Apple need to avoid getting into a niche market, because its going to start having trouble offering apps and content will roll out first on the "standard" OS before it gets into the niche ones (if at all). Apple need to offer lower prices point hardware to keep a MINIMUM market share of at least 20%.
I do NOT like the fact Android is on a dominating trend. For Apple to thrive, its markets need to be segmented. For example, I can't wait for Microsoft to enter the tablet and smartphone market with windows 8. Android and Windows are going to fight it over for market shares and hardware manufacturers while Apple remains unaffected. No one is going to be the "standard" OS.
New markets are also important. The next one is the living room with smartTV's. All players need to get in: Google, Microsoft and Apple. All players need to offer an extension of there ecosystem in whatever new market opens up.
I think the Android / Apple war is pretty easy to figure out. Apple targets wealty customer with high quality (but expensive) products. Cheap android phones are gaining traction with budget concern folks and even high end Android phones are cheaper than the top Apple phone. So, Android is gaining market shares and will continue to do so.
Same thing goes for the tablet market. Cheap tablets with continue to gain market shares.
It's wealthy, $99, $199 isn't an exorbitant amount. Many Android phones cost more.
It's wealthy, $99, $199 isn't an exorbitant amount. Many Android phones cost more.
Not where I live. Because of 3 years plans lots of android phones are free. Apple does have a free 3GS but that thing is 2 years old and the free android phones are more modern. Android phone are also more often "on sales" than Apple one.
Last time I checked, people dont audit sales, they audit financial statements.
Last time I checked, anything that a serious, publicly-traded company reports in its public disclosure in a serious disclosure system is audited. I.e., you'd better be able to back it up if someone like the SEC shows up. Period.
Quote:
Originally Posted by Galbi
One of my relatives works for one of the biggest firms there.
Given all that the chaebols - such as Samsung - have been able to get away with in Korea in the past few decades, I would not boast about this if I were you.
Not where I live. Because of 3 years plans lots of android phones are free. Apple does have a free 3GS but that thing is 2 years old and the free android phones are more modern. Android phone are also more often "on sales" than Apple one.
Why are you guys worried about what Apple fans are supposedly worried about? If you really aren't one of us, why do you care how Apple fans think? Sometimes you fantasize that Apple fans are the most insecure people on the planet.
Half the articles on this stupid site are about android.who's worried about who?
Comments
Why are you guys so worried about how many smartphones Samsung sold. If you really love Apple unconditionally and are willing to buy all of their products without a second thought what do you care how many people like Samsung better? Sometimes I think Apple fans are the most insecure people on the planet.
Why are you guys worried about what Apple fans are supposedly worried about? If you really aren't one of us, why do you care how Apple fans think? Sometimes you fantasize that Apple fans are the most insecure people on the planet.
you're thinking of HTC
samsung has their galaxy branded phone that is the same all around the world except in the US. and a few other cheaper models
Really? Cause a quick look at the Samsung phone site seems to show several dozen smart phones, most of which are Android, plus what appears to be a slew of "Galaxy" branded phones with distinct form factors and feature sets.
The other phone sites are quoting 35 million. Where does AI get their 32 million. Did Oliver get it from d.e.d.?
http://www.bloomberg.com/news/2012-0...rom-apple.html
The issue is Samsung no longer reports the break down like they used to. The quarter that happened, they had something like a 200% growth in "smartphone" shipments. This growth did not show up in any increased activation numbers of Android or WP7 so many think that 50%-60% of Samsung's smartphones are BADA and other simplified low end phones. Samsung just reclassified what they call a "smartphone".
But Sammy is not talking so no one really knows.
The numbers are close. Samsung will beat out Apple for 2011. This is only one company. Imagine the rest of the industry with Android phones sold worldwide. This will be a difficult year for Apple in 2012. Again, Apple is doing exactly what they have done with Mac back in the 80's. Its not sustainable, and will relegate Apple back to small niche market...again.
http://gigaom.com/apple/2011-smartph...msung-v-apple/
But Slappy, Samsung's fastest growing smartphone OS is BADA. Might represent 50% of their smartphone sales.
But Slappy, Samsung's fastest growing smartphone OS is BADA. Might represent 50% of their smartphone sales.
Half? Really?
They reportedly sold 2M Bada OS smartphones in the 2nd qtr.
http://venturebeat.com/2011/08/11/ba...windows-phone/
It's pretty disingenuous to claim that iPhone and iPad are NeXT-based technologies. They are based on OS X - which is a clear hybrid of NeXT and Apple.
Really. Where is Carbon in iOS? Where is it? Oh. Not there. Copland? Nope. Not there. OpenDoc? Nope. Not there. CodeWarrior to develop with? Nope.
Like it or not, iOS is a direct descendent of NextStep->OpenStep->OS Server 1.0-> OS X->iOS.
Along the way, some tech to ease transitions were put in like Rosetta and Carbon, but they are fully gone from iOS and mostly from OS X.
XCode? A Cocoa based tool. For years using the same GCC from
[QUOTE=jragosta;2020883]I really love how you claim OS X is 'NeXT based tech with added goodness'. Essentially, it's a pure hybrid. The core is heavily NeXT and the UI is heavily Apple. Neither company by itself could have produced OS X.
[QUOTE]
Dock? NextStep. The Preferences Icon is almost unchanged.
Column view? NextStep.
File Extensions? NextStep.
Bash Shell? NextStep.
Menu? Both had a single menu system but the status bar is from OS 9.xish.
TextEdit? NextStep.
Mail? NextStep.
Intel based OS? NestStep.
Dictionary? NextStep. Darn it is nice for it to be back.
Services? NextStep.
Hide? NextStep.
As my friend Governor Tarkin once said:
"The last remnants of the old Republic have been swept away."
Did teams of both companies accomplish this? Yes. Did most of the vision come from what Apple picked up from NeXT? Absolutely. Is Apple more NeXT to day than Apple from 1995? With no question.
Half? Really?
They reportedly sold 2M Bada OS smartphones in the 2nd qtr.
http://venturebeat.com/2011/08/11/ba...windows-phone/
But no one knows.
NOTE: I trust Horace's math and logic.
From 6 months back:
http://www.pocketgamer.co.uk/r/PG.Bi...ws.asp?c=32049
Maths matters
"The number of Bada phones shipped last quarter is not public, however some assumptions can be made that lead to plausible estimates," writes asymco founder Horace Dediu.
"First, we know that Samsung shipped about 3.2 million smartphones in Q2 2010 and that total included Bada and Android (and perhaps even some Windows Mobile). Second, we know that there were about 19.9 million smartphones in Q2 2011.
"Third, Canalys published an estimate that Bada grew by 355 percent year on year. So if we knew how many Bada phones shipped in Q2 2010 we could derive the current Bada shipments and also realize how many of the nearly 20 million smartphones from Samsung were actually Android."
My theory this is why Samsung stopped reporting break downs of OSes. They are building up BADA quietly. It explains their 100% QoQ smartphone growth. You build it up the market share without many people seeing it and then you can start pushing it as a platform with a built in user base.
Funny how many imaginary battles were created in these previous posts to needlessly defend one of the most valuable companies in existence...
odd.
Yeah? Why are those posts trying so hard to support Samsung who has one of the largest equipment capitalizations in industry, yet a relatively tiny profit margin?
Or were you showing an inability to read with comprehension and thought those posts were supporting Apple?
If $560 is 1.33 times the current price (and also the same s/p on October 18th) and the forward p/e for the last quarter was 10.77 and Tim Cook said that rev* for the holiday quarter would be $37 million / $28 million (last quarter) = 1.32; then couldn't it theoretically climb to $560 (or close to it) if they didn't compress the forward p/e (or trailing) even more.
Two things make AAPL lags
1. Its size (market cap). Is AAPL too big to still growth?
2. SJ death. Can Apple still be great without SJ?
You are right, the math is correct, Apple now rise only if there is growth at earnings. A P/E of 15 or less is in line with a revenue stock, not a growth stock. The thing is growth funds are all cap in AAPL (for the right reasons, because its still growing). The revenue funds see the cash and profits and would like to get in, but they can't because there is no Yield. Apple is so big it need massive amount of new cash to rise. No amount of individuals investors thinking Apple is great is going to matter when hedge funds are selling and buying billions worth of shares.
Apple need to add a dividend to bring new cash. A yield will help AAPL not get too much undervalue because the lower the price gets, the higher the yield. If AAPL stop growing (for whatever reasons) and are still not paying a dividend, the stock is going to tank because hedge fund are going to be massively selling and there would be no revenue fund on the buying side.
It was very similar to buying porn...
So buying Apple products is like buying Porn? LOL
Samsung has ALWAYS sold more phones than Apple ever since Apple entered the market.
Which brings us to the obvious:-
your point?
Then my point is correct. Samsung/Android spanked Apple again.
Then my point is correct. Samsung/Android spanked Apple again.
I think the Android / Apple war is pretty easy to figure out. Apple targets wealty customer with high quality (but expensive) products. Cheap android phones are gaining traction with budget concern folks and even high end Android phones are cheaper than the top Apple phone. So, Android is gaining market shares and will continue to do so.
Same thing goes for the tablet market. Cheap tablets with continue to gain market shares. The android top dog (Samsung) will beat (in volume) Apple at some point.
That being said, some may think Apple is untouchable has long has it make good profits and remain the top dog at the high end of the market. WRONG. At some point market share DOES matter. Apple need to avoid getting into a niche market, because its going to start having trouble offering apps and content will roll out first on the "standard" OS before it gets into the niche ones (if at all). Apple need to offer lower prices point hardware to keep a MINIMUM market share of at least 20%.
I do NOT like the fact Android is on a dominating trend. For Apple to thrive, its markets need to be segmented. For example, I can't wait for Microsoft to enter the tablet and smartphone market with windows 8. Android and Windows are going to fight it over for market shares and hardware manufacturers while Apple remains unaffected. No one is going to be the "standard" OS.
New markets are also important. The next one is the living room with smartTV's. All players need to get in: Google, Microsoft and Apple. All players need to offer an extension of there ecosystem in whatever new market opens up.
I think the Android / Apple war is pretty easy to figure out. Apple targets wealty customer with high quality (but expensive) products. Cheap android phones are gaining traction with budget concern folks and even high end Android phones are cheaper than the top Apple phone. So, Android is gaining market shares and will continue to do so.
Same thing goes for the tablet market. Cheap tablets with continue to gain market shares.
It's wealthy, $99, $199 isn't an exorbitant amount. Many Android phones cost more.
It's wealthy, $99, $199 isn't an exorbitant amount. Many Android phones cost more.
Not where I live. Because of 3 years plans lots of android phones are free. Apple does have a free 3GS but that thing is 2 years old and the free android phones are more modern. Android phone are also more often "on sales" than Apple one.
So buying Apple products is like buying Porn? LOL
Hey, we all know why they call you Slappy so I wouldn't get too far into this if I were you.
Last time I checked, people dont audit sales, they audit financial statements.
Last time I checked, anything that a serious, publicly-traded company reports in its public disclosure in a serious disclosure system is audited. I.e., you'd better be able to back it up if someone like the SEC shows up. Period.
One of my relatives works for one of the biggest firms there.
Given all that the chaebols - such as Samsung - have been able to get away with in Korea in the past few decades, I would not boast about this if I were you.
Not where I live. Because of 3 years plans lots of android phones are free. Apple does have a free 3GS but that thing is 2 years old and the free android phones are more modern. Android phone are also more often "on sales" than Apple one.
Where I live, I can get an iPhone 4s for free.
Must mean its cheap.
Where I live, I can get an iPhone 4s for free.
Must mean its cheap.
paying at least 1500 $ for a phone = free? wow.
Why are you guys worried about what Apple fans are supposedly worried about? If you really aren't one of us, why do you care how Apple fans think? Sometimes you fantasize that Apple fans are the most insecure people on the planet.
Half the articles on this stupid site are about android.who's worried about who?
?this stupid site?
It begs the question why you're here at all, then, if this is your position.