IDC: Apple's iOS fell to 17% of smartphones shipped in Q1, Windows Phone passed BlackBerry

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  • Reply 101 of 139
    suddenly newtonsuddenly newton Posts: 13,819member
    jdnc123 wrote: »
    I invest for a living.

    And you complain for leisure? ;)
  • Reply 102 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by asdasd View Post


    Apple just turns around too slow. Two years per model - with the same look and feel, is not good enough these days.



     


    What was that, dude?


     


     


  • Reply 103 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by jdnc123 View Post


    The stock market is voting with its feet and saying Tim Cook isn't qualified to run this company.



     


    Tim Cook added over $5 Billion value to AAPL since you made this comment.


     


    How much will you make today?

  • Reply 104 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by thataveragejoe View Post




    It's specifically shipped to channel, not sold, so it's a useless number. ...and obviously you didn't really look since it took 1.5 seconds to find. 


     


    http://techcrunch.com/2013/05/15/galaxy-s4-sales-6-million/



     


    So 4 million in the first 4 days and another 2 million in the 16 days after that.


     


    That is a serious collapse in shipments from one million a day to 125,000 a day, an 87.5% decrease.


     


    Samsung is doomed!


     


    Kwan Oh-hyun should be sacked.


     


    /s

  • Reply 105 of 139
    wakefinancewakefinance Posts: 855member

    Quote:

    Originally Posted by hill60 View Post


     


    What was that, dude?


     


     




     


    The S4 and the S3 are similar externally.  The iPhone 4 and 4S were nearly identical.  The only external difference between them was some realigned sensors and different cut points in the band around the edges I believe.

  • Reply 106 of 139
    michael scripmichael scrip Posts: 1,916member
    jdnc123 wrote: »
    I am just using a JP Morgan report on Samsung, but in it they have a comparison of historical and forcasted operating profits for Samsung and Apple in USD.

    Samsung
    2012 = 26 billion
    2013 = 39 billion
    2014 = 45 billion

    Apple 
    2012 = 55 billion 
    2013 = 48 billion
    2014 = 52 billion

    This myth that Samsung isn't making money needs to stop.  They are very quickly converging to the profitability of Apple.  Now the businesses and capital needs are different, but its complete garbage that Samsung isn't making money.  The company is worth nearly $200 billion for a reason.

    Edit:  I should note the JPM Apple analyst is bullish, so not like they have an axe to grind.

    What myth?

    I thought it was fairly common knowledge that Samsung is the ONLY Android manufacturer making money.

    I wasn't talking about money anyway... my comment was replying to the notion that Samsung sells a lot of cheap junk phones which is why they have the most market share.

    This entire article is about unit sales, market share and the like. You take all the phones sold from every manufacturer or platform... and see how they stack up.

    Samsung sold 65 million smartphones last quarter... but only a small percentage were flagship phones. If "winning" means having the most number of phones sold... even though many of them are cheap phones... that's not exactly the greatest victory.

    Samsung is the volume-leader in smartphone sales... so I guess that's something.
  • Reply 107 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by PScooter63 View Post


     


    The question remains: why are you here?



     


    Earn $$$ from home with only a PC?


     


    Paid per comment could explain this constant stream of crap.

  • Reply 108 of 139
    tallest skiltallest skil Posts: 43,388member


    Originally Posted by hill60 View Post

    Earn $$$ from home with only a PC?


     


    Oh, is THAT what those ads are all about? Forum trolls? Maybe I could get in on that.

  • Reply 109 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by KDarling View Post




    Btw, #3 often confuses people, because Apple also reports presale numbers, many of which are not part of sales yet because they haven't been delivered yet.  Apple does not report direct end user sales until delivery.  Thus we can often ADD presales on top of the first weekend sales, to get a better idea of how many have actually been purchased by both end users and retailers.


     


    (*) However, as it turned out later, the real cause for such low shipments was probably production problems with the aluminum case.  (Everyone had wrongly assumed that Cook, being a supply chain expert, wouldn't have had such supply problems.)



     


    Didn't Samsung report a mythical 9 million pre-orders of the Galaxy S III?

  • Reply 110 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by sflocal View Post





    So you're having a childish hissy-fit that you bet wrong? Welcome to the Wall Street Casino. Don't blame Apple. Suck it up, put on your righty-whities and accept that you win some and lose some. I'm still ahead on AAPL right now, albeit not as much as when it was on the $700 days, but I don't blame them. I blame the a$$hats that manipulate the media and market to play their little games.



    If you can't handle the losses that go with winning, then the market isn't for you.


     


    A fool is someone who "vents about losing" by constantly trying to talk the stock down more.


     


    Stupid is as stupid does.

  • Reply 111 of 139
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by hill60 View Post


     


    A fool is someone who "vents about losing" by constantly trying to talk the stock down more.


     


    Stupid is as stupid does.



    Look up Carl Icahn's record, or Elliot Partners (who announced a stake in NTAP today and is pushing for change, similar to HES recently), or Jana Partners or Third Point..... what do they all have in common..... they take stakes and then bash management and the company strategy and push for change and based on their history, track records and money they manage are very successful at exactly what you are knocking.  I'm not talking the stock down, I am talking Tim Cook and the strategy down and saying it needs to change.  I can wait, I'm selling upside calls and downside puts around my core position, but I call them like I see them and Tim Cook is in over his head.

  • Reply 112 of 139
    jdnc123jdnc123 Posts: 233member

    Quote:

    Originally Posted by hill60 View Post


     


    Tim Cook added over $5 Billion value to AAPL since you made this comment.


     


    How much will you make today?



    If he gets credit for making money, I assume he takes blame for losing money also?  He lost around $250 billion since the highs or does it only count in your mind when stock goes up.  Can't have it both ways.

  • Reply 113 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by asdasd View Post


    The only exception I can think of is the iPhone announcement itself; until then most posts in response to announcements or strategy were unhappy with some release or other; some pet project not started, some machine not upgraded, some screens not matte, or too matte enough, I forget which ( boy, that thread never ended). 


     



     


    That's it, you've hit the nail on the head.


     


    Apple needs a matte screen on iPhones and iPads otherwise they are doomed with those unusable, shiny, reflective screens.


     


    /s

  • Reply 114 of 139
    hill60hill60 Posts: 6,992member

    Quote:

    Originally Posted by clarker99 View Post


     


    The S3 started out slow, as well.



     


    Samsung reported nine million preorders, all over the Internet blogs were filled with sheep creaming their pants over the prospect of Apple's impending comeuppance.


     


    Things


     


    didn't


     


    pan


     


    out


     


    so


     


    well


     


    for


     


    them.

  • Reply 115 of 139
    adamcadamc Posts: 583member
    asdasd wrote: »
    Apple managed to ship 5 million, not sell. it shipped to Channel. 

    Can you verify your point?
  • Reply 116 of 139
    drewys808drewys808 Posts: 549member

    Quote:

    Originally Posted by jdnc123 View Post


     


    Kind of tough.  I invest for a living.



    ...figures.


    And let me guess, you're also a stock analyst.

  • Reply 117 of 139
    kdarlingkdarling Posts: 1,640member


    Quote:

    Originally Posted by AdamC View Post



    Try to get it right when Apple said sold it meant to the consumers and not stored in warehouses so somewhere.


     


    Apple reports both end user sales from its stores, and shipments to retailers.  Please read a thread about the topic, starting from here.



     





    Quote:

    Originally Posted by hill60 View Post


    Didn't Samsung report a mythical 9 million pre-orders of the Galaxy S III?



     


    No, Samsung did not report that.  A Korean newspaper did, and Samsung declined to comment.


     


    Quote:

    Originally Posted by Michael Scrip View Post



    I thought it was fairly common knowledge that Samsung is the ONLY Android manufacturer making money.


     


    Samsung sells about 40% of the Android phones, and is individually making the most revenue, but they're not the only ones making money.  


     


    Huawei, Lenovo, ZTE, and newcomer Xiaomi (supposedly called the "Apple of the East") are among many Android manufacturers doing well.


     



    Quote:


    Samsung sold 65 million smartphones last quarter... but only a small percentage were flagship phones.



     


    Define "small percentage".  From a bunch of different sources, it's beginning to look like at least 20% and perhaps as many as 30%, are flagship phones.


     


     



     


    Early last year was the year of making money from cheap phones for Samsung.  This year seems to be the year of the high end devices, partly because Samsung's low end had gotten competition from local makers in India and China.

  • Reply 118 of 139
    anantksundaramanantksundaram Posts: 20,403member
    jdnc123 wrote: »
    Look up Carl Icahn's record....

    You actually know Carl Icahn's record? Why don't you give us that data (say, 1-yr, 5-yr, 10-yr, against S&P), and provide a citation for the source?
  • Reply 119 of 139
    hill60hill60 Posts: 6,992member
    drewys808 wrote: »
    ...figures.
    And let me guess, you're also a stock analyst.

    Strange how he whines that Apple should sack Cook and follow a company like Dell's lead, scraping the bottom of the market for market share.

    That worked out well for them.
  • Reply 120 of 139
    hill60hill60 Posts: 6,992member
    kdarling wrote: »
    No, Samsung did not report that.  A Korean newspaper did, and Samsung declined to comment.


    Samsung sells about 40% of the Android phones, and is individually making the most revenue, but they're not the only ones making money.  

    Huawei, Lenovo, ZTE, and newcomer Xiaomi (supposedly called the "Apple of the East") are among many Android manufacturers doing well.

    Early last year was the year of making money from cheap phones for Samsung.  This year seems to be the year of the high end devices, partly because Samsung's low end had gotten competition from local makers in India and China.

    More guesses.

    What is known is that, based on reported profit, Samsung made 94.7% of Android handset revenue, LG made 2.5%, and those companies you referred to made miserable earnings out of their share of the remaining 2.7%.

    Apple made DOUBLE what Samsung made, compared to Apple all those other manufacturers add up to less than a rounding error.
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