chrispoe
About
- Username
- chrispoe
- Joined
- Visits
- 12
- Last Active
- Roles
- member
- Points
- 52
- Badges
- 0
- Posts
- 80
Reactions
-
Default Samsung messaging app randomly spamming contacts with pictures
-
Apple eats into Android, Samsung marketshare in Q2, study says
-
Google hit with $5B antitrust fine over Android search restrictions
-
Early benchmarks shows Samsung Galaxy S9 well behind iPhone X in processor performance
-
FBI paid over $1.34M for hack into San Bernardino iPhone, agency's director says
-
Google hit with $5B antitrust fine over Android search restrictions
-
New iPhone SE teardown reveals design nearly identical to iPhone 8
-
Samsung tells Galaxy Note 7 users to turn off, stop using device
tzeshan said:jayjay28 said:This huge Samsung mess should serve as a warning to all of you guys out there whose portfolio has significant percentage in aapl shares.
As a long term share holder myself, looking at this mess I can't even begin to imagine what it would be like IF this happen to iPhone. For so many years, I've read so many complains (including myself) why so low PE on an extremely profitable company comparing to other tech company.
Well, the short and simplify answer is exactly what we're seeing here with the problem happening at Samsung. Despite unheard profit margin for a hardware company, aapl is still a hardware company. Yes, it take great software to make these hardware run but the hardware still bring in the most of the revenue and profit.
This nightmare scenario is very real for any hardware company, a new manufacture process, a supplier fault etc. Some of these problem will not show itself until product is enmass. By that time it only need small number of incident in millions to bring down a product line.
Unlike company like googl, fb, amzn, msft etc. Think about what it will take to dethrone anyone of these company, which is why they command high PE.
Anyway, just thinking out loud.
Cheers..
Google doesn't manufacture the Pixel, HTC does.