DanielEran

fizzard said:

Daniel Eran Dilger said:

A demand to vote as poorly considered as Theresa May's

You crack me up, Daniel, thanks for lifting my spirits :-)

I try  

RichFromIndy said:

Yeah I'd be careful taking your news about how wonderful things are for Apple from "Apple Insider."  Here's the other side: "Windows was the only OS tracked by Futuresource to make gains from last quarter to this quarter in the K-12 space in the US. Chrome OS' share was down sequentially (though only slightly) from 59.8 percent in Q3 to 59.6 percent in Q4. Apple iOS' share was down more significantly, to 10.6 percent, and Apple macOS' share to 3.5 percent." http://www.zdnet.com/article/windows-pcs-gain-share-in-k-12-in-the-u-s-but-chromebooks-still-dominate/

You replied to a totally phony post. But to your point: Apple is losing share to Chromebooks and Windows netbooks in education. But remember that this is largely because Apple had an unusually high market share in that segment, back when education was considered to be one of the least valuable markets for PCs. Apple's high market share (+50% through its most beleaguered days) was blown off by pundits because "edu didn't matter and was of little value."

Today, Apple is making major inroads into markets it has never materially participated in: enterprise sales, China, Europe and emerging countries are all buying iPads and Macs on a new scale. PC makers are retreating and licking wounds. The entire PC market is shrinking while Apple is growing. 

What gets reported? That Google and Microsoft are dumping (zero profit dumping) their OS on education sales of <$200 netbooks on schools, a market segment that never got talked about while Apple owned it. 

So yes, Apple's unit market share is going down in U.S. Education. But nobody is entering the market and making money. That's not happening elsewhere. Nobody wants to buy Chromebooks apart from starved US public schools that have been stripped of funding and are now being run as charities, who will take them in exchange for giving up access to student data. 

If you think that's a great move by Google hardware, show me the money. It's not there. No PC makers are making any money opposite Google in edu netbooks, just as nobody is making money in tablets on either side. Meanwhile, despite its lower market share, Apple continues to make money in k12, and it owns higher education, where individuals choose what to buy, rather than starved-to-the-bone US k12 school districts who have no choice but to accept virtually free netbooks.  

canukstorm said:

DanielEran said:

Google arrogantly thought it could walk in and take that away but it fell on its face and is now limping away.

"Google is backing out of tablets. It’s not leaving money on the table. There is no money on the table. "

That's because Google, like MS, has moved on to 2-in-1s. In that world, there is no room for a dedicated tablet. This is an interesting article on the state of the African / Middle Easter markets:

"Yet in the Middle East and African markets, the tide is turning away from tablets and back to PC's and 2-in-1 devices. And while the iPad Pro is considered a detachable device or a 2-in-1 device, Apple is simply not faring well in that particular market."

http://www.patentlyapple.com/patently-apple/2018/03/while-apple-hit-a-home-run-for-the-holiday-quarter-the-middle-east-and-african-markets-remain-weak.html

Whether, over time, that translates to other markets, who knows. iPad sales did see an uptick with the introduction of the $329 iPad and iPad Pro models but growth has leveled off.

Microsoft is not making significant money from all of its Surface operations: barely $1 billion in revenue per quarter since it started, and its profits are quite thin because it spends so much money servicing failed hardware. 

GeorgeBMac said:

It's a good article and accurate...
But I think it may cause some to become a bit over confident and to overlook an important point:
Apple has worked hard on Tablets while Google kind of moved on to Chromebooks.

The Chromebooks mostly stumbled around but more recently have been finding a foot hold in education -- where countless kids are being indoctrinated into in the Google ecosystem of Chrome and GoogleDocs...

And, with 5G in the pipeline, the Chromebooks are likely to get stronger rather than weaker - Conceivably, a LOT stronger...

Has Google done an end-run around Apple?
Is Apple preparing for the the possibilities that 5G can/will open up?
...  I can't believe that they aren't thinking about this.  But...

(I guess I'm following the Gretsky philosophy of skating to where the puck will be...)

Google worked to dump cheap ($150) generic chromebooks from its partners on US schools to mine children for data 

Google isn’t selling its own stupidly expensive (now discontinued) Chromebook Pixel, not is it selling its $1000 Pixelbook netbook. Google makes $0 from education hardware, and its partners make very close to $0. 

The only reason anyone is talking about US k-12 education is because that’s the only place Google can dump the browser based netbooks that no consumers or business people will buy. 

If you collectively group cheap junk in volume with expensive high end concepts nobody buys, you can create the illusion that people want Google’s high end Pixel/Chrome devices, but the truth is clearly that nobody is buying them and it’s a foolish to think that’s suddenly going to change after 6-8 years. 

Nobody has has ever made real money from Android tablets (vs phones, which were once profitable). Companies don’t keep making stuff that doesn’t sell. IE Zune, Nexus, Chromebook Pixel, etc.  Google is backing out of tablets. It’s not leaving money on the table. There is no money on the table. 

Meanwhile, Apple has revenues from iPad that are on the level of AWS or nearly twice the revenue of Netflix, at ~38% profit margins. 

Google arrogantly thought it could walk in and take that away but it fell on its face and is now limping away.

1983 said:

Some parts of this article are silly. Of course Android users are less loyal to the brands they use. Because they have a huge range of Android brands to choose from. iOS users only have Apple.

As for switching from iOS to Android or vice-versa. While I’m sticking with Apple as I like their products. A few friends and associates who started off with iOS and switched to Android due to work or a good deal with their service provider ended up actually prefering it! Which surprised me a little.

 I don’t know if Apple already does this, but they really should test the latest versions of Android while developing their latest and greatest to see if they’re missing something. Because I for one don’t know anybody who has switched from Android to iOS.

Go to Reddit and comb through thousands of posts. See what phone they're talking about switching to. 

hint: it's iPhone X. There's also massive adoption of Apple Watch evident there, and guess what platform is required for Apple Watch.