I’ll add some context in a few days but the “new”-ish Apple iPhone is going to surprise a few people, whether it shows its face in the next quarter, or not. well, perhaps a lot of people.
all the talk about innovation really needs to bring us to a point where we ask,”what more can you do with a hand-held device with a five inch window to the planet?”.
dig deep. think about that. do it!
the answer is what you can do with the phone based on the type of materials used to house the software. so… think voice, voice recognition, bio-morphic, and DATA.
also, remember these words… “a picture can say a thousand words”.
meanwhile… last Friday night I posted the following update on Linkedin:
Brian Patrick Cork: “Fascinating that this story appears on a day the markets are closed.”
NASDAQ: Fresh data from IDC research shows Apple (AAPL) may be succeeding far more than the stock price currently reflects. The iPhone inventor gained share on Samsung in the global market for connected devices, capturing…”
I love competition. it drives innovation. and, that is good for us all.
you are going to start to see a trend towards Samsung bashing as analysts and media pin-heads start to tout Apple at a low point and drive it towards $1000. that’s just how it works.
many analysts have flawed thinking regarding Apple with the tendency to equate users of Samsung’s devices, which utilize Google’s awkward Android platform, with users of Apple’s iPhones. once they figure out this skews both rational thinking and reliable financial modeling they will begin to turn on Samsung and Google. oddly, many of these same analysts appear to struggle with separating Google and Samsung altogether.
bear [sic] in mind that there are over fifteen Android-powered Samsung mobile device products across multiple market segments that compete against (for the moment) a single Apple device. yet, Apple is inexorably chipping (yes, I said that) away at Samsung. all the other manufacturers remain bit-players.
From a business standpoint, Apple’s users are far more valuable since they are willing to pay more for their phones and use them far more vigorously. the numbers are clear… iPhone users buy more apps and spend more time with them. I think this might be just one more reason why Apple is able to produce seventy percent (70%) of the profit in the mobile device market despite selling fewer devices than Samsung.
I suppose it comes down to how you define “market-share”. me? by portion of profits.
here is a tantalizing tidbit that will outrage Google-Nation and Apple-haters… while Apple’s share price was been declining, it was also becoming the most profitable company in the country. history books may lie depending on the author. however, in Q4 2012 alone Apple brought in thirteen billion dollars ($13 billion) in net income. by comparison, Microsoft (NASDAQ:MSFT), which was the fourth most profitable company last year, did not even generate half that amount.
Look Into My Eyes And See Your Future
look… literally… there is going to be an iPhone mini. there is a market for it. and, it won’t cannibalize Apple’s iPhone market. it will augment it. we saw proof of this expectation with the MacBook line, the Mac Mini, and the iPads. there is also going to be a cloudPhone. …what… (I hinted at this last month on Linkedin). that said, based on what I’m seeing, I can’t say Apple will actually produce the cloudPhone hand-set, so much as influence it. I’m thinking that might turn-out to be something of a trend. I THINK HTC will be involved.
all of this is me pulling a lot of disparate data together from far-ranging sources. that said, many of you are putting your kids through college based on my thinking around Apple.
My Android Adventure Update
meanwhile, last Friday I made good on my promise to keep being open-minded about Android. I let the Samsung representative put a Galaxy SIV in my hands. I admit I liked the feel and responsiveness. it’s “snappy” much like my NEXUS 7, which I like more than my iPad. however, it took me all of fifteen minutes to put it back in the box after trying to text with it. obviously there is more to the hand-set than texting. and Android Nation is going to be pleased with the upgrades. but, (HUGE but) that was a key reminder for me why I still prefer the iPhone.
Apple’s [now] flagship product remains in possession of the most intuitive operating system available. it was the first to change the market, and remains the front-runner to beat. you simply have to be open-minded and willing to read the numbers accurately, not in a skewed marketing fashion, as Samsung would have you do.
peace be to my Brothers and Sisters.
brian patrick cork