Re: Now the questions arises...
Value Hiker
4/26/2012 10:31:37 PM
@Scott,
First of all, it is arguable that iPhone is better than top notch Android phones, thus I don't see iPhone is a must have unless you are die hard Apple fun. Time changes, it is not 2009. That is the reason AT&T and Verizon dare to challenge Apple.
Secondly, Verizon has successfully promoted Android platform to nowhere to be the no.1 platform in less than 3 years. I doubt Verizon's new move to promote Windows phone, but I would not totally discredit Verizon at this early stage.
Re: Now the questions arises...
mInvestor
4/26/2012 7:57:25 PM
Scott,
Agree, they can't affort not carrying iPhones.
The alternative I think those carriers can and willing to try is reduce subsidy. Meaning the consumers will have to pay a little bit more for the phone.
Even that, I don't think every carrier will apply the same policy.
@Value Hiker
I just don't see what leverage the carriers have against Apple. The consumers really want the product. As Tim Cook said, they get paid back on the subsidy in 24 months. What's their negotiating position?
"Fine we won't carry the iPhone!"
Good luck with that. If that's their position, they are saying they are willing to reject the most popular consumer product on earth to attempt to re-negotiate the subsidy. I have a hard time seeing that happen. It would be like a car dealer saying, "Well, theses cars, I dunno if we make money on them. Let's stop selling them. We'll just sell trucks."
Re: Now the questions arises...
Value Hiker
4/26/2012 7:13:36 PM
In this business I thionk you need to listen to your customers.
@Tokyogai, is it Steve Jobs' motto: Consumers doesn't know what they want, you need to teach them what they want...
As an investor, the future trend is more useful than current trend. I do see many technical nerds start to drop the iPhone and switch to Android, for various reasons. That is the reason why Samsung alone sold more smartphones than Apple.
Re: Now the questions arises...
Value Hiker
4/26/2012 7:05:22 PM
@minvestor, to be honest, I can not pinpoint when it will happen. But if there is nothing big from Apple for another year, I am positive it will happen. Many investor jumped into Apple stock after quarterly report, it reminds me what happened to RIMM in 2010. People saw the storm was coming after iPhone & Driod, but RIMM's momentum continued longer than most people can foretell.
But I would rather be wrong about Apple, and hope it does bring something big to the consumers in the next 12 months.
Re: Now the questions arises...
mInvestor
4/26/2012 6:37:54 PM
@Value Hiker,
You might be right. But how soon do you think we will see tiny cracks become too big to become real problems? What will be the tipping point?
Re: Nasdaq Reblancing
mInvestor
4/26/2012 6:34:45 PM
@Scott,
That's so true. I'll never have a problem to pay capital gain taxes, and happilly to do so.
Re: No Shortage of Earnings...OR Customers
Street Smart
4/26/2012 3:38:23 PM
I agree @Noreen! We've definitely lost the one-to-one interaction, the feeling of being together as opposed to alone together.
I love social media, but it's because of the social part, not the media.
Re: No Shortage of Earnings...OR Customers
Noreen Seebacher
4/26/2012 1:25:22 PM
It's the same at Grand Central Terminal in Manhattan, @Street Smart. Ten years ago, people waiting on a train crowded into a bar. Now they crowd around the genius bar.
I kinda miss the old days...
No Shortage of Earnings...OR Customers
Street Smart
4/26/2012 12:50:15 PM
I had a meeting in Greenwich, CT the other day and got there a little early to run an errand first on Greenwich Avenue, the main shopping street. Still killing time, I went into the Apple store for a quick minute.
I kid you not, it was 11:30 am on a weekday and there were 100 people in that store! Two things jumped out at me: First, the roving salespeople were busy, busy, busy. Some of them had "lines" two or three deep of people seemingly BEGGING to buy phones and iPads. The second thing was that the "consultant" tables in the back were incredibly busy. It looked like a college library in there, with computers, customers, and their young "genius" helpers tutoring them.
I overheard one woman trying to learn how to create and organize files for her knitting patterns. Now, WHO in 2012 doesn't know how to create a file? But that helper was working with her as respectfully as if they were putting their heads together to create the next killer app.
It struck me that what Apple sells SO brilliantly is the feeling that YOU are the master of technology, rather than IT mastering you. That will NEVER go out of style!
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