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RE[4]: Phones vs tablets
by galvanash on Thu 28th Jul 2011 04:21 UTC in reply to "RE[3]: Phones vs tablets"
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That is a totally ridiculous comparison. No one who would buy a Hyundai would ever buy a BMW or vice versa - those are two entirely different market demographics.

If you want to use that analogy fairly, you would have to say something more along the lines of

"You don't see BMW worrying because Lexus sells more units."

That is obviously not true at all, BMW spends a considerable amount of time and energy marketing against the "econo-luxury" car makers...

Im not taking sides here, I like iOS and Android devices. But denying the fact that every Android device sold is a lost Apple sale is just sticking your head in the sand. Any steady increase in Android device volume, even if it is small, represents a serious threat to Apple.

Its not about Apple's huge margin - sure they have a gigantic advantage there. Even if they lost half their sales volume they would still likely always have the margin advantage and will make money...

Its about trajectory - something that frankly matters even more than revenue to Apple's stock price. If Apple is seen to be losing market share that could easily result in a sell-off. Anyone with two brain cells to rub together can see that they are over valued. They could easily lose more money in a week than they make in a year if that happened.

Apple's stock price represents real money - cash they have access to now that is being bet on future performance - they haven't earned a tenth of it yet...

Think about that. Android does not have that problem - there are a multitude of hardware makers and they are not riding high on a cash bubble. Facts are facts, Apple has everything to lose - Android as a platform has little...

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