



I. Down, But Not Out




Peter Chou


II. The Plan Ahead


HTC Sign




Source: WSJ

Comments     Threshold


RE: Android to blame.
By retrospooty on 8/15/2012 5:44:51 PM , Rating: 4
Apple has an insanely profitable model, HTC wont be able to do that... Neither will Apple in the future for that matter. They inked out long term carrier deals to buy at high prices back when they were head and shoulders above the competition. For Example, Sprint wont even break even on the iPhone deal for 6 years while Apple rakes it in. Now, Android phones are not only as good, they are far better, so when time comes to renegotiate those deals, Apple doesnt have the bargaining power they once did. Also same goes for their parts vendors.

I wouldn't woorry about open platform and Profits. They will come, just like it did for Windows. 1st get the product performing better than the competition (DONE), then comes marketshare (up every quarter), then comes profits. Just like MS did to Apple's Mac back in the 90's. They simply outperformed them and its beginning with Android now.

Anyhow, for HTC... Thus the need to pare down the umpteen models and make just a few, and make those few really good so people want top buy them in mass.

