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The question with AAPL is really do you think smartphones and tablets, as product segments unto themselves, have reached market saturation? I think we'll still
by forrestblount 14y ago
The question with AAPL is really do you think smartphones and tablets, as product segments unto themselves, have reached market saturation? I think we'll still see massive increases in the sheer number of smartphones and tablets sold, and I think AAPL will manage to retain a significant (not necessarily a majority) market share.
- polshaw 14y agoYou also have to consider if you think apple could continue to keep their margins in an established tablet market, and a smartphone market approaching 'good enough' like that of PCs today, and whether consumers will continue to accept a 'walled garden' as tablets become primary computing devices. E: I'd like to clarify I'm including stuff like no USB ports in walled garden.
- intended 14y agoThis next statement is probably going to get me nuked, but: I think people have accepted the walled garden model and they like it. In a perverse way, their success is partly because of the PC era itself. The lowered expectations people have of computational devices from windows makes. Having something that "Just works" such a blessing, for such a ridiculous portion of all consumers, that their "walled garden" translates into "sanctuary" for most human beings. IF in the future mature market, other tablets have also reached a stage where "it just works", then its an even playing field. At that point,the walled garden will be just another field to walk between. Edited for clarity
- cdavid 14y agoMany people feel the same way as you do, which means the information is very likely already in the current share price. Buying APPL stock today implies that you think apple will to better than current expectations, not current apple market share, etc...