SI
SI
discoversearch

 Technology Stocks | Apple Tankwatch


Previous 10 | Next 10 
From: sylvester802/22/2012 8:44:38 AM
   of 29127
 
Apple Loses Massive Market Share as Chinese Users Prefer iPhone Alternatives
By Michael Foster
Benzinga Staff Writer
February 17, 2012 11:40 AM
benzinga.com 

China is becoming a bigger headache for Apple (NASDAQ: AAPL [FREE Stock Trend Analysis]), as Chinese consumers eschew the iPhone for other options.

Last quarter, Chinese consumers preferred Samsung's offerings, helping the Korean electronics maker to take 24.3 percent of the market, over three times Apple's share, according to research firm Gartner. Users are also choosing domestic brands Huawei (SHE: 002502) and ZTE Corp. (SHE: 000063). Huawei has also tried to break into the American smartphone market through vendor MetroPCS (NYSE: PCS) by providing smartphones at a lower cost. With slightly over 9 million subscribers, MetroPCS is not even close to overtaking the market from Verizon (NYSE: VZ) and AT&T (NYSE: T), whose iPhone subsidies hurt both companies in addition to Sprint.

Those subsidies also pointed to greater future revenue and strong sales for Apple, which were revealed when the company beat earnings estimates at the end of January. Since then, shares in Apple are up nearly 20 percent--even after massive profit taking hit the company on Wednesday.

The company is still trading far below analysts' median target of 600, with almost all analysts maintaining an outperform or buy rating on the company.

Apple's future is so bright, in fact, that analysts have begun ignoring it when analyzing American equity markets. The S&P 500 saw earnings grow by 6.6% for Q4 2011, but without Apple, that figure shrinks to just 2.8%. The impact of Apple on the S&P is so great that analysts at UBS, Morgan Stanley, Goldman Sachs, Barclays, and Wells Fargo have begun tracking the S&P without the tech giant because it is too distorting.

This growth is so breathtaking that it has been met with doomsayers, even if it has been sustained for years. Pundits have predicted that the company's exponential growth is threatened by tapped-out consumer markets in the west. In December, slowing sales in Italy, Spain, France, and Germany prompted some to predict a hit to Apple's bottom line thanks to a protracted economic slowdown in the western world. Despite high unemployment, market slowdowns, and a sovereign debt crisis in Europe, that hit never came.

Growth in market share in developing markets has been a healthy tonic for such scepticism, even if it remains a small portion of the company's global sales. Analysts estimate that the company has sold 3 million iPhones in China since 2009. This is peanuts compared to the near billion mobile subscribers in China or the 55 million iPhones sold in the U.S. in 2011 alone. So far, China just hasn't meant that much to Apple's bottom line.

This is why the company's stock did not fall on Thursday's news that the company asked Amazon to ">stop selling the iPad due to an escalating trademark issue involving the iPad brand, although it seems that Apple will win that battle.

Still, analysts and market commentators eyeing China's growing middle calss as a ripe market for sales expansion would like to see Apple conquer China. Such an expansion would help it avoid a slowdown in sales in America. However, Apple has no reason to rush into China. Growth in iPhone sales at home has not slowed down. In fact, the phone is so popular that it may even be cannibalizing sales of Apple's own iPad.

A much more pressing concern for Apple will be distinguishing its products from the growing number of Android phones that aroused Steve Jobs's ire at Google (NYSE: GOOG). Until that hurdle is overcome, expansion into China may be far from the minds of CEO Tim Cook and investors in Apple.





Read more: benzinga.com 

Share Recommend | Keep | Reply | Mark as Last Read

From: sylvester802/22/2012 8:48:10 AM
   of 29127
 
Apple's iPad Cannibalizes iPhone In The Middle East: Profitability Threatened?
February 21, 2012 | about: AAPL, includes: ERIC, NOK, RIMM
seekingalpha.com 

Recently released mobile internet usage data from the Middle East raises the possibility that Apple's ( AAPL) iPhone is being replaced for the key online browsing activity by the company's iPad. If this pattern holds beyond Saudi Arabia and the Gulf, it will have a significant negative impact on Apple's profitability.

With iPhone sales already under Android pressure, loss of a key activity revolutionized by the device further weakens its market position. The much expected iPad 3, meanwhile, is being accompanied by rumors of price cuts (and reductions in profit margins), so picking up some of the iPhone's market will not necessarily translate into similar profitability.

It should also be noted that the data specifically relates to users in the Middle East. Expectations of Apple's performance in the non-Western markets, particularly (but not only) in China, has been a key factor in the stock's pricing in recent months, and trouble in these markets will have a magnified impact on share prices.

The data from the Middle East was released by business and finance website nuqudy.com, which analyzed devices used by the region's users for mobile internet. These data show 75% of Arab mobile internet users access the site using Apple products, but also showcase a marked shift from the iPhone to the iPad.

Measuring actual use by its Middle Eastern audience base over the past 5.5 months, Nuqudy reported that iPad usage rose from 42% to 58% of users (growth of 38%).

In the same period of time, Apple's iPhone saw its market share steadily dwindle from a high of 34% of all users in September 2011, to a low of 15.51% in January 2012 (a drop of 49%).

Use of legacy iPods for internet browsing dropped to just 0.33% of total users.

Apple's total market share remained relatively steady throughout the period, accounting for three quarters of Arab mobile internet surfers.
A key competitor, Samsung, has not seen significant results despite massive advertising and customer interest being seen in the GCC. Use of all Samsung products combined dropped from 11% to 8% of total users in the same period.

Internet access using Nokia ( NOK) products grew from 2.13% to 2.95%, SonyEricsson ( ERIC) use grew from 0.48% to 0.74%, and RIM ( RIMM) BlackBerry products rose from a scant 0.15% to 0.50% of mobile internet users.

Data was compiled from over 120,000 unique users over the past 5.5 months who were using mobile devices for web browsing (and not for messaging, entertainment, apps, etc.).

Of these users, 54% came from Saudi Arabia, 13% from the United Arab Emirates, 9% from Kuwait, 3% each from Qatar, and Lebanon, and 2% each from Oman, Jordan, and Egypt.

Disclosure:I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Share Recommend | Keep | Reply | Mark as Last Read

To: sylvester80 who wrote (62)2/22/2012 10:46:59 AM
From: Heywood40
   of 29127
 
Tracking your record...

A year ago today!

Message # 62 from sylvester80 at 2/22/2011 7:36:08 PM

Looks that $365 was the ceiling... a 10% correction will get us to $328. But a 20% correction which is what I think is coming will take CRAPple to $292. If it prints anything below $292, then run for your lives....

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


To: Heywood40 who wrote (16840)2/22/2012 10:52:56 AM
From: sylvester80
   of 29127
 
That's the beauty of being a trader... I made a killing on that call as CRAPple plunged from $365 to $310... thanks for the money... LMFAO... too funny...

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: sylvester80 who wrote (16841)2/22/2012 11:35:25 AM
From: Heywood40
   of 29127
 
Yeah, that's the ticket. You made a killing by shorting it from $7.50 all the way "down" to $500.

Your choice of screen name is quite telling.

Wikipedia's description of Sylvester:

Sylvester shows a lot of pride in himself, and never gives up. Despite (or perhaps because of) his pride and persistence, Sylvester is, with rare exceptions, placed squarely on the "loser" side of the Looney Tunes winner/loser hierarchy.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Heywood40 who wrote (16842)2/22/2012 11:41:45 AM
From: sylvester80
   of 29127
 
In 2011 I made more than $200+/sh trading that CRAPple POS... thanks for the money... LMFAO... too funny....

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)


To: sylvester80 who wrote (16843)2/22/2012 11:45:49 AM
From: Heywood40
   of 29127
 
Sure you did...sylvester.

Wikipedia:
Sylvester shows a lot of pride in himself, and never gives up. Despite (or perhaps because of) his pride and persistence, Sylvester is, with rare exceptions, placed squarely on the "loser" side of the Looney Tunes winner/loser hierarchy.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Heywood40 who wrote (16844)2/22/2012 12:19:55 PM
From: sylvester80
   of 29127
 
Your personal attack shows that you are so very upset that I made more money than the buy and hold iSheep did... thanks for the money.... LMFAO... too funny....

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: zax who wrote (16834)2/22/2012 12:29:42 PM
From: sylvester80
   of 29127
 
Nokia video teases Pure View camera handsets for MWC (VIDEO-click link)
Nokia ramps-up MWC buzz
MOBILE PHONES NEWS
By Chris Smith
17 hours ago
techradar.com 


Pure Definition, Pure Depth and Pure Detail coming to Nokia's MWC line-up

Nokia is planning to launch at least one new smartphone with an enhanced 'Pure View' camera, according to a teaser video posted by the Finns on Tuesday.

The brief 22-second video shows off a host of beautiful, snowy photos and promises all will be revealed at MWC next Monday.

The clip, named Pure View, switches between various shots showcasing what it calls Pure Depth, Pure Definition and Pure Detail.

Windows Phone or Symbian?The new camera tech is almost certain to be part of a new handset at MWC but it remains unclear whether the handset(s) will be running Windows Phone or Symbian?

It is thought that Nokia will launch multiple devices on both platforms in Barcelona, so it's possible that the Pure View camera tech may feature on both.

The company, which has restored its damaged reputation since the launch of its first Windows Phone devices last year, has produced some fabulous cameraphones down the years, so we're excited to learn the full details next week.

Via: SlashGear

Share Recommend | Keep | Reply | Mark as Last Read


To: zax who wrote (16834)2/22/2012 4:03:20 PM
From: sylvester80
   of 29127
 
Google Docs For Android Updated, Brings Real-Time Collaboration, Rich Text Formatting, New Layout Tools, And An Improved UI
androidpolice.com 
Posted by Cameron Summerson in Applications, News

The Google Docs for Android app just received an update that makes it even more like its desktop counterpart. It brings a number of new features to both phones and tablets:

Create, view and edit Google documents with our new Android editorRich text formatting (bold, italics, underline, font color, background color)Layout tools (bulleted lists, numbered lists, indentation)Real-time collaboration - see edits from others in secondsCursor presence and highlighting

Here's a look at the new interface:



Unfortunately, this new interface only applies to standard documents; spreadsheets still use the mobile web interface inside of the app. Hopefully El Goog is working on an update to improve that interface, as well. Oh, and while we're making feature requests, offline editing would be nice.

Still, this is definitely a pretty major step forward for Docs' mobile app, so hit the widget below to grab it.

Google Docs




Google Docs

by Google Inc.

>250,000 downloads, 27878 ratings (4.0 avg)

Free


Install

[ Google Mobile Blog]

Share Recommend | Keep | Reply | Mark as Last Read
Previous 10 | Next 10 

Copyright © 1995-2014 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.