Despite Samsung’s rivalry with Apple, both companies maintain a strong presence in the smartphone market. Unfortunately for Samsung, it appears that Apple is back in the lead. Strategic Analytics reported that fourth quarter results shows that Apple still has it. They also mentioned that this is the first time the Cupertino-based company earned the lead spot for mobile shipments.
Neil Mawston, executive director for Strategic Analytics reported, “Apple’s success has been driven by its popular ecosystem of iPhones and App Store, generous carrier subsidies, and extensive marketing around the new iPhone 5 model.” The fact that Apple Inc. (NASDAQ:AAPL) still sells their older models like the iPhone 4S and the iPhone 4 for steep discounts helps the brand in a significant way.
No one is denying that,what is the catalyst to take the stock higher ? Institutions who wanted Apple stock , they have it already. Growth investors are fading the stock. Value investors got lot of choices in the market because of low yield on Apple stock. Retail investors do not have billions of dollars to move the stock . When you have 400 Bil market cap , it takes 10s of billions of dollars to move the stock not millions.
Wrong. Say Apple announces something major on Monday (new iPhone, iTV, China Mobile, Stock Buy back, Divi, Turkish iPad deal, Mobile payment deal, new content deal, etc, etc, etc). 50mm share trade hands, driving pps up $50. Thats $2.5B in net cash inflows. Yet market cap is up $47B. It's not a 1:1....