I find it interesting that many believe Samsung will be
the winner in the phone parade for 2013. AAPL won the share battle for the first time ever in the 4th quarter and did not ship to full demand. Now they are talking about a lower price opening model. So how does Samsung win ? Number 1 Share AAPL . Number 1 share in tablets AAPL. $*% share of a growing market. pretty nice. Oh what an awful company. lol
10x PE. Looks cheap..
Consider that Apple has not caught up to Samsung Galaxy SIII yet. In a few months there will be the SIV. The Note II is a niche product, but one that sells well and certainly a product that Apple could do a nice job with. Certainly Apple has the money to develop products that will trump Samsung, but only if there is a commitment from the top to assure that it happens.