FORBES ARTICLE: AAPL TAKING SHARE FROM ALL WANNABES
It won't be too many more days before the pseudo financial journalists of the world turn back to positive on AAPL... that will be right after the big hedge funds (and little ones like ours) have all they want for the RIP to $800+ this year. Did I mention that is our PT for 2013? The stock has exceeded our PT for each of the last 5 years. The $800 is the easiest to hit of those five estimates based on what is happening now. Tim already warned the naysayers: "DON'T BET AGAINST AAPLE."
Apple Tops 50% Of The U.S. Smartphone Market
Take that, Google Android.
Apple iPhones is taking market share back from Android, accounting for 53.3% of U.S. smartphone sales for the 12-week period ending November 25, according to the market research firm Kantar Worldpanel ComTech.
This is the first time Apple’s share of the U.S. market has topped 50%, Kantar said.
During the same period, Android’s share of the market fell to 41.9% of the market, while Microsoft Windows Phone held 2.7% share. Research In Motion had just 1.4% of the market in the period.
The research firm notes that AT&T accounted for 35.4% of smartphones sold in the U.S. in the period, ahead of Verizon Wireless at 31.9% and Sprint at 14.5%.
“The iPhone 5 has been successful this period however we also see that Apple’s older models – the iPhone 4S and 4 have also contributed to the growing share of iOS,” Kantar Worldpanel ComTech analyst Mary-Ann Parlato said in a statement. “This is particularly the case for first-time smartphone iPhone buyers where we see the older models still selling well amongst this group.”
Among iPhone buyers in November, 27% upgraded from another smartphone OS, 34% upgraded from a previous iPhone and 40% upgraded to their first smartphone.
keep this in mind as a prelude to next week';s conference call... and btw, if you missed it, Samdung sold a lot of devices in the last couple q, but not very many high end smartphones -- less than 16m in the December Q. LOL
Still, in the end, they will likely be paying aapl a say ~$12/device licensing fee for their IP theft from AAPL... everything with a slide screen, touch sensors, facetime copies, etc... so what's a couple hundred million cheesy smartphones x $12 apiece? LOL
Nice prelude to the Samdung news last night and the T news this morning.
We can hardly wait for the AAPL announcements that Samdung owes them billions on the per device royalty settlement, and that, just maybe, if Samdung will make the new iTV for them at 12% GM, then AAPL will let them make the iTV.