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Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/31/2014 | 2:45:53 PM
Re: iPAD, less frequently
Kruz - A company with a 10-point lead over its nearest competitor is by definition by far the market leader. 

Which is not to say that position is secure. 

The tablet story is an intersting one. It's possible the whole thing was a bubble. That doesn't make sense to me -- the tablet seems to me to be a terrific device. But perhaps I'm just in a minority on that.
briandnewby
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briandnewby,
User Rank: Light Sabre
7/25/2014 | 8:38:01 AM
Re: iPAD, less frequently
Mitch, I still think it would be fun to play second base for the Yankees, but wishing it will happen will not make it so.  I do think Apple wants to be a player in any market and Apple probably wanted that in the days it wasn't, also (contrary to what the company said).

I think the tablet story is far from told, mostly because it hasn't even been 5 years since the first iPad.  We know tablets have revolutionized so many things but the question is, I guess, is the tablet a commodity already?  Will it soon be akin to the caculator and someday you'll pull a tablet off the endcap before checking out of Walmart?

Then, where does that leave Apple?  I really think storage is the key strategic lever for the mobile device industry.  Back-up storage is a huge barrier to exit from one provider to another, yet Apple is pricing it ridiculously high.  If they are making any misstep right now, I think it's in this area and that iCloud should be free or at least priced in a way that it is free, unlimited, for a year each time you buy a device.  I have three "i" devices bought within a year, yet only 25g of free storage, the same as if I'd only bought one.

Wearables will be more of a thing if they are the same technology as the user's phone and tablet, and I really think storage will be the glue there.
futurephil
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futurephil,
User Rank: Light Sabre
7/23/2014 | 3:08:55 PM
Re: explain, please
:)

Meanwhile, we're crushing today's comment quota. I mean, just crushing it.
mendyk
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mendyk,
User Rank: Light Sabre
7/23/2014 | 2:55:44 PM
Re: explain, please
First off, Phil, you should remember that most journalists can't afford to own stocks. That aside, collectively we've fallen into the trap of feeling compelled to over-analyze every number that gets spit out at us. And thanks to people like Malcolm Gladwell, we now all want to prove that we can examine data points out of context to find a greater truth. Add in the fact that even "expert" analysis tends to be lazy and self-serving, and it's pretty easy to see why quantitative "analysis" is so lacking. Good thing the analytics machines will straighten us out.
futurephil
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futurephil,
User Rank: Light Sabre
7/23/2014 | 2:35:11 PM
Re: explain, please
Fair point. I sometimes still dodge your questions purely out of habit.

Anyway, to clarify, if you're still selling 6,200+ devices an hour a mere four years after inventing a product category -- and your stock is up 300 percent in five years (3% today) -- sorry, that's bad news. Wall Street said so.

I wish reporters could own stocks.

-ph 
Kruz
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Kruz,
User Rank: Light Sabre
7/23/2014 | 2:17:17 PM
Re: iPAD, less frequently
Apple is not "by far" the market leader when it comes to pads. It had a 40.2% market share last year but is at 32.5% this year. Samsung grew from 17.5 to 22.3%, an increase it grabbed directly from iPad's share. iPad consumers are looking for a decent offering at a cheaper price, and this is where Samsung is doing best.
brookseven
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brookseven,
User Rank: Light Sabre
7/23/2014 | 2:00:46 PM
Re: explain, please
 

Phil,

 

Stop asking reporters for thoughtful commentary.  I have yet to get a straight answer from an LR editor (current or former!).

:)

seven

 
futurephil
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futurephil,
User Rank: Light Sabre
7/23/2014 | 1:38:10 PM
Re: explain, please
I wanted to see if you were using your own judgement or acting like CNBC.
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/23/2014 | 1:23:47 PM
Re: iPAD, less frequently
Kruz - "Other players (namely Samy) are aggressively enhancing their tablet giving it a competitive price tag."

Apple is by far the market share leader. It's selling far more tablets than its competitors. Following competitor strategy does not seem to be the way for Apple to go here. 
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/23/2014 | 1:22:13 PM
Re: Google Employee use of Iphone
chuckj - Google is aggressive about developing its apps onto iPhones. I wouldn't be surprised to see iPhones in a good number of Googlers' hands. 
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