Buy the patient and not the suppliers to the patient. Really?
The cellphone industry as a whole is in the beginning stages of commoditization, and AAPL is not in a position to deal with that because their portion of foreign markets is mighty small, and declining.
It has always worked that way for electronic products. It will always work that way. When was the last time IBM sold a desktop computer? Who made the last one you bought?
Who was that cellphone manufacturer who essentially owned the cellphone business almost a decade ago? Oh, I remember -- Nokia. Whatever happened to them?
You want to know how well iPhone is doing, just track worldwide iOS. Heck, that takes into account all of AAPL's products, not just cellphones. But we already know that their other products are insignificant compared to their cellphones.
http://www.idc.com/prodserv/smartphone-os-market-share.jsp
Recent SWKS News
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- Form 8-K - Current report • Edgar (US Regulatory) • 01/30/2024 09:03:50 PM
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