Friday, January 01, 2016 5:58:19 PM
I think the trend is changing and we are in the early stages of that.
Reminds me of years ago someone asked me about investing in Blackberry (it was still RIMM at the time, Research In Motion) I told them no way and that apple was the way to go.
Arguments were presented on how RIMM was more business applicable and how they had the large percentage of that market share, people loved the physical keyboard, etc. All true at the time but the trend was changing. We know how that story unfolded.
I'm just sensing a similar trend change unfolding.
I do agree with the other mobile brands seeming dead and apples structure and it's own OS yielding larger profits while others are in "share"........ I still feel Samsung will be gaining more ground on the market share meaning less revenue and profit for apple. Believe it or not, good ole BBRY may be making a comeback as well.
This coupled with what I feel to be a lack of new innovation, and I that the "value" for the products in general was better 5-6 years ago (more bang for the buck) gives me a sense of upcoming declining earnings. I'm not so sure this year is gonna be conducive to status symbols either.
They're also gonna have to step it up a bit and not rely on the paper game of shuffling out corporate bonds and buying back shares for earnings increase.
Time will tell and we'll see what comes out in the numbers
Reminds me of years ago someone asked me about investing in Blackberry (it was still RIMM at the time, Research In Motion) I told them no way and that apple was the way to go.
Arguments were presented on how RIMM was more business applicable and how they had the large percentage of that market share, people loved the physical keyboard, etc. All true at the time but the trend was changing. We know how that story unfolded.
I'm just sensing a similar trend change unfolding.
I do agree with the other mobile brands seeming dead and apples structure and it's own OS yielding larger profits while others are in "share"........ I still feel Samsung will be gaining more ground on the market share meaning less revenue and profit for apple. Believe it or not, good ole BBRY may be making a comeback as well.
This coupled with what I feel to be a lack of new innovation, and I that the "value" for the products in general was better 5-6 years ago (more bang for the buck) gives me a sense of upcoming declining earnings. I'm not so sure this year is gonna be conducive to status symbols either.
They're also gonna have to step it up a bit and not rely on the paper game of shuffling out corporate bonds and buying back shares for earnings increase.
Time will tell and we'll see what comes out in the numbers
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