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dallas on 21 July 2010
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NiKKoM said:
dallas said:

 Android phones are rapidly becoming competitive with the Iphone, and in fact will soon be eclipsing the Iphone because apple's biggest strength is its apps.   But the Android phones are a close 2nd and will be ahead of Apple within a year or two in terms of apps created (though I do realize that there are a backlog of Iphone apps available).   

So imho, that's 2 products that apple will be losing market share on, and you can probably tell that i'm a pretty aggressive growth type of investor, always have been.

Hell no.. making apps for Android is hell:

Incompatible os versions.. (our 1.5 app wasn't compatible with 1.6... and 2.1 and 2.2 )
Incompatible hardware.. no minimum specs
And no control from google.. any idiot can make an Android app... in februari there was this company releasing 100's of list of quotes and facts.. spamming up the market place...

and most important: money..

60 percent of the Android Market is free while 25 against the Appstore... so for every paid app you can find a free app
the ad supported apps are making 1/7 th of their iPhone counterpart
24 hour return policy... it's not official but it's estimated 40 percent of the apps is "brought back"
piracy... you can easily back up the App that you bought and then get your money back.. and then use the backed up App...
keeping up to make compatible apps ain't cheap...

you must understand that the iPhone buyers aren't the same as Android buyers.. Iphone buyers choose for an iphone and the appstore while most Android buyers don't.. they spend an hell of a less time on the android market place..


Soon android and apple are going to be the dominant phone OS's.  Do you not think that app developers won't be churning out apps for the android phones?  Also, keep in mind that Android apps are a new thing. 

Also, according the wall street journal, android phones are outselling the Iphone, so the apps wont be far behind:

http://online.wsj.com/article/BT-CO-20100510-713162.html

 

btw, grimes, i'm not predicting the "death" of apple at all.  I'm merely saying that because it is facing much tougher competition for two of its products, and because tougher competition usually results in a decline in marketshare, that it will be losing marketshare and ultimately profits because of this.   I'm calling my broker next week on an option trade and it looks like I have a decent chance of winning.  : ))