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Gamerace said:
Apple is still the big player, but clearly momentum is on Samsung and Android's side. I haven't and don't expect to see anything from Apple since Jobs left that'll reverse this trend. Stall it (Ipad Mini) yes, but reverse it, no.


I'm not so convinced. Android's seeming dominance in US smartphone sales didn't stop Apple from taking a 63% share of Verizon's smartphones this past quarter. That's the carrier that poured hundreds of millions of marketing dollars into its own Droid brand.

Android as a platform is characterized by low margins and low stickiness, while iOS displays high margins and high stickiness. That puts Apple in a good postion to make a play for marketshare whenever it thinks it's advantageous to do so. The iPad Mini is a step in that direction, but it doesn't pay to rush when supplies of current products are already constrained and your platform is already the primary target for value-adding third parties.



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