dallas said:
Seriously, android phones are the biggest competition that the Iphone has ever had, and are really catching up with the amount of apps and whatnot to add. If google tried harder, they could take apple to town in a hot minute.
Also, apple is going to be losing a bit of marketshare now that windows 7 is getting good reviews, and people stop having vista as a reason to migrate over.
Even with the Ipad, android pads are expected to really give them some competition. So, i'm betting that we'll see a big down grade in apple profit a year from now. 2 categories: Iphone and PC sales show a lot of losing potential. 1 shows potential to lose as well: Ipad.
I'm going to short apple with my play money, mabey 6-700
|
Without a doubt, Android is growing faster than iPhone right now. But smartphones in general are a rapidly growing market, so Apple could tread water in marketshare and still see their bottom line swell. Realistically, what's going to happen is that iPhone and Android both continue to erode Nokia and Blackberry marketshare as they have for the past few years. Windows Phone 7 is a bit of a wildcard, here, but there's really no evidence that iPhone sales are slowing or will slow in the forseeable future.
This goes double for the iPad. It's a market that will grow rapidly in the next few years, and Apple is racing ahead with no concrete sign of a serious competitor in sight right now. Android will likely seize a good chunk of the tablet market eventually, but the growth of the market itself will fill Apple's coffers, even if they don't end up with a majority share in the end.
As for the Mac, it grew 33% YoY during a period when the PC market in general grew 22%. Mac sales have outpaced PC market growth for the past 17 quarters, including the past 3 quarters when WIndows 7 has been available.
You can do what you want with your money, of course, but I just can't see all these weaknesses in Apple's business that you are seeing.