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A Look At Why The Iphone Matters
#7
Posted 08 July 2012 - 03:40 PM
I can't possibly imagine Apple being able to sell a billion smartphones in the next few years. There will probably be an upper limit of about 150 million iPhones a year based on the current number of about 28 to 35 million per quarter. Already, analysts are pegging this quarter at the low mark. Dediu's numbers are definitely overzealous. Wall Street is betting on Apple to lose market share to both Android and Windows Phone over the next few years, so they certainly don't see what Dediu sees.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
#8
Posted 09 July 2012 - 08:40 AM
iPadRulezthe39netaghx, on 08 July 2012 - 03:40 PM, said:
I can't possibly imagine Apple being able to sell a billion smartphones in the next few years. There will probably be an upper limit of about 150 million iPhones a year based on the current number of about 28 to 35 million per quarter. Already, analysts are pegging this quarter at the low mark. Dediu's numbers are definitely overzealous. Wall Street is betting on Apple to lose market share to both Android and Windows Phone over the next few years, so they certainly don't see what Dediu sees.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
Actually this quarter iPhones are expected to be lower than expected. This should be the same pre-release downturn that was experience last year. iPads are expected to be above expectations.
Well if you looked at your numbers of 150 million iPhones per year (assuming no growth which is unrealistic for iPhones, Androids or Win 8 based smartphones.) My calculator says it would take 6 2/3 years to reach a billion from zero. The iPhone has been selling for 5 years. Chances are it won't be that many years before they do hit a billion.
I guess you mean no catalyst other than iPhone 5, iPad 7" and maybe iTV. Granted all unknowns but isn't that what a "no major catalyst in sight" is?
#10
Posted 09 July 2012 - 10:19 AM
iPadRulezthe39netaghx, on 08 July 2012 - 03:40 PM, said:
I can't possibly imagine Apple being able to sell a billion smartphones in the next few years. There will probably be an upper limit of about 150 million iPhones a year based on the current number of about 28 to 35 million per quarter. Already, analysts are pegging this quarter at the low mark. Dediu's numbers are definitely overzealous. Wall Street is betting on Apple to lose market share to both Android and Windows Phone over the next few years, so they certainly don't see what Dediu sees.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
Apple has already exceeded some hundreds of millions of iPhones over the years and I believe surpassed 65 million last year alone. If, as the writer was saying, Apple passes that 1 Billion mark within the next few years (meaning total sold, not yearly sales) then I believe he was quite correct.
#11
Posted 09 July 2012 - 10:30 AM
michael1213, on 09 July 2012 - 08:40 AM, said:
iPadRulezthe39netaghx, on 08 July 2012 - 03:40 PM, said:
I can't possibly imagine Apple being able to sell a billion smartphones in the next few years. There will probably be an upper limit of about 150 million iPhones a year based on the current number of about 28 to 35 million per quarter. Already, analysts are pegging this quarter at the low mark. Dediu's numbers are definitely overzealous. Wall Street is betting on Apple to lose market share to both Android and Windows Phone over the next few years, so they certainly don't see what Dediu sees.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
I believe Apple still has room to grow and the share price will rise somewhat, but this trillion dollar company stuff seems very unlikely. Apple's share price is just crawling along with no major catalyst in sight.
Actually this quarter iPhones are expected to be lower than expected. This should be the same pre-release downturn that was experience last year. iPads are expected to be above expectations.
I expect that could've been better phrased
If I dispute one single point in a post, that should not be taken as an indication that I agree/disagree with any other point made by that poster or anyone else in the thread. Or anywhere else. Ever.
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