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Samsung S3 Overtakes iPhone As World's Best-Selling Smartphone

Tyler Durden's picture





 

Look up the phrase "inflection point" - it will be the most hated phrase by all those who day after day repeat that there is now way AAPL can ever drop because its "forward multiple is low" (hint: forward multiples are simply functions of forward earnings, and once the fadness and coolness of a memo, no matter how infectious in the past, is gone, so are "forward earnings', especially once the sellside behavioral finance lemmings crew takes the machete to their Price Targets and has to justify why it has been massively wrong... and also for those who have a calculator, calculate how many years of dividends $100 billion in cash funds before the cash hoard also runs out).

From Reuters:

Samsung Electronics' Galaxy S3 became the world's best-selling smartphone model last quarter, pushing aside Apple Inc's iPhone, which has dominated the chart for more than two years, research firm Strategy Analytics said on Thursday.

 

Strategy Analytics estimated Samsung sold 18 million S3 models in the third quarter, compared with iPhone 4S sales of 16.2 million.

 

Strong sales of the flagship Galaxy S3 - which comes with a large 4.8 inch touchscreen - helped Samsung post a record $7.3 billion operating profit in the July-September quarter.

 

"Samsung's Galaxy S3 has proven wildly popular with consumers and operators across North America, Europe and Asia," said analyst Neil Mawston, adding the new iPhone 5 would likely reclaim the top spot for Apple in the current quarter.

We realize that this unpleasant datapoint means adding insult to AAPL permabull injury. So be it.

 


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Thu, 11/08/2012 - 12:19 | Link to Comment GolfHatesMe
GolfHatesMe's picture

Who doesn't want that second video clip for your business trip?

Thu, 11/08/2012 - 12:22 | Link to Comment SeverinSlade
SeverinSlade's picture

Not very confident investing in a company near its all time highs (well not anymore) that derives almost 100% of its profits from 2 products that are essentially the same thing.  Check that, now that we have the iPad mini, that's three products that are virtually identical excluding size and the ability to place phone calls.

What am I saying though, the iTV is on the horizon. 

Thu, 11/08/2012 - 12:37 | Link to Comment mick68
mick68's picture

The rotten apple has hit the ground.

 

 

*Applause, cheers*

Thu, 11/08/2012 - 13:00 | Link to Comment Manthong
Manthong's picture

Mickie D’s might want to lose the hot apple pie for some of this:

http://www.ifood.tv/network/easy_korean_dessert/recipes

Thu, 11/08/2012 - 13:14 | Link to Comment derek_vineyard
derek_vineyard's picture

my son looked at all the current phones based on value and bought the samsung galaxy nexus because it had googles latest operating system, high resolution screen and all other features of any state of the art phone----purchase price new in box $299

windows phones aren't bad either---cell phones are a commodity---just like a laptop     remember apple was the desktop/laptop trendsetter a few decades ago only to reduced to have a fringe following

 

Thu, 11/08/2012 - 13:59 | Link to Comment redpill
redpill's picture

When I read this article a few months back, I knew the iPhone was done: http://www.androidauthority.com/iphone-galaxy-s3-switch-free-easy-phone-sync-app-96888/

 

Plus the iPhone 5 has a new connector, which means you would have to buy adapters for your old docks or devices.  Well if you're going to make people do that anyway, suddenly they start thinking about alternative phones as well.

 

Not to mention that iTunes was never particularly user friendly, which is a surprise coming from Apple.  It's bloated and clunky, and provides such a starkly frustrating experience compared to the relative elegance of the iOS platform.

The iPhone 5 will be the their last gasp of being at the top of the heap.  when the Galaxy S4 comes out next year, good night sweet prince. 

Thu, 11/08/2012 - 14:39 | Link to Comment Zero Govt
Zero Govt's picture

I don't think Apple has any ambition, or should have, to be the No.1 volume selling unit

this is Toyota Corolla versus BMW 3 Series.. a battle that just ain't happening

Apple have shaped the entire tek-space for the past 20 years of epic growth ..I can't see anything in their also-ran, copy-cat competition that's threatening that lead or their Tek-King crown

the ever more behind Microshite (selling lemons for 20 years) and ever more desperate GOOn squad (now selling, sorry giving-away zombies) are laughable

Thu, 11/08/2012 - 14:49 | Link to Comment redpill
redpill's picture

You must live in Washington or Colorado because you're smoking something.  Apple only came into it's own within the last decade, before that they were a quirky tech company with overpriced products that got buried by the big boys.  Mobile is the only reason they are what they are today, and now they are losing their edge.  

Your "Toyota vs BMW" comment is laughable Apple fanboyism.  The Samsung products are already equal, if not exceeding in technological sophistication, not to mention other competitors such as HTC.  Those companies are still charging full bore with substantial innovations.  What do we get from Apple?  The inconvenience of a different plug and one more row of icons.  Ridiculous.

 

Thu, 11/08/2012 - 16:35 | Link to Comment cranky-old-geezer
cranky-old-geezer's picture

 

 

Amusing how much money people waste on these toys.

I have a 5 yr old 2G Razr V3, no data package, just a freikin phone.  Texting was blocked til this month when I enabled it for business reasons, some people like texting rather than calling.

No internet in the house so I found a 3G android phone on ebay with $25 / mo grandfathered prepay unlimited data plan for a hotspot so I can do internet at home and on the road with my 3 yr old HP mini.  Yea it's slow but I'm not streaming freikin movies, use 3 - 4 gb / mo thereabouts.

Between the two I spend $75 / mo.  3G phone was $60.  HP mini from ebay was $280.  That's all I've spent on this stuff in 5 yrs, and the Razr was free with a 2 yr plan that ran out 3 yrs ago, I can go to any carrrier any time.

Thu, 11/08/2012 - 19:01 | Link to Comment Enslavethechild...
EnslavethechildrenforBen's picture

AAPL is going down

Question is, should you put on your hard hat or a parachute?

I'm getting out of the fucking way, I'll maybe look at it when it gets down to a hundred bucks a share...

Thu, 11/08/2012 - 22:04 | Link to Comment GetZeeGold
GetZeeGold's picture

 

 

We're number two.....we're number two!!!!

Thu, 11/08/2012 - 16:21 | Link to Comment Jake88
Jake88's picture

The only moat apple has is people who think like you. Once the herd changes direction it is good bye apple.

Thu, 11/08/2012 - 14:28 | Link to Comment SoCalBusted
SoCalBusted's picture

I'm seeing a shift too.  My oldest two kids are on iPhones.  The youngest one (12 years old) could care less, but has told me how cool the S3 is.

Thu, 11/08/2012 - 14:32 | Link to Comment Zero Govt
Zero Govt's picture

oh dear, another parent hed-fkd into listening to his kids advise

does he tell you how to drive too?

Thu, 11/08/2012 - 17:09 | Link to Comment SoCalBusted
SoCalBusted's picture

It's not advice, it's call listening to what the market is telling you.  In case you haven't checked, the market for mobile devices is not a bunch of old, cranky white guys.

Thu, 11/08/2012 - 13:09 | Link to Comment markovchainey
markovchainey's picture

"Applesauce" ... cheers! 

Thu, 11/08/2012 - 12:52 | Link to Comment Turin Turambar
Turin Turambar's picture

iTV will be worth a look.  Currently, I've got a Sony Google Box with a built in BlueRay player that is amazing.  I think it was less than $200.

Thu, 11/08/2012 - 12:58 | Link to Comment syntaxterror
syntaxterror's picture

The 27 inch iMac is $1800 so a 46-inch iTV should run about $3000. Should have no problem selling millions with ZIRP firmly in place.

Thu, 11/08/2012 - 13:21 | Link to Comment ParkAveFlasher
ParkAveFlasher's picture

iTV ... now what could it possibly do that xBox, Sony, Samsung et al can't already get a TV to do? 

Where do you get that price point of $3000 from? 

To me the price point would be a wireless  HDTV + wireless blu ray + motion sensitive game system with browser.  For $3000 I better get superior proprietary access to superior proprietary visual content.

Thu, 11/08/2012 - 13:33 | Link to Comment Coldsun
Coldsun's picture

iPorn

Thu, 11/08/2012 - 13:37 | Link to Comment machineh
machineh's picture

iPoon

Thu, 11/08/2012 - 19:45 | Link to Comment inevitablecollapse
inevitablecollapse's picture

can I get one of those on my EBT card?

Thu, 11/08/2012 - 13:01 | Link to Comment Dre4dwolf
Dre4dwolf's picture

No one is going to pay 5000 for a 30" deformed retro TV using last years technology.

 

Then again, there are a lot of stupid people out there that buy into trendyness.

 

People will rush in in droves to own an "Apple Tv"

Samsungs TVs freaking scan you Iris and recognize body language.... apple has a lot of catching up - to do, Microsoft is even 10 years ahead of them in R&D... everyone is.

Apple still hasn't even implemented OLED tech into anything.... still using standard old-fashioned LCD tech.

Apple is in a dangerous position because people buy into the "brand" and "look" of the product, it doesn't give them wiggle room to move into any other look or style, which means once they hit a peak buyer/audiance there is no room for them to grow and they will start to contract as their lack of technology and inovation in favor of trendy artsy crap/looks starts to bite them in the ass.

Thu, 11/08/2012 - 14:07 | Link to Comment Abiotic Oil
Abiotic Oil's picture

Apple is a consumer company now.  They became that based on the ease of use of their OS but now other comapnies have caught up with them.  OSX was an amazing leap forward.

I drove ProTools professionally for many years and it used to be you really had to run it on a Mac to get it to work.  Not anymore, PC's are fine and Apple has seriously screwed up their relationship with Digidesign/Avid.  For those unfamiliar with it, pretty much every album you have and audio from movies you have seen from the last 10-15 years was done on ProTools.  Macs got dragged along for the ride on that out of necessity.  Not anymore as PC's are good to go.  Apple screwed over their long time partners like Digi when they tried to capture the market with Logic, which they have now turned into a a piece of shit as well.

I now also do video work and Apple has also screwed the pooch with the latest Final Cut Pro.  It is a total joke.  I had to upgrade to it to be able to access the new cameras that use memory cards instead of miniDV.  When it is time to upgrade again at work I will either totally bail on Macs altogether or go back to Adobe software.

Apple also constantly breaks software with OS upgrades, forcing one into a series of often unwanted upgrades just to get your tools working.  My ProTools HD rig is frozen in time with 2005 versions of all software and I will never upgrade it as it would run into probably about $30k to make all the plugs and shit work.  It works just fine as it is, if it ain't broke don't fix it.

Point being, a company that used to specialize in making tools for professional media creators (and has totally screwed that market over) is now spitting out consumer iCrap that lost its innovative edge about 3 generations ago.  And without a visionary like Jobs to lead them forward... Look out below.

Thu, 11/08/2012 - 15:11 | Link to Comment redpill
redpill's picture

I think Apple TV will bomb.  Television is very different media than mobile devices and it has different consumers.  People don't want to interact with their TV, they just want the freaking game on, they want their TV to be fucking giant, and they want it to look damn good.  TV is not hip or trendy, and Appledorks can't take a TV to Starbucks with them.  High-end TV consumers would probably rather have a non-interactive TV that was 20 inches larger than have whatever goofy features that AppleTV will sport.

Thu, 11/08/2012 - 15:45 | Link to Comment smiler03
smiler03's picture

I agree. High Definition is very well entrenched and has no viable replacement for years to come. An iTV with a retina display wouldn't give you a superior TV or video picture. So what benefit could an iTV give the consumer? A bloody big phone with video conferencing? 

Samsung already have smart TVs too so it would seem that Apple would be the ones pursued for patent violations for a change. Most importantly is your point about Appledorks. What could their iTV post on Facebook automatically? That they're sneakily watching scat gay midget porn at home whilst the viewer motion detector is going berzerk?

And all this for more than the price of every other igadget made added together.

Thu, 11/08/2012 - 18:15 | Link to Comment Agent P
Agent P's picture

"and Appledorks can't take a TV to Starbucks with them"

This is the only thing you needed to list.  Ever notice most iPhone cases have a hole cut in the back to display the logo?  Ever notice people that take their iPads out at restaurants, lay them on the table, but never turn them on?  Ever notice how many people you see with their white headphones just hanging out of their shirt (i.e., not in their ears)?

Apple products (for whatever reason) are status symbols...and you can't carry a fucking TV around with you.  It will fail.

Fri, 11/09/2012 - 08:46 | Link to Comment e-recep
e-recep's picture

every inch counts. size does matter.

Thu, 11/08/2012 - 12:58 | Link to Comment Silver Kiwi
Silver Kiwi's picture

I have a Samsung Galaxy Note, my wife a Galaxy Y; we have 3 Samsung Smart TV's and an 8.9" tablet. All running non proprietary open systems. All great technology and all great at the jobs we ask of them.

We also have an iPod and iTunes which has locked our music up to such an extent that I'm about to take on the task of reconverting all my 100 GB of iTunes music back to mp3 format & ditch iTunes.

Apple today is what IBM mainframes were to computers 20 years ago and Microsoft s/w 10 years ago. The big swinging dick in the market that thought it could lock everyone up with their proprietary product set. Sorry, I'm not buying it...

Thu, 11/08/2012 - 13:08 | Link to Comment Stoploss
Stoploss's picture

Yeah, but you cant talk on an ipad mini.

Does it have a stylus?

Do i give a shit??

 

NO.

Thu, 11/08/2012 - 12:57 | Link to Comment GraveyardSpiral
GraveyardSpiral's picture

When are these getting handed out?

Thu, 11/08/2012 - 12:24 | Link to Comment TruthInSunshine
TruthInSunshine's picture

This phone is probably made at Foxconn, on the same assembly line, as the iPhone.

All the same shit, with different logos.

Apple's vastly shortened planned obsolescence cycle (e.g. Lightning Dock) is pissing off even its core base.

Apple has been subsidized by the cell companies for a long time, also. Let's see what happens when they no longer consider Apple as the linchpin that drives contracts.

Thu, 11/08/2012 - 12:59 | Link to Comment syntaxterror
syntaxterror's picture

Why can't JobsCo just use microUSB as mandated by the EU and used by every other phone maker?

Thu, 11/08/2012 - 13:42 | Link to Comment machineh
machineh's picture

Cuz proprietary Lighting-to-micro-USB adapters that cost <$1.00 to make sell for $19.00. Sweet!

http://store.apple.com/us/product/MD820ZM/A/lightning-to-micro-usb-adapter

Plus they have a chip in them that could fail. Better buy two!

Thu, 11/08/2012 - 12:23 | Link to Comment HelluvaEngineer
HelluvaEngineer's picture

Quick - add another row of icons, boys!

Thu, 11/08/2012 - 12:22 | Link to Comment kito
kito's picture

but wait, i thought increasing the size of its smallest touchscreen and decreasing the size of its largest touchscreen was a sure sign of innovation!!!

 

THE APPLE HAS BEGUN TO ROT..........

Thu, 11/08/2012 - 12:25 | Link to Comment Spastica Rex
Spastica Rex's picture

How are you faring, Kito?

Thu, 11/08/2012 - 14:45 | Link to Comment kito
kito's picture

hey spas, well the hurricane didnt do too much to our area except create power outages and gas lines.............and my guy gary johnson didnt win................i was up all night waiting for his numbers to rise above the 1-5 percent range..............didnt happen.............aside from that all is status quo.................................

Thu, 11/08/2012 - 15:42 | Link to Comment kito
kito's picture

and spas, are you hunkering and bunkering at an accelerated pace post obama win???....................

Thu, 11/08/2012 - 16:49 | Link to Comment Spastica Rex
Spastica Rex's picture

Well, I just put my snow tires on. I also bought 25 lbs of buckwheat groats the other day. It's going to be cold in the mountains of North East Oregon this weekend I hear, and I'm headed there.

In one limited sense I'm glad BO won (which I was not predicting) because I have a long standing bet with some educator guys and gals that BO is going to can Arne Duncan as Sec of Ed this second term.

http://dumpduncan.org/

 

Thu, 11/08/2012 - 16:54 | Link to Comment kito
kito's picture

nice....mountains of northeast oregon.....sounds peaceful....you have a cabin tucked away there?......hadnt thought about buckwheat groats..........may have to add that to my list............................im just waiting for a president to disband the entire dept of education...............sadly, more and more federal money is being spent at the dept of ed...... and yet american students are falling more and more behind in international test scores...............

Thu, 11/08/2012 - 17:32 | Link to Comment Spastica Rex
Spastica Rex's picture

Well, I don't have a cabin, but someone I know does. I'm poor, remember?

As for the test scores, don't put too much stock in those. Federal ed policy wonks and corporate profiteers hold them up like a red cape in front of a bull, it gives them control. Ed reform is a perfect symbiotic relationship of corporate and government power.

The real travesty is that our kids are being taught to be little identical, dependent, consumer robots. Of course McDonald's would be able to run our pathetic public schools much more cheaply.

McLearning: I'm lovin' it!

Thu, 11/08/2012 - 12:31 | Link to Comment SeverinSlade
SeverinSlade's picture

Didn't you see that one commercial where they show how they innovated the ear phones?  I mean, they're onto something.  Our ears aren't round so why are ear phones?  That right there is genius and fully supports the $1000+ price target.

Thu, 11/08/2012 - 12:40 | Link to Comment resurger
resurger's picture

MDB is buying the top, and selling the bottom.

 

Thu, 11/08/2012 - 12:43 | Link to Comment SeverinSlade
SeverinSlade's picture

So MDB is really Whitney Tilson?

Thu, 11/08/2012 - 18:28 | Link to Comment Agent P
Agent P's picture

I like the one I saw last night for the iPad Mini...regular iPad and iPad mini playing a piano duet.  I know they were trying to show off the size difference and demonstrate that it functions the same as the original, but my takeaway was that the size difference was negligible and that it doesn't do anything new...not exactly strong selling points for the upgrade fanboys being made fun of in the Samsung commercials (which I think are hilarious).

Thu, 11/08/2012 - 13:03 | Link to Comment syntaxterror
syntaxterror's picture

Actually, they continue to innovate. For example, the just introduced a very nice anti-glare technology on the new line of iMacs.

Thu, 11/08/2012 - 13:46 | Link to Comment machineh
machineh's picture

They didn't make that.

Seriously. Anti-reflective glass is made by G-tech Optoelectronics in Taiwan.

Thu, 11/08/2012 - 12:22 | Link to Comment JustPrintMoreDuh
JustPrintMoreDuh's picture

If ever there was a sign of the Apocalypse ... 

Thu, 11/08/2012 - 12:32 | Link to Comment Unprepared
Unprepared's picture

Apple was the reason Man was kicked out of Heaven. Will it also be the reason we get kicked from Earth?

Thu, 11/08/2012 - 12:35 | Link to Comment SeverinSlade
SeverinSlade's picture

You may be onto something.  I have to fight back vomiting every time some iRetard upgrades their idevice they've had for 10 months.

Thu, 11/08/2012 - 12:41 | Link to Comment TruthInSunshine
TruthInSunshine's picture

There's an even larger problem: Saturation is making Apple uncool. Everybody walking around Walmart has Apple products. Their products no longer give off the edgy, rebellious, hipster vibe, but are actually conformity commodities, now.

It's going to get to the perception point where bearing Apple iGadgets will seem poser-ish.

Thu, 11/08/2012 - 12:45 | Link to Comment SeverinSlade
SeverinSlade's picture

I felt that way about Apple like four years ago.  People walking around, acting as if flashing the Apple logo meant something.

Thu, 11/08/2012 - 12:53 | Link to Comment Turin Turambar
Turin Turambar's picture

The same can be said for tattoos, but I haven't noticed a drop in demand.

Thu, 11/08/2012 - 13:01 | Link to Comment TruthInSunshine
TruthInSunshine's picture

Tattoos have only recently hit peak hype with the release of a reality show.

Give it time. Demand for them will tank as surely as it did for Harleys once dentists started buying them.

Thu, 11/08/2012 - 13:10 | Link to Comment SeverinSlade
SeverinSlade's picture

Tattoos don't require a $200-500+ fee for every increasingly shorter product cycle.

Thu, 11/08/2012 - 15:13 | Link to Comment DollarMenu
DollarMenu's picture

Just a willingness to permanantly consider your body as a freeway overpass or a boxcar.

Thu, 11/08/2012 - 14:50 | Link to Comment Wannabee
Wannabee's picture

Bingo @Truth

Davis Love III has an HD. Say no more.

Thu, 11/08/2012 - 16:41 | Link to Comment TruthInSunshine
TruthInSunshine's picture

Really? Damn, it's worse than even I imagined.

Thu, 11/08/2012 - 12:24 | Link to Comment catacl1sm
catacl1sm's picture

To be fair, there were probably less 4S sales due to the expectation of the iPhone 5. I'm not Apple fanboi, and I have a S2, but I like to be objective. This article is just as misleading as the shit the comes out about great BLS numbers in MSM. You're better than this ZH, so be better.

Thu, 11/08/2012 - 12:29 | Link to Comment SheepDog-One
SheepDog-One's picture

Live by the hype, then die by the hype. Thats all.

Thu, 11/08/2012 - 12:30 | Link to Comment SeverinSlade
SeverinSlade's picture

Given that Apple's most recent earnings had a pretty major miss in iphone and ipad sales, I think the article is pretty fair and accurate.

The primary point is, the iphone used to be THE phone to own.  Same with the ipad.  Now?  Not so much.

Thu, 11/08/2012 - 13:50 | Link to Comment Coldsun
Coldsun's picture

Yeah well I was anti-iPhone before it was cool. Still sporting my original Droid X...

That also might be due to the fact that I have an unlimited data plan and if I switch phones Verizon will put me on a tiered plan. Already used 24 GB of 3G data (typical) so tiered is out of the question.

Rebel Nerd.

Thu, 11/08/2012 - 12:31 | Link to Comment Dr. Engali
Dr. Engali's picture

Actually I know of several people who have been switching out of the iPhone and once our contract is up we will be too. Purely anecdotal I know, but true nonetheless.

Thu, 11/08/2012 - 12:33 | Link to Comment SeverinSlade
SeverinSlade's picture

My wife decided to buy the ipad a few weeks after she purchased the iphone.  I told her that the ipad was essentially the exact same thing except it was bigger, faster, but couldn't make phone calls.  She purchased it anyway.  After taking literally 2 steps out of Best Buy, she starts laughing her ass off and turns around, walks back in, and returns it.

Thu, 11/08/2012 - 12:41 | Link to Comment EscapeKey
EscapeKey's picture

Um... no.

I have smartphones and tablets, and you most certainly don't use them that interchangably.

Anyway, I don't know why your wife found that funny. She just wasted everyone's time, including hers.

Thu, 11/08/2012 - 12:47 | Link to Comment SeverinSlade
SeverinSlade's picture

Who was suggesting that?  A laptop and a desktop are essentially the same thing but obviously they aren't used in the same way.

Point is, the ipad is a larger version of the iphone.  Few people that buy ipads actually use them to their potential.  Most people I see use them to read books, play angry birds, or check their facebook. 

Thu, 11/08/2012 - 13:18 | Link to Comment EscapeKey
EscapeKey's picture

You're basing that on the technical specs. Yes, based on A5/6 chips, with SGX554/543MP4's inside, technically, they are very similar. But that's like saying a wooden toothpick and a garden fence post are essentially the same thing, as it's just a question of scale.

One is mainly meant to take phone calls, and one is meant for administrative/entertainment purposes.

Thu, 11/08/2012 - 13:28 | Link to Comment SeverinSlade
SeverinSlade's picture

Precisely.  So the ipad is essentially a $500-800 toy that provides a larger screen than the iphone to play with.

Thu, 11/08/2012 - 14:08 | Link to Comment Sokhmate
Sokhmate's picture

I can relate to SeverinSlade's wife laughing at the ipad. I did the same. You see, when I first held the ipad, I raised it to my ear to see how it feels to use it as a phone. I laughed hysterically at the size (too big to hold comfortably as a phone). But I laughed even more, to the point of tears, once I discovered you cannot actually make phone calls with it.

Thu, 11/08/2012 - 16:23 | Link to Comment smiler03
smiler03's picture

Skype for iPad. A free app. (I don't own a single crapple product, nor do I aspire to)

Thu, 11/08/2012 - 16:39 | Link to Comment debtandtaxes
debtandtaxes's picture

I can do all the same admin/entertainment on my iphone -without paying $500+ for a bigger screen. I still cannot believe that people waste their $$ on Ipads. And I cannot believe that most of the people i know who own them - use them to keeps their small kids occupied so they don't have to parent! 

If anyone feels the need to blow $500 kindly just deposit it into my bank account! I'll even send you a 1 oz. silver maple leaf in thanks. And in a few years it'll likely be worth the $500 bucks you sent me!

Thu, 11/08/2012 - 13:05 | Link to Comment syntaxterror
syntaxterror's picture

I totally agree. I have a 3.5" iPhone, a 4" iPhone, an 8" iPad and a 10" iPad. And they're not interchangle at all. Each device is specifically tailored to a certain range of activities.

Thu, 11/08/2012 - 13:13 | Link to Comment TruthInSunshine
TruthInSunshine's picture

Your 8" iPad and 10" iPad are geared towards different activities?

Really?

Thu, 11/08/2012 - 13:22 | Link to Comment nope-1004
nope-1004's picture

Ya, 8" on Tuesday, 10" on Wednesday.  Every other day it's a toss-up.

 

Thu, 11/08/2012 - 14:11 | Link to Comment Ned Zeppelin
Ned Zeppelin's picture

I asked my wife if there was a difference between 8" and 10" and she said being married to me she would have no idea.

Thu, 11/08/2012 - 14:36 | Link to Comment azzhatter
azzhatter's picture

my wife always preferred the 10". Guess that's why she was never home

Thu, 11/08/2012 - 18:58 | Link to Comment Sokhmate
Sokhmate's picture

She must be constantly excited.

Thu, 11/08/2012 - 13:31 | Link to Comment EscapeKey
EscapeKey's picture

You can carry 7" tablets around with you in your pocket if you wish, though I chose the Galaxy Note 2 instead.

Thu, 11/08/2012 - 13:36 | Link to Comment SeverinSlade
SeverinSlade's picture

iphone left pocket, ipad mini right pocket. 

Thu, 11/08/2012 - 12:47 | Link to Comment I Am Not a Copp...
I Am Not a Copper Top's picture

I call BS.  No way Best Buy would have taken that thing back.

Thu, 11/08/2012 - 12:36 | Link to Comment Unprepared
Unprepared's picture

Apple is a great Tech Design company. The action of its stock price is more of a function of Fed policies, to momo traders on a second degree and less to do with the company's fundamentals.

 

Even ignoring all the mispricing of the market as a whole, comparative ratios may price AAPL at $100-$200 all things being equal.

Thu, 11/08/2012 - 14:50 | Link to Comment dugorama
dugorama's picture

Sorry, no.  not while they're paying the $10 dividend.  Under the current market yield environment, it cannot fall below about $400 - people are willing to own much bigger pieces of caca for 2.5% yield.

Thu, 11/08/2012 - 12:41 | Link to Comment earnyermoney
earnyermoney's picture

I bought a 3GS when my phone contract expired a year ago. Reason? .99 price. I did not update to iOS 6 because I knew the one app I use all the time, maps, would suck. I think the article is wrong on it's bet that iPhone 5 will surpass S G3. As long as maps in iOS 6.x is crappy, people will seek other alternatives when their contract expires. I know I will a year from now if Apple's maps in iOS still suck.

I can see why Mr. Cook fired Forstall for failing to own up for his failures to their loyal customers.

iOS 6.0.1 is out, I've yet to check the forums to see if there are any improvements in maps.

Thu, 11/08/2012 - 13:15 | Link to Comment TheCanadianAustrian
TheCanadianAustrian's picture

I'm a Galaxy S3 user, and don't own a single Apple product.

But you're exactly right. This "top spot" award given to Samsung is purely explained by the fact that the iPhone 5 came out during the quarter, causing a split in sales between the 4s and the 5, and the Galaxy S3 came out in the previous quarter. The iPhone 5 will most likely reclaim its "title" this quarter.

Agreed, ZeroHedge. Please resist the temptation to spin the numbers to suit your anti-Apple agenda (an agenda that I happen to agree with, BTW).

Thu, 11/08/2012 - 12:25 | Link to Comment HD
HD's picture

Samsung is a better product, more features with a lower price. Seems consumers figured that out.

Thu, 11/08/2012 - 13:07 | Link to Comment syntaxterror
syntaxterror's picture

iSue.

Thu, 11/08/2012 - 12:25 | Link to Comment Buckaroo Banzai
Buckaroo Banzai's picture

Apple's strategy of maximizing profit margins means that they will NEVER be a market share leader-- by definition. They prefer to be the profit share leader.

Samsung's genius has been to recognize and fully exploit this fact. Where Apple offers a very narrow array of products, Samsung offers an incredibly wide array of products. Where Apple offers "good enough" hardware features, Samsung offers "state of the art" hardware features. Where Apple is careful to control every aspect of its software and hardware, Samsung is happy to focus on hardware and leave OS development to Android. Where Apple carefully cultivates a narrow, yet incredibly loyal, customer base, Samsung is happy to target different products to the widest array of customer segments it can manage.

 

 

Thu, 11/08/2012 - 12:27 | Link to Comment TruthInSunshine
TruthInSunshine's picture

Samsung killed Sony, the former King Kong-ain't-got-nothing-on-me, and is now dialed in on Apple.

Thu, 11/08/2012 - 12:50 | Link to Comment Buckaroo Banzai
Buckaroo Banzai's picture

You can't compare Sony and Apple. Sony has been colossally dysfunctional for at least 15-20 years now. About 10 years ago, in a previous life, I worked as a vendor to Sony. Holy shit were they a fucked up organization back then, and it was obvious that it had been fucked up for a good while before I got there.

Samsung is smart. They realized they could take Sony head-on and crush them. They are not taking Apple head-on, rather, they have quite intelligently put themselves into a complementary position to Apple.

Thu, 11/08/2012 - 15:45 | Link to Comment kito
kito's picture

you cant maximize profit when your product becomes run of the mill......................apple is done............they are flat out of ideas............their revolutionary product is no longer revolutionary..................wow, their latest ipod innovation has been to make them more colorful!!!......................done.........done.............done.....................

Thu, 11/08/2012 - 16:36 | Link to Comment Spastica Rex
Spastica Rex's picture

Does the iPhone have an FM radio? Or a microwave?

See.

Thu, 11/08/2012 - 16:45 | Link to Comment debtandtaxes
debtandtaxes's picture

Steve Jobs was alot of a****hole, but man he knew what consumer wanted and pushed his company to produce a better version and then mass-marketed with genius. When the Apple board pushed him out in the 80's he came back and proved his worth with the Ipod. Then the Iphone. Then the Air. The original releases of those products were awesome. And the sales proved it.

And now Apple can't get him back. Now, Apple will die - the same trajectory it started the first time.

Thu, 11/08/2012 - 16:32 | Link to Comment NidStyles
NidStyles's picture

Apple today is Sony from the early 90's. It's just the start of the slide into tech oblivion. 

Thu, 11/08/2012 - 12:50 | Link to Comment slaughterer
slaughterer's picture

Samsung should merge with Amazon.  That would be a Godzilla monster of a company.  

Thu, 11/08/2012 - 13:00 | Link to Comment Buckaroo Banzai
Buckaroo Banzai's picture

LOL, that's funny. AMZN is one of the highest P/E, lowest margin companies in existence. Samsung would be better off flushing all their cash down the toilet, same result but a lot less trouble.

Thu, 11/08/2012 - 13:08 | Link to Comment syntaxterror
syntaxterror's picture

Yep. Once the internet sales taxes become enforced state wide and Wal-Mart and other giant retailers begins price matching AMZN on the spot, look out below.

Thu, 11/08/2012 - 12:27 | Link to Comment Spastica Rex
Spastica Rex's picture

How is Bang & Olufsen doing these days?

Thu, 11/08/2012 - 12:39 | Link to Comment EscapeKey
EscapeKey's picture

Actually, their business performance is improving. They were in dire straits through 2008-2009, but turned the ship around.

But then, a concentration of wealth at the top is probably a catalyst to their business plan.

Thu, 11/08/2012 - 12:40 | Link to Comment Buckaroo Banzai
Buckaroo Banzai's picture

Apple's strategy relies on them developing paradigm-shattering products every 3 or 4 years. When they stopped doing that in the mid-80s, they almost collapsed 10 years later.

Jobs saved the company with the iPod, then the iPhone, then the iPad. The iPad was what, 3 years ago? They need to come up with their next product FAST.

The fact that the company has never proven it can do this without Steve Jobs is... potentially troubling.

If the new Apple TV is a bust, and they don't have something else waiting in the wings, look out below.

Thu, 11/08/2012 - 12:42 | Link to Comment EscapeKey
EscapeKey's picture

Don't forget the introduction of the iMac, back when all PCs were beige boxes.

Thu, 11/08/2012 - 12:55 | Link to Comment Buckaroo Banzai
Buckaroo Banzai's picture

The iMac was an evolutionary, not a revolutionary, product. But it was brilliantly executed and bought them enough time to save Apple's bacon. It was the iPod that transformed Apple.

Thu, 11/08/2012 - 13:14 | Link to Comment syntaxterror
syntaxterror's picture

Really? Apple was the first to move from beige?

What about the purple SGI UNIX box below built in 1991?

here http://www.codeine.org/Archive/Babasses/SGI-Silicon-Graphics/indigo/SGI-...

Thu, 11/08/2012 - 13:22 | Link to Comment EscapeKey
EscapeKey's picture

SGI never were meant as consumer devices.

Thu, 11/08/2012 - 13:25 | Link to Comment Spastica Rex
Spastica Rex's picture

NeXT!

Thu, 11/08/2012 - 13:44 | Link to Comment EscapeKey
EscapeKey's picture

Again, a workstation rather than consumer device.

But this wasn't really my point. Consumer space was absolutely defined by beige boxes back around 2000. Sure, you could get colourful custom PC cases if you paid extra, but they did not define consumer space.

Thu, 11/08/2012 - 14:07 | Link to Comment Spastica Rex
Spastica Rex's picture

Well, the future was beige. Look at Star Trek, The Next Generation.

Glossy white was the Danish-Modern inspired future of Space: 1999, back in the 70s (and UFO, before that).

Go back further, and the future was burnt-orange, black, and aluminum.

Apple was smart becasue they recognized the value of Scandinavian minimalism outside of its role as the "look of the future."

Thu, 11/08/2012 - 13:26 | Link to Comment slackrabbit
slackrabbit's picture

How about the iBall - each of us have two of them.

The invoices are in the mail...

Thu, 11/08/2012 - 12:25 | Link to Comment pragmatic hobo
pragmatic hobo's picture

it's somewhat perplexing ... if you compare the cost of these smart-phones, with 2 year contract, they all, the good ones anyway, range between $99~$199 for maximum difference of $100. Then over the life of contract you pay same amount for data. At the end of contract however the resale value of iphone is much better than any android phone, certainly better than $100. So what's causing people to choose android phone over iphone?

Thu, 11/08/2012 - 12:31 | Link to Comment HelluvaEngineer
HelluvaEngineer's picture

Hmmm, could it be feature set and tons of free apps?

Thu, 11/08/2012 - 12:40 | Link to Comment Unprepared
Unprepared's picture

And more accurate maps. When I shout to my Samsung "Get me home". It does.

Thu, 11/08/2012 - 12:42 | Link to Comment resurger
resurger's picture

whats the application called, thats dope?

Thu, 11/08/2012 - 12:54 | Link to Comment Kalevi
Kalevi's picture

I had a cocker spaniel like that once, very usufull when drunk.

Thu, 11/08/2012 - 12:49 | Link to Comment tbone654
tbone654's picture

just not cool enough...

Thu, 11/08/2012 - 16:42 | Link to Comment smiler03
smiler03's picture

oops, sorry

Thu, 11/08/2012 - 12:26 | Link to Comment resurger
resurger's picture

YEAH!!!!!!!!!!!

Thats what i want to read!!!!

Thu, 11/08/2012 - 12:27 | Link to Comment philosophers bone
philosophers bone's picture

No worries.  File a motion for an injunction in U.S. court.  Get a U.S. court to award billions in damages.  Problem solved.

Thu, 11/08/2012 - 12:29 | Link to Comment jannewmx
jannewmx's picture

Cue the Apple fanatics claiming Samsung sales estimates are BS because Samsung only releases shipped figures. According to the fanboys, all those shipped Galaxy phones must be collecting dust in warehouses around the world.

Thu, 11/08/2012 - 12:37 | Link to Comment SeverinSlade
SeverinSlade's picture

I'm waiting on Apple suing Samsung over its sales figures, claiming that its sales figures violated a patent they own.

Thu, 11/08/2012 - 12:40 | Link to Comment Joe Davola
Joe Davola's picture

I'd check the GM dealers' lots first, they're good at hiding stuff in plain sight.

Thu, 11/08/2012 - 12:30 | Link to Comment slaughterer
slaughterer's picture

Knew the "forward multiple" argument would be demolished here with a sledge-hammer force.

Thu, 11/08/2012 - 12:31 | Link to Comment orangedrinkandchips
orangedrinkandchips's picture

I have one and I love it.

 

Battery life itself  has to be 3-4 times that of Iphone or my old HTC.....

 

Samsung, imho, has hit a grand slam with this....

Thu, 11/08/2012 - 13:30 | Link to Comment slackrabbit
slackrabbit's picture

Thats because its got the NVidea quad-core chip in it.

They found that increasing the number of cores drasitcally reduced battery drain.

Mulitcores can run at lower speeds for the same performance and can run cooler etc.

 

Thu, 11/08/2012 - 12:31 | Link to Comment slaughterer
slaughterer's picture

Finally, Europe closed.  Now we can rally.  

Thu, 11/08/2012 - 12:38 | Link to Comment catacl1sm
catacl1sm's picture

Or crash. It can go either way.

Thu, 11/08/2012 - 12:46 | Link to Comment slaughterer
slaughterer's picture

Not from my computer read-outs.  

Thu, 11/08/2012 - 12:34 | Link to Comment SheepDog-One
SheepDog-One's picture

QUICK all Roach Motel funds pile out of Apple and into the Samsung canoe! We got our whole year at stake!

Thu, 11/08/2012 - 12:33 | Link to Comment alien-IQ
alien-IQ's picture

A few months ago I recommended ZH to a friend. I spoke to him yesterday for the first time in a while and he mentioned that he no longer reads ZH. I asked why and he answered with a question: "Is there any successful company in the world that ZH doesn't hate"?

Today it occurs to me...that's a good fuckin question.

Thu, 11/08/2012 - 12:36 | Link to Comment SheepDog-One
SheepDog-One's picture

Aww that sure is a sad story. Tell your friend theres plenty of stock adoring whores on CNBC or Bloomberg all day long.

Thu, 11/08/2012 - 12:48 | Link to Comment alien-IQ
alien-IQ's picture

I think you miss the point. Is ZH's flat out across the board hatred any less biased that CNBC's flat out across the board adoration?

I love the market commentary here and the global economic analysis and many of the guest posts, but lets get real, when it comes to individual stocks, ZH seems to take great pleasure in ripping everyones heads off. There seems to be no business other than a few hedge funds (which is ironic) that ZH has ever referred to with anything but utter disdain. At least none that I can think of. Bias is bias...it doesn't matter which side of the fence you're on.

Thu, 11/08/2012 - 13:01 | Link to Comment fonzannoon
fonzannoon's picture

They were all for Chesapeake energy if my memory serves correct.

Thu, 11/08/2012 - 13:57 | Link to Comment Coldsun
Coldsun's picture

The other day it seemed as though no one ripped Sturm Ruger and Smith & Wesson as charts of their success were posted. They are pretty big and iconic.

Thu, 11/08/2012 - 15:28 | Link to Comment SheepDog-One
SheepDog-One's picture

So you actually believe that ZH just 'hates any stock that 'does well'? Apple is a pumped up fad, a reasonable valuation would be around $150 or so NOT this insane $700 a share....I think you just sound butt-hurt.

Thu, 11/08/2012 - 20:25 | Link to Comment Spastica Rex
Spastica Rex's picture

Lots of hurt butts the last couple days.

Thu, 11/08/2012 - 12:39 | Link to Comment jannewmx
jannewmx's picture

That has to be the stupidest reason for quitting a site. It's so stupid, I feel stupid commenting about it.

Thu, 11/08/2012 - 12:45 | Link to Comment Yen Cross
Yen Cross's picture

 I have a hunch the site quit his friend...

Thu, 11/08/2012 - 12:49 | Link to Comment Unprepared
Unprepared's picture

Alien is a serial rule-breaker.

1st, 2nd, 6th, 7th, and most importantly 8th rules of Fight Club not respected:

 

1st RULE: You do not talk about FIGHT CLUB. 
2nd RULE: You DO NOT talk about FIGHT CLUB. 
3rd RULE: If someone says "stop" or goes limp, taps out the fight is over. 
4th RULE: Only two guys to a fight. 
5th RULE: One fight at a time. 
6th RULE: No shirts, no shoes. 
7th RULE: Fights will go on as long as they have to. 
8th RULE: If this is your first night at FIGHT CLUB, you HAVE to fight.

Thu, 11/08/2012 - 12:51 | Link to Comment SheepDog-One
SheepDog-One's picture

I cant stand for someone just blatantly thumbing their nose at the Fight Club rules it will not be tollerated.

Thu, 11/08/2012 - 13:02 | Link to Comment alien-IQ
alien-IQ's picture

Seems to me that the only rule being followed here is "don't criticize the club".

Thu, 11/08/2012 - 15:29 | Link to Comment SheepDog-One
SheepDog-One's picture

Oh pull the broom handle out of your ass alien-IQ.

Thu, 11/08/2012 - 12:58 | Link to Comment alien-IQ
alien-IQ's picture

I'm trying to be somewhat objective and not become part of some hive-mind colony which is what I sometimes sense here.

Collectively railing against collectivism is rather silly...don't you think?

Thu, 11/08/2012 - 13:08 | Link to Comment fuu
fuu's picture

"Collectively railing against collectivism is rather silly...don't you think?"

No.

Thu, 11/08/2012 - 15:30 | Link to Comment SheepDog-One
SheepDog-One's picture

'Hive-mind colony'....such as the Cult of Apple? Get real.

Thu, 11/08/2012 - 13:38 | Link to Comment TroyPDX
TroyPDX's picture

It's so stupid I feel stupid for upvoting you for pointing out such obvious stupidity

Thu, 11/08/2012 - 12:39 | Link to Comment SeverinSlade
SeverinSlade's picture

Does ZH hate Apple?  I don't think so.  I think what they and many of us hate is the fact that while Apple is a highly successful company, the obsession with AAPL stock is ridiculous.  Let's be real, until recently, Apple's market cap was greater than the market cap of the ENTIRE retail sector.  It was greater than the market cap of the ENTIRE semi-conductor sector.  It has a greater market cap than entire SOVEREIGNS.

Thu, 11/08/2012 - 13:11 | Link to Comment fonzannoon
fonzannoon's picture

I hate apple stock because i believe it is just a tool for the fed to control the market

Thu, 11/08/2012 - 13:35 | Link to Comment slackrabbit
slackrabbit's picture

I just hate their pompous pretentious ‘look at me, I wank in front of the mirror’ adverts!

If you have to buy that to gain some sense of self worth, you're clearly worthless.

 

(What is the one thing a man can search all his life for but never find? Self respect.)

Thu, 11/08/2012 - 23:29 | Link to Comment Notarocketscientist
Notarocketscientist's picture

What I hate are retarded brand groupies.   they are the lowest form of life on the planet

Thu, 11/08/2012 - 12:43 | Link to Comment somethingisrotten
somethingisrotten's picture

Bye Bye -  Adios - Au Revoir  Alien-IQ

Thu, 11/08/2012 - 12:44 | Link to Comment slaughterer
slaughterer's picture

Zh hates everything except bearish HF managers like Kyle Bass, Michael Burry, Hugh Hendry et. al., that is what makes ZH so loveable.  

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