Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 9, 2017 3:44:30 GMT -8
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Post by rickag on Jan 9, 2017 4:48:58 GMT -8
A lot of negative articles about Apple being written. The new iPhone killer is from Huawei according to the press.
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Post by artman1033 on Jan 9, 2017 4:57:00 GMT -8
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Post by longsince98 on Jan 9, 2017 5:46:31 GMT -8
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Post by PikesPique on Jan 9, 2017 6:47:36 GMT -8
Looks like we woke up. New 52 week high. Sweet!
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jan 9, 2017 6:51:08 GMT -8
The DOW is flirting with 20,000 as well. Perhaps today is the day.
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Post by dmiller on Jan 9, 2017 6:53:36 GMT -8
It's time!
"Wheeeee!"
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Post by mrentropy on Jan 9, 2017 6:58:19 GMT -8
Jumped on board and bought a good chunk of Feb 115 calls. Lets see where we go. (Also bought some FB calls)
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Post by dmiller on Jan 9, 2017 7:03:08 GMT -8
I have a SIM-less Huwai to do some Android development testing with, since last week.
I don't particularly like anything about it at all (currently running Android 6 and can be updated to 7).
I don't like the look, feel, shape, or design. The hard inconsistent edges and shape. The overall weight and feel. It's as large as an iPhone Plus, but doesn't have a dual camera (like the 7). It's thicker than an iPhone at the top edge section where the camera module is, but slightly thinner the rest of the way. The hard flat "edge" is thinner (to give an impression of overall thinness) but the body is not.
It has USB-C; comes with a bulky cheap wall charger and a couple of cables.
And I don't like Android.
So I don't see the "iPhone killer" part of this, no matter what the tech press says.
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Post by tuffett on Jan 9, 2017 8:57:32 GMT -8
There is no single device that is going to kill the iPhone. What Apple needs to be wary of is the consistent commoditization of smartphones in general. If they can get a "good enough" phone for $500 less than an iPhone, a lot of people are going to make the switch. I think Apple is aware of this and has a plan, as Tim Cook has mentioned many times that he can pull the pricing lever when he feels it's necessary.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,427
Member is Online
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Post by chinacat on Jan 9, 2017 10:48:15 GMT -8
There is no single device that is going to kill the iPhone. What Apple needs to be wary of is the consistent commoditization of smartphones in general. If they can get a "good enough" phone for $500 less than an iPhone, a lot of people are going to make the switch. I think Apple is aware of this and has a plan, as Tim Cook has mentioned many times that he can pull the pricing lever when he feels it's necessary. $500 is pretty big gap. I don't believe that many people who would be satisfied with a $200 phone were ever seriously considering an iPhone in the first place, but maybe I just don't have a good enough handle on what's available. I doubt that any Apple price would ever fall much below the SE.
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Post by mace on Jan 9, 2017 12:12:36 GMT -8
I think Apple would need to do something only when equivalent Android phone is less than 10% of iPhone price.
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Post by tuffett on Jan 9, 2017 12:55:21 GMT -8
There is no single device that is going to kill the iPhone. What Apple needs to be wary of is the consistent commoditization of smartphones in general. If they can get a "good enough" phone for $500 less than an iPhone, a lot of people are going to make the switch. I think Apple is aware of this and has a plan, as Tim Cook has mentioned many times that he can pull the pricing lever when he feels it's necessary. $500 is pretty big gap. I don't believe that many people who would be satisfied with a $200 phone were ever seriously considering an iPhone in the first place, but maybe I just don't have a good enough handle on what's available. I doubt that any Apple price would ever fall much below the SE. Most people aren't satisfied with the base memory iPhone, so add another $100 and it becomes a $300-400 phone in comparison with an $800 phone. There are some pretty good phones in that range. Of course an iPhone is better but that's a lot of money to save for many people. It's not yet an issue, as there seem to be plenty of switchers and the install base continues to grow at a healthy clip. Just something to watch out for. The more concerning issue at present is the lengthening upgrade cycle, which Apple can't do much about. Making great phones that last several years is good for the long term.
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Post by rickag on Jan 9, 2017 15:40:43 GMT -8
Nice day for AAPL defying the FUD
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Post by BillH on Jan 9, 2017 19:19:10 GMT -8
Unless there is data I'm unfamiliar with the reverse has been the history of Android - IOS. More switchers going to Apple then iPhone users switching to Android.
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Post by rob_london on Jan 10, 2017 0:32:22 GMT -8
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Post by tuffett on Jan 10, 2017 2:26:59 GMT -8
Unless there is data I'm unfamiliar with the reverse has been the history of Android - IOS. More switchers going to Apple then iPhone users switching to Android. This is not a known fact, as Apple only reports the switchers from Android to iOS and not the other way around. It's impossible to form a conclusion without both data points.
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Post by david on Jan 10, 2017 8:29:52 GMT -8
Unless there is data I'm unfamiliar with the reverse has been the history of Android - IOS. More switchers going to Apple then iPhone users switching to Android. This is not a known fact, as Apple only reports the switchers from Android to iOS and not the other way around. It's impossible to form a conclusion without both data points. There are at least four times as many android users as iPhone users. If the two OS's were "equal" there would be about four times as many android-to-iPhone switchers. What's difficult about this?
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Post by tuffett on Jan 10, 2017 9:04:13 GMT -8
This is not a known fact, as Apple only reports the switchers from Android to iOS and not the other way around. It's impossible to form a conclusion without both data points. There are at least four times as many android users as iPhone users. If the two OS's were "equal" there would be about four times as many android-to-iPhone switchers. What's difficult about this? Nothing difficult about it. We need to know the numbers from both sides to understand the whole picture. It's entirely possible that overall churn in the smartphone market has increased, meaning people from either platform are switching at increasing rates. This theory would support Apple's positive spin of all-time high Android switchers as well as the continually decreasing iPhone market share. But again, there is not enough information to form a confident conclusion. It's possible and perhaps even probable that there are more switchers from Android to iOS due to the lopsided market share. But keep in mind a huge percentage of the Android user base are on sub-$200 phones and simply can't afford to switch. It's really big-end Android and iOS that are competing with each other. The concern is that the overall net switchers from Android-iOS may start to slow and/or swing the other way if Apple can no longer justify a $400-500 price premium, as low-end Android becomes competitive enough in features with the current high end.
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