Apple: Reality Bites, So Time To Sell

Friday, August 9, 2013

Recently (Thursday, 8/8), The Wall Street Journal had bad news about Apple (AAPL).

Their “Marketplace” section’s top article (Android Seizes Phone Market) presented Apple’s 3-year inability to grow iOS market share even as weaker competitors gave up gobs of it. The winner: Android-based phones, now with a quasi-monopoly of 80% market share, up from 25% three years ago. Apple? Stagnated at 15% to 20%, with the latest results below the bottom end of that range at about 13%.

The articles describe symptoms of a fundamental problem at work that portends lower earnings and profit margins in Apple’s future. The problem is the dreaded technology S-curve…

This article is published on SeekingAlpha.com


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