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As usual, most folks here (the same ones who love to mock the 'Street) fail to see the obvious...

Has the tablet market grown more or less than the iPad's sales growth?!?

If the iPad's growth is more than the general tablet market's growth = Apple is gaining market share;

If the iPad's growth is less than the general tablet market's growth = Apple is actually LOSING market share (even if their total sales numbers have gone up).

OK, now you can resume your smart and witty "Apple is doomed" attempt at sarcasm and "Wall Street is stupid" comments...

Actually, Apple doesn’t really care about global marketshare. They probably care about marketshare of the markets they have products in (i.e. $300-$900 tablets in the case of tablets), but not that much.

Apple cares that their products sell while making a profit. Apple care that their products are flourishing so that companies the world over (developers, gadgets makers, accessory mfg, etc.) get in on the action and bring ideas and products to their platforms. Apple cares about installed base and usage share. Apple cares about customer satisfaction, customer referral (ambassadors), customer retention.

Global market share is one metric. It’s not the least important data point, but in the eyes of Apple it certainly isn’t the most important.
 
And the other day AAPL was downgraded to hold because some firm thinks iPhone sales are soft. These guys don't have a clue.

The scary thing is…. they probably DO have a clue. My theory is that the bloggers/pundits that downgrade and short Apple (contrary to the company's predicted stellar performance) are actually doing so to manipulate the stock price. They short the stock for a few days, then when it goes low enough, they (and their cronies as well as their clients) see a buying opportunity.

Buy low, sell high. Cha-ching! Stock manipulation by way of modern internet tech media. Sadly, the FTC and other fed regulators seem incapable of stopping this.
 
Poor people. Then again, poor people are not Apples target demographic as they provide sub standard down stream revenue.

Poor people are buying tablets (including iPads) to replace their dead $300 netbook or eMachine. Rich people are buying tablets as a companion to their $2,000 rMBP. That is why tablets were adopted so quickly.
 
As usual, most folks here (the same ones who love to mock the 'Street) fail to see the obvious...

Has the tablet market grown more or less than the iPad's sales growth?!?

If the iPad's growth is more than the general tablet market's growth = Apple is gaining market share;

If the iPad's growth is less than the general tablet market's growth = Apple is actually LOSING market share (even if their total sales numbers have gone up).

OK, now you can resume your smart and witty "Apple is doomed" attempt at sarcasm and "Wall Street is stupid" comments...
Yeah let's city lose market share to a Polaroid tablet does that even count?
 
Considering the quantity of devices sold, I'm pretty sure there are some poor people out there buying iPad.

True.

And to add to that…. I know of many "poor" (low-income bracket) people who have crappy financial priorities. They would rather spend on nice shiny bling, rather than invest on their kids, or even their homes, or their retirement, or essential things that matter more.

Kinda like someone who I used to work with… his wife said that they REALLY needed to hire a tutor to prevent their teenager from failing his classes. But he didn't want to spend money for a tutor so his son can do better in school.… he wanted to use that money for a nice shiny large screen HDTV instead! They earned a little bit better than minimum wage and they struggled some months to pay the rent on time. But hey, they are entitled to the latest-model huge HDTV right? :rolleyes:
 
As usual, most folks here (the same ones who love to mock the 'Street) fail to see the obvious...

Has the tablet market grown more or less than the iPad's sales growth?!?

If the iPad's growth is more than the general tablet market's growth = Apple is gaining market share;

If the iPad's growth is less than the general tablet market's growth = Apple is actually LOSING market share (even if their total sales numbers have gone up).

OK, now you can resume your smart and witty "Apple is doomed" attempt at sarcasm and "Wall Street is stupid" comments...

The metric that stock prices work off of are primarily current and future revenue. Wall street doesn't really care about innovation/tech per se except as a tool for changing revenue/profits now and in the future. Apple is making money hand over fist, and continues cranking out machines frantically. While the 5c might be a tad soft, the 5S is cranking along. And apple can barely keep up with retina iPad minis and airs. So your logic would work if there was a fixed pie and your slice got smaller, but if you slice while actually larger in area is relatively smaller because the pie got bigger, who cares, since you now have more trucks full of cash pulling up to your loading dock, more developers making stuff for your ecosystem and more people overall using your devices worldwide.
 
Who is buying their second or third iPad?

Lots of people.

I bought my third last quarter; Mini-Retina. My original iPad 1 is being used by my sister. These things are great and they last a long time. The market might saturate at some point. But I suspect we are several years away from that in the U.S. There is plenty of room for everyone who has an iPhone to have one or two iPads as well, a mini and a full size makes sense. Maybe one full size one at work as well.
 
As usual, most folks here (the same ones who love to mock the 'Street) fail to see the obvious...

Has the tablet market grown more or less than the iPad's sales growth?!?

If the iPad's growth is more than the general tablet market's growth = Apple is gaining market share;

If the iPad's growth is less than the general tablet market's growth = Apple is actually LOSING market share (even if their total sales numbers have gone up).

OK, now you can resume your smart and witty "Apple is doomed" attempt at sarcasm and "Wall Street is stupid" comments...

Apple don't care about market share. Only fanboys do.
Apple cares about revenues, and the more they sell, the more they earn, with they big margins ....
So they care about sales number, while fanboys care about market share to say "loooook ! Samsung/Microsoft is winning !".
 
Not surprised. Apple scored a home run this quarter as the iPad Air and rMini are fantastic devices. The Air finally eliminated the issue of weight from the full sized iPad line and the rMini brought the specs of that line up to par with the full sized iPads.

Unfortunately I purchased a 1st Gen Mini back in September. So I'll just keep this one for a while.
 
More proof than ever that Apple isn't doomed yet.

It seems easy for us to worry, since Steve Jobs left, but then we're on this forum, we're properly obsessed.

None of my friends with iPhones/iPads and even Macs have expressed doubt in Apple but to them, I guess, the face of Apple hasn't changed (the retail stores and the products).
 
Apple Store vs Microsoft Store on Black Friday-

microsoftstoreblackfriday.jpg
 
Seriously at this point who hasn't bought an iPad ?

Yeah, right! And what's the deal with all these car ads I keep seeing on TV? Seriously, who doesn't own a car at this point?

----------

Looks like the iPad will be a gateway for people that haven't jumped on the iPhone bandwagon yet.

I think you might have that backwards. Apple sells a lot more iPhones than iPads.
 
this boggles my mind. I still remember when the iPad was first released and analysts were projecting 15 million for the first YEAR (which would've been a great year). Now they're selling 25 million a quarter. Incredible. e
 
It's actually one less - had to return mine due to a shadowy line on the led-hand side of the screen :D
 
Has the tablet market grown more or less than the iPad's sales growth?!?

If the iPad's growth is more than the general tablet market's growth = Apple is gaining market share;

If the iPad's growth is less than the general tablet market's growth = Apple is actually LOSING market share (even if their total sales numbers have gone up).

Yes... the tablet market is growing. Apple is being outsold by an ever-growing number of tablets around the world. There's no denying it... there is a dizzying amount of tablets being pushed into the market. Therefore... Apple is losing tablet market share.

But what is the RESULT of Apple losing tablet market share? Anyone? Bueller?

People love to point out that the iPad is losing market share... but they don't say anything else after that. The story ends. Maybe market share isn't as big of a deal as they think.

Hell... look at the iPhone. It had only 12% of the smartphone market last quarter. 12% and falling, actually. Sounds horrible, right? But there are still developers who only make iPhone apps... accessory makers who base their entire companies on the iPhone... and so on.

And the same is true of the iPad.

So it doesn't look like Apple is affected by the loss of market share. If you build a successful product that gets people excited... it doesn't matter how you rank among everyone else.

And that last part is key... we're comparing Apple to everyone else combined. A single company versus multiple companies. Of course Apple's share won't look too good. But I don't think it matters.

Market share makes a great headline... but there's no compelling story after that.
 
Despite my disdain for iOS 7 (well, a lot of it, not all), the iPad Air is still a compelling product, with not many real challengers in the market (it's size, weight, and aspect-ratio combination actually make it somewhat unique).

Apple will ride this success for a while, especially because in this case they mitigated the small tablet space with the iPad mini.

This is contrary to the iPhone, which I think the one-size-fits-all approach is going to start showing chinks in Apple's armor unless they address it. Sales of larger-screened Android and WinPhone devices attest to there being a market for these; a market that Apple is ignoring completely.

This opens it up for customers like me, who A-B the products side by side, look at the competitor's product and go "whoa, wait a minute, this is nice. I can do that? And this? Sold!"

So, Apple is not going under anytime soon (if at all), but they have allowed their competition to catch up and steal customers away by not playing in a particular space. A wasted opportunity to absolutely DOMINATE.
 
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