And now , for the definitive analytic thinking of Apple ’s quarterly results , we turn toa man ostracize from the securities manufacture by the SEC !
As you fuck , no tie-in for Henry Blodget — that ’s the Macalope ’s standing dominion for those who ’ve arrive at the jerktastic tallness he has — but this missive is style “ Here ’s The Chart That Should Scare The Heck Out Of Apple Investors … ” ( Tip o ’ the antlers toHarry Marks . )
Uh - huh . You bonk , by all rights , Blodget should burst into flames every sentence he stress to open his mouth about Apple .
Hmm . Come to think of it , the Macalope knows someFuries . He should talk to them about that .
Apple ’s weak quarter …
Bwa - wha - huh ? Which quarterly results wereyouwatching ? Apparently not the one where Apple “ fix raw marks for quarterly revenue and earnings . ”
In Henry Blodget ’s globe , “ Apple ’s rickety quarter ” is shorthand for “ iPhone sales were only huge or else of massive . ”
This weakness was most in all probability exacerbated by Apple ’s decision to move the release of the phone from June to September this year .
Assuming you ’re talking about the “ impuissance ” in Apple “ only ” embark 21 per centum more iPhones compared to the prior year — even without the welfare a new model — then yes . As a side banker’s bill , the Macalope truthfully did find it slimly lame of Apple to strain to charge this on rumors . This brownish and furry beast is no fan of the relentless barrage of ridiculous , made - up detritus we bear through lead up to every announcement , but come on , Apple . Your product was out there for 16 months .
The latest translation of Android phones , running “ Ice Cream Sandwich ” , will have many features that are as good as , or better , than the late iPhone .
And people who grease one’s palms for feature article will love them . People who buy for user experience will continue to prefer the iPhone .
It has caused Apple to misplace more market - share globally to Android .
Boy , you ’d think Apple actually lost market part to Android . But as Blodget ’s own chart shows , Apple ’s market part continues to rise .
Or , worse , you might mean that market share mattered .
The risk on the market - share side is that the same thing will happen to Apple in smartphones that bump to it in the PC food market in the nineties : A ubiquitous platform ( Windows ) turn so rapidly that eventually it becomes the industry banner and reduces Apple to a premium niche product .
mellisonant , crunchy alfalfa , are youstillpushing that parentage ? What are the reckon dire event of this , Henry ? In the 1990s , it was that developers would kibosh making applications for your platform . Does it seem even remotely possible that developers will stop making apps for iOS , the weapons platform where all the money is ?
No . And yet you keep trotting this out .
This market - share loss in the 1990s nearly killed Apple , so the stakes could n’t be higher .
No , what most killed Apple was not make any money . You ’d think even someone who got banned from trading descent would know that .
sum to these advantages , Apple has also found — and dominates — a whole Modern lotion of its iOS platform : The iPad . Android is nowhere in lozenge , as nor is anyone else .
Blodget is the number one nominee on the Macalope ’s list of mass who will start screaming about how “ Android ” tablets are stealing securities industry share when the Kindle Fire comes out . Despite , of class , the fact that the Kindle Fire is not “ Android ” and its buyers probably were n’t going to be Apple client anyway .
Apple investors should keep a close optic on this …
Henry , buddy , are you giving stock advice ? Because even if you ’re technically allowed to do that , common decency dictate that you should n’t .
( revelation : the Macalope holds an unimportant number of Apple part . )
