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[讨论] Why AAPL down with RIMM?

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发表于 2010-6-25 02:25 PM | 显示全部楼层 |阅读模式


There are rumors that AAPL is gonna blow out the estimates again. That is why it was strong recently.

Today RIMM is down 10% over concerns of continuous loss of market share going forward. Obviously
iPhone G4 is a big seller and should easily beat RIMM's lackluster follow-up phones. But then why AAPL is down?

I guess that RIMM will aggressively cut price to compete with the 2As (AAPL+ANDROID). Sure berries may lack
features, but when price is low enough, they will still sell - at a much lower margin. RIMM sure has a strong
balance sheet and can put up a good fight.

Therefore AAPL may either fight back by lowering prices, or focus less on market share and more on profitability.

The smart phone war is far from over.
发表于 2010-6-25 07:39 PM | 显示全部楼层
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发表于 2010-6-25 07:52 PM | 显示全部楼层
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