Quote:
Originally Posted by fotze
There has to be a top side to the stock though, just has to.
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Lies! There is no limit - Buy now! Or be priced out forever! 
Seriously though, I don't have the market share numbers handy but certainly market share is an interesting discussion. There always seems to be the comparison of android vs. apple (for obvious reasons). But the android slice is made up of so many different companies; and the associated fragmentation spread.
I kinda feel like it's the comparison last year after the 2011 election. The Cons got 40% and people starting making noise about how "60% - a majority of Canadians didn't vote for them". Of course, that 60% was spread out over a relatively small number of other parties. With phones/tablets, if your 3 models have 40% of the market and the other 60% is spread out over 100's of other models, you're probably doing alright.
Additionally, if you look at the actual sales numbers (under data and references) - sales from every quarter roughly doubled (or more) from the previous year in numbers of iphone sales. Every year with the exception of Q4 2011 when everybody was waiting for the 4S.
http://en.wikipedia.org/wiki/File:IP...ter_simple.svg
On top of that, they're taking 80% of all profits from the phone market even though they make up less than 10% of it. That is crazy. Sure other models/companies have market share but they're not making much money on it. If memory serves I think their profit margin has actually increased over time as well.
http://news.cnet.com/8301-13579_3-57...phone-profits/
It's like the Playbook finally taking some market share from the iPad because they finally managed to sell over a million of them over the course of a year. But in order to do that, they had to cut the price to the point where they were losing money on it. Sure that is marketshare but not a sustainable business model or something investors want a piece of.
Anyhow, just thinking out loud this morning. Sorry for the random rambling.
