What is rate of return on iPhone 4 vs competitive solution ? And same question 
as it applies to an iOS app vs ?

Hodie Non Cras

On 2011-10-05, at 4:55 PM, Chipp Walters <ch...@altuit.com> wrote:

> Based on the feedback here, and knowing I can't wait another 16 months for 
> Apple to announce a competitive phone, I visited the AT&T store today. As a 
> side note, when Apple first introduced the iPhone 4, Android had only 9% of 
> the smartphone market. Now, only 16 months later, it has passed Apple's 27% 
> with an almost 44% share. Wow! Talk about growth and adoption rate.
> http://www.slashgear.com/comscore-android-nears-44-of-us-smartphone-market-share-05185688/
> 
> And regarding Apple's lackluster performance yesterday, even the Apple fans 
> agree:
> http://www.appleinsider.com/articles/11/10/05/apples_iphone_4s_event_seen_lacking_panache_allowing_android_to_gain.html
> 
> The trend is clear. For a short time, Apple owned the market in Smartphones, 
> but no longer. Apples tablet marketshare has dropped another 20 points over 
> the past year. Apple's incredible designs and features have been copied and 
> many eclipsed by the competition-- and for a lower price. Those who are brand 
> loyal stick with Apple. Those who are value and feature conscious will 
> migrate.
> 
> Back to AT&T. The salesperson told me how surprised he was to see the many of 
> iPhone users asking the same questions today about Android smartphones. And 
> here's the rub: whether you agree with him, or me, the fact is when I switch 
> to Android, I take a whole lot of folks with me. I have 5 iPhone users on my 
> AT&T plan. I influence many other close relatives and family members who look 
> to me to provide advice on these sort of difficult decisions. I also have 
> quite an active social media profile. I suspect there are also many leading 
> edge consumers who are considering a switch which will affect others 
> similarly.
> 
> So, my prediction. I believe within 3 years of Jobs not being chairman, iOS 
> devices will be in the 30% marketshare for both tablets and phones OR Apple 
> will begin licensing iOS to other manufacturers.
> 
> 
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