“Samsung’s greatest weakness is that it doesn’t have that much control. It cannot dictate what goes on in the Android operating systems and how the application market is structured,” Cho writes. “The company cannot price itself any higher or lower than its competitors. Lower prices mean lower margins. Higher prices on phones would result in less demand.”
Cho writes, “Going forward it should be safe to assume that Apple will generate unit volume growth through both increasing demand in general, paired with the stolen market share from HTC, Samsung, LG, BlackBerry, and Nokia. Therefore, investors would be sensible to invest into Apple.”
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