“While reading David Nelson’s article on the slowing of Apple (AAPL) growth, I felt a sense of déjà vu. I had written an article several years ago discussing how Apple’s next ten years could not possibly duplicate its prior ten years,” Jaded Consumer writes for Seeking Alpha.
“So, the ‘news’ that Apple can’t repeat some of the most significant elements of its meteoric rise – the increase in the ranking of its now world-recognized brand into the very top tier, for example – is not news at all,” Jaded Consumer writes. “And everybody knows that doubling a $300B company is a different problem than doubling a $300M company.”
Jaded Consumer writes, “Apple’s growth hasn’t saturated its opportunity in the global market for phone handsets (and Tim Cook has made clear it views its long-term market as the handset market, not a high-end niche within the broader handset market). Or for that matter its opportunity in the PC market (where Apple has just hit double-digit share in the US, and just cracked the top-5 vendor list in Europe without hitting double digits). And Apple’s growth has only given it a margins advantage… Apple now earns more profit in mobile handsets than its entire field of competitors combined… Moreover, Apple’s infrastructure investment appears to telegraph an expectation of 100% growth in iOS devices in 2012. 100% growth isn’t what I’d call slow growth. It’s what I’d call robust but plausible growth over the near term.”
Much more in the full article here.
[Thanks to MacDailyNews Readers “Fred Mertz” and “Dan K.” for the heads up.]