“Hang onto your seats. The smartphone wars are about to intensify, and this time Apple [AAPL] won’t attack Samsung in the courts, but in the marketplace as it raises the stakes on innovation all over again,” Jonny Evans writes for Computerworld.
“The stage seems set for action. Samsung gave it a good shot with the Galaxy S4, but sales of the phone are already slumping it discovers that as these devices become ever more commoditized, strong sales happen only across the first quarter after launch — if you’re lucky,” Evans writes. “You see, despite the bread and circuses New York launch of the device, J.P. Morgan reckons third quarter sales will “fall short of expectations”. Why? Because monthly orders of Samsung’s device were slashed by as much as 30 percent, according to JP Morgan and MarketWatch.”
Evans writes, “Apple has been plotting the demise of its former “special friend” for some time. Hell hath no fury greater than a Cupertino spurned. And while Samsung may have a problem honoring its FRAND’s (or is that friends?), Apple has been industrious in its attempts to create new relationships to shore up its future product salvo. Why else has it been over 200 days since a significant Apple product release?”
Much more in the full article here.
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