“The more discerning the buying public becomes, the more the quality and/or price for value equation comes to the fore,” Sean Udall writes for Minyanville. “Note that Apple’s (AAPL) smartphone market share is actually rising in developed markets.”
“Long-time readers know that I have previously held that Apple would increase market share for two-three quarters after the release of a new phone and then tail off as Android re-emerges. However, in the U.S. (and UK & France) that ‘tail-off’ isn’t occurring,” Udall writes. “Simply put, as the facts change, so does my thesis.”
Udall writes, “Given how well this very old iPhone 5 is selling versus the best of the rest, I think the iPhone’s share gains are actually more sustainable than that… Frankly, there is also one thing that many don’t articulate well at all and it’s a single word — REGRET. And what do I mean by this? It’s simple. I’m sensing a growing number of the converted Google Android masses that ‘like but don’t love’ their big-screened phones.”
Read more in the full article here.
[Thanks to MacDailyNews Readers “Fred Mertz” and “Rainy Day” for the heads up.]
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