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General => The Cantina => Topic started by: Uisce Beatha on January 29, 2007, 03:00:15 PM



Title: Market Share?
Post by: Uisce Beatha on January 29, 2007, 03:00:15 PM
We don't need no stinkin' market share (http://10layers.com/2007/01/2010-apple-larger-than-microsoft/)


Title: Re: Market Share?
Post by: gleek on January 29, 2007, 03:32:32 PM
We don't need no stinkin' market share (http://10layers.com/2007/01/2010-apple-larger-than-microsoft/)

Rate of growth is always greater when you start from nothing. Besides, what "market" are you speaking of when you mention "market share"? Most of Apple's revenue growth is from selling iPods not Macs. It will be much easier for Microsoft to cut into Apple's dominance in personal music than it will be for Apple to cut into Microsoft's dominance in the PC market.


Title: Re: Market Share?
Post by: birdymaker on January 29, 2007, 03:36:54 PM
We don't need no stinkin' market share (http://10layers.com/2007/01/2010-apple-larger-than-microsoft/)

Rate of growth is always greater when you start from nothing. Besides, what "market" are you speaking of when you mention "market share"? Most of Apple's revenue growth is from selling iPods not Macs. It will be much easier for Microsoft to cut into Apple's dominance in personal music than it will be for Apple to cut into Microsoft's dominance in the PC market.

werd  ;)


Title: Re: Market Share?
Post by: Uisce Beatha on January 29, 2007, 03:39:05 PM
'Twas really just a tongue-in-cheek post in reference to all the disparaging comments one hears about Apple's low market share on the desktop.

But to your point.  As Microsoft's percentage of the PC market is greater than Apple's percentage of the portable music player market, why do the "cut into" odds favor the former?  As you said:

Quote
Rate of growth is always greater when you start from nothing.

I remember a young upstart company that once went head-to-head with IBM on the desktop and bloody well hammered them.  Never say never.


Title: Re: Market Share?
Post by: Aske on January 29, 2007, 03:46:49 PM
'Twas really just a tongue-in-cheek post in reference to all the disparaging comments one hears about Apple's low market share on the desktop.

But to your point.  As Microsoft's percentage of the PC market is greater than Apple's percentage of the portable music player market, why do the "cut into" odds favor the former?  As you said:

Quote
Rate of growth is always greater when you start from nothing.

I remember a young upstart company that once went head-to-head with IBM on the desktop and bloody well hammered them.  Never say never.

while your points are relatively well put,  I think there are a few differences between the  emmpppeetweee player market and the desktop/laptop market

an emmpppeetweee player is an emmpppeetweee player.  the main differences are a slightly different interface/shape/control set/interface

a desktop/laptop  is a productivity center (or gaming machine)  in the business world, companies will buy the combination that increases productivity(and ideally, security- although this is always as weak as the general computing practices of the users) while minimizing cost.  this will not be apple anytime soon as proprietary hardware + huge set of software tools with win only architecture + employee training, etc


Title: Re: Market Share?
Post by: Uisce Beatha on January 29, 2007, 03:55:48 PM
Please note that neither I nor the article suggests Apple is going to beat the crap out of Microsoft on the desktop.  Clearly it was just extrapolating recent earnings data which isn't scientific at all.

However...

If Apple grows from 5% to 10% of the desktop market they double their presence and, for for the sake of simplicity, let's say double their revenues.  As they already have very nice profit margins built into their business model that translates to big earnings.

Microsoft will no way, no how increase their market share by 5%.  They will likely lose that much or more.  Not saying Apple gets it, but Microsoft will lose it to someone.  But for argument's sake let's say they increase their market share by 5%.  I'm not sure where they are now but it's 80% on the high side I should think.  So taking it up to 85% is 6.25% growth.  Not quite the same impact.

The iPod is a cultural icon.  It's not going away.  It remains to be seen if the Zune is even worth a *feces* never mind the "iPod killer" we all heard about.  Apple is a sure bet to keep it rolling in that arena.

iPhone, no matter what you think of it, is going to dump revenue into Apple like there's no tomorrow.

In my opinion Apple is getting better, has a healthy glow about it, while Microsoft is a bit pale and smells of vomit.  If Vista isn't the home run they want it to be they're in trouble.  If it is, well, business as usual.


Title: Re: Market Share?
Post by: Aske on January 29, 2007, 03:58:53 PM
i hope vista is a ground rule double, at best
 8)


Title: Re: Market Share?
Post by: TFT on January 29, 2007, 03:59:21 PM
Microsoft is a bit pale and smells of vomit. 

That reminds me, how is old uncle Ernie these days?


Title: Re: Market Share?
Post by: Uisce Beatha on January 29, 2007, 04:13:31 PM
Microsoft is a bit pale and smells of vomit. 

That reminds me, how is old uncle Ernie these days?

Not so well.  Caught HIV in a pick-up soccer match.


Title: Re: Market Share?
Post by: TFT on January 29, 2007, 04:16:06 PM
Microsoft is a bit pale and smells of vomit. 

That reminds me, how is old uncle Ernie these days?

Not so well.  Caught HIV in a pick-up soccer match.

Old bugger never would listen.

He was warned that game was ghey.



Title: Re: Market Share?
Post by: Uisce Beatha on December 17, 2007, 12:10:27 PM
Resurrect.  Bump in the night.

http://www.roughlydrafted.com/2007/12/14/canalys-symbian-apple-iphone-already-leads-windows-mobile-in-us-market-share-q3-2007/

(http://www.roughlydrafted.com/wp-content/uploads/2007/12/200712131928.jpg)


Title: Re: Market Share?
Post by: birdymaker on December 17, 2007, 12:30:04 PM
Resurrect.  Bump in the night.

http://www.roughlydrafted.com/2007/12/14/canalys-symbian-apple-iphone-already-leads-windows-mobile-in-us-market-share-q3-2007/

(http://www.roughlydrafted.com/wp-content/uploads/2007/12/200712131928.jpg)

steve jobs is a pimple on bill gates ass. i'm just sayin.  :D


Title: Re: Market Share?
Post by: Uisce Beatha on December 17, 2007, 12:51:58 PM
1983

Quote

bill gates is a pimple on john akers' ass. i'm just sayin.  :D

2007

Quote

steve jobs is a pimple on bill gates ass. i'm just sayin.  :D

;)


Title: Re: Market Share?
Post by: fisherking on December 17, 2007, 02:02:03 PM

a desktop/laptop  is a productivity center (or gaming machine)  in the business world, companies will buy the combination that increases productivity(and ideally, security- although this is always as weak as the general computing practices of the users) while minimizing cost. 
Whether a Mac or a PC increases productivity depends upon what business you are running.  Businesses that rely heavily on graphics are already using Macs almost exclusively because they are better in this respect.  You could certainly also make a cogent argument that security is better on Macs, as well.




Title: Re: Market Share?
Post by: hobbit on December 17, 2007, 02:34:31 PM
Homer!



Title: Re: Market Share?
Post by: stroh on December 18, 2007, 06:16:43 AM
Hmmm.  I thought Symbian was something totally different.  Even if it is what I thought, I would think it would command a much bigger market share.


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 07:49:06 AM
Hmmm.  I thought Symbian was something totally different.  Even if it is what I thought, I would think it would command a much bigger market share.

(http://upload.wikimedia.org/wikipedia/en/d/da/VenomSBHImage.jpg)


Title: Re: Market Share?
Post by: stroh on December 18, 2007, 07:50:45 AM
Try Google with filters off. [sm_devil]


Title: Re: Market Share?
Post by: Aske on December 18, 2007, 08:02:43 AM
Hmmm.  I thought Symbian was something totally different.  Even if it is what I thought, I would think it would command a much bigger market share.

Howard Stern surrenders


Title: Re: Market Share?
Post by: gleek on December 18, 2007, 08:17:28 AM
Try Google with filters off. [sm_devil]

I think you lost 'm.


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 08:19:27 AM
Try Google with filters off. [sm_devil]

You know what, I turned them off yesterday for some search I was doing and the first page result I got back scarred me for life.  Never again.  Seriously.


Title: Re: Market Share?
Post by: Aske on December 18, 2007, 08:21:50 AM
Try Google with filters off. [sm_devil]

You know what, I turned them off yesterday for some search I was doing and the first page result I got back scarred me for life.  Never again.  Seriously.

LOL, in fairness, searching for "bill gates AND *bunghole*"  is probably risky either way.


Title: Re: Market Share?
Post by: spacey on December 18, 2007, 08:42:27 AM
"The Macintosh may only have 10% of the market, but it is clearly the top 10%." -Douglas Adams


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 08:49:54 AM
"The Macintosh may only have 10% of the market, but it is clearly the top 10%." -Douglas Adams

He spoke to the Apple WWDC the one year I went and used a slight variation on that line.  Funny guy and a great speaker.


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 08:58:17 AM
Ballmer in April.

Quote
Now we'll get a chance to go through this again in phones and music players. There's no chance that the iPhone is going to get any significant market share. No chance. It's a $500 subsidized item. They may make a lot of money. But if you actually take a look at the 1.3 billion phones that get sold, I'd prefer to have our software in 60% or 70% or 80% of them, than I would to have 2% or 3%, which is what Apple might get.


Title: Re: Market Share?
Post by: spacey on December 18, 2007, 08:58:53 AM
"The Macintosh may only have 10% of the market, but it is clearly the top 10%." -Douglas Adams

He spoke to the Apple WWDC the one year I went and used a slight variation on that line.  Funny guy and a great speaker.

Here's another: "I wrote an ad for Apple Computer: 'Macintosh - We might not get everything right, but at least we knew the century was going to end.'"


Title: Re: Market Share?
Post by: gleek on December 18, 2007, 09:04:43 AM
Is this a 27% market share of NEW smartphone sales or of all smartphones currently being used?


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 09:13:08 AM
Is this a 27% market share of NEW smartphone sales or of all smartphones currently being used?

Q3 sales.

Read all the linked articles and couldn't find an installed base number.  But it's fair to say that in a market where consumers hang on to products for only a couple of years or so current sales are indicative of the overall picture - or will be shortly. 

With the iPhone still on v1.0, prices dropping and enhancements (including G3 FWIW (if much)) on the way its sales should remain strong and probably increase.  To paraphrase Aske, "destroy the anti-iPhone FUD campaign."   ;)


Title: Re: Market Share?
Post by: campy on December 18, 2007, 09:22:20 AM
"The Macintosh may only have 10% of the market, but it is clearly the top 10%." -Douglas Adams

He spoke to the Apple WWDC the one year I went and used a slight variation on that line.  Funny guy and a great speaker.

Louis.and.Gilbert.surrender
(http://cache.defamer.com/hollywood/revenge-nerds.jpg)


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 09:24:40 AM
 >:(


Title: Re: Market Share?
Post by: gleek on December 18, 2007, 09:25:56 AM
Is this a 27% market share of NEW smartphone sales or of all smartphones currently being used?

Q3 sales.

Read all the linked articles and couldn't find an installed base number.  But it's fair to say that in a market where consumers hang on to products for only a couple of years or so current sales are indicative of the overall picture - or will be shortly. 

With the iPhone still on v1.0, prices dropping and enhancements (including G3 FWIW (if much)) on the way its sales should remain strong and probably increase.  To paraphrase Aske, "destroy the anti-iPhone FUD campaign."   ;)

Which also means that whatever marketshare iPhone currently owns can just as easily be gone when other companies release their next-generation phones.


Title: Re: Market Share?
Post by: spacey on December 18, 2007, 09:26:40 AM
I'll have you know, I'm in the lesser 90%.  :finger:


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 09:28:15 AM
Is this a 27% market share of NEW smartphone sales or of all smartphones currently being used?

Q3 sales.

Read all the linked articles and couldn't find an installed base number.  But it's fair to say that in a market where consumers hang on to products for only a couple of years or so current sales are indicative of the overall picture - or will be shortly. 

With the iPhone still on v1.0, prices dropping and enhancements (including G3 FWIW (if much)) on the way its sales should remain strong and probably increase.  To paraphrase Aske, "destroy the anti-iPhone FUD campaign."   ;)

Which also means that whatever marketshare iPhone currently owns can just as easily be gone when other companies release their next-generation phones.

Sure, why not.

Which particular releases are you looking forward to? 


Title: Re: Market Share?
Post by: Aske on December 18, 2007, 09:30:56 AM
i wouldnt mind a touchscreen blackberry.
 :)


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 09:33:18 AM
i wouldnt mind a touchscreen blackberry.
 :)

They could do well.  So far, rumors only.


Title: Re: Market Share?
Post by: Aske on December 18, 2007, 09:37:03 AM

They could do well.  So far, rumors only.

of course
 ;D


Title: Re: Market Share?
Post by: gleek on December 18, 2007, 09:49:20 AM
Is this a 27% market share of NEW smartphone sales or of all smartphones currently being used?

Q3 sales.

Read all the linked articles and couldn't find an installed base number.  But it's fair to say that in a market where consumers hang on to products for only a couple of years or so current sales are indicative of the overall picture - or will be shortly. 

With the iPhone still on v1.0, prices dropping and enhancements (including G3 FWIW (if much)) on the way its sales should remain strong and probably increase.  To paraphrase Aske, "destroy the anti-iPhone FUD campaign."   ;)

Which also means that whatever marketshare iPhone currently owns can just as easily be gone when other companies release their next-generation phones.

Sure, why not.

Which particular releases are you looking forward to? 
Not looking forward to anything in particular except something that comes with a real (i.e. tactile) keyboard that works on the best network (i.e. Verizon). Touchscreens are cool for about 5 minutes, and then it just becomes a pain in the ass.


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 10:00:58 AM

Not looking forward to anything in particular except something that comes with a real (i.e. tactile) keyboard that works on the best network (i.e. Verizon). Touchscreens are cool for about 5 minutes, and then it just becomes a pain in the ass.

No product is for everyone.  I don't own an iPhone myself.  Not because I don't want one, I just don't NEED one and I don't throw money away on anything but booze, cigars and hookers.

But clearly the iPhone IS for some people and a good few of them.  Apple continues to excel at design and while the iPhone may not be for the enterprise (http://www.appleinsider.com/articles/07/12/13/analyst_iphone_simply_isnt_meant_for_enterprise.html) it certainly isn't one of the biggest busts of the year (http://blogs.cnet.com/8301-13509_1-9835045-20.html?part=rss&tag=feed&subj=TheMacalope:AnAppleblog).  I think they should be given credit where it is due and it should be noted where they screw up.  For me, the iPhone (as the iPod) meets the first condition.

I admit it, I'm an Apple fanboy and homer.  I don't like Microsoft for the most part.  However, unlike half the blogosphere, I don't believe that everything either company does is pure *feces*e.  Apple screwed up 20 years ago and Microsoft did not.  That's why they hold their respective positions.  Microsoft has a massive edge in desktop computing.  Apple has a massive edge in stuff you can pick up and put in your pocket.  The iPhone is the most serious challenger to RIM after five months in the marketplace and that's with a product that isn't even targeted at the business consumer.  It's a real challenge and all the FUD in the world doesn't change that. 


Title: Re: Market Share?
Post by: Aske on December 18, 2007, 10:02:50 AM
i would personally like a device with a touchscreen (for music, web, menus, etc) and a foldout/slideout keypad (for texting/typing notes/etc)
 8)


Title: Re: Market Share?
Post by: Uisce Beatha on December 18, 2007, 10:07:48 AM
Verizon's iPhone killer (ne knock-off) has a real keyboard I think. 

http://www.verizonvoyager.org

Probably cheaper too.  So we'll see if it's got the juice.

BTW, Verizon coverage in SLC is the *feces*s.  My work phone is on Verizon and my four year old personal junker on AT&T gets much better reception.

And Aske, just saw your post as I tried to submit this one, I guess the Voyager is for you.