“Not only is Apple not peaking, it is likely not even close to reaching its potential earnings in its two biggest markets, smartphones and tablets. Indeed, I suspect that one of the reasons Apple’s share price is so low is that it has been difficult, on a purely perceptual level, for investors to understand the financial opportunities the company is poised to realize. The numbers are just too big; it simply doesn’t seem possible that a single company could capture such a large part of the market. But not only is it possible — it is happening. The iPhone accounts for only 9 percent of the market share in smartphones, but Apple is earning 75 percent of the profits in smartphones. Its dominance in the tablet market is even more staggering.” (via daring fireball)

“Apple customers were tempted by “shiny new alternatives,” says IHS senior manager Rhoda Alexander. According to her research, however, the primary alternative was not the Fire, but the iPhone 4S.”

“I’m interested to see how developer support for Mac App Store-only features plays out. Two big ones: iCloud document storage and Notification Center. Both of these are slated only for third-party apps from the Mac App Store. Many developers, though, have been maintaining non-Mac App Store versions of their apps. If this continues, such apps are going to lose feature parity between the App Store and non-App Store versions. Apple is not taking the Mac in iOS’s “all apps must come through the App Store” direction, but they’re certainly encouraging developers to go Mac App Store-only with iCloud features that are only available to Mac App Store apps (and, thus, which have gone through the App Store approval process).”

Ich rieche eine Plattform kommen. “Perhaps one of the coolest features of all in Mountain Lion is AirPlay Mirroring. This feature wirelessly sends what’s on your Mac to an HDTV using the company’s Apple TV device. Mirroring sends a 720p video stream with audio.”

“Insbesondere ‘IT-Medien‘ unterschätzen trotzdem gerne, wie wenig Lust viele Leute darauf haben, sich Gedanken um Viren, Trojaner, Würmer und Update-Kompatibilität zu machen.”

“It’s absurd to think about how long Apple must have known about and tolerated this practice.
Several panelists had said they had tested out marketing services that may have used bots. They were suspicious because these services provided downloads without any corresponding bump in active usage.”

Apple ist mittlerweile so erfolgreich, dass es aus Wirtschaftsbetrachtungen ausgeklammert werden muss, um ein Bild vom Rest zu bekommen:
“David Kostin, chief U.S. equity strategist at Goldman Sachs, forecasts that the technology sector will increase its earnings by 21% in the fourth quarter compared to a year earlier. But that would shrink to roughly 5% once Apple is factored out.
“What’s happening with Apple is real, because Apple’s earnings are real and any wealth accruing to Apple gets into the hands of U.S. shareholders,” said Barry Knapp, chief equity strategist at Barclays Capital. “But to actually be able to look at trends and look at what’s happening to [other companies], not just the one that’s so exceptional, it is important to strip Apple out.”“

“The lesson is perhaps that rapid growth is not the right of small companies alone. Apple has used disruptive innovation to transform itself and offers a stunning contrast to two other companies which are also seen as innovative leaders.”

“Apple’s iPhone business alone is larger than all of Microsoft’s businesses combined.
And — just as remarkably — if you took away Apple’s iPhone business from the chart, the remaining Apple businesses would still be larger than Microsoft’s total business.”

“Apple reached 75% of profit share, nearly 40% of revenue share and 9% of units share.”

“Sony should no more abandon the point-and-shoot camera market than Apple should abandon the music-playing iPod market, but Sony has to recognize that it’s a business in decline and that the future is in putting better cameras into phones.”

Wahnsinn, was für ein Erfolg das iPhone für Apple ist.

“Apple is under fire for its supply chain labor, but every tech item—and thing you own—goes through the same manufacturing paces.”

“The new data shows that the iPad alone would be the largest PC vendor and Apple with iPad and Mac combined is selling 5 million more units (or 30%) than the top PC vendor.”