Apple

[Vanraw]

Here comes the I slump. Or continued islump. I'm hearing Verizon is going to cut or severely lower the subsidized iphone order to improve margins. Basically force customers to pay more of the high cost of the iphone while continuing to pay for subsidizing the android smart phones. While this might not show up in the earnings report tomorrow, its a risk to sales in the future.

Also what is Next? From a competition perspective most smart phones have caught iphone. Now its just image. So what now. Is iTV ever going to translate to Profit? What's Next?

The one thing apple has that is very powerfully is market share and sticky glue. People have investment in accessories and apps that will only work on the iphone. But will they pay 600 dollars every 2 Years?

I guess the only thing that apple has to drive growth in Profit is China demand?

Don't get me wrong. Apple numbers still look great. But market share can't be their only strength.