Apple

[Grieve]

I should add, don't pay too much attention to the doom and gloom you hear. Anyone would think that nobody is buying any iPhones or iPads any more, and that Samsung has totally crushed them.

So it's bit odd that Verizon said this morning that iPhones made up 56% of their smartphone activations this quarter, don't you think? Yep, all the Samsung, LG, Motorola, Blackberry, Windows, and every other smartphone type only added up to 46% TOTAL. And this is from Verizon, who spends almost all their advertising budget on Android and Windows phones. It's also up from 51% last year.

In fact if you look at this graph you see that Android has basically flatlined at AT&T and Verizon, while iPhone has doubled or more in that time:



Another interesting point - people love to pour scorn on Apple for only having about 5% of the world PC share. But who cares about the share when you take 45% of the world PC profits? And this is Macs only, don't even include iPads:


http://www.asymco.com/2013/04/16/escaping-pcs/

They also take 70% of the world's cellphone profits. That all cellphones, not just smartphones. Samsung takes most of the rest - just about everyone else is actually losing money.

Edit: Apple is now officially the cheapest on a ex-cash PE ratio basis than it has EVER been - 5.53.