Has the Innovation Curve Come and Gone for Apple (NASDAQ:AAPL)?
With the release of the iPhone 5, it's hard not to wonder if the awe is gone.
Given this, Apple will have a mammoth Q4. I think Q1 will also be very strong but we will need to see the iPad Mini for it to be another “monster.” Then past Q1, I expect to see some deterioration in the phone segment.
For me, all this means that many of my prior views are being confirmed.
1. Android share is still on a path to the moon.
2. I’m finally being rewarded for swapping Google into my largest position slot.
3. I think this move of Google outperformance is just getting started.
4. I’ve been prudent in taking Apple out of my top-5 positions. Though I admit I did so too early.
5. And I’ve recently said that I think Motorola becomes the No. 2 Android seller. While very early here, I think this will be confirmed as well.
6. Lastly, if correct on the “Moto to No. 2 call”, that is a huge catalyst that isn’t anywhere in the Google numbers currently.
Sean Udall is the author of the TechStrat Report, a tech focused newsletter. The following is a free sample. Take a free trial!
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