There are component shortages in hi-tech all the time, and they’re always temporary. In the meantime, Apple is losing market share to Android, and the tough deal for publishers (30% cut vs Google’s 10), as reported in today’s WSJ, won’t help. Then, later this year, comes Nokia with Win 7 telephones, and they ain’t rotary. It’s getting interrrrrrrestink!
Which is why Apple secures massive quantities of things like screens and NAND flash storage far in advance. They are immune to spot shortages and price hikes.
In the meantime, Apple is losing market share to Android, and the tough deal for publishers (30% cut vs Google’s 10),
I wonder what the stats will look like now that the iPhone is on two carriers in the US. Plus, don't forget the biggest e-publisher, Amazon, with the Kindle. Apple has better terms than they do.
Then, later this year, comes Nokia with Win 7 telephones, and they ain’t rotary.
WP7 has been langishing since its introduction since it doesn't bring anything new to the market. It's quite possible Nokia's leverage will make it popular. But that leverage is shrinking extremely fast, so they'd bettery hurry -- but not so much that they screw it up.
I don't think e-book sales terms will have any impact on cell phone hardware sales. My iPhone has Apple's iBooks, Kindle and Google Books apps; I can buy from any of the three, and if any one of them takes the lead in prices or titles available, I'm there.
“Apple is losing market share to Android”
I see the market as growing. Apple continues to sell more and more products as do the Android producers. The market is simply frowing. It isn’t static, so a 10% market share tomorrow has more customers than a 10% market share does today. I frankly love where the market is headed and I am glad to see all the players. Well, maybe not that ugly Win7 phone interface. That’s horrible!