iPhone to Leave Android in the Dust - Needham (AAPL) (GOOG)

June 21, 2011 11:12 AM EDT
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Needham & Company analyst Charlie Wolf, citing data from IDC, said the recent fall in market share for Google's (Nasdaq: GOOG) Android is just the beginning.

In a note to investors Tuesday, Wolf points out Apple's (Nasdaq: AAPL) iOS within the US mobile market gained 12.3 percentage points to 29.5 percent during the first quarter. Conversely, the analyst sees Android dropping from 52.4 to 49.5 percent, the first sequential loss for Android ever in any region of the world.

Wolf believes consumers will flock to the iPhone when Apple coordinates the launch on both the GSM and CDMA networks in the fall. The analyst speculates the iPhone might also launch on Sprint (NYSE: S) and T-Mobile networks (pending approval of AT&T's (NYSE: T) proposed T-Mobile acquisition, we assume).

Finally, Wolf suggests Apple is delaying the launch of iPhone 5 until the fall in order to avoid upsetting those who grabbed an iPhone when it was initially launched on Verizon in February.

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Death of iPhone 4 Eminent!
Krontology on 2011-06-21 14:07:07
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Greg? Don't tell me you're going to listen to this old dude? Charlie... is showing signs of senility with this same old hype he's repeated a 1000 times before. But like the vaporware White iPhone 4 that never got here for almost a year, it's all just filler for the A5 transition and redesign of A5 on TSMC's 40nm half node process. Not only is this difficult, but it's very costly. That's all if they can pull it off without any hitches. No word on test chips only rumors of a contract and that's scary. Not even any parts production ramping up. Only that Taiwan PCB suppliers are preparing for a 10% production downturn over this next yearly quarter. So don't count your ducks before they're hatched!!!

Apple to $400 Oct. 2011.
Beltway Greg on 2011-06-21 11:16:12
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Hilarious. Yesterday everybody and his momma was lining up on CNBC to announce the end of the Apple. Seriously. These people suck.
Beltway Greg even longer today.

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