AAPL.O

Ah I miss the days when we would all do this live… 

Did a little search… Apple is the #1 seller of iPhones in Korea. Korea, yes, that fiercely loyalist country where Samsung is based…

http://www.web20asia.com/412

Oops.

That's a biased statistic, only covering South Korea. Tin cans on strings have almost 100% of the phone market in North Korea.

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Tin cans on strings have almost 100% of the phone market in North Korea.

So who's dominant there - Campbells or Heinz?

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International sales accounted for 62 percent of the quarter’s revenue.

Very good.

What's amazing is how much they suck… low market share in everything except tablets.

They're huge and the density of customers and sales staff at the local store here in Garden State Plaza is wild.

Frankly, only the much smaller Lego store impresses me as much. Alas, they're private. :(

Baha, I thought Mac desktop and laptop market share were both going up, w/ year-over-year sales increases far outpacing those of the Windows PC market as a whole?

ddt

Desktops up 2% and laptops up 34% (revenue) compared to a year ago.

But yeah - Macs are now only 25% of Apple's business.

Revenue from the Asia pacific has more than doubled.

My point isn't that they're doing badly at those… not at all, it's that they have tremendous growth potential. It's not like they're Xerox in 1980 and own the entire photocopier market.

I don't see Android as a big threat either. People aren't bragging about it.

Ah, I see now, baha. Yes, that's a good point. Sorry, I read it a different way.

ddt

I am very surprised how much Android has grown. I had one for about two hours. did not like it..

Stock went down a bit today. Reputedly the result of bad NASDAQ overall + profit taking after the earnings report… 

The growth of Android did not surprise me at all, the world needs a cheap knockoff for everything. Android fills that gap nicely.

I can never go back to an iPhone at this point.

Sure, Android is far from perfect but for the things I need it to do, it does a much better job than the iPhone ever did.

The iPad still trounces any Android tablets currently available, though. We'll see what the "Honeycomb" release brings to the table but for now, the iPad has no competition.

Then we'll see how Honeycomb fares against iPad 2.0.

Totally waiting for web sites and/or apps called Honeycomb Hideout.

ddt

CS, care to elaborate a little bit about the things that make Android unique? I like the iOS platform very much (I even invested in an iPhone 4 last month), but I'm more than slightly annoyed by the AppStore and its iron fist 'njet' policies.

The app store issues are both a blessing and a curse. The Android Market is full of apps that would violate Apple's policies, however, it's not all useful and often serves to make it harder to find good apps.

Three features of Android that I think would appeal to nearly all iPhone users are:

1) A graceful notification system - the pop-up dialog boxes for every f'ing notification on iOS are too stupid for words. It's like the handheld equivalent of Windows Vista's "Cancel or Allow" crap. Android has an intelligent system for handling notifications from apps and services.
2) 3rd Party Frameworks Plugins - I guarantee I can type faster on my Android device than anyone with an iOS device can (excluding people with full-size external keyboards connected). The reason is simple... Google not only allows people to replace the built-in keyboard with alternate text entry tools, they have specifically designed their OS to allow such add-ons. My weapon of choice is Swype but there are many different options including a couple of different voice recognition systems.
3) Free Sat-Nav - Google Navigation is built-in and works really well.

The open-source nature of Android also has its perks. There's been a bug in the Bluetooth Voice Dialer that has annoyed me for a long time. Today I fixed it myself and submitted my patches to the community so everyone can enjoy the fix. If there's a bug in iOS, there's nothing anyone can do about it until Apple feels like fixing it.

Oh, yeah... battery life. I can get 24 hours out of my phone now... and that's with Bluetooth enabled, 5 email accounts syncing, Facebook syncing, Twitter syncing, News/Weather syncing and my phone registered with my VoIP server over 3G/4G. I can also carry an extra battery with me if I know I'll be away from power for a while. Most Android phones also support the same MicroUSB connectors which have become standard for charging electronic devices. Standards are good.

I usually only need that USB port for charging, too since there's virtually no need to plug my phone into my computer (unless I'm tinkering/hacking).

Right now there's also a speed advantage. There currently aren't any iOS devices with support for HSPA+, LTE or WiMax.

The next iPhone may well have the microUSB charger. Apple's agreeing to the EU demand that we manufactures standardize on microusb for charging.

Friend that has an assignment in ShenZhen (sp?) wrote me this:

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One cool thing I've learned, is that I am getting MORE then my value out of my LG Optimus android based phone from MetroPCS. While the 'phone' part doesn't work here, there is a CDMA mobile provider but my locked US phone (I may look into getting it unlocked) won't work, but the full Wifi capabilities do! So last night (the hotel is upgrading their network) I could not get internet in my hotel room, it was a short elevator ride down to the lobby, put on my headset, launch the Skype app from my phone and spent 30 mintues talking to wife using the hotel lobby Wifi system! That is the only way I am also able to update Facebook (via Wifi) from any location.