Comments on: Apple and Google go head to head in China’s mobile phone market http://jubakpicks.com/2009/08/06/apple-and-google-go-head-to-head-in-chinas-mobile-phone-market/ Sun, 12 Feb 2012 18:19:20 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: georic http://jubakpicks.com/2009/08/06/apple-and-google-go-head-to-head-in-chinas-mobile-phone-market/comment-page-1/#comment-506 georic Fri, 14 Aug 2009 16:27:08 +0000 http://jubakpicks.com/?p=827#comment-506 Hello Jim, good to see you back. Same question as manuelcbs above. Wouldn't you consider it is time for an update of your long term picks, particularly, HSBC, ING, Cemex as compared to Lafarge and Accor? Hello Jim, good to see you back.
Same question as manuelcbs above.
Wouldn’t you consider it is time for an update of your long term picks, particularly, HSBC, ING, Cemex as compared to Lafarge and Accor?

]]> By: manuelcbs http://jubakpicks.com/2009/08/06/apple-and-google-go-head-to-head-in-chinas-mobile-phone-market/comment-page-1/#comment-375 manuelcbs Fri, 07 Aug 2009 17:07:37 +0000 http://jubakpicks.com/?p=827#comment-375 Hi Jim, Given this, what is your take on Nokia's market share in China going forward? Since it's one of your Picks long term, and there is not a lot of buzz on a new product or service from them (their N series has not gotten a lot of press, and their new OS and app store don't get as much coverage as the Apple app store or Android, could this start eroding Nokia's dominance in China and India? Or will the projected sales of the iPhone and Android-based smartphones not pose a significant number compared to Nokia's overall sales and projected growth? Hi Jim,
Given this, what is your take on Nokia’s market share in China going forward? Since it’s one of your Picks long term, and there is not a lot of buzz on a new product or service from them (their N series has not gotten a lot of press, and their new OS and app store don’t get as much coverage as the Apple app store or Android, could this start eroding Nokia’s dominance in China and India? Or will the projected sales of the iPhone and Android-based smartphones not pose a significant number compared to Nokia’s overall sales and projected growth?

]]> By: Student of Jubak http://jubakpicks.com/2009/08/06/apple-and-google-go-head-to-head-in-chinas-mobile-phone-market/comment-page-1/#comment-367 Student of Jubak Fri, 07 Aug 2009 04:23:50 +0000 http://jubakpicks.com/?p=827#comment-367 The smart phone is a growth market that's just starting. I think both companies stand to win just by being in China's growing market. The smart phone is a growth market that’s just starting. I think both companies stand to win just by being in China’s growing market.

]]> By: viwi http://jubakpicks.com/2009/08/06/apple-and-google-go-head-to-head-in-chinas-mobile-phone-market/comment-page-1/#comment-366 viwi Fri, 07 Aug 2009 04:07:35 +0000 http://jubakpicks.com/?p=827#comment-366 ... and then Chinese government steps up and says "buy Chinese only". We just heard the story of Australian companies. If you dig the history a little bit more, you will find many other similar stories. … and then Chinese government steps up and says “buy Chinese only”. We just heard the story of Australian companies. If you dig the history a little bit more, you will find many other similar stories.

]]> By: NB http://jubakpicks.com/2009/08/06/apple-and-google-go-head-to-head-in-chinas-mobile-phone-market/comment-page-1/#comment-365 NB Fri, 07 Aug 2009 04:00:48 +0000 http://jubakpicks.com/?p=827#comment-365 @DeficitHawk - I am no expert on those markets, but I would look at MSFT as someone closer to an AAPL and their success (or lack of it) in the PRC market (in other words they seem to have a similar profile to what youv'e attributed to AAPL). From what I can tell they are reasonable successful. AAPL has a hot product - there is no q bout it. So if I were to bet, the floodgates will be flying off. Asian consumers (esp the younger one's) just love their gadget and I cant see how GOOG can even compete in the very near term. Longer term is another story. My 2c anyways.. @DeficitHawk – I am no expert on those markets, but I would look at MSFT as someone closer to an AAPL and their success (or lack of it) in the PRC market (in other words they seem to have a similar profile to what youv’e attributed to AAPL). From what I can tell they are reasonable successful.

AAPL has a hot product – there is no q bout it. So if I were to bet, the floodgates will be flying off. Asian consumers (esp the younger one’s) just love their gadget and I cant see how GOOG can even compete in the very near term. Longer term is another story. My 2c anyways..

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