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TheStreet Open House

Stealing Apples While Others Panic (Update 1)

Let's get one thing straight first. No one knows (outside of Apple) for sure what the iPhone sales numbers are, but based on real-world best "guesses," Apple sales are not slowing and are continuing to grow at a brisk pace. More importantly, the company as a whole is a money printing press that continues to accelerate.

I own a Samsung SIII phone, and I like it, but I don't believe its revenue/earnings per phone is greater than the iPhone 5. So when I read about Samsung and Google's (GOOG) Android selling increasingly greater amounts of phones, I keep this in mind.

Another road kill called Nokia (NOK) is making a lot of waves lately. Nokia's Microsoft (MSFT) based phone has less than 5% market share. How can I say this delicately without annoying Nokia investors too much?

Who cares if Nokia doubled its phone sales? If your market share is 2% and it increases to 4%, you haven't really changed the competitive landscape. I'm not negative or bearish on Nokia, I'm just realistic. Apple is growing a $150 billion company at more than a 20% yearly rate. So, yes, maybe Apple will not grow market share 100%, but when doubling your market share results in a monopoly, that option is off the table.

Research In Motion (RIMM) isn't much better than Nokia from a market share point of view. RIM is another stock I remained bullish with from around June of last year. It took some time, but it bounced back.

I still question if BlackBerry 10 will make much of a dent, but the intellectual property makes the company worth nearly $12 a share. RIM also produced a TDCombo 13 not long ago. It was on Sept. 21. The next day RIM made a bottom and hasn't looked back since.

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