Apple is not, nor should it be a marketshare story. If it ever becomes one, be concerned.
The latest from comScore illustrates my point clear as day.
As a smartphone platform -- so we're talking operating system here -- Google leads Apple by a wide margin. (Though, for the record, Google's market share declined 1.4% between December 2012 and March 2013, while Apple's increased by 2.7%).
As an OEM, Apple leads Samsung by a wider margin this period than it did last. It grew its smartphone marketshare in the U.S. at a rate almost four times as fast as Samsung did.
Google allows anybody to use Android. Samsung produces a wide range of phones that run the gamut. If Apple took one or both of these strategies, it would have 80% market share across the board. Name the category. Name the region. It would be total and complete dominance, but quite as interesting and dynamic of a business. It amazes me that we have to reiterate the reality of the last few paragraphs so frequently. That so many people simply do not get it. And they keep saying stupid things such as Apple is dead today. Or Google and Samsung are beating Apple. That's simply false. I anticipated controversy over the second part of that CNN YouTube blast. But it didn't come. Of course, quite a few folks will claim it gets ignored because the notion of blowing out Tim Cook is absurd. I counter that with you're in denial. We're fooling one another as lovers of the company Steve Jobs built if we think for a second Tim Cook can do what needs to be done to keep Apple in its present dominant position. The only hope he has is poor execution from the competition. There's no question Google's coming. Just because it has a different strategy than Apple doesn't mean it's a bad one. It just hasn't come together yet. It will take some time. When the pieces fall in place for Google, it will crush Microsoft (MSFT) first. Google's suite of cloud services will render Microsoft Office obsolete, even as Steve Ballmer does the only thing he's capable of doing: Carbon copy somebody else's strategy. Once Microsoft is tossed aside and Google's services become the norm (assuming Apple doesn't make some sort of play), their hardware might have a snowball's chance in South Florida of ending Apple's dominance. Follow @rocco_thestreet --Written by Rocco Pendola in Santa Monica, Calif.
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