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Well we're gonna say technology for a moment here because investors have been dumping shares of Samsung Electronics today the company.
Disappointed analysts with -- second quarter out -- Is this a sign of a slowdown in the whole Smartphone market -- us and deliberate president principal analyst.
Rob and only he joins me out of box -- explicit rob you are certainly be got -- -- -- when it comes to.
This same -- is the world saturated with Smart -- is with what Samsung told their outlook indicative of the entire Smartphone market.
-- it is a mean that we've got emerging markets.
That are trying to embrace Smartphones but that -- prices are beyond of those markets reach except for vendors in China who seem to be able get the price -- down long enough.
Cut to penetrate -- -- maintained very slim margins which they're known for.
But yet we're reaching the point where that where that developed nations pretty much have all the Smartphones they can take.
Up for the most part and so we're seeing.
Battles between major vendors -- my present between apple and Samsung right now as he tries to steal share the other and -- of course puts pressure on margins.
You -- you have to wonder of some of these stocks that may -- got ahead of themselves especially with with regards to Samsung you can already make that case about.
Apple based on the last six months performance about stock but -- profit estimates for -- 47% higher year over year so it's not like.
They're selling less galaxies out there the companies actually still finding a lot of success as -- that it is to meet the analysts estimate.
So do we kind of -- that thank our opinion here.
But what you're saying is is they're having their having to reduce margins as as competition it's heats up.
And as they have to expend lots of marketing dollars.
In order -- moves those customers from one platform to another and so this isn't that this you know our market goes to initial phase trees have this -- field and almost nobody has the product and you get this massive amount of growth and you can hold products for -- and as the market matures.
To reach a level stability and in the vendors are competing with each other profits come down -- that competition that compete -- price -- the -- harder.
To fight for ever more contested ground and that's where we are now it's not like the market's going away it's -- like the markets but we're still cycling them phones.
-- for about two years so it's a just a case of a lot of folks have -- now we don't have that Greenfield advantage anymore -- Some of us are you know like to drop her bones on a regular basis and there you know -- -- others -- hurt anyway -- I'll just talk about though they had Samsung vs apple this is the one -- that than most heated battles -- we've ever seen in electronics industry.
Not apple has dominance in the United States that -- -- still has global.
Dominance do you think that US buyers are gonna start to -- look over at the -- son.
You products realize it's a more global product more popular eighties after gravitate -- -- -- apple like them.
That's kind of what's been happening or what's happening early on this year and then latest numbers indicate the apple guys are fighting back and and Apple's taking share back but also sacrificing margin to do so.
The difficulty Samsung has -- -- their platform android the platform they operate under is from Google.
-- Google has their own hardware now opt out from under under Motorola and Google's been making noises they don't really liked him out of power Samsung has sounds like is actually the dominant vendor.
On android Google strangely enough is not -- up through hard work.
And as those two vendors start to contest that -- a problem for Samsung was looking at alternatives.
But like high sent another operating system they've been messing with what has been a new operating system out of Mozilla the that has come forward as well the sand samples and look look yet but batter one of the released at the -- -- -- Sampson has got some drama that apple doesn't have because apple owns their platform.
At least from the standpoint of competition.
They don't have to worry about somebody else pulling the rug out from underneath.
Make it also alienate that have been a Samsung -- bullet they go away from from that model -- -- I would ask you about tablets is Samsung because Samsung isn't the tablet market.
They -- in the -- -- that basically there were were kind of massing out on tablet.
Purchases can explain what you mean by that.
Well a lot of folks about the android tablets have found them not as compelling.
As -- -- -- ipads are holding reasonably well.
-- apple owns that market the only company to truly challenging apple is is that Amazon and that's with the Kendall and that's in the seven inch form factor back here of strange and -- doing really well.
In the small tablet so we've got three vendors.
They're playing very different game Samsung's the most power for a line android.
The biggest don't have the loyalty of the user base and for whatever reason those devices I think 'cause he had just too many of them we've got to solve many android tablets are all different price ranges right consumer gets confused and apple benefits from that confusion -- -- confusion goes away.
And it all the android makers are a little -- -- -- And we did any gets talk about Blackberry in the Blackberry ten so there's there's a lot going on in this market competitive market rob generally.
And -- president has little thank you rob we'll show up.
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