Tuesday, July 29, 2014

Apple's Xiaomi Problem


Summary

  • Xiaomi is increasingly becoming a threat to Apple outside China.
  • Long-term growth potential in Asia appears capped to very high-end users.
  • Regardless, Apple's stock offers the potential for market type gains.
The biggest problem facing Apple (NASDAQ:AAPL) long-term is that it's losing the competitive gap to mid-level smartphone and tablet makers. The company has a very loyal following likely to continue to purchase the high-end devices for the quality of the phone and the brand identification, but the growth potential could be limited without the ability to expand the market in emerging markets.

Read the full article at Seeking Alpha.


Disclosure: Long AAPL. Please review the disclaimer page for more details. 




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