The iPhone 5 is a mess. Sure, it's a great selling mess due to the embedded audience, but the press has been terrible for scratchgate and mapgate. Google hasn't announced an app and, if they're smart they won't. Let Apple hang out to dry for awhile.
Originally Posted by Winterfang
There's also been more backlash due to the new connector. Why not just finally embrace a standard that everyone else uses in micro-USB? These devices have gone far beyond iPods where that analog music linkup was important to integrate.
Their initial sales were strong, but disappointed a lot of analysts. I will be very interested to see their quarterlies for October-December. I believe they sold 36 million iPhones last year during that quarter. Some of the analyst expectations top 80 million - over 100% growth year to year. That is unrealistic. What happens if the iPhone only sells 40 million or 37 million or even sinks a bit down to 35 million or slightly less with the competition from Android and WP8?
Last year the iPhone did not have the Galaxy SIII, the Nokia 920 (or even 900), or the HTC OneX or 8X to compete against. Certainly the Nokia and HTC phones will draw more eyes on display due to the colors.
What happens to the narrative if Windows RT tabs are successful so the iPad marketshare shrinks while the iPhone still sells great, but doesn't really grow? Apple's not going to go bankrupt or anything, but all the hype will likely disappear and I'd expect them to lose significant market cap with diminishing share prices. Apple is overvalued right now, just as MS was in 1999.