Crack Number 6Crack Number 6
I still think that many analysts underestimate the damage Nokia (NOK) and Research In Motion will do to Apple. Nokia with the Lumia 920 is a direct competitor to Apple anyway you look at it. Also, the fact that the Lumia 920 will be China Mobile's (CHL) flagship phone is no laughing matter. Remember, they did not have a flagship product until now and they consider the Lumia 920 a trophy. And it is a trophy that they will parade around and sell.
I also think analysts are underestimating the possibility that RIMM might sweep the enterprise market by surprise. Yes enterprise users have gone to Apple over the years, but that's only because they had no other choice. With BB10 rolling out at the end of January 2013, I think things will change.
The enterprise market will not return to RIMM all at once. Yes it might take RIMM a couple of years to get back the enterprise market share it once had, but it will put a dent (to say the least) in Apple's enterprise sales. Again nothing to panic about at the moment, but nevertheless another crack.