WE MAY GET MORE DETAILS ABOUT
NEIL?
NEIL: HILLARY, THANK YOU VERY,
VERY MUCH.
DESPITE ALL THE HOOPLA,
ATTENTION GIVEN APPLE, THE FACT
VERY EXPENSIVE PRODUCTS.
GALAXY NOTE HAS 6.4-INCH SCREEN.
THIS HOPEFULLY ONE APPLE SAYS IT
CAN TOP WITH A LARGER SCREEN
THAN THAT.
HAVING SAID ALL OF THAT.
THERE ARE A VARIETY OF SAMSUNG
GALAXY DEVICES, SX PLUS.
THERE ARE LOT MORE OF THEM IN
THE HANDS OF PEOPLE IN ASIA AND
A LOT MORE POPULAR WHICH
ACCOUNTS FOR THE WORLDWIDE
MARKET SHARE.
LET'S GET THE VIEW FROM MARKET
WATCH TECH EDITOR JEREMY OWENS
WHETHER THAT DYNAMIC WILL CHANGE
WITH THESE ANNOUNCEMENTS TODAY.
WHAT DO YOU THINK, JEREMY?
>> I DON'T THINK SO.
I THINK APPLE IS ALWAYS GOING TO
BE A KIND OF A NICHE HIGH-END
THE PRICE.
IF THE REPORTS ARE TRUE THE 10 X
MAX WILL START $1100.
THAT IS MORE REVENUE AND PROFIT
FOR THE APPLE.
BECAUSE THEIR PHONES ARE SO MUCH
MORE EXPENSIVE AND SO MUCH
BETTER MARGIN.
NEIL: USED TO BE A 1000-DOLLAR
THRESHOLD WAS A BIG DEAL WHEN WE
GOT APPLE UP TO THAT LEVEL,
SOUPED-UP PHONE WITH ALL THE
MEMORY YOU COULD GET, ET CETERA.
SAMSUNG CROSSED IT WITH
SIMILARLY LOADED GALAXY S PLUS.
BUYING AT THAT PRICE POINT BUT
DOES IT CANNIBALIZE ALL OTHER
THINGS?
>> WELL, I DON'T THINK SO.
I THINK IF YOU HAVE THE ENTIRE
LINE UP YOU CAN GO AHEAD AND SAY
WE'VE GOT SOMETHING FOR
EVERYBODY.
EVERYBODY THAT WANTS SOMETHING
CAN FIND A PHONE, RIGHT?
APPLE HAS NOT FOUND A WAY TO
STOP SELLING iPHONES YET.
NEIL: YOU'RE RIGHT ABOUT THAT.
IN FACT THEY'RE ALL SUCCEEDING.
YOU COULD MAKE THE ARGUMENT
SAMSUNG WITH GALAXY OFFERINGS
AND GOOGLE PHONES AND THE REST,
THERE ARE A LOT OF THEM, AND
HERE.
DO YOU HEAR ANYTHING CHANGING IN
THE DYNAMICS YOU HEARD TODAY?
>> ONLY THING CHANGE SOMETHING
THE RISE OF THE CHINESE
MANUFACTURERS IN HUAWEI AND AND
HUAWEI LOOKS LIKE THEY HAVE GONE
AHEAD OF APPLE IN OVERALL MARKET
SHARE WORLDWIDE.
THE QUESTION IS, IF THEY ARE
GOING TO BATTLE THEM AND SAMSUNG
AT SAME TIME AS WELL AS ALL
OTHERS COMING FORTH.
NEIL: SOME OF THE ANOTHER
ANNOUNCEMENTS WE'RE TOLD OF
MAYBE A NEW iPAD OFFERING BE
REVAMPED WATCH THAT MIGHT BE NOT
PHYSICALLY LARGER BUT THE SCREEN
ITSELF WILL BE LARGER, MIGHT
OFFER HEART TRACKER, HARD-BASED
TRACKER, WILL THAT CHANGE THE
DYNAMICS ANY?
>> I DON'T KNOW, WE'LL HAVE TO
SEE, APPLE WATCH WHEN THEY ADDED
CELLULAR CAPABILITIES IN THE
LAST VERSION, THAT WAS SUPPOSED
TO BE AT BIG GAME-CHANGER GOT
THIS TO BE A MORE COMMON
CONSUMER DEVICE.
WEE WE HAVEN'T SEEN THAT YET.
THE SERIES ONE MAY HAVE OUTSOLD
THE SERIES THREE THIS LAST
QUARTER.
THE GAME HAS INREALLY CHANGED.
WE'LL SEE IF THEY HAVE ANYTHING
TO CHANGE THAT.
NEIL: MY PROBLEM WITH THE APPLE
WATCH, YOU HAVE TO CONSTANTLY
CHARGE IT.
MAYBE I GET A DAY OR TWO TOPS
OUT OF IT.
AND FOR A LOT OF PEOPLE THAT
WANT IT MONITORING WHEN THEY
SLEEP, ALL THAT OTHER STUFF, IF
THEY COULD ADDRESS THAT, THEY
COULD GO A LONG WAY ADDRESSING
INROADS, FOR EXAMPLE SAMSUNG
WHAT DO YOU THINK?
>> FOR SURE.
THAT IS THE COMPLAINT ON
EVERYONE OF THESE EVENTS THAT
THEY HAVE THEY'RE TALKING ABOUT
THE THINNESS.
WE'RE TWO MILLIMETERS THINNER
AND OUR SCREEN IS NICER AND
BRIGHTER.
THEN THE BATTERY IS STILL THE
SAME IF NOT WORSE BECAUSE IT IS
SUPPORTING THE THINNESS AND THE
BRIGHTER SCREEN AND NICER SCREEN
AND EVERYTHING.
SO BUT YOU KNOW, THAT IS, APPLE
GETS TO DO WHATEVER IT WANTS TO
DO BECAUSE IT CONTINUES TO SELL
RIDICULOUS AMOUNT OF PHONES WITH
ALL OF THIS PROFIT AND AS LONG
AS THEY CONTINUE TO GET REWARDED
FOR WHAT THEY'RE DOING THEY WILL
TRACK.
NEIL: QUICKLY, I'M REMINDED
ABOUT THE LATE GREAT STEVE JOBS
AND HOW HE HANDLED THE MARKETING
SOME OTHERS THAT BIG
ANNOUNCEMENTS DIDN'T NEARLY
FETCH THE ATTENTION LATER
PRODUCTS DID BUT HE MADE THEM
VITAL PURCHASES.
THAT YOU HAD TO DO IT FOR A
SENSE OF STYLE, EAST OF USE,
WHATEVER.
IS IT YOUR SENSE APPLE HAS A
LOCK ON THAT OR ARE OTHERS
PLAYING CATCH-UP HERE?
>> APPLE DEVOTED A ECOSYSTEM AND
PRODUCTS AND HARDWARE HARD TO
TOP.
IF YOU'RE A CONSUMER NOT
COMPLETELY BOUGHT INTO THE
ECOSYSTEM YOU CAN AVOID IT.
YOU CAN BUY AN iPHONE HAVE
WORD, A COMPUTER AND ANDROID
TABLET IN IF YOU WANT.
IT EXTREMELY EASY AND GOOD FOR
CONSUMERS.
SO AS LONG AS THEY CONTINUE TO
DO THAT, CONTINUE TO COME OUT
WITH NEW PRODUCTS SUPER FANS
TO BEAT.
NEIL: JEREMY, WELL-PUT.
THANK YOU FOR TAKING TIME.
I KNOW YOU'RE PRETTY BUSY.