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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: abromber   😊 😞
Number: of 15058 
Subject: Re: WEB on Apple
Date: 04/29/2023 12:56 PM
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For those interested in the effect of iPhone market dominance on PC sales, note Intel has released an improved version of Unison, which allows an iPhone to pair and exchange information with a Windows PC, and Microsoft itself just released "Phone Link for iPhone" which does the same. These are early efforts to break Apple's hold on iPhone users and they aren't ready for prime time yet. But they will be. Apple has announced new versions of its TV and Music software that will run on Windows PC's, so this kind of interoperability is coming.

Most Apple analysts, assuming this would have already happened (Dell and others also tried), have been forecasting a decline in Mac sales for years, but it hasn't materialized. Sales were stagnant 2012-2020 but are now on the rise again. And even if Mac sales decline because of interoperability (not what we are seeing), Apple's increased revenue from services will far outstrip any losses in hardware. So this is not likely to be a negative for Apple but you never know. FWIW, my Microsoft shares are doing almost as well as my Apple's, inside BRK and out, so I'm fine with this.

https://www.technewsworld.com/story/intel-unison-i...
https://www.windowscentral.com/software-apps/windo...

abromber
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