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Apple isn't buying NPD's sales analysis

Yesterday, DailyTech reported on the news that the plethora of Android-based smartphones on the market have finally jumped ahead of Apple's iPhone in the United States. The numbers pegged Android's market share at 28 percent while smartphones running iPhone OS were a bit further back at 21 percent.

We never expected Apple to respond to NPD's numbers -- the company is usually "above" such responses and marches to its own drumbeat. However, the news picked up steam all across the internet yesterday and Apple felt the need to respond.

Apple spokeswoman Natalie Harrison gave a statement to John Paczkowski which he posted on his Digital Daily blog:

This is a very limited report on 150,000 US consumers responding to an online survey and does not account for the more than 85 million iPhone and iPod touch customers worldwide. IDC figures show that iPhone has 16.1 percent of the smartphone market and growing, far outselling Android on a worldwide basis. We had a record quarter with iPhone sales growing by 131 percent and with our new iPhone OS 4.0 software coming this summer, we see no signs of the competition catching up anytime soon.

Paczkowski makes a point of noting that while NPD's numbers don't give a snapshot of the global smartphone market and only surveyed 150,000 customers, Apple isn't exactly being straightforward either. The Apple spokeswoman points out that over 85 million iPhone and iPod touches have been sold, despite the fact that the iPod touch is in no way a smartphone -- in actuality, only 55 million iPhones have been sold to date.

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By LedHed on 5/11/2010 5:32:22 PM , Rating: 3
Apple comments on this, but not the huge Safari bug? Then they lie about the number of units sold? They must be hard up to impress the world economy with their phone market share. Microsoft holding that +90% share in the OS market must keep Jobs up at night. Glad to see the Android making the iPhone sweat.

(Safari Bug:

By druble on 5/11/2010 6:49:54 PM , Rating: 2
"The bug exploits Apple's poor implementation of code that handle's the browser's parent windows. According to Secunia, "This can be exploited to execute arbitrary code when a user visits a specially-crafted Web page and closes opened pop-up windows." - Jason Mick - DailyTech

By sebmel on 5/11/2010 8:43:43 PM , Rating: 1
"Microsoft holding that +90% share in the OS market must keep Jobs up at night."

That may be the case but judging by company growth over the last ten years if he has been sleepless it hasn't been in vain. Very roughly:

Ten years ago:
Apple $4 billion
Microsoft $500 billion

Apple $250 billion
Microsoft $270 billion

It is entirely reasonable to argue the merits of various products and express personal preferences but, with all due respect, it is about 13 years out of date to suggest that the company is in trouble.

By Alexstarfire on 5/12/2010 1:20:03 AM , Rating: 3
Apple hasn't been sued left and right for billions of dollars either. Quite the opposite. Hasn't Apple, in fact, been suing others?

By Xavi3n on 5/12/2010 3:50:39 AM , Rating: 4
Market Cap doesn't represent the size of a company. One wrong move and it'll more than half overnight, Apple has its own little stock-market bubble going on and it'll burst sooner or later.

By theapparition on 5/12/2010 11:59:02 AM , Rating: 2
Yes it amazes me how many time people quote Market Cap and conveniently leave out P/E.

Like Market Cap is some sort of fact. Investors are very finicky, and some bad trends can cause everything to disappear overnight.

For what it's worth, MSFT has a P/E of 15, while AAPL is 22.

By iFX on 5/12/2010 12:51:58 PM , Rating: 2
Without the iPod and iPhone Apple is out of business, plain and simple. Their PCs have ALWAYS sold poorly and ALWAYS lost money, since their inception.

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