Apple Success All About Customer Loyalty: Deidu - Bloomberg


It has always been a loyalty story but nobody knew during the iphone era.


Iphones came after a whole lot of other brands out there.


Or member the razor and the blackberry.


These things tended to go up and down very rapidly.


There was no persistence to that market.


I have worked with nokia for the past few years.


The question was his iphone really a trend?


Plucks do you see android users converting to iphone?


What is the dynamic there?


The conversion rate overturned between iphone and android.


It is very small.


It is mostly iphone people upgrading to the android.


First phones were basic phones, they were feature phones that had android running on them.


What we have learned over thanksgiving weekend is that ipad users make their purchases.


People who use their phone tend to browse and make a purchase on the ipad.


The apps and the software people build for the ios is fungible.


You can use it on ipad and iphone.


If they're more opportunity for developers to focus on the ipad?


The shopping data is driven by rousing experience.


We certainly see a lot of consumption.


The average user he owns more apps and pays more for them.


The point is about the shopping data is that people are turning to that device to actually transact.


That is a browsing experience.


The bull market case is based on the aspiration internationally to own an apple product.


What you see?


Obviously the iphone is very strong.


70% of the smart phone sales are the iphone.


China has been very volatile.


There is an expectation that we are going to see a nice rise into the next year with that.


In india the iphone is still very slow.


Indonesia has as much population as the united states and what if they lower the price in indonesia?


That is the whole point.


It is not a question of whether we are going to be there but when we are going to get to the right strategy and infrastructure.


Many of these places do not have it.


What about spending?


Karo icon called for apple to deploy some of its cash.


Capital expenditures have not setting -- have not been sending the world on fire.


It is a leading indicator of sales so it did not pick up as much as we thought.


However they are forecasting a




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