I'd disagree with that. iPhones blow Android out of the water in many of the stats that matter. Certain Android phones may beat apple in some random GeekBench score once in a while, but it's not like Apple flagship phones are lacking in speed. Far from it.brunes wrote: ↑Jun 19th, 2018 8:21 pmAgree. This is what the bears do not understand about this stock.
You know Tesla has a $0 budget for marketing? Zero. Nada. They don't need it, all their marketing comes from word of mouth and Elon's twitter account; they have backorders for years what do they need with marketing.
The bears like to trot out that "there is no moat". Then... why are sales of the Leaf so abysmal compared to Tesla? Because it is not a Tesla, that's why. Its not all about range; its also about quality, and style.
People don't buy iPhones because they have superior stats to Android phones (they don't)
They have fewer features, but the ones that Apple does tackle tend to work really, really, well. Sure, lots of Android manufacturers rush out things that they hear Apple is working on, but it's hard to argue that Apple usually does the core stuff much better. Smoother scrolling, better fingerprint sensors, more accurate colors. Again, some Android phones will beat them out in one or two things occasionally, but not the whole package.or superior features (they don't)
That's what Tesla offers, the whole package. Some manufacturer may one day offer a longer range battery, but they'll fail on the software, or the handling, or the styling, or something else.
MOST apps work much better on an iPhone. Many apps come to iPhone first and the experience is tailored for it. For a while, even Google Apps were well known to look and run better on an iPhone than on Android. Most of this is due to market share. It's less fragmented and it's harder to go wrong building an accessory or app for an audience that is generally willing to pay for your products. In my experience, I've found many colleagues on Android will suffer to use a FREE app, rather than pay a couple of bucks... because of the allure of... FREE.or superior apps (they don't).
Tesla owners are also willing to pay a premium if they feel it will add value.
Tesla is similar in that it controls the entire process from top to bottom, and focuses on performance, style, function and true design. It also puts out a quality product. It's not JUST about image with Tesla, or Apple. Sure, that's part of the equation... brand equity. But brand equity only goes so far. Tesla is an aspirational product, but it puts out a quality product. Apple is an aspirational product and controls the whole widget from top to bottom. It puts out a quality product and carries a reputation of quality. I think that's slipped in the last few years as the beancounters have put more emphasis on profit than before. Lets hope that doesn't happen to Tesla as well.Yet look at what AAPL has achieved. Tesla is much the same, I liken Tesla vs Nissan/GM as Apple vs Samsung/LG. Yes, Nissan and GM will eat into Tesla's marketshare as the EV market grows.. but who cares? This market is enormous.
I'd hesitate to directly compare them like for like, mind you... though they do have similarities. They both have a rabid core fanbase that has been earned, party because the competition was just horrible half-assed for so long, and partly because they aren't just marketing a car to you, you feel like they actually care about the product itself... more than the money they get from it. True or not, that's the feeling.
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