The iPhone 5 is still the de facto winner

The Nokia and Motorola supporters are dismissing 2 key points.

By Jim Cramer Sep 6, 2012 10:03AM

TheStreet.comYou can read all about the Nokia (NOK) and the Motorola phones and think that maybe these are, at last, the Apple (AAPL) rivals that people want.

 

To me, that means the Nokia and Motorola supporters are dismissing two key points:

  1. The youthful demographic likes the Apple ecosystem. They want their music on their phone. They want all things Apple because they like the look and feel of what Steve Jobs created.
  2. The big telcos have to get behind Apple, not Motorola and Nokia, because otherwise customers will switch to Sprint (S), which is coming on strong with the heavily subsidized Apple offerings. Sprint is the third player that neither Verizon (VZ) nor AT&T (T) thought could still be a third player -- and it is doing so with Apple.

No kidding that the prospect of the new iPhone5 is freezing the old 4S. We know that the hole in the release that could end in September will define Apple's fourth quarter.

 

But more important, the Nokia and Motorola offerings don't seem to have anything that is so fabulous that you want to go with theirs and not Apple.

 

Nokia's being downgraded all over the place because Windows 8 doesn't seem to be grabbing people. Motorola? After the Verizon/ATT/Sprint subsidy Motorola's just not good enough to switch.

 

It's not game-set-match Apple, because people like the Google (GOOG) operating system, too, and, of course, Google is Motorola.

 

But Apple's iPhone5 is the de facto winner simply because these new competitive iterations don't have anything on the Apple 4S and that's the old Apple phone.

 

 Jim Cramer, TheStreet.com

 

Jim Cramer is a co-founder of TheStreet and contributes daily market commentary to the financial news network's sites. Follow his trades for Action Alerts PLUS, which Cramer co-manages as a charitable trust and is long AAPL.

 

 

 

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69Comments
Sep 6, 2012 3:41PM
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Honestly, how can you say that a phone that isn't even out yet and no one knows anything about is the best?
Sep 6, 2012 1:47PM
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If he likes it - it may be time to short apple.

He also told us Gold was over - I went out that day and got more.
Sep 6, 2012 2:43PM
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Usually when Jim Cramer says something is good, that means it's time to sell. The only thing this man is consistent on is being wrong. 
Sep 6, 2012 2:44PM
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Let me guess Jim, you have Apple stock ?
Sep 6, 2012 3:36PM
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I find it funny too how the Iphone users will gladly take their Apple products in every 3 months to be fixed and talk about how great they are, but if they had to do 6 months with a non apple products its crap.  These are the same people that will have 10 recalls from their Toyota and praise their great quality but when they hear of 1 recall from GM its typical American garbage.  Despite the fact Toyota has recalled the most cars of any maker the last 7 years.
Sep 6, 2012 4:08PM
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Its Samsung that is overtaking Apple, definitely not Nokia. What a joke ....
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Sorry Mr. Cramer, but the comment that Young people "want their music on their phone" is a bit outdated. 

 

Nowadays, I would say most people listen to streaming music via Pandora, Iheartradio, Google Play Music, Youtube, or Vevo.

 

MP3's and even Itunes are aging dinosaurs.

Sep 6, 2012 4:11PM
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I giggle at this article.

 

Apple has roughly 17% world market share in the smart phone market.

 

They have had to result to patent trolling their primary supplier of components, Samsung, because their smartphones (androids, Galaxy etc) are eatting their lunch.

 

Apple's mark up to outrageously expensive price tags and drone like fanboy base is the only thing keeping them from slipping as hard or as fast as they normally would.  Also once the patient litigation is settled, and their claims of a rectangle with rounded corners being proprietary is thrown out they will further flounder in this same market.

 

Apple has been beat for a while.  They have just had margins so huge to hide it.

Sep 6, 2012 2:12PM
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WTF, are you smoking crack! Samsung wiped the floor with AAPL's next release with the Galaxy S III regardless of what a stacked jury decided. And if that isn't enough the Win 8 devices from NOK and SSNLF are going to turn the market on its head. BTW, news flash, just in case you missed it; Jobs is dead. So, it's time to stop suckling at AAPL's teat and realize AAPL's dominance will not last forever regardless of how hard you try to prop up it up.

Sep 6, 2012 4:55PM
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Jim Cramer, you sir are an imbecile and know nothing about the smartphone industry nor anything about the phones you speak of.

Sep 6, 2012 4:51PM
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I'm not picking sides but does anyone trust this guy? He's a shill and a con man.
Sep 6, 2012 2:39PM
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iPhone 5 is the BEST?!?!?! what load of crap because nobody knows anything about it right now. Apple is only good at 2 things... propaganda and lawsuits. I wonder how much money did Apple pay this yahoo to write this article?  They build the hype and idiots like Jim Cramer buy into it before they ever know what it is or what it does. They already made up their mind to buy it before even knowing anything about it. I swear if apple makes a iPhone with a 1 inch screen and call it the iPhone nano, I bet millions of people will buy it even though it is absolutely worthless as a smartphone. They make a big deal about new features that are already available to other phones years ago. Features such as video on the 3g. Wow, my clamshell flip phone had video 2 years prior. What about multitasking... My Samsung did that way before Apple had it... Siri? just an integration of an already available software that most smart phone can get.  Apple is behind the curve and copies other companies’ features all the time.  But when somebody else uses a feature that they came up with… lawsuit. 

 

I love my Samsung Note! My wife has a iPhone 4s. She ends up using my phone most of the time when we are on the road and she wants to browse the net. Say what you will but a larger screen is awesome. I may be corrected when the new iPhones come out but the iPhones 4s are far behind its competitors in all aspects.

Sep 6, 2012 11:39AM
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No mention of Samsung and how their products are kicking ****.

Nokia?  Are they still around?  Like talking about CRT televisions.
Sep 6, 2012 3:36PM
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Ask yourself this:    WWJD?

 

once you determine  What Would Jim Do, go ahead and do the opposite..

Sep 6, 2012 4:02PM
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lets see  tiny screen , kindergarden apps and interface , poor antenna , mediocre camera & 3G

You forgot to mention Samsung and the S2 and S3  which both have

better interface , faster processor , much larger screen my S3 screen is the same size as the entire 4S phone, no antenna problems and is 4G  not 3G

Iphone 5 will only have a 4" Screen and 4G  and possibly eliminate the antenna problem.

Apple at best is second place with HTC  on its heels and Samsung way out in first

Sep 6, 2012 3:29PM
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Apple products are crap.  The company wants to be soo secretive their phones do not function well with bluetooth systems in cars.  I sell Buicks and GMCs and the worst phone to pair with the system is an Iphone.  People are always asking why doesnt my phonebook work with this car and I have to tell them because you have an Apple product.  My Android phone hooks up fast and the whole phonebook shows up.  It works great. 
Sep 6, 2012 6:56PM
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Jim have you tried a Windows Phone?

I love mine, my kids love theirs.

Times change. I know lots of people getting tired of getting a new iPhone that looks identical to the last iPhone. I hate the icons.

So many fools that write about "smart phones" Apple wins because they have 600,000 apps. Name the top 25 used by consumers. You will have trouble. Then do all phones support the top 25. Yep. So the app number is made up by Apple to create a non-feature, but the poor reviewers that can't think, all say, Windows is way behind, Apple has 600,000 apps. Seriously, I don't need 8467 version of solitary.

You like your phone. Great, but you are foolish to think Windows and Samsung cannot go after iPhone.

You sound like the person that said the hula-hoop is the greatest toy ever. Or the person that claimed we don't need new patents because every new idea has been thought up.

I love the new Nokia 920. I will buy one for everyone in my family. I personally want a yellow one. good luck with your iPhone. Its just a phone.

 

 

 

Sep 6, 2012 2:36PM
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I love the Tablet/Phone from Samsung. I like options, that is what capitalism is,
Sep 6, 2012 3:04PM
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No mention of the Samsung Galaxy S3.You living under a rock Jim ? Apple can't hold Samsungs jockstrap when it comes to phones.
Sep 6, 2012 1:50PM
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youthful demographics are starting to realize Apple is what Apple was 4 years ago, its boring, its old and its the same. Their fancy lingo or words are no longer effective as people are starting to realize they are just fluff to create hype but is actually a "no big deal", Apple have had absolutely 0 innovation as of late, or rather, they have been playing catch up and their only weapon is to inject more unnecessary pixels into devices and cover it with a pretty aluminium shell. Samsung, Nokia, HTC and even Asus has all caught up and even exceeded with what Apple has done in both the hardware and software department.

~sheeps are starting to grow brains.
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