Why Samsung Could Be Heading For A Fall

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So how will the Samsung decline begin? It won’t happen for a few years. In fact, expect to see the company enjoy a temporary surge of popularity. But then you’ll see the backlash begin to sink in: Buy a Samsung? Ewwww. Don’t know why, just ewwww. An investment bank will make a prediction about Samsung quarterly shipment declines. Others will pile on.

And let's be clear: The power in the Google-Samsung relationship all sits with Google. Google has the best information retrieval system in the world. It owns a global data center that is absorbing more functions — like shopping and advertising — by the day. To undercut Google, you’d have to engage in the equivalent of medieval warfare and invest billions in infrastructure just to come close. Samsung’s value in the relationship is that it’s a slightly more upscale partner than HTC or LG. That's it.

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