Debating Samsung vs. Apple on CNBC

Samsung has unveiled the Galaxy S4, but will it be enough to topple Apple? That’s the question that CNBC posed to me and my friend Colleen Taylor of TechCrunch. I took a position that even surprised me. Here’s what I will say for now: the long-term trend of growth is clearly in Samsung’s favor. Apple will have to hit back hard. Check out the video, and let me know what you think in the comments:
  • Murray Macdonald

    Ben is right, but lots of investors prefer what they know, that’s why apple is so over-valued. I’d make a longer term investment and buy Google, not Samsung.

    • Lauren P. Dodge

      I agree.

    • Kenny O

      +1 …I tentatively started buying Google when it was just below $700, glad I did. Even where it is now, I feel it’s a solid play for the long term. Lots of growth still there for El Goog.

  • Leo Saballos

    Definitely Colleen Taylor is an Apple fan ! But I agree with Ben. Apple was your golden age “The Steve Jobs Age” when stepped aside to Microsoft and Google. Maybe Apple still a giant tech but is not untouchable and unattainable anymore. Other companys like samsung, lenovo, etc. are going up and they will be the leaders very soon.

  • D. Sperling-Horowitz

    Ben, you won this debate. Great point about Samsung having arguably better features and being better at marketing to the masses. The 800 pound gorilla in the room is China. Next time you’re in China pay attention to the prominence of Samsung. Seas of Samsung devices. China scorecard: Samsung 24.3% marketshare vs. Apple 7.5%. Apple – not yet distributed to China Mobile’s 650 million customers reportedly due to App Store revenue share disagreements – is losing mindshare in a major market that’s just beginning to form allegiances to brands.

    Don’t bet against Apple. They capture much more of the value chain and, similar to their growth spurt once they added Verizon, I think an imminent deal with China Mobile will unleash remarkable growth in market share and profit.

    Solid reporting from your CNET colleague Don Reisinger: