Apple: switch to Samsung?

I have blogged about Apple before. The stock had a very nice run up lately, people who bought on dips the last few months are rewarded nicely:

Apple's quarterly results were good. Carl Icahn has bought into the stock and shareholders are hoping that he will pressure the management to increase dividend pay-outs or the share buyback program.

More information can be found here.

However, there are also other voices. One fund manager who I respect advices clients to switch to Samsung Electronics. The reason being that the real growth for the next years is in the mass market space, where Samsung is dominant.