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Posts by ash471

Again, what you are failing to understand is that the handset market WILL get commoditized. When that happens, extracting value from services will be the name of the game.   If Apple doesn't drop its prices it will dwindle to extinction.  I will bet you any amount of money that phones will not cost $650 dollars (inflation adjusted) in 10-20 years from now.  If Apple charges $650 it will have about as much market share as the ball point pen manufacturers selling $300 pens...
The computer market is not like auctioneering services.  The computer market is going to be commoditized. Any fool can see that.  Apple has done a nice job of delaying the commoditization and extracting value.  It has been a great strategy, but it is time to change. The long term play in handsets is services.  You can't dominate services unless you have a platform.  You can't have a platform if you only sell to the high end of the market.  I'm not saying Apple needs a...
Unfortunately you are wrong. A Samdung galaxy whatever is a substitute for an iPhone. If a user picks a Samdung they don't pick an iPhone. That isn't true for choosing between the Super Bowl and the rose bowl. Those are different markets and you know it. To keep with the analogy, the enterprise server market is like the rose bowl. Apple doesn't have to compete there if it doesn't wasn't to.If Apple doesn't compete in the handset market, the low end and mid tier will erode...
Are you fucking kidding me? You think the mobile phone market could be like the iPod market? Want to place any bets on that? I predict the mobile phone market is going to be like the indoor flushing toilet... It's here to stay FOREVER.Everyone has a mouth and an ear and they run them more frequently than their urethra, which is serviced by the toilet.And I agree Apple's next big money maker is probably a service. However, they need to use their pile of cash and great...
No I'm not expecting a new product. I think that idea is horse shit. Apple needs to grow its platform. Start competing more on price and take market share. Yes that hits margin, but Apple can make up for it on services. It will sell more software and apps.A bigger platform would allow it to dominate the mobile payment landscape. Hell, Apple could be a bank with its cash pile. It can't dominate mobile payments if it becomes a niche product.Apple should be acquiring more and...
Yes I can compare to growth of the overall market. That is precisely my point. If Apple doesn't address the growing market it can't grow. If the Denver Broncos refuse to play in the Super Bowl, they won't be champions. The high end of the market will dwindle to nothing in 20 years from now. Getting iPhone quality phones in 20 years will be like getting a ball point pen today. If Apple wants to be relevant it has to compete. It's obvious.This horse shit about not needing to...
The fallacy is that Apple creates new markets. Steve Jobs envisioned the iPad in the 80s and the technology just wasn't developed to do it until 2010. The iPad and iPhone are personal computers. There is no next category. Personal computers will continue to develop, but it will be like the development of the car. A big shift happens every 50 years. Unfortunately computers are not like cars. Computers are platform technologies and don't work well as niche markets, which is...
Disagree here as well.  Tim Cook's stubbornness with selling a low priced phone is going to hurt Apple long term.  The long term story in phones are the services that you sell on top of the phone. Apple needs its platform to be big. The only way it can do that is by selling a lower priced phone that can compete in the market.  I realize that taking a hit on margins will actually probably cause the stock to drop in the short term.  However, I think in the long term having a...
Agree completely. This is a stockholder issue (and I own Apple stock). I talked to an Apple engineer over the holiday break and he was genuinely excited about the product pipeline. I'm looking forward to more great Apple products, but that doesn't mean Apple is going to make more money. Shareholders were fine with Apple accumulating cash when Apple was growing. Well guess what Tim Cook, Apple isn't growing anymore and we want our money. The CEO works for the shareholders...
So what's your point. You are simply making the case that the Apple naysayers have been making which is that Apple will run into the problem of large numbers. I was hoping Apple would last longer and that it would figure out a way to grow even when it saturated the high end. Their first attempt failed. And they admitted that it failed even by their measures. Where does Apple go from here? What's the plan? Failing on plan 1 is not a good sign.
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