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Posts by ash471

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.
Microsoft reported record earnings this month. Would you say MS is growing? If Apple sold even one more phone then lat year they technically grew, but that's not what I consider to be growth. If growth is in the single digits and less than the market, that isn't "growth"Wall Street didn't have inflated expectations. They had reasonable expectations for growth. Do you really believe Apple had expectations for 6.7% growth? I don't understand how you could think these...
Umm, growth was 6.7%, down from mid twenties last year and down from like more than fifty percent the years before that. more importantly it is growing more slowly than the market. So yes, I'm certain the growth story in iPhone is over. Apple makes great phones, but the competition has caught up and people are not motivated by features like fingerprint recognition. Don't get me wrong, owning the most profitable segment of the market is a great thing, but that doesn't...
We just have more solid evidence that the growth story at Apple has come to an end. It doesn't mean Apple makes bad products or that Apple is on the decline. It means it has tapped out its market. Since Apple doesn't care to compete in the low end of the market it can't continue to grow.
Actually, Apple admitted that it misjudged iPhone 5C sales. That isn't wall street's miscalculation, it's Apple's miscalculation. It was obvious to me that the 5c was priced too high. I understand that Apple didn't want to lose margin. However, this is the classic big business trap....making too much money, can't pivot. Apple will continue to make boatloads of money but growth of the iPhone is over.I'm looking to iPad for future growth, but it is much much slower than...
My guess is we will get a 4.8 inch screen and apple will do an edge to edge display and keep the devise pretty close to its current size.
I hope google will lower the price. I want one, but not for $250. It should be more like $80-$125 range. Not sure why anyone would care if Google knows when people are home or not. It's not like they would sell the info to house theives. It may be creepy how much data google has but credit card companies are worse. Banks know everything you purchase, how much you make, how much you save, etc. And they sell your info to others.
Of course the phone will continue to change.  However, are you suggesting that the mobile phone won't be commoditized? If that's what you are suggesting, I think you are wrong.  The hardware business is inherently susceptible to commoditization. Do you understand what it means to be commoditized? Let me give you an example: the "hammer."  There will always be improvements to the hammer.  The latest improvements have been in new materials like titanium and different ways to...
I said mobile phones would be commoditized, not the entire world of computing devices.  It's easy to contradict me when you get to reword what I said.  And you're a fool if you think the mobile phone won't get commoditized.  The risk for Apple is that it isn't out exploring new products and businesses. When the market shifts, Apple has no chance of having the next technology because that isn't its business model.  Don't get me wrong, I'm not suggesting Apple is going to...
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