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Posts by ash471

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.
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.
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