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Apple to enter a new golden age in 2010 with 70% earnings growth - Page 4

post #121 of 125
Quote:
Originally Posted by melgross View Post

Sorry, if what I said didn't exactly fit your statements. But I was responding to the comments you made. The gist of my earlier post was that Apple is depending on having major new lines of products. Those lines aren't deep. They're shallow. So they have few products. Apple isn't interested in presenting products that are the same as others, but with an Apple label, unless they're products that "bind" together Apple's other products, or make them able to bind to services.

What I mean by that is that they make monitors, because the MacPro needs one, and so do laptops at times. They make a router, because you need a network these days to get your Macs on the internet, and to speak to each other. They have software designed to sell more Macs, etc.

But as most of Apple's growth comes from the major new product lines, what happens IF they have no more new major product lines? That can become a problem. There's no guarantee that Apple will continue to lead a category, or that they will ever lead it. Look at the iPhone. It started with a small percentage, grew a lot, and is now being pursued by Android. The iPad has more of an advantage, as it's really the first "successful" tablet. But how long will it be before again, Android becomes a serious competitor and slows its growth?

All good questions ... maybe we just have to have faith in Apple retaining it's passion for excellence which seems to be a part of its DNA. Plus, I guess, that it's just not realistic to expect continuous growth at the same level that they are performing at now.

What I see, at some point, is a bit of leveling off ... while they concentrate on expanding their marketplace worldwide with what they have now.. By that time something else will come along that we can't even imagine now. I also think that iAd is going to generate a ton of revenue for them, and that's just starting.

I don't expect to be around much more than another 20 years or so and I think Apple will just be fine in that time frame. As for Android ... they'll gain some market share, but I don't see them keeping Apple from doing well. Two different companies .. two different philosophys ... room for both, imho.
See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
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See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
Reply
post #122 of 125
Quote:
Originally Posted by newbee View Post

All good questions ... maybe we just have to have faith in Apple retaining it's passion for excellence which seems to be a part of its DNA. Plus, I guess, that it's just not realistic to expect continuous growth at the same level that they are performing at now.

What I see, at some point, is a bit of leveling off ... while they concentrate on expanding their marketplace worldwide with what they have now.. By that time something else will come along that we can't even imagine now. I also think that iAd is going to generate a ton of revenue for them, and that's just starting.

I don't expect to be around much more than another 20 years or so and I think Apple will just be fine in that time frame. As for Android ... they'll gain some market share, but I don't see them keeping Apple from doing well. Two different companies .. two different philosophys ... room for both, imho.

If it happens that way, then I hope you're right. But trying to figure out what Apple will do next to preserve its current growth levels is part of what this thread is all about.
post #123 of 125
Quote:
Originally Posted by melgross View Post

I'm not. Explain why you get that idea?

My mistake ... you wrote "disallowing" .... I read "allowing". You have my apology. Obviously my eyes are getting too tired to continue ..... the downside of aging ... time for a break. I'll be back when I can "keep up"
See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
Reply
See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
Reply
post #124 of 125
Quote:
Originally Posted by melgross View Post

If it happens that way, then I hope you're right. But trying to figure out what Apple will do next to preserve its current growth levels is part of what this thread is all about.

Good luck with that, but, as I said, trying to preserve it's current growth level just may not be realistic, particularly in an economy that is "straining to survive", imo. ... sort of like ... an exercise in futility .... but hey, if that's what turns you on ... go for it. As for me ... the "eyes" have it. I'm outta here.
See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
Reply
See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
Reply
post #125 of 125
Who is John Galt?

Quote:
Originally Posted by john galt View Post

If Microsoft continues the way they are, you'll have just enough cash to buy it.
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