Originally Posted by Blackintosh
Verizon does not "need" apple. Nor does Adobe, Java or anyone else. Apple's existence is rooted in their ability to "get along" with the members of the Microsoft ecosystem. When Steve Jobs starts acting like a monolithic elitist, no one will want to have anything to do with him and Apple will wither and die on the vine.
$20 billion, a $280 billion + market cap (look out, Exxon Mobil), $51 billion in cash, with Microsoft in their rearview mirror, and the resources to do so many things in-house (or make some key acquisitions) says otherwise.
It's Apple that needs no one, aside from an ocean of developers and consumers ready to line up to buy. That won't change anytime soon. In fact, it's everyone else that either wants to be a part of what Apple is doing, or wants to emulate some key aspect of their business.
it's seems Microsoft is desperate to "get along" with Apple these days. EVERYBODY in the industry need Apple, make no mistake.
Consumers decide where the players will move. They've voted with their wallets for Apple.
Record iPhone sales. Over 14.1 million this past quarter alone, easily surpassing RIM. Record Mac sales. 7 million iPads sold since April. Apple can do very little wrong at this point. iOS is a massive success, and integrating it with OS X is the final move in making the most usable tech across the board in the entire industry. In fact, I can't recall a quarter in recent years that didn't set a new record for the company. Recall that Apple had blowout sales . . . in a recession
Seems consumers are not just happy with Apple, they're ecstatic with the company's decisions.http://www.macrumors.com/2010/10/18/...-quarter-ever/
Take-away from the numbers:
Conference Call Highlights:
- CFO Peter Oppenheimer with summary: New all-time records for Mac, iPhone and iPad sales.
- New Mac sales record by over 400,000 - double overall market growth. Double-digit growth in both desktop and portables, led by iMac, MacBook Pro, and MacBook.
- Nearly 9.1 million iPods sold. Market share remains over 70% per NPD.
- iTunes Store revenue over $1 billion for the quarter.
- "Extremely pleased" with 14.1 million iPhones sold. iPhone revenue reached $8.82 billion, up 92 percent. Average selling price of $610.
- iPhone has 166 carriers in 89 countries. Very pleased with response in China since recent launch.
- Enterprise adoption of iPhone 4 continues to grow. 80% of Fortune 500 companies, up from 60% before iPhone 4 launch.
- iPhone sales very strong, but could have sold more if supply had been available.
- iPad sales strong. 65% of Fortune 100 companies using iPad. Expanding retail distribution and filling sales channels, but still below desired levels.
- Have now passed 125 million total iOS devices sold.
- iOS 4.2 coming in November with AirPrint and other features.
- App Store: Over 200,000 registered developers. "Very happy" with iAd performance.
- Retail store revenue at $3.75 billion. 874,000 Macs sold, up 30% year-over-year. 50% of sales to customers new to Mac.
- First-day sales at new Beijing and Shanghai stores set new records.
- Average revenue per store $11.8 million, up 52% year-over-year.
- 74.5 million visitors during the quarter, up 62% year-over-year.
- Fiscal 2011 will see focus on international expansion. 40-50 new stores, with over 50% outside U.S. Also replacing several U.S. stores.
- Cash plus marketable securities at $51 billion, up $5.2 billion.
- Fiscal 2010 saw over 13.6 million Macs sold, 40 million iPhones, nearly 7.5 million iPads, record revenue of over $65 billion. Earnings of $14 billion. 5x the revenue and 10x the earnings of five years ago.
- Guidance: Revenue at $23 billion, gross margin at 36%, earnings of $4.80 per share.
Apple doesn't need anyone to work with them, actually. They have $51 billion in cash on-hand, they're debt-free, they're the hottest company in tech, and in due course, will surpass Exxon Mobil as the most valuable company on the planet. They're the master of their own fate. Microsoft is now in their rear-view mirror. They can do so many things in-house if they like already, or simply make a few acquisitions. All Apple needs are developers to be on board and consumers to continue lining up for their products. And they are. That won't change in the foreseeable future. All Apple needs to do is stick to their vision.
The new low-end for Apple stock is around $300. Did you forget that? Investors seem to think SJ is doing a fine job. In fact, SJ's performance as CEO is widely regarded as unmatched in the industry today. But why would no one want to work with them when Apple gear is flying off the shelves? you can bet there will be no shortage of potential partners for Apple at this rate. Just ask AT&T and Foxconn. See how Apple turned their back on Adobe and Flash? The result: Adobe stock ended up tanking. And Apple ended up selling a record number of iPhones and iPads. No Flash. No consequences. Just a lot of bluster and hot air from wrong-headed analysts and geeks on tech sites. Apple has this habit of proving them wrong every damn time.
You seem to be living in some other world that has no basis in reality. Look at the what the market is saying, not what geeks on tech sites are saying. AppleInsider and Macrumors and other tech sites are not the place to gauge opinion. They are a barometer of nothing.
This crowd doesn't know sweet f all about the market. LOL they're still pining away for some kind of desktop headless Mac you can take apart and play with. It would be comical if it weren't so sad.
It seems every year for the past 5-7 years we have this sort of conversation. This nonsense from folks who don't "get" Apple really needs to stop.