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Acer chairman sees Mac growth stalling in face of ultrabook surge - Page 2

post #41 of 92
Quote:
Originally Posted by Cpsro View Post

Ultrabooks for $699 sometime next year? BFD.
Order a refurb. MacBook Air right now from Apple for $799.

Which version is that?
post #42 of 92
I too have a PhD in Wishful Thinking. Can I be a CEO of a failing Tech business?
post #43 of 92
Quote:
Originally Posted by 4miler View Post

snip ...wall of text.. /snip

Good content creation usually uses paragraphs.
Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
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Better than my Bose, better than my Skullcandy's, listening to Mozart through my LeBron James limited edition PowerBeats by Dre is almost as good as my Sennheisers.
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post #44 of 92
Quote:
Originally Posted by thompr View Post

The difference is this: Tim knows what he is, and is not, good at. And he knows who to look to on the Apple bench for what he's not. He knows that the Apple DNA requires innovation and that he is not the creative genius.

Tim is not going to F up. He's a 100 times smarter than Ballmer, and unlike Ballmer, he knows where his weaknesses are. Perfect.

If I can't have Steve Jobs, I would take Tim Cook as CEO over anybody else in America.

Thompson

He also graduated in Industrial Engineering so he knows what the hell he's doing on that end.
post #45 of 92
Maybe he has mixed up the words "predict" and "wish".
post #46 of 92
Well, this is a good article, but there is one slight reporting error.

The following should be changed:

Acer suffered a humbling first-ever quarterly loss earlier this year in part because of [s]competition from stiff Apple's iPad[/s] their ill-conceived participation in the race to the bottom that occurred amongst Wintel manufacturers, but Wang [s]believes[/s] hopes and prays every night that interest in tablets is merely a "fever" that will soon recede.

post #47 of 92
Quote:
Originally Posted by RedPill View Post

Who is Wang? What is Acer?

A vulgar term for the male appendage that can be placed in an Acer, a Taiwanese slang term for your pooper.
post #48 of 92
Quote:
Originally Posted by 4miler View Post

[snip] And a portion of people are attracted to the Windows 8 tablet platform because it's designed to get work done (content-creation), rather than Apple's overtly content-consumption approach... I'm an Apple fan, with a purchase record of over 15 Macs, several iPods, and two iPhones - and currently have 5 working Macs.

First of all - you need to understand that Microsoft=content-creation and Apple=content consumption are statements that bear no relation to reality. The shift from stationary computing to mobile computing started with portable and then "laptop" computers and is being refined into the new standard of tablet computing. For the vast majority of people, both the capacity and portability of the iPad (and similar designs) is all they need for both consumption and creation. Youtube is flooded with demonstrations of content creation on the iPad. Apple has demonstrated to a wider and wider audience that they don't need to have a massive desktop computer to do the things they like to do on a daily basis.

The presence of Microsoft in the marketplace will continue on for some time to come if they do nothing else but rely on the inertia they enjoy as the majority market holder, but that does not validate their approaches necessarily, even if they see a modicum of success simply by playing to their installed base. Moreover, Redmond has serious internal issues, which are demonstrated by the number of shakeups, moves and defections in the last year alone. Unless they can do a better job internally of driving effective collaboration, and dismantle some of the mini-empires that exist, they are severely impacting their ability to respond to market pressure effectively.

And finally, ending your opinion with a tallysheet of all the Apple kit you have/owned, or stock you hold in the company doesn't validate your opinion if it isn't based in fact and reality. So I will see your $5 and raise you $5 more. And yeah, I own some Apple kit and stock as well, but then I own some Microsoft and Dell kit and stock too. None of which makes my commentary either more or less valid.
If you are going to insist on being an ass, at least demonstrate the intelligence to be a smart one
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If you are going to insist on being an ass, at least demonstrate the intelligence to be a smart one
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post #49 of 92
Quote:
Originally Posted by rtamesis View Post

Apple is doomed, doomed, says Acer.

Same thing Google basically said about the whole TV issue. And other companies have said about other issues.

Fact is that none of these boys really have a clue what's going to happen. But they have to put on the brave face for their stock holders to avoid value shorting. That's really all this is.

A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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post #50 of 92
Quote:
Originally Posted by thompr View Post

The difference is this: Tim knows what he is, and is not, good at. And he knows who to look to on the Apple bench for what he's not. He knows that the Apple DNA requires innovation and that he is not the creative genius.

to a strong degree that is 100% true. ANd probably part of the reason why Steve made sure that Jonny had as much freedom as he ended up with. So the money doesn't try to stifle design decisions and cause another failure like the whole 1990s thing. Not that I think that Tim would be that dumb, he knows what he's got in Jonny. But say Tim is gone in 3 years for whatever reason. THe next guy might not be so smart. He might think he's got the ideas for a 'new direction' blah blah. Jonny has the power to say no without fear of "do it my way or get the heck out" because the CEO has been stripped of that power. The Board might be able to boot Jonny but when they look at how much money his designs have made them and the stock holders are they going to do that. Not likely

A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

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post #51 of 92
this guy makes as much sense as this:

http://FunnyOrDie.com/m/6cxj
post #52 of 92
Somebody get him out of the chairman sit and throw an Apple at his head
post #53 of 92
D-e-l-u-s-i-o-n-a-l.
I can only please one person per day.  Today is not your day.  Tomorrow doesn't look good either.  
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I can only please one person per day.  Today is not your day.  Tomorrow doesn't look good either.  
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post #54 of 92
Quote:
Originally Posted by kgbwnet View Post

This is good news. When Wang comments on Apple, the reverse is generally true.

Just FYI:
2009 Wang: Netbook shipment will reach 50 million in 2010 and Acer to take 40-50% of it
2010 Wang: iPad a fad; market share will drop to 20%
2011 Wang: Android 3.0 will "enhance" tablet experience, Acer to get 15-20% market share by end of 2011.

Time for him to make his 2012 false claim!

Thanks, I thought I've seen the name before. He's made too many bombastic claims to be taken seriously.

Quote:
Originally Posted by jmmx View Post

A $699 ultrabook is an expensive, skinny netbook. Sure, they would get some adherents, but most people would see the difference in quality.

I thought that "we" said that it was the Atom that made netbooks crappy. In comparison, Air had LV chips of regular processors, and Ultrabooks will have comparable processors.

Quote:
Originally Posted by ascii View Post

Everyone used to say Mac was more expensive, but now PC vendors are having trouble matching their price. How times change.

The tough part was getting people to compare like-for-like. If you completely ignore form factor, Apple does look expensive, but if compare form factor, Apple's the cheapest. So for price comparisons, it matters how much an individual cares about that.
post #55 of 92
Just like Steve, JT Wang also has a Reality Distortion Field emanating from his superior brain. Only difference is it's radius is about 6 inches.
post #56 of 92
Quote:
Originally Posted by AppleInsider View Post

. . .competition from stiff Apple's iPad, but Wang believes . . .[ View this article at AppleInsider.com ][/c]

The use of "stiff" Apple so close to Wang . . . there's a joke in there somewhere.
post #57 of 92
I hope he is spending his last few bucks on good quality crack. His products are shit.
post #58 of 92
Breaking news! Apple competitor thinks Apple won't do so well in the future!

Time to sell that Apple stock.

/Sarcasm.
post #59 of 92
Quote:
Originally Posted by AppleInsider View Post


...

Acer suffered a humbling first-ever quarterly loss earlier this year in part because of competition from stiff Apple's iPad, but Wang believes that interest in tablets is merely a "fever" that will soon recede. Last year, he claimed that the iPad's share of the market will drop to 20 percent.

...

I am not a member of the grammar police nor a psychoanalyst...

...but it is obvious, even to me, that what is needed is to exchange stiff Apples for a stiff Wang..
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post #60 of 92
Acer


Apple
post #61 of 92
Quote:
Originally Posted by 4miler View Post

A possible scernario: Windows 8 makes a marginal hit, but given the 95+% marketshare of Windows, it is a significant impact to the market. In parallel, Nokia brings out its Windows Phones. Now, all you Apple people out there, the big thing to note is that Microsoft and Nokia don't have to produce markedly superior products to beat Apple at the numbers game.

Two things:

1) does anyone really believe in a Windows resurgence any more? Or are they, as I suspect, completely irrelevant?

2) even if this happens, would Apple care? If they take 50% of the market's profit, who cares about numbers?
post #62 of 92
Quote:
Originally Posted by EmperorsNewClothes View Post

Wang by name. Wang by nature.

Wang?... Wong!
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post #63 of 92
Quote:
Originally Posted by wizard69 View Post

Sometimes that growth recedes it is the nature of any business. However if you look at Apples AIRs they are just starting to gain the capabilities to encourage wider market acceptance. The 2011 rev has hit the tipping point of acceptability. When the Ivy Bridge AIRs arrive I suspect that sales will just accelerate. Rapidly.

Outside of the AIRs I do see trouble for Apples desktop lineup. There the line is stagnet and is suffering from neglect. This is an internal problem for Apple, Acer can take credit but it is undeserved.

In any event I think this thread highlights why Apple insists on tight lips. Public statements can be twisted and bent in creative ways if you don't have product to backup those claims.

The competition announces -- Apple delivers!

...or as my momma taught me -- pay attention to what people do... not what they say!
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post #64 of 92
From what I can see in the Best Buy flyer in front of me, ultrabooks are barely cheaper than MBA. BUT, I think Apple need to be carefull here. They need to block them by matching there prices the same they do with the iPad.

Apple should make sure the price gap doesnt gets too big for equal specs and design because they WILL lose sales. With the volume discount Apple has, Apple should be able to match prices.
post #65 of 92
Quote:
Originally Posted by Maury Markowitz View Post

Two things:

1) does anyone really believe in a Windows resurgence any more? Or are they, as I suspect, completely irrelevant?

2) even if this happens, would Apple care? If they take 50% of the market's profit, who cares about numbers?

In november, windows did had market share growth while Mac OS X lost some...
post #66 of 92
Do these executives actually use their own products? Have they ever really used Apple's?

I watched one of the idiots from RIM gush over his crappy playbook in a demo. Yet I noticed he did a number of deliberate things to make sure it worked correctly. While he was all over the multitasking, he also made sure to close videos and not keep them running in the background. They picked a 7" screen not because it was best, but because their crap couldn't perform on a 10". Only he was allowed to touch the playbook that week, obviously because it looked ok, but watching is not the same as using.

Don't even get me started on the HP guys.

So now we have Wang. He can't clone an Air or iPad and even come near the same price point. So he has to cheapen it up. People aren't buying Apple's gear because there are no cheaper alternatives. There have always been cheaper alternatives and always will be. They will get their %

Thing is, Apple is now hitting a lot of price points with very high quality products. People are learning about the quality, user experience, and stability. They like it and are looking for more.

You can now get quality Apple products from $50 (iPhone 3GS) to $3000+ Wow! for decades you could get much under 2k and fairly low end stuff at 1K. The Airs are unbelievable for the price point. To think we were buying plastic computers for that just a few years ago!
post #67 of 92
Quote:
Originally Posted by herbapou View Post

From what I can see in the Best Buy flyer in front of me, ultrabooks are barely cheaper than MBA. BUT, I think Apple need to be carefull here. They need to block them by matching there prices the same they do with the iPad.

Apple should make sure the price gap doesnt gets too big for equal specs and design because they WILL lose sales. With the volume discount Apple has, Apple should be able to match prices.

I do not believe that Apple, necessarily, has to match prices...

Here's a scenario, that a salesman should love:

Two competing products that, essentially, do the same thing.

Product X has all these features and sells for $949.

Product A has fewer features, but sells for more -- $999.


Salesman to customer: "Ask yourself why?"

(and be prepared to supply the answer, if the customer cannot)... Ka-Ching!

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post #68 of 92
Quote:
Originally Posted by herbapou View Post

From what I can see in the Best Buy flyer in front of me, ultrabooks are barely cheaper than MBA. BUT, I think Apple need to be carefull here. They need to block them by matching there prices the same they do with the iPad.

What? When did Apple match anyone's price with the iPad? Apple released the iPad at $499 and up when there was nothing else out there. The iPad is still $499 and up (although you can get the older model for a discount). So where is the price-matching?

Quote:
Originally Posted by herbapou View Post

Apple should make sure the price gap doesnt gets too big for equal specs and design because they WILL lose sales. With the volume discount Apple has, Apple should be able to match prices.

That would be a disaster. As soon as you get into a price war, the winner is the one with no overhead. Apple's R&D and spectacular tech support would keep them from winning a race to the bottom.

Rather, Apple's focus has always been to offer a superior experience and then charge a fair price for it. If the competitor is cheaper, Apple has to convince consumers that the experience is worth the money. That strategy is absolutely working wrt the iPhone and iPad. Even though there are much less expensive alternatives, both of them are still the best selling products in their respective market.
"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
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"I'm way over my head when it comes to technical issues like this"
Gatorguy 5/31/13
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post #69 of 92
"[Wang] expects Apple platform growth will start weakening in the next two years and the major driver will be replaced by rapid growth of Wintel,"

Revised for honesty ...

"[Wang] GUESSES Apple platform growth MIGHT start weakening in the next SEVERAL years and A MINOR driver will be replaced by SLUGGISH growth of Wintel HOPING TO CATCH UP WITH THE APPLE JUGGERNAUT"
post #70 of 92


Mr Wang speaks.
post #71 of 92
Acer is great at putting cheap, crappy hardware on the market that people buy simply because it's at the costco and walmart price structure, AND a huge percentage of end users have no idea what the difference is between crap and quality. Acer will survive, but will not compete with apple any more than Kia competes with Audi.
post #72 of 92
Quote:
Originally Posted by Gromit View Post

I too have a PhD in Wishful Thinking.

My thought, too. It sounds like wishful thinking rather than an informed prediction. If the ultra books drop in price they will sell shedloads and Acer will make very little money. I don't think Apple will be affected.
post #73 of 92
Its pretty simple what has happened.
He wished upon a star!













Then when that didn't work he took some LSD.

... at night.

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... at night.

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post #74 of 92
I think this was Wang's 2012 false prediction.
post #75 of 92
Quote:
Originally Posted by Dick Applebaum View Post

I am not a member of the grammar police nor a psychoanalyst...

...but it is obvious, even to me, that what is needed is to exchange stiff Apples for a stiff Wang..

Ah, there's the joke!
post #76 of 92
Quote:
Originally Posted by 4miler View Post

Thus, inspite of Apple's superior software/hardware platform, the status quo in 7 years time is similar to what we see with desktops. There's my prophecy, folks. Send me $5 bucks in 5 years time if I'm right. (Oh, I'm an Apple fan, with a purchase record of over 15 Macs, several iPods, and two iPhones - and currently have 5 working Macs.

I might agree with this, but you've missed that, since losing the "PC War", Apple has become the worlds largest consumer of semiconductors and has the highest return on R&D in big business. We're already seeing hints of monopsony and competitors are having difficulty competing on price. Apple is now large enough that vertical integration doesn't lose volume efficiencies.

Also note that Apple is overturning the status quo in computers, as the Mac is gaining market share. Perhaps that war isn't as over as we thought?
post #77 of 92
post #78 of 92
Jobs was a great leader but there has always been a very creative team at Apple. Not all of Jobs ideas were his. Its possible Apple will be more creative now that more ideas will get through. Only time will tell.

QUOTE=caelitus;2008222]It's funny how all these companies are talking about Apple all the time. They, in part, created the hype for Apple.

I wonder why there is no company say "our products will sell because it's great and it's innovative, no matter how our competitors are doing". Probably they are really not innovating.

That leads me to fear now that an operations guy is in charge of Apple instead of an innovative, creative product guy. I fear that even Apple will lose its creative ability and stop innovating. Then we are really entering 1984. Hopefully I am wrong. Prove me wrong, Tim.[/QUOTE]
post #79 of 92
JT Wang also sees pink elephants and talks to a 6 foot tall invisible bunny.
post #80 of 92
Quote:
Originally Posted by jragosta View Post

What? When did Apple match anyone's price with the iPad? Apple released the iPad at $499 and up when there was nothing else out there. The iPad is still $499 and up (although you can get the older model for a discount). So where is the price-matching?

The point is the competition is only able to sell at -50$ of Apple prices with comparable specs. The ipad is still doing well because at similar prices people go with Apple. The competition cant compete because with tablets they MUST have a good design, somethiing they are not used to do.

The same applies to the ultraportable, those require a good design. Apple should be able to offer something at similar prices. If competition figured out a way to beat Apple prices by more than 10%, then customers are going to go for windows machine in volume, just like the PC market. Apple need to be aggressive on prices if they want to keep that market.

Quote:
Originally Posted by jragosta View Post

That would be a disaster. As soon as you get into a price war, the winner is the one with no overhead. Apple's R&D and spectacular tech support would keep them from winning a race to the bottom.

Apple may have R&D expenses, but they also have so much cash flow the interest alone can pay for R&D and some. And Apple also have better prices for components because of there high volume. they should be able to still turn a profit when others are selling at cost.
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