Originally Posted by Flaneur
Apple and Cook's job is to concentrate on making their, our, "great products," and not pander to the stupid market. The more stupid the market become, the LESS Cook should be saying to it. The stupidity is beneath contempt, therefore beneath comment, from the stoic, solid man—and company—of character.
Those investors with understanding have patience, and are antcipating how absolutely stupid the impatient and unseeing will be shown to be when the next round of insanely great products arrive. You may see this as a leap of faith, but those using their whole brain see that it's the typical Apple pattern of Zen serenity about their role that is at work. Cook already did his reassuring. All you have to do is listen.
As the months go by and the world's largest tech company continues to release... ...not much and certainly nothing that's more than modestly iterative.... ...this line about all the great stuff in the pipeline's getting thinner and thinner.
And what's been released broke previous proclamations: 1. The 9.7" iPad was the "perfect size." Apparently not. 2. One hand phone operation. Not truly possible for the average hand with the "stretch" form factor.
3. Or, like the 15" MBR, priced out of reach and the 13" graphically underpowered. Or the case of Thunderbolt starting to look like the next Firewire when cheap USB3 devices are proving "good enough," and not even slapped onto the pro after years. Even the new dock connector - requiring its own chipset - isn't an unqualified winner.
iWorks not updated. The free apps suite fairly moribund as well. The prof. photo processing app ditto. Final Cut Pro X losing share. iCloud flummoxing both users and developers. Maps not given a beta label. Siri no smarter. OS X becoming more opaque to traditional power users. iOS looking dated. Resisting touch screens as alternate input method for when it makes sense on laptops means people running Win in VM Ware or Parallels are going to have less interest in Macs (I know the first iteration of Win 8's the next Vista, but the last Vista became the very successful Windows 7). Etc.
So what's really new and insanely great except the best team of litigators in the industry? It's not gonna be a watch, IMHO.
My sense is that Apple's been very focused on content deals focusing around, say, a streaming service and things related to video - and that they're having a tough time making headway. I haven't bought a single song since free Spotify came along (and nicely integrated my iTunes Library).
I've followed the PC industry since before it began. And Apple was the most fascinating company of them all to follow all the way through Jobs' unfortunate early passing. Since then, frankly, it seems more and more like just another RBC (really big corporation) every day, and one caught up in its past competencies and a web of code and a business model that was once ground-breaking but which seems to be becoming an anchor.
Leadership is important even in companies with 10's of thousands of great employees. Marissa Mayer seems to have injected a bit of it into a company I figured was down the tubes. And if the leadership's executing at Apple (besides continuing to milk products which will age out and inevitably commodify), not really seeing the evidence.