Originally Posted by mstone
Do you think we are starting to see a saturation in the iDevice category? What is the next big thing? Can Cook really steer the company in a new direction? There is no question the iPhone/iPad was a revolution but can they really sustain the company on asking the faithful to upgrade every two years?
The iWatch, iTV, iCar all seem like lackluster product concepts if they even exist.
It really is about the share price at this point and that is not going to turn around until they announce some killer new product.
I don't understand why everyone thinks Apple is due for a new product category. For 10 years all Apple produced was computers and iPods. The iPhone and iPad came out relatively close in time, but I think that is the exception, not the rule.
Is there anything wrong with Apple Computer selling computers? If I were Tim Cook, I'd be focused on getting out the next iPad. It needs to be lighter and faster. They need to do more to help developers make good software. They need to do more to integrate iPad and iOS with home, car, and personal electronics. I'm sure Tim is busy doing these things and doesn't have time to listen to whiners talk about releasing products that don't need to be released.
Here's what I think Tim should work on:
Retina iPad mini (no weight gain or loss of battery, this will be tough to do but very rewarding for market share)
Reduce the weight and size of the iPad (after the iPad mini, iPad feels like a brick)
Retina display for macbook air (no weight gain, again difficult to do but worth it)
Style change for macbook air (it doesn't need to be drastic, maybe color schemes, or trim)
Continued rapid improvement in Apple maps. Make it easier for individuals to contribute to the map. Partner with social networks to get map data.
Release Apple Maps for Mac OSX, Windows, and Android. This will allow developers to develop for one map (maybe join up with Yahoo to provide Maps on desktop).
Better iCloud management. iCloud is a great idea, but managing it needs to be easier to manage for people with multiple devices and family members.
Great companies focus on the important things. I assure you Apple will make a lot more money by making their current devices and software better than chasing after a category of device for which no market exists just because Wall Street and bloggers like you say they need to do it. The iPad is not even close to being a mature platform. That's where the focus should be.