Originally Posted by jdnc123
So Wall Street and investors should not be concerned by the fact that was acknowledged by Tim Cook last night that Apple is growing top line slower than the overall smartphone market? They shouldn't be concerned that Apple just announced they expect a massive decline in year over year earnings? They shouldn't care that the risk of the strategy is higher, not lower, when management puts all products out all at once creating execution issues themselves? I'll have to check the numbers, but I think Samsung is now expected to make more money than Apple in the June and Sept. quarters. Once the king of the hill, the are playing second fiddle from a growth and future earnings perspective, regardless of the quality of the products, what their history has been in the past, etc. Times have changed. Big investors are bailing and betting on another horse because as someone put it last night after the call, 'Apple's product roadmap is a rudderless ship right now.' I just listened to a bullish analyst who basically said who cares about new products, the main concern now is can they even do the simple stuff any management team, any reasonable investor would expect them to do and that the answer remains and open one as they haven't shown the market an ability to do nearly anything in the face of the competitive onslaught, so many investors fear its too late, they were caught flat-footed and are simply playing catch-up.
Revenue is falling off a cliff in the early innings of a smartphone growth cycle. How can a company in a secular growth market slow revenue growth so dramatically (actually negative revenue growth forecasted this qtr I believe), with earnings slowing even more? The answer to that is the question that will make investors a lot of money on either the long or short side from here.
You sir, are the FUD, the Cynic, and the False Narrative, all rolled into one. I have a simple suggestion: Whoever that "bullish analyst" was you cited, stop paying attention to them. The rest of your post is all histrionics, with a touch of shrill hysterics. Look at the tone, the level of negative spin running throughout your post. You speak as if knowledgeable, but it's fear-driven gak, fed in part by the nonsense of those 'bullish analysts'… please, give yourself, your fears, and the rest of us a break. Apple … is … not … doomed. Get it?
For ten years I've been watching this constant parade of pundits declaring them dead, failing, dying, ending, doomed (all while they grew into the most valuable company on the planet earning the greatest profits of any company in history)… It's like those "The End Is Near" loons walking the streets claiming the End Times are upon us... for centuries now… I guess a broken clock is right once or twice a day, but the rest of the time it's pointless...