Originally Posted by SolipsismX
First of all, your assertion that there are no new ideas being hatched at Apple if you can't see them is pretty fucking ignorant. Even a 2 year old has a concept of object permanence
Secondly, in the last year we've had the Retina iPad, Retina MBPs, new iMacs, iPad mini, and the most dramatic change the iPhone has ever seen. There are clearly many other things but those are just the main HW products that come to mind.
Third, how fucking myopic do you have to be to only count something like display size, while ignoring how the display is designed and made, or any other of the groundbreaking ideas that Apple has clearly incorporated to make their products better? Seriously!
Finally, what kind of timeframe is "in the last year or so?" Did you claim that Apple had no ideas between 2001 and 2007 when they only had the iPod and Mac product categories? Did you claim that Apple had nothing in the works between 2007 and 2010 because they didn't release a brand new product category every fucking year? Of course not, because you'r goal is only to spread FUD by claiming you know the unknown.
And Apple has a great history of balancing tradeoffs so that usability is as good as possible for the state of the art. When you have a company that attracts buyers who are attracted to a spec sheet jargon over the user experience you simply don't have that focus. That said, it looks like Samsung finally wants to copy Apple in the ways that matter; well, at least in quality and feel.
Bottom line: your claim that Apple has zero ideas they're developing because they make more money than they spend despite a major increase in R&D for this year is completely baseless FUD.
Hum... "ground braking changes" to the iPhone 5? I don't know which keynote you saw back then when it came out... The iPhone OS hasn't changed much in five years.
Don't give me wrong, I still like Apple a lot, but sadly this is slowly coming to an end. Just for the record, I am using Apple products since 1994; had iPhones and iPods and am still owning a Macbook Pro Retina 15", a Macbook Air, an iPad 3, an iPod Touch and an Apple TV.
I am also closely watching AAPL on a daily basis for a few years now as far as new technologies and stock price go, so I'm not really sure you know a lot more about Apple than I do ;). (I also used to trade AAPL quite often, especially earnings, but the good time are over, I'm out since march 2012 and not touching that stock anytime soon!)
What I am saying is that sadly Steve Jobs is not there anymore... It takes a lot of time to destroy such a great company Apple once was but Tim Cook is sadly doing a terrific job at it.
Talking about blindness, I think paying twice as much for a phone that does only half of what new Androids do and not understanding that this could be a threat to Apple is what I call blindness.
I'm not saying that the iPhone is a bad product, but it's "cool factor" and huge technological edge is long gone, therefore in the long run its price will need to adjust to more affordable levels.
I was wondering because I'm a little confused about your quite rude post, did you get the memo that Apple's stock price almost lost 50% in about half a year? I think I am not the only one concerned about Steve Jobs legacy here ;-).
What should Apple do with the cash in my opinion?
- not pay dividends and buy back share as long as growth opportunities keep presenting
- put more effort in their products
- have you ever used iPhoto or Aperture? I own a 3000$ computer and it still can't display my photos without two to three seconds lags? The "easy to use" features are driving one crazy as soon as one wants to do something a little more advanced. Same thing for Final Cut Pro X were Apple removed a lot of pro features to make its product more "consumer friendly". Result, all the professionals are slowly moving to Adobe (and trust me Adobe products also suck A LOT). Are these customers really not that worthy? I doubt it.
- iTunes was kind of cool, but is losing it's edge; I moved to Spotify now and I'm not going back any time soon. Here too I know many people doing the same.
- Mac OS hasn't changed that much in the last years... Many features could be improved here too. Just one thing, when you scroll in a folder you cannot click on the last item... Don't tell that "the best company in the world" can't fix such a lousy bug...
- Numbers for exemple has A LOT of really annoying bugs, no changes at all to that software in years!
- iPhoto App and also Numbers + Keynote + Pages are awefull on the iPad!
- iCloud is a cool feature, but come on, you could do a lot more about integration between all these devices!
- about integration, on Android you can remotely download Apps onto your smartphone, Apps are updated on the fly. The on the fly app update on the mac promoted by Mac OS Lion does not work... And sorting the Apps of your iPad even on your computer is a real pain...
- stop pissing off your costumers by putting the price of one your adapters at 40$ + and making software run slow on purpose (ever wondered about that two second lag to start your music on an old iPhone? No that's not because your iPhone is now "outdated" ;)).
And these are only a few problems listed... Do these cost billions to fix? Probably not... But these were things I would definitely fix as fast as possible before handing anyone any cash out... Maybe Apple takes its time to do things really good? Well maybe that's the case, but for my taste this is now taking too long and I am going to other companies in the mean time ;).
Look at the iPhone 5, there was not even one single new cool feature on it? How can you lose this technological edge you once had with so much cash at your disposal? That's the biggest mystery in history to me...
Other useful cash purposes?
- like already said, the possibilities are endless.
- Twitter which has many great developers (maybe they can help to avoid all these iMessage black outs?), an iCar could be a quite big hit so buy up some car manufacturer.
- Open an bank? Is anyone really satisfied with their bank and how there manage their money?
- Develop more Apps (and especially better ones)
- diversify into Smart-every-day-use accessories (have you seen what Google or Samsung is doing in that area?)
I am not saying that Apple is not doing many of these things (hey there new campus looks gorgeous!), but I still think Apple is losing precious time here and handing out all that cash was their biggest mistake ever. Just look at how happy shareholders are now with a stock price that lost $300 billion in market cap, I don't think they care a lot about the few dollars they will get from dividends. Maybe the new hedgies (which now lend Apple money to pay their dividends!) and pension fund investors, but certainly not those who bought at the stock at 700$ a share.
Just my two cents ;).
And for those interested how AAPL's $150 Bn are invested, you can find the details here: