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Apple's iPad, iPhone face flagging growth as conventional markets reach saturation - Page 3

post #81 of 147
Quote:
Originally Posted by Michael Scrip View Post


Let's pretend everyone on Earth has an iPhone. Then what? How could Apple grow?

Would Apple need to open an Apple Store on Mars? 1smile.gif

 

Charge for services and software.  That is the future. 

Apple needs to realize that hardware is just a trojan horse.  The real money and MARGINS are made with selling services and software.  They need to expand marketshare to 20%.  Even if this means sacrificing margins in the short term. 

post #82 of 147
Quote:
Originally Posted by Michael Scrip View Post


Let's pretend everyone on Earth has an iPhone. Then what? How could Apple grow?

Would Apple need to open an Apple Store on Mars? 1smile.gif

 

Exactly.

 

Steve saw this problem and knew that Apple would have to enter new markets for growth. Cook knows this too, of course, so it will be interesting to see what he picks. As Steve would agree... it's about picking that one thing in a hundred.

 

I can see the line-up at the Mars store from here...

na na na na na...
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na na na na na...
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post #83 of 147
Quote:
Originally Posted by sog35 View Post

People said the same thing when it dropped below 700
then 650
than 600
than 575
than 550

Personally I'm getting out ASAP.  Once I can get a decent exit about $530.  I will stay out until they release an amazing product.

I find myself feeling exactly the same. I spent a lot of time scraping money together to build a position in AAPL because I believed in the company and loved the products. I hoped that it would help to secure my retirement. But now I am not so sure. Cook is a weak leader who inspires no confidence. As CEO he has a fiduciary responsibility to the stockholders that I feel he has failed at. Yes, the stock is higher now than the day he got the job, but it may not be for long unless something changes. A new product catagory. Expanding market share of current product categories. Something to reignite growth.

As a financial analyst I am disturbed when I hear "we've had the best week of activations ever in China" and then hear that he expects revenues to be flat or even down from a year ago, which was before adding a potential of up to a Billion new customers. This tells me that he is expecting the gains from China to only (maybe) offset losses in other areas. At least in the next quarter or two.

Long term I am disturbed by the hoarding of cash. What exactly is Cook afraid of that he feels it is necessary to keep $150 Billion or so in (net) cash? Is he afraid that growth is slowing to the point that it will cease altogether? That they will actually have YoY sequential declines in profit until they are making no profit at alll? That sounds absurd on the face of it, but his refusal to do anything with that cash is also absurd, in my opinion. I would love them to buy DuckDuckGo and have their own search engine. I would love them to agressively go after content for Apple TV. I would love them to reduce the float by buying back more shares. But as of now they don't seem inclined to.

So i will be selling my entire position soon. I am hoping for a dead cat bounce tomorrow or Monday so I can get a decent exit point. Then I will wait. Since Cook has already told us not to expect any growth for at least the next three months I don't expect the stock to do much until the summer. Hopefully the iPhone 6 will have a larger screeen which might get new customers as well as current customers who are upgrading. Hopefully they will come out with a NEW product catagory, and get into mobie payments. Otherwise the stock may continue to disappoint.

Of course AAPL is also one of the largest holdings in many mutual funds, so even after I sell my common shares I will still have some skin in the game, but at least it won't be as painful as watching my stock portfolio die a slow death because of one bad investment.
post #84 of 147
Quote:
Originally Posted by dasanman69 View Post


And do you really think that things would be different if Jobs was still alive? Only your mindset would be different.

 

I know they would be different, but I don't know in what way.

post #85 of 147
Quote:
Originally Posted by dasanman69 View Post


Another thing people forget is that in the midst of exponential growth the stock went down to $80 in 2008. If the stock price is bothersome than don't pay it any mind.

 

Another thing people forget is that everything went down 50% in 2008

post #86 of 147
Quote:
Originally Posted by AppleDigger View Post

I find myself feeling exactly the same. I spent a lot of time scraping money together to build a position in AAPL because I believed in the company and loved the products. I hoped that it would help to secure my retirement. But now I am not so sure. Cook is a weak leader who inspires no confidence. As CEO he has a fiduciary responsibility to the stockholders that I feel he has failed at. Yes, the stock is higher now than the day he got the job, but it may not be for long unless something changes. A new product catagory. Expanding market share of current product categories. Something to reignite growth.

As a financial analyst I am disturbed when I hear "we've had the best week of activations ever in China" and then hear that he expects revenues to be flat or even down from a year ago, which was before adding a potential of up to a Billion new customers. This tells me that he is expecting the gains from China to only (maybe) offset losses in other areas. At least in the next quarter or two.

Long term I am disturbed by the hoarding of cash. What exactly is Cook afraid of that he feels it is necessary to keep $150 Billion or so in (net) cash? Is he afraid that growth is slowing to the point that it will cease altogether? That they will actually have YoY sequential declines in profit until they are making no profit at alll? That sounds absurd on the face of it, but his refusal to do anything with that cash is also absurd, in my opinion. I would love them to buy DuckDuckGo and have their own search engine. I would love them to agressively go after content for Apple TV. I would love them to reduce the float by buying back more shares. But as of now they don't seem inclined to.

So i will be selling my entire position soon. I am hoping for a dead cat bounce tomorrow or Monday so I can get a decent exit point. Then I will wait. Since Cook has already told us not to expect any growth for at least the next three months I don't expect the stock to do much until the summer. Hopefully the iPhone 6 will have a larger screeen which might get new customers as well as current customers who are upgrading. Hopefully they will come out with a NEW product catagory, and get into mobie payments. Otherwise the stock may continue to disappoint.

Of course AAPL is also one of the largest holdings in many mutual funds, so even after I sell my common shares I will still have some skin in the game, but at least it won't be as painful as watching my stock portfolio die a slow death because of one bad investment.

Cook has made me $125 per share since he took over. So sweet!
post #87 of 147
Quote:
Originally Posted by sog35 View Post
 

Sold 150 shares at $500

 

I give up on this POS

Sounds like a good choice for you.  From your recent posts, I can feel your frustration like you don't have the stomach for the ride ahead.  Too bad, because when you look at it objectively you'll be hard pressed to find a stock at this price, at this P/E (and don't forget to minus cash), at this EPS and with a platform so massive and with so much potential.  For your sake, I hope you at least keep a few shares.

 

If you wait for the next big thing, you'd have missed the large rise in price...but then again, that's what happens with the masses (of us common investors).  It's no wonder there are very few who make a LOT of money in the stock market.  If you can't handle the heat, get out of the kitchen.

post #88 of 147
Quote:
Originally Posted by island hermit View Post

True... but ranting can have its own positive psychological effects.

Then I'm charging $125/hour to be their goddamned therapist.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #89 of 147
Quote:
Originally Posted by Tallest Skil View Post
 

 

I’m all for dropping the market cap to a purchasable level.

 

You want Apple to be bought out?!  Or did you forget the /s?

post #90 of 147
Originally Posted by wakefinance View Post

You want Apple to be bought out?!  Or did you forget the /s?


The only entity on Earth with enough money to even make it be possible is themselves. I’d love them to go private. No more idiots who don’t comprehend the company decreasing its value, no more idiots who’ve done no work whining about how they “deserve” the money earned by others…

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #91 of 147
Quote:
Originally Posted by sog35 View Post
 

 

Charge for services and software.  That is the future. 

Apple needs to realize that hardware is just a trojan horse.  The real money and MARGINS are made with selling services and software.  They need to expand marketshare to 20%.  Even if this means sacrificing margins in the short term. 

Yes.  And that's partly the need for the boatload of cash.

 

For those criticizing the stock pile of cash need to realize the significance of being cash strong in a competitive environment.  A cash horde intimidates any competitor looking to make desperate moves/inroads into your revenue stream, provides potential to buy out any tech/company, and allows for major disruption (even at a loss).  Apple may not have the "monopoly" that amazon and google has, but its cash horde provides almost as much security that a "monopoly" does.

 

AAPL deserves a P/E closer to that of a value-growth stock...around 14 NOW.  Tim said it himself that 2014 has big things in store, and if that happens, price will hit 650 on the announcement(s) alone.

post #92 of 147

The growth Apple experienced in the past is unsustainable without the introduction of products in new categories.  I'm sure that once the watch or the TV comes out, Apple will be the darling of investors it used to be.  As it stands now, Apple's stock is going to be stagnant because the company seems to be slowing its pace.

 

Just as a quick tutorial in stock pricing (for which there is really no accurate model), the current price is supposed to represent the present value of all future earnings.  If earnings are expected to grow rapidly, the current price should increase.  If earnings are expected to remain level forever, the price of the stock theoretically shouldn't change.  Apple's expected future earnings are closer to the second case than the first, so the stock price should remain relatively level or grow slightly.  Obviously in the real world, the price wouldn't sit at one point indefinitely even if earnings were expected to be flat, so in Apple's case you might expect the price to go up more than down on average but to change little year-over-year until a new growth opportunity is realized.

post #93 of 147
Quote:
Originally Posted by Quadra 610 View Post

""It's becoming increasingly clear that markets such as the U.S. are reaching high levels of consumer saturation and while emerging markets continue to show strong growth this has not been enough to sustain the dramatic worldwide growth rates of years past," said Tom Mainelli, tablet research director for market research firm IDC."


Ok. And?

We still need to upgrade our devices.
 

Apple's marketshare isn't going to change just from people moving from an iPhone to an iPhone every two years. 

post #94 of 147
Quote:
Originally Posted by Tallest Skil View Post

The only entity on Earth with enough money to even make it be possible is themselves. I’d love them to go private. No more idiots who don’t comprehend the company decreasing its value, no more idiots who’ve done no work whining about how they “deserve” the money earned by others…

Does Apple even need to sell stock anymore? I'm unclear of the benefit for a company like Apple.

It's great when a company is starting out and they get that big infusion of cash.

But now Apple has no problem making a ton of cash by selling products.
post #95 of 147
Quote:
Originally Posted by Tallest Skil View Post
 


The only entity on Earth with enough money to even make it be possible is themselves. I’d love them to go private. No more idiots who don’t comprehend the company decreasing its value, no more idiots who’ve done no work whining about how they “deserve” the money earned by others…

 

Apple couldn't sustain its operations without public investment.  As stressful as the market can be, it provides funding on a scale that Apple would be unwise to substitute with debt alone.

post #96 of 147
Originally Posted by wakefinance View Post

Apple couldn't sustain its operations without public investment.

 

Fortunately… they sell products. That result in 13 billion in profit per quarter. Amassing billions in cash to be used for those operations.

 

:???:

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #97 of 147

Until Apple does come up with its next big thing, it should focus on stealing from Android to grow. The market is saturated at the high end, but there are an awful lot of Android users for the picking. A good phone release this year (probably with a bigger screen), plus a stronger marketing/advertising effort could push up the growth quite a bit, and for several years if done right. Look at how much headway Samsung made with its huge marketing/advertising push. Apple has done it in the past and could do it again.

post #98 of 147
Quote:
Originally Posted by Tallest Skil View Post
 

 

Fortunately… they sell products. That result in 13 billion in profit per quarter. Amassing billions in cash to be used for those operations.

 

:???:

 

Right now they have a market cap of $446.73 billion, which means that they would have to take on a couple hundred billion dollars in debt to take the company private.  Let's say it would require a $300 billion loan at 5% per year over 15 years.  That profit per quarter would be diminished by $7.117 billion per quarter simply to service the debt, and it would only get worse if the interest rate were higher or the term shorter.  With the remaining $6 billion in profit they would have to cover any increases in R&D to develop new product lines, make acquisitions of attractive companies, service any new debt required to build out facilities, etc.  Plus they would have to pause all ongoing development because the buyback could potentially require every last dollar of their current cash hoard.

 

It's a bad plan.

post #99 of 147
Originally Posted by wakefinance View Post

It's a bad plan.

 

You’re absolutely right. I don’t support Apple taking on any debt for anything, particularly if they can pay for it.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #100 of 147
Quote:
Originally Posted by d4NjvRzf View Post

Apple's marketshare isn't going to change just from people moving from an iPhone to an iPhone every two years. 

The good news is... Apple has been selling more and more iPhones each year. This proves that it's not just the same people buying iPhones over and over again.

And Apple is profitable while selling those iPhones... another bonus. (and arguably the most important thing when running a business)

But remember... the entire market is growing. The market is made up of dozens of companies. Apple is just one of those companies. Of course Apple's market share will be affected by everyone else's market share.
post #101 of 147
Quote:
Originally Posted by sog35 View Post
 

Sold 150 shares at $500

 

I give up on this POS

 

And so, the source of the rancor and bitterness is revealed. Hahahahahaha...

Proud AAPL stock owner.

 

GOA

Reply

Proud AAPL stock owner.

 

GOA

Reply
post #102 of 147

Every two to four years, most of those customers will be hitting their upgrade cycle. If Apple continues to make great, competitive products, then they'll be selling through at a brisk pace indefinitely. And there's clearly plenty of up market yet to win over. And to compete for. And every day, more people in developing countries are earning enough to afford them.

 

I just did a round of upgrades last November/December. Replaced my iPhone 3GS with a 5s, my iPad (1st gen) with a Retina iPad Mini, and added a 13" MacBook Air to the 'family'. I'll be upgrading my 2010 iMac when the next-gen arrives.

 

There's nothing remotely compelling to jump ship from Apple for. I looked long and hard at the "androids" on the market and although a few are interesting, they were far from being a real alternative to iPhone for me. Not yet anyway! No alternate tablets on offer either. 

 

And besides, it isn't only the hardware, it's also the underlying UX philosophy, and the ecosystem, and once you get a taste of all that working together so seamlessly, it's hard to imagine going anywhere else if it's even slightly more fragmented...

 

I think Apple has years of upside ahead. People who bought an iPhone for the first time this quarter will very likely be future iPad and Mac customers, and have a >90% chance of being a return iPhone customer.

 

I don't understand this panicked worry over their long term health. I honestly don't.

post #103 of 147
Quote:
Originally Posted by sog35 View Post
 

 

Charge for services and software.  That is the future. 

Apple needs to realize that hardware is just a trojan horse.  The real money and MARGINS are made with selling services and software.  They need to expand marketshare to 20%.  Even if this means sacrificing margins in the short term. 

 

Sorry to say it, but... Apple would quickly become a sad ghost of its former self with someone like you in charge of it....

 

Apple already enjoys better than ***Thirty Seven Percent*** NET MARGINS on Profit!!!!! What is it that you think they need to realize that they don't?

 

How much MORE do you need from them? FFS man!

post #104 of 147
Quote:
Originally Posted by d4NjvRzf View Post
 

Apple's marketshare isn't going to change just from people moving from an iPhone to an iPhone every two years. 

 

Of course not. But, as evidenced by yet another record sales quarter, they are still adding NEW customers at a healthy pace (Over $8 billion in China alone).

 

Half the people I know who were introduced to Apple via the iPhone now ALSO own at least one iPad and at least one Mac.

 

A good number of people I know who started on iPhone, ended up buying them for spouse and children as well.

 

One iPhone sale rarely stays one iPhone sale. The halo effect isn't only on the personal level. We all become brand ambassadors, walking around loving our devices, and just getting stuff done.

 

Recent polls showing what people aspire to or plan to buy remain very much in Apple's favor.

 

Again, it's REALLY not clear to me why the pundits and markets are reacting this way. If it's not hysteria, or gross manipulation, then it's a serious oversight...

post #105 of 147
People had already seen that for a few quarters. Now is just a confirmation. Had to happen eventually, nothing new. I already imagine when Apple will sell less phones than the years before, maybe next year. People will bash it stupidly, even if it's meant to happen, sales can't possibly grow indefinitely.
post #106 of 147
Quote:
Originally Posted by sog35 View Post

Charge for services and software.  That is the future. 
Apple needs to realize that hardware is just a trojan horse.  The real money and MARGINS are made with selling services and software.  They need to expand marketshare to 20%.  Even if this means sacrificing margins in the short term. 
What are you talking about? Apple makes money mostly from hardware. Why should that change?
post #107 of 147
Quote:
Originally Posted by Tallest Skil View Post

[pointless and irrelevant comment about word a day calendars]

I'm quite certain nobody had to look up 'ye' lol.gif
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
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"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
Reply
post #108 of 147
Originally Posted by dasanman69 View Post
I'm quite certain nobody had to look up 'ye' lol.gif

 

Oh you of little faith.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #109 of 147
Quote:
Originally Posted by AppleDigger View Post

I find myself feeling exactly the same. I spent a lot of time scraping money together to build a position in AAPL because I believed in the company and loved the products. I hoped that it would help to secure my retirement. But now I am not so sure. Cook is a weak leader who inspires no confidence. As CEO he has a fiduciary responsibility to the stockholders that I feel he has failed at. Yes, the stock is higher now than the day he got the job, but it may not be for long unless something changes. A new product catagory. Expanding market share of current product categories. Something to reignite growth.

As a financial analyst I am disturbed when I hear "we've had the best week of activations ever in China" and then hear that he expects revenues to be flat or even down from a year ago, which was before adding a potential of up to a Billion new customers. This tells me that he is expecting the gains from China to only (maybe) offset losses in other areas. At least in the next quarter or two.

Long term I am disturbed by the hoarding of cash. What exactly is Cook afraid of that he feels it is necessary to keep $150 Billion or so in (net) cash? Is he afraid that growth is slowing to the point that it will cease altogether? That they will actually have YoY sequential declines in profit until they are making no profit at alll? That sounds absurd on the face of it, but his refusal to do anything with that cash is also absurd, in my opinion. I would love them to buy DuckDuckGo and have their own search engine. I would love them to agressively go after content for Apple TV. I would love them to reduce the float by buying back more shares. But as of now they don't seem inclined to.

So i will be selling my entire position soon. I am hoping for a dead cat bounce tomorrow or Monday so I can get a decent exit point. Then I will wait. Since Cook has already told us not to expect any growth for at least the next three months I don't expect the stock to do much until the summer. Hopefully the iPhone 6 will have a larger screeen which might get new customers as well as current customers who are upgrading. Hopefully they will come out with a NEW product catagory, and get into mobie payments. Otherwise the stock may continue to disappoint.

Of course AAPL is also one of the largest holdings in many mutual funds, so even after I sell my common shares I will still have some skin in the game, but at least it won't be as painful as watching my stock portfolio die a slow death because of one bad investment.

You twice wrote 'catagory'. For an expert you need to work on your English.
Anyway, 78% of Android phones have a screen of 4 inches or less. Even if people want so much a bigger iPhone, making one wouldn't bring that much more people than are now buying it. And if they didn't keep the smaller size at the same time, they might even lose customers (yes, I really think that some people don't want a bigger phone).
post #110 of 147
Quote:
Originally Posted by Tallest Skil View Post


The only entity on Earth with enough money to even make it be possible is themselves. I’d love them to go private. No more idiots who don’t comprehend the company decreasing its value, no more idiots who’ve done no work whining about how they “deserve” the money earned by others…

Totally agree. What are the investors useful for? People will try making excuses but in reality Apple doesn't need them and on the contrary would be better off without them. Maybe when they get to 300 billion in the bank they will do that **dreaming**
post #111 of 147
Quote:
Originally Posted by ClemyNX View Post


And if they didn't keep the smaller size at the same time, they might even lose customers (yes, I really think that some people don't want a bigger phone).

Me - I don't want a bigger phone. In fact, I'd like an iPhone 6 that goes back to the original iPhone size.

post #112 of 147
So Apple just got done making most of their software free and now we have Einstein here telling us Apple needs to charge for software and services? When one of their biggest competitors basically gives away their software and services for free and another competitor is getting into the hardware business? WTF?
post #113 of 147
Quote:
Originally Posted by ClemyNX View Post

You twice wrote 'catagory'. For an expert you need to work on your English.
Anyway, 78% of Android phones have a screen of 4 inches or less. Even if people want so much a bigger iPhone, making one wouldn't bring that much more people than are now buying it. And if they didn't keep the smaller size at the same time, they might even lose customers (yes, I really think that some people don't want a bigger phone).
I won't argue that a larger iPhone is necessary (or at least different sizes like with the iPad) but Apple needs more than just a bigger iPhone to change its fortunes. Right now over 50% of Apple's revenue comes from iPhone. They need new revenue streams and need to grow the iPad even more. Living and dying by iPhone sales isn't good for the company.
post #114 of 147
Quote:
Originally Posted by jungmark View Post

Cook has made me $125 per share since he took over. So sweet!

It must have been even sweeter when it was $175 per share. Two days ago that was.
post #115 of 147
Quote:
Originally Posted by ClemyNX View Post

You twice wrote 'catagory'. For an expert you need to work on your English.
Anyway, 78% of Android phones have a screen of 4 inches or less. Even if people want so much a bigger iPhone, making one wouldn't bring that much more people than are now buying it. And if they didn't keep the smaller size at the same time, they might even lose customers (yes, I really think that some people don't want a bigger phone).

Never once said I was an expert. Show me where I did.

Oh, no. I spelled a word wrong. How awful. I guess i should just sod off then.

I also don't want anything larger than the 4 inch screen for my own personal use, but there is a segment of the population that does. I happen to think Apple should go for it. With all that cash surely they can afford to make two screen sizes.
post #116 of 147
Quote:
Originally Posted by AppleDigger View Post


It must have been even sweeter when it was $175 per share. Two days ago that was.

Fantasy has a taste?

post #117 of 147
Quote:
Originally Posted by Tallest Skil View Post
 

 

YEAH. There sure are signs that any of that isn’t coming. Oh, wait, they’re always making something new that everyone wants.

 

No, sorry, try again. This time actually read what he said, not what you want him to have said.

 

The 5C sold better in its position than the 4S did the year before. It didn’t do as well as they expected, but it did better than any previous product.

 

Is that a joke?

 

When the “warning signs” are all based in ignorance… 

Not everyone "wants" the 5C as much as Apple "expected". There, does that sound better to you?

 

It's NOT a joke. Who's to say that the next device is going to be a blockbuster? You don't know, yourself.

 

Maybe Apple thought any Apple device will do well---regardless of what it is---just because it's Apple.

 

 

BUT...

 

.....refer to the 5C and how it did NOT live up to expectations.

 

And you talk about ignorance?

 

Obviously you have no monetary skin in the game. If you did, I believe your thinking would be different.

Why does Apple bashing and trolling make people feel so good?

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Why does Apple bashing and trolling make people feel so good?

Reply
post #118 of 147
Quote:
Originally Posted by Tallest Skil View Post


The only entity on Earth with enough money to even make it be possible is themselves. I’d love them to go private. No more idiots who don’t comprehend the company decreasing its value, no more idiots who’ve done no work whining about how they “deserve” the money earned by others…

 

Quote:

Originally Posted by ClemyNX View Post


Totally agree. What are the investors useful for? People will try making excuses but in reality Apple doesn't need them and on the contrary would be better off without them. Maybe when they get to 300 billion in the bank they will do that **dreaming**

 

You guys are really funny; neither of you has any clue how companies are capitalized or even who owns Apple, let alone understand what a sovereign wealth fund is or how large the largest pension funds are.  I love the idea of Apple buying themselves and having no owner...that's one of the funniest things I've read in a long time!

 

 

post #119 of 147
Quote:
Originally Posted by ClemyNX View Post


You twice wrote 'catagory'. For an expert you need to work on your English.
Anyway, 78% of Android phones have a screen of 4 inches or less. Even if people want so much a bigger iPhone, making one wouldn't bring that much more people than are now buying it. And if they didn't keep the smaller size at the same time, they might even lose customers (yes, I really think that some people don't want a bigger phone).

 

What percent of those 78% android phones 4 inches or less are top tier phones?  All the major Android top tier phones are 5 inches or very close.  Samsung alone has sold about 200,000,000 5 inch phones since the S2.  The HTC one is 5 inch.

 

Why does it have to be this OR that?  Why not make two phones and two sizes?  Ridiculous!!! If cheap ass Chinese OEM's can make multiple phones at multiple sizes and Apple can't?

post #120 of 147

Okay, here's my two cents.

I'm not anti-Tim Cook. I think he's doing, overall, an excellent job. I think Apple has continued to innovate, and will continue to do so - including the introduction of new product categories. But there ARE some problems that are very real, and need to be addressed.

1. The iPhone. What's happening in regard to marketshare is no joke, and is not to be dismissed. To simply say, "we only cater to the higher end of the market" is a mistake. If marketshare continues to erode, eventually - not tomorrow, but eventually - you will have a situation all too similar to the old Mac vs. PC days. And those were some dark times. What the iPod did right was in finding a way to make truly great products for every price-point. By doing so, it shut out the competition - including competition at the low end, which is what typically eats away at Apple (pardon the pun). Now, more than ever, Apple has an opportunity to "pull an iPod." With a larger-screened device coming, make THAT the high end, aspirational model, drop the price a touch on the next gen 5S to make it slightly closer to mid-range, and bring back the 4S screen size for an inexpensive, super-thin low to mid-range priced model (finally, the iPhone "mini" so to speak). Or, drop the price on the 5C - because honestly, part of the reason it didn't sell as well as hoped is because the price didn't match the product.

2. Innovate FASTER. Steve Jobs was probably not always the nicest person. But he understood that sometimes pressure needed to be applied to bring things to market in a timely manner. This year, Apple needs to MOVE. That new, enhanced AppleTV? It's long overdue. The new, one MacBook Air retina to-rule-them-all 12 incher? Let's GO. The larger screened iPhone with a hopefully mobile payment solution in tow? June, not September this time around. (Which would also steal some thunder from whatever Samsung introduces in March). The iWatch? Holiday season at the LATEST. And here's the kicker - announce it for pre-order 3 to 6 months ahead of launch. (Particularly if, for some reason, it's not going to make the holiday release.) We've seen Apple do this before - with the iPhone, and recently with the Mac Pro. It's something that is typically done when there's an understanding that the wait for a particular product has become so problematically over-long that *something* must be announced, even if it's a "coming soon" to get everyone salivating. That's very much the case here.

3. Ambition. What's a major difference between Google and Apple? Apple purports to "laser focus" on specific products, while Google's ambitions (it has become more clear than ever based on recent acquisitions) are limitless. I once wrote an email to Tim Cook recommending they develop an actual iCar, and just skip over the intermediate "iOS in the car" altogether. It might sound crazy, but hey, "here's to the crazy ones," right? (Or, if you want to put that cash to use, buy Tesla. Probably impossible, but who cares! Find a way.) I believe Apple under Steve Jobs had limitless ambition. I'm not sure that's still true of Apple. I'd like to hope they can get some of that fire back.

Apple is still a great company. It still makes great products. It still innovates. But it's time to broaden that laser focus a bit, put the pedal to the metal, and show the world that Apple is an unstoppable force. Maybe the new company's new slogan - in-house only, of course - should be this: "Apple: Be Afraid." Because right about now, I'd like to be more afraid OF Apple than I am FOR them.

 

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