Originally Posted by MJ Web
Apple has become painfully predictable and stuck in slow motion innovation-wise. The media and Wall Street are correct! Tim Cook has put Apple in position where Cupertino now needs to prove it still possesses "fire in its belly".
My radar leads me to conclude the iWatch is imminent. That may move the needle! A larger iPhone will plug the dyke but I think it's too late to be significant because everyone expects it. By making Apple TV a hobby for way too long I fear Apple has blown that opportunity too! There are people in denial here but the fact remains, compared to what Apple was in 2007-2011, the company is a bloody mess.
Apple, to me, has been predictable for a long time, until they announce something completely unexpected. Sometimes they pull some surprises, but they STILL have a long ways to go in the smartphone arena, especially with 64 bit, and larger screen models as they lost a lot of business to Android, but they can capture quite a bit of it back, it'll just take a couple of years and they really need the production levels to be there in order to achieve decent growth.
IPads is kind of the same thing, but not as bad. They have other things to consider.
IPods (and all other devices), i really think going 24 Bit audio will help kick start some growth instead of declining. Apple just has to figure out how to make it more affordable, which they can if they can price AAC 24 bit albums/songs less than everyone else.
They still have that whole in the MacMini to MacPro headless unit, I still think a LOT of Windows users would switch if there was something in that price range. A lot of PC users simply don't want AIO units, only a small percentage do.
The MacBookAir does need higher resolution screens and I think as 12 inch unit might be useful. Maybe a 14 or 15 inch version as well????
I still think something is going to happen with that sensor company they bought and it would be interesting and a new market if they did make SmartTVs. I think a lot people would buy them, they just have to figure out how to do it where people would upgrade the guts inside every so many years , OR they simply have to kick out some AppleTV boxes that would make that market explode into s larger market for them. I think that area is an interesting one and that could be some potential growth. I think it would be cool to have a nice Apple TV with built in sensors and then something the size of an iPad Mini (without screen and battery) that you slide in/out to upgrade functionality every year or so when a new upgrade becomes available. I think that might work.
I don't know how much money Apple plans on making from the Auto industry with iOS in the car. They haven't added a pie slice to the chart yet, maybe the next earnings call they might address that.
It's still unknown how many MacPros they are actually selling, but they are still 4-5 weeks backlogged. I think Apple needs to spend more money in marketing OS X, they always advertise iPhones, iPads, and iPods over the last 7 years or so, but not that much in the desktop/laptop market, which they SHOULD do.
Someone mentioned not too long ago that Apple was planning on some big buyout of some sort worth in the billions, but I'm trying to figure out who would be the best play in that area and if it's going to happen.
The iWatch wearables is eminent but I don't think it's going to be a HUGE percentage of future sales/profits to make a big difference. I see it more in the area of accessories. Do you think a lot of people are going to spend more than $300 on a iWatch? And how many would they sell if it gets too expensive? Tough call.