Sure. Apple has NEVER introduced new hardware without having a new version of the software available at launch. /s
It would be stupid for Apple to launch several updated iOS models without an new iOS version. Two new iPhone's, iPad and iPad mini without a new version of iOS? Yeah that would be a great idea.
This is bad news for Apple. I can't believe their products will be missing a made up timeframe. I forget, again, when did Apple actually state the products to be a available? They didn't? Lets make up a date.
It would be stupid for Apple to launch several updated iOS models without an new iOS version. Two new iPhone's, iPad and iPad mini without a new version of iOS? Yeah that would be a great idea.
Perhaps why there's the reports APPLE redirected some OS people over to the iOS side of things?
This is bad news for Apple. I can't believe their products will be missing a made up timeframe. I forget, again, when did Apple actually state the products to be a available? They didn't? Lets make up a date.
But...but...this guy has a "strong track record"!! How dare you question his baseless rumors that debunk other baseless rumors!
I'd rather see Apple delay the launch for a few months than push off major changes to iOS until iOS 8 next year. If Apple can outperform expectations in their products this year, that is the best way to launch the stock price back up. Financial tricks like buybacks, stock splits, and preferred shares are just smoke and mirrors to drive the price up temporarily.
Wow. Buying back your stock is a financial "trick." Virtually every company in the world that is capable does it. The only possible reason not to buy it with the amount of cash they have is they think it isn't a good value and is going lower or they have better uses for the cash, such as organic or external growth opportunities including acquisitions. As Warren Buffet said recently, he told Steve Jobs that if you can buy a dollar for 80 cts, its a good thing and he should do it. Honestly, if you think they outperform expectations in their products this year and the stock launches back up, why in the heck would you not want to buy it before that happens, which would mean shareholders get a larger piece of the earnings from those new products.
The free pass given to Tim Cook on this site is baffling. We only need to look at another once well respected Apple executive (Ron Johnson) to see that nobody is infallible, including Tim. All these stories of delays, execution problems, etc are problematic and show signs of a company that is becoming more reactive than proactive; one that rested on its laurels and is now scrambling to address the competitive landscape. Who develops products and then finds out only a few months before expected launch that they can't manufacture those products. Apple is still the product innovation leader, but it is very difficult to argue that Samsung hasn't taken a huge lead in manufacturing innovation.....multiple products, multiple sizes, multiple offerings which recently have been released earlier than expected or even released without the market even knowing about it coming. Apple on the other hand has been delaying releases, releasing products than can't meet demand or releasing half-baked apps such as maps.
True test of a leader is how they react to challenges. Its easy to lead from the front of the pack. Tim has all the cash in the world, he has all the resources one could possibly ask for and yet the expectations are that Apple will yet again miss consensus earnings this quarter and next and if this story is true about further delays, they will miss Sept. consensus earnings also. Three straight earnings misses after the stock starts plummeting isn't going to help stem the bleeding, especially when the 'leader' of the company has the personality of a stone. Nobody believes in Tim and he will come under significant pressure if this article turns out to be true. Tim was the one on the last earnings call who stated that analysts had it all wrong and no single supply chain data point could be read to mean production was slowing....well we've seen Foxconn numbers and we've seen sales estimates get massively cut. It is baffling that the analysts appear to have potentially been more in touch with what sales were doing than the CEO. We will find out if that is the case in a few weeks. If Tim guides the next quarter well below consensus and discusses weak sales after making a point last call to say the analysts didn't know what they were talking about, he is going to look like a real moron.
Stock is probably dead money at best for the next year with a buyback. Without one, it will drop > 50% from peak value in one of the biggest bull markets in awhile. A lot of people here have their heads in the sand if they think this isn't an Apple specific issue. Yes, earnings we huge last quarter, but the multiple has seen massive compression as the expectation is earnings will go negative this year and Tim 'No Communication' Cook has given no signs that isn't the case or that he even realizes the competitive threats they face. Samsung record earnings, Google record earnings, both near all-time highs while Apple languishes. This is on Apple, not analysts, not Wall Street. Put up or shut up. If Tim can't grow earnings while his competition can, he needs to go.
It's better to delay these products to bring solid new features to the table than to release them on time with simply a faster processor and some other routine, boring spec bumps.
Would be interesting if they started keeping track of the analyst's accuracy and assigned a rating to them; an Analyst Accuracy Rating - AAR. For instance, "Digitimes - AAR 0.01, states that the next iPhone will be made of pure Unicorn Extract," or "Jim Dalrymple - AAR 9.75, says 'NO.'" Might help put rumors into context.
Realistically, this is great news! The best thing for Apple right now, including its stock, is for the public and investors to get the perception that Apple is innovative! Now, I no doubt already know how innovative of a company Apple is and continues to be, but the negativity surrounding Apple lately surely has a lot of people worried about its future ability to innovate. I would much prefer that the products and OS upgrades are delayed, because that is evidence of Apple trying to "get it right." Remember when OS X 10.5 Leopard was delayed because of resources allocated to the iPhone? A simple few month delay yielded argumentatively the greatest and most game-changing product of the past few decades!
The fingerprint scanner, if rumors are true, would enable Apple to again leapfrog the competition. Remember how people kept pegging the iOS passcode, either 4 digit or more complex, as being outdated and not nearly as good as Android's connect the dots passcode? Remember how Android introduced facial recognition technology that ultimately was woefully inadequate because a simple photograph of the person held in front of the camera was enough to bypass the "secure" nature of this "breakthrough" and "innovative" technology? Fingerprint sensing is a major milestone for a consumer electronics product! No more passwords, no worry about security, fingerprint sensing is the perfect example of "it just works!" I hope the rumors are true!
As for iOS 7, I'm sure Jony Ive has done his due diligence in carefully crafting key interface changes that will result in a much better and updated OS. It probably took some time for him to do so after Forstall was fired, and he probably inherited projects that were under development, and might have had to scrap them or alter them to fit his vision. This undoubtedly takes time, but the result ends up being greater! Apple shouldn't focus on shipping another product out the door, they should focus on shipping an even better product. While keeping the same case design and overall materials design allows for manufacturing efficiencies, it means Apple will have to focus more on additional software features or hardware that can be added to the existing design, like fingerprint scanners. I think this is actually great news for Apple, because it means that the company is firmly footed in its principles of shipping great products, and not willing to ship half-baked products simply to please short-sighted investors.
An iMac that took forever to come out and a rMBP that has seen several price drops because it was overpriced and underpowered. A price drop mid cycle by Apple and added drops by authorized dealers. When was the last time Apple had to drop the price of a product mid cycle? Issue like these are the reason for the drop in stock.
Wall Street doesn't care about Macs. They care about one thing: how many iPhones Apple sells.
All these stories of delays, execution problems, etc are problematic and show signs of a company that is becoming more reactive than proactive; one that rested on its laurels and is now scrambling to address the competitive landscape.
How silly. Let's look at just some stories from the last couple of years under Steve's reign.
@jdnc123. Enough with your rambling. Only the iMac was constrained. As for delays, wasn't the white iPhone delayed during Jobs tenure? Also, what other delays, I don't remember Apple announcing a ship date for these future products.
Can you also source Foxconn's numbers. They haven't announced anything yet either. More FUD from analysts and trolls.
Who is really growing earnings besides Samsung? And who's to say they will be able to keep it up now that they're on top and the market is becoming saturated.
@jdnc123. Enough with your rambling. Only the iMac was constrained. As for delays, wasn't the white iPhone delayed during Jobs tenure? Also, what other delays, I don't remember Apple announcing a ship date for these future products.
Can you also source Foxconn's numbers. They haven't announced anything yet either. More FUD from analysts and trolls.
As I posted right above you there have been numerous delays, supply contraint issues, admitted missteps, etc. under Steve Jobs as CEO. jdnc is nothing more than a poor troll.
It's better to delay these products to bring solid new features to the table than to release them on time with simply a faster processor and some other routine, boring spec bumps.
Amazing how "spec bumps" from other companies = innovation, yet when they come from Apple they're boring or "incremental".
Should I go on? I can post many more of these if you wanted. People like yourself seem to have next to zero historical perspective.
You quoted it, but missed the point. All of those delays in the past when the competition was light years behind didn't hurt sales that much. Now the delays are hurting sales. Historical context is great, but if you think Apple has the lead it once did on the competition and that delays won't hurt it more now than they have in the past, well I think that is silly. I am looking at things from an investor perspective, not product lover (although I love the products). The company needs to grow earnings for the stock to have any chance to go higher. I don't see how that is possible this year myself. Listen, even many of the most ardent supporters have commented that the UI is outdated and many have said that they would like a larger screen (not absurd, but larger). I want a larger screen iPhone. Why doesn't the company want to give consumers what they want. I need a new phone, but I'm not going to buy same size IP5 only to have larger screen IP6 released next year. I'll hold off.
Aka we are covering up how we said things were coming in April and June by claiming bogus issues are delaying things which means its not our fault. Even though it is cause we were making stuff up all along
You quoted it, but missed the point. All of those delays in the past when the competition was light years behind didn't hurt sales that much. Now the delays are hurting sales. Historical context is great, but if you think Apple has the lead it once did on the competition and that delays won't hurt it more now than they have in the past, well I think that is silly. I am looking at things from an investor perspective, not product lover (although I love the products). The company needs to grow earnings for the stock to have any chance to go higher. I don't see how that is possible this year myself. Listen, even many of the most ardent supporters have commented that the UI is outdated and many have said that they would like a larger screen (not absurd, but larger). I want a larger screen iPhone. Why doesn't the company want to give consumers what they want. I need a new phone, but I'm not going to buy same size IP5 only to have larger screen IP6 released next year. I'll hold off.
I didn't miss any point. And, yes, things like the iPhone 3G supply constraints did lose them sales because customers could not buy new model iPhones. They were being turned away from AT&T because of it.
You were making a poor attempt at trolling and got called on it. The issue Apple has faced are no worse than they always have with both software and hardware being delayed, supply constraints for weeks on end for new product launches and reactive apologies to poor launches of services like MobileMe. Also, you bringing up larger screen iPhones is silly when Steve Jobs was adamant against larger screen iPhones for the longest time. Same with a small iPad. That you try to lump all these things as being Tim Cook issues is nothing but nonsense. Try harder with your trolling next time.
Comments
Quote:
Originally Posted by jragosta
Sure. Apple has NEVER introduced new hardware without having a new version of the software available at launch. /s
It would be stupid for Apple to launch several updated iOS models without an new iOS version. Two new iPhone's, iPad and iPad mini without a new version of iOS? Yeah that would be a great idea.
So this guy doesn't expect a Mac Pro redesign in 2013?
Quote:
Originally Posted by extremeskater
It would be stupid for Apple to launch several updated iOS models without an new iOS version. Two new iPhone's, iPad and iPad mini without a new version of iOS? Yeah that would be a great idea.
Perhaps why there's the reports APPLE redirected some OS people over to the iOS side of things?
Quote:
Originally Posted by jungmark
This is bad news for Apple. I can't believe their products will be missing a made up timeframe. I forget, again, when did Apple actually state the products to be a available? They didn't? Lets make up a date.
But...but...this guy has a "strong track record"!! How dare you question his baseless rumors that debunk other baseless rumors!
Quote:
Originally Posted by techguy911
I'd rather see Apple delay the launch for a few months than push off major changes to iOS until iOS 8 next year. If Apple can outperform expectations in their products this year, that is the best way to launch the stock price back up. Financial tricks like buybacks, stock splits, and preferred shares are just smoke and mirrors to drive the price up temporarily.
Wow. Buying back your stock is a financial "trick." Virtually every company in the world that is capable does it. The only possible reason not to buy it with the amount of cash they have is they think it isn't a good value and is going lower or they have better uses for the cash, such as organic or external growth opportunities including acquisitions. As Warren Buffet said recently, he told Steve Jobs that if you can buy a dollar for 80 cts, its a good thing and he should do it. Honestly, if you think they outperform expectations in their products this year and the stock launches back up, why in the heck would you not want to buy it before that happens, which would mean shareholders get a larger piece of the earnings from those new products.
The free pass given to Tim Cook on this site is baffling. We only need to look at another once well respected Apple executive (Ron Johnson) to see that nobody is infallible, including Tim. All these stories of delays, execution problems, etc are problematic and show signs of a company that is becoming more reactive than proactive; one that rested on its laurels and is now scrambling to address the competitive landscape. Who develops products and then finds out only a few months before expected launch that they can't manufacture those products. Apple is still the product innovation leader, but it is very difficult to argue that Samsung hasn't taken a huge lead in manufacturing innovation.....multiple products, multiple sizes, multiple offerings which recently have been released earlier than expected or even released without the market even knowing about it coming. Apple on the other hand has been delaying releases, releasing products than can't meet demand or releasing half-baked apps such as maps.
True test of a leader is how they react to challenges. Its easy to lead from the front of the pack. Tim has all the cash in the world, he has all the resources one could possibly ask for and yet the expectations are that Apple will yet again miss consensus earnings this quarter and next and if this story is true about further delays, they will miss Sept. consensus earnings also. Three straight earnings misses after the stock starts plummeting isn't going to help stem the bleeding, especially when the 'leader' of the company has the personality of a stone. Nobody believes in Tim and he will come under significant pressure if this article turns out to be true. Tim was the one on the last earnings call who stated that analysts had it all wrong and no single supply chain data point could be read to mean production was slowing....well we've seen Foxconn numbers and we've seen sales estimates get massively cut. It is baffling that the analysts appear to have potentially been more in touch with what sales were doing than the CEO. We will find out if that is the case in a few weeks. If Tim guides the next quarter well below consensus and discusses weak sales after making a point last call to say the analysts didn't know what they were talking about, he is going to look like a real moron.
Stock is probably dead money at best for the next year with a buyback. Without one, it will drop > 50% from peak value in one of the biggest bull markets in awhile. A lot of people here have their heads in the sand if they think this isn't an Apple specific issue. Yes, earnings we huge last quarter, but the multiple has seen massive compression as the expectation is earnings will go negative this year and Tim 'No Communication' Cook has given no signs that isn't the case or that he even realizes the competitive threats they face. Samsung record earnings, Google record earnings, both near all-time highs while Apple languishes. This is on Apple, not analysts, not Wall Street. Put up or shut up. If Tim can't grow earnings while his competition can, he needs to go.
It's better to delay these products to bring solid new features to the table than to release them on time with simply a faster processor and some other routine, boring spec bumps.
Would be interesting if they started keeping track of the analyst's accuracy and assigned a rating to them; an Analyst Accuracy Rating - AAR. For instance, "Digitimes - AAR 0.01, states that the next iPhone will be made of pure Unicorn Extract," or "Jim Dalrymple - AAR 9.75, says 'NO.'" Might help put rumors into context.
The fingerprint scanner, if rumors are true, would enable Apple to again leapfrog the competition. Remember how people kept pegging the iOS passcode, either 4 digit or more complex, as being outdated and not nearly as good as Android's connect the dots passcode? Remember how Android introduced facial recognition technology that ultimately was woefully inadequate because a simple photograph of the person held in front of the camera was enough to bypass the "secure" nature of this "breakthrough" and "innovative" technology? Fingerprint sensing is a major milestone for a consumer electronics product! No more passwords, no worry about security, fingerprint sensing is the perfect example of "it just works!" I hope the rumors are true!
As for iOS 7, I'm sure Jony Ive has done his due diligence in carefully crafting key interface changes that will result in a much better and updated OS. It probably took some time for him to do so after Forstall was fired, and he probably inherited projects that were under development, and might have had to scrap them or alter them to fit his vision. This undoubtedly takes time, but the result ends up being greater! Apple shouldn't focus on shipping another product out the door, they should focus on shipping an even better product. While keeping the same case design and overall materials design allows for manufacturing efficiencies, it means Apple will have to focus more on additional software features or hardware that can be added to the existing design, like fingerprint scanners. I think this is actually great news for Apple, because it means that the company is firmly footed in its principles of shipping great products, and not willing to ship half-baked products simply to please short-sighted investors.
Quote:
Originally Posted by jdnc123
All these stories of delays, execution problems, etc are problematic and show signs of a company that is becoming more reactive than proactive; one that rested on its laurels and is now scrambling to address the competitive landscape.
How silly. Let's look at just some stories from the last couple of years under Steve's reign.
Leopard will be delayed!
http://appleinsider.com/articles/07/04/12/apple_delays_leopard_release_until_october
http://appleinsider.com/articles/07/04/12/apples_leopard_still_plagued_by_lengthy_bug_list
http://appleinsider.com/articles/07/03/23/digitimes_apple_may_delay_leopard_release_till_october
Oh wait! No it won't!
http://appleinsider.com/articles/07/03/25/briefly_apple_says_leopard_wont_be_delayed
Apple TV launch delayed!
http://appleinsider.com/articles/07/02/26/apple_delays_apple_tv_launch_till_mid_march_updated
Oh wait! No it won't!
http://appleinsider.com/articles/07/02/12/briefly_apple_denies_report_of_apple_tv_delays
Apple to delay shipments of 17" MacBook Pro!
http://appleinsider.com/articles/06/11/08/apple_delays_shipments_of_new_17_inch_macbook_pros
2-4 week delays for iPhone
http://appleinsider.com/articles/07/06/30/apple_sells_iphone_online_with_2_4_week_delay
Final Cut Server shipping after lengthy delay
http://appleinsider.com/articles/08/04/08/apple_says_final_cut_server_shipping_after_lengthy_delay
Apple TV "Take 2" software delayed
http://appleinsider.com/articles/08/01/30/apple_delays_apple_tv_take_2_software_by_a_week_or_two
iPhone 3G shortages causing delays
http://appleinsider.com/articles/08/07/17/iphone_3g_shortages_causing_major_delays_for_att_businesses
Chip complex delaying Apple's new iMac line
http://appleinsider.com/articles/09/01/26/chip_complex_delaying_apples_new_imac_line_says_analyst
Apple delays Entry MacBook Air until after Thanksgiving
http://appleinsider.com/articles/08/11/05/apple_delays_entry_macbook_air_till_after_thanksgiving
Steve Jobs confesses to poorly planned MobileMe Launch
http://appleinsider.com/articles/08/08/05/steve_jobs_confesses_to_poorly_planned_mobileme_launch
Should I go on? I can post many more of these if you wanted. People like yourself seem to have next to zero historical perspective.
Can you also source Foxconn's numbers. They haven't announced anything yet either. More FUD from analysts and trolls.
Quote:
Originally Posted by jungmark
@jdnc123. Enough with your rambling. Only the iMac was constrained. As for delays, wasn't the white iPhone delayed during Jobs tenure? Also, what other delays, I don't remember Apple announcing a ship date for these future products.
Can you also source Foxconn's numbers. They haven't announced anything yet either. More FUD from analysts and trolls.
As I posted right above you there have been numerous delays, supply contraint issues, admitted missteps, etc. under Steve Jobs as CEO. jdnc is nothing more than a poor troll.
Quote:
Originally Posted by Applelunatic
How silly. Let's look at just some stories from the last couple of years under Steve's reign.
Leopard will be delayed!
http://appleinsider.com/articles/07/04/12/apple_delays_leopard_release_until_october
http://appleinsider.com/articles/07/04/12/apples_leopard_still_plagued_by_lengthy_bug_list
http://appleinsider.com/articles/07/03/23/digitimes_apple_may_delay_leopard_release_till_october
Oh wait! No it won't!
http://appleinsider.com/articles/07/03/25/briefly_apple_says_leopard_wont_be_delayed
Apple TV launch delayed!
http://appleinsider.com/articles/07/02/26/apple_delays_apple_tv_launch_till_mid_march_updated
Oh wait! No it won't!
http://appleinsider.com/articles/07/02/12/briefly_apple_denies_report_of_apple_tv_delays
Apple to delay shipments of 17" MacBook Pro!
http://appleinsider.com/articles/06/11/08/apple_delays_shipments_of_new_17_inch_macbook_pros
2-4 week delays for iPhone
http://appleinsider.com/articles/07/06/30/apple_sells_iphone_online_with_2_4_week_delay
Final Cut Server shipping after lengthy delay
http://appleinsider.com/articles/08/04/08/apple_says_final_cut_server_shipping_after_lengthy_delay
Apple TV "Take 2" software delayed
http://appleinsider.com/articles/08/01/30/apple_delays_apple_tv_take_2_software_by_a_week_or_two
iPhone 3G shortages causing delays
http://appleinsider.com/articles/08/07/17/iphone_3g_shortages_causing_major_delays_for_att_businesses
Chip complex delaying Apple's new iMac line
http://appleinsider.com/articles/09/01/26/chip_complex_delaying_apples_new_imac_line_says_analyst
Apple delays Entry MacBook Air until after Thanksgiving
http://appleinsider.com/articles/08/11/05/apple_delays_entry_macbook_air_till_after_thanksgiving
Should I go on? I can post many more of these if you wanted. People like yourself seem to have next to zero historical perspective.
You quoted it, but missed the point. All of those delays in the past when the competition was light years behind didn't hurt sales that much. Now the delays are hurting sales. Historical context is great, but if you think Apple has the lead it once did on the competition and that delays won't hurt it more now than they have in the past, well I think that is silly. I am looking at things from an investor perspective, not product lover (although I love the products). The company needs to grow earnings for the stock to have any chance to go higher. I don't see how that is possible this year myself. Listen, even many of the most ardent supporters have commented that the UI is outdated and many have said that they would like a larger screen (not absurd, but larger). I want a larger screen iPhone. Why doesn't the company want to give consumers what they want. I need a new phone, but I'm not going to buy same size IP5 only to have larger screen IP6 released next year. I'll hold off.
Quote:
Originally Posted by jdnc123
You quoted it, but missed the point. All of those delays in the past when the competition was light years behind didn't hurt sales that much. Now the delays are hurting sales. Historical context is great, but if you think Apple has the lead it once did on the competition and that delays won't hurt it more now than they have in the past, well I think that is silly. I am looking at things from an investor perspective, not product lover (although I love the products). The company needs to grow earnings for the stock to have any chance to go higher. I don't see how that is possible this year myself. Listen, even many of the most ardent supporters have commented that the UI is outdated and many have said that they would like a larger screen (not absurd, but larger). I want a larger screen iPhone. Why doesn't the company want to give consumers what they want. I need a new phone, but I'm not going to buy same size IP5 only to have larger screen IP6 released next year. I'll hold off.
I didn't miss any point. And, yes, things like the iPhone 3G supply constraints did lose them sales because customers could not buy new model iPhones. They were being turned away from AT&T because of it.
You were making a poor attempt at trolling and got called on it. The issue Apple has faced are no worse than they always have with both software and hardware being delayed, supply constraints for weeks on end for new product launches and reactive apologies to poor launches of services like MobileMe. Also, you bringing up larger screen iPhones is silly when Steve Jobs was adamant against larger screen iPhones for the longest time. Same with a small iPad. That you try to lump all these things as being Tim Cook issues is nothing but nonsense. Try harder with your trolling next time.