Could just ONE analyst be fired for incompetence, please? One of them. Start small. I need some validation that the entire market isn't now completely full of idiots.
No you don't. They ARE idiots. So just quit reading them.
Apple will never ever be anything that resembles a full range smartphone manufacturer. Analysts have to get this in their stubborn heads. BMW doesn't sell to middle income third worlders. Rolex doesn't sell to middle income third worlders. Why do they demand that Apple sell to middle income third worlders? Apple is an aspirational brand, that's how they make their money and they will never do anything that imperils their aspirational status. Any growth for Apple will not come from reaching down to the lower end of markets, it will come from coming up with new aspirational products. And only an idiot doesn't know that they are coming.
The one thing the Analysts are overlooking is that this isn't the true low cost phone for emerging markets. That will be all of the refurbished trade-ins phones. I am pretty sure that Apple has looked at how many phones will be coming off of contract this year. There then is probably a significant percentage of iPhones 4s coming off contract, which then could be traded in, at Apple stores, to get cash for the upgrade to the new phones. People in the emerging markets can get a higher end iPhone for either the cost or slightly higher then the cost of the lower end smartphones that is typically purchased in those countries from Samsung and others. Not sure what the pricing may be in China for the new devices. Analysts can only speculate but that is the largest possible new market for Apple as well. As time goes on the upgrade cycle continues. The 5c and 5S of today will be in those markets within 2 years. Once stickiness is created with the used 4S's, people may then choose to upgrade to these phones then. Apple is controlling the markets where these used phones will go and is a good play to reduce th stranglehold that cheap android phones have in these markets.
AAPL, under Cook & Co, can't get a darn thing right! He is the Steve Balmer/Jerry Yang of Apple. And what the hell is with those yucky colors? Is Jony Ives color blind? Here we are back in the mid $400s and sinking thanks to Cook's management.
I am sooooo tired of hauling this out but here it is:
Apple II 1977
Mac 1984
PowerBook 1991
Newton 1993
iPod 2001
iPhone 2007
iPad 2010
Average interval between major new product introductions: 5.5 years. My advice is, if you only started paying attention when iPhone first came out, then be patient. A 3 year gap is at the low end of the range. Even if we limit the numbers to the Steve Jobs era.
I think Apple is right on to not sacrifice their brand for a few percentages of market share. Apple is a premium brand and will maintain that. Sure they have come down in price a little, but they are not willing to race to the bottom like Android devices. They simply won't. Good things cost money. If you want a cheap phone with no support, gobs or malware, terrible battery life, etc.... that's your call. Go and buy whatever cheap phone you want. I know tons of teens who are excited about the 5C. Sure it's not free, but it's in range. They are upgrading from free/cheap Android POS and getting something that has a quality camera (it's not all about the megapixels people), quality apps and music... and is just plain a fashion statement.
I think the analysts are wrong. I think this will sell like hotcakes in China, even at the higher price. I think Apple will sell everyone they can make and are able to support on their infrastructure. I see no point in trying to break the laws of supply and demand to satisfy some analyst's wet dream.
No you don't. They ARE idiots. So just quit reading them.
No, that's not a valid option. I already don't read them. That's not good enough. They need PUNISHED for their LIES. Should anyone in any occupation be allowed to just lie for a living? No jokes here, please.
I am happy that Apple didn't bend over to the analyst, wall street or marketshare seeker, all these people want a quick $$$$, Maybe Apple will sell more iPhones if they cut their margin to nothing, but nothing good will come out of that, you can ask Dell, HP and other PC manufacturer. Did any of these analysts ask himself why Apple still standing when all it's old rivals slowly turning to dust? Business is simple, make a product, but a good profit margin and sell. All other economical and business tricks give us nothing but fragile economy. Selling at loss, cost or unsustainable margin should be illegal.
They're disappointed the price wasnt lower.. If Apple lowered the price, their margin goes down, and that will disappoint Wall Street.. It's a no win scenario for Apple.
I think Apple is right on to not sacrifice their brand for a few percentages of market share. Apple is a premium brand and will maintain that. Sure they have come down in price a little, but they are not willing to race to the bottom like Android devices. They simply won't. Good things cost money. If you want a cheap phone with no support, gobs or malware, terrible battery life, etc.... that's your call. Go and buy whatever cheap phone you want. I know tons of teens who are excited about the 5C. Sure it's not free, but it's in range. They are upgrading from free/cheap Android POS and getting something that has a quality camera (it's not all about the megapixels people), quality apps and music... and is just plain a fashion statement.
I think the analysts are wrong. I think this will sell like hotcakes in China, even at the higher price. I think Apple will sell everyone they can make and are able to support on their infrastructure. I see no point in trying to break the laws of supply and demand to satisfy some analyst's wet dream.
Except they didn't come down in price even one dime. Do you honestly think the 16GB is actually worth the $733 price tag people will have to pay for it unlocked in China? It is a nice phone and I actually like it. It is not for me but I can appreciate the appeal but I certainly do not think a plastic phone is worth $733. At the very least they could have thrown consumers a bone by including a free case but even that will cost $30. The 5S at least gives you a lot more bang for your bucks with several new features.
AAPL, under Cook & Co, can't get a darn thing right! He is the Steve Balmer/Jerry Yang of Apple. And what the hell is with those yucky colors? Is Jony Ives color blind? Here we are back in the mid $400s and sinking thanks to Cook's management.
Cook & Co. Are doing great. The new phones will sell like hot cakes. Apple has earned its prosperity by producing and selling for a profit great products which factually improve people's lives. It's too bad that more companies and individuals aren't inspired to do likewise with their own enterprises. Instead, too many merely fantasize about "getting rich" by winning the lottery or by playing the stock market. It's no surprise to hear about all the disappoint such strategies produce.
The way I see it, saying Apple is missing on the 5+ inch smartphone market is like saying Apple is missing the dishwasher market. Different products, different customers, different margins.
Apple is focusing on doing 1 thing right on every segment it is currently working on.
They won't have a product on each possible tech market, that's just not Apple.
One Analyst on TV earlier said that Apple disappointed by not innovating. When asked what Apple could've done to innovate the Analyst said "make the 5c even cheaper".
Apple clearly doesn't care about market share or share price.
They want to make tons of money selling niche products.
Don't like it? Change the leadership.
I wish I could respond to the trolls but I'll take a stab at this one. Since when is selling the #1 (and perhaps #2) phone model a niche?
Analysts are clueless. They will ding Apple for maintaining margins at the C's price point and yet would ding Apple if the margins drop if the C had a lower price point.
Apple can't win with these fools. Both the 5s will sell millions with growth from the largest carriers in Japan and china.
One Analyst on TV earlier said that Apple disappointed by not innovating. When asked what Apple could've done to innovate the Analyst said "make the 5c even cheaper".
Crazy how some people view innovation :-(
Just goes to show you that analysts never ran a biz or had an original idea ever. Innovation isn't something you schedule.
Comments
No you don't. They ARE idiots. So just quit reading them.
Apple will never ever be anything that resembles a full range smartphone manufacturer. Analysts have to get this in their stubborn heads. BMW doesn't sell to middle income third worlders. Rolex doesn't sell to middle income third worlders. Why do they demand that Apple sell to middle income third worlders? Apple is an aspirational brand, that's how they make their money and they will never do anything that imperils their aspirational status. Any growth for Apple will not come from reaching down to the lower end of markets, it will come from coming up with new aspirational products. And only an idiot doesn't know that they are coming.
The one thing the Analysts are overlooking is that this isn't the true low cost phone for emerging markets. That will be all of the refurbished trade-ins phones. I am pretty sure that Apple has looked at how many phones will be coming off of contract this year. There then is probably a significant percentage of iPhones 4s coming off contract, which then could be traded in, at Apple stores, to get cash for the upgrade to the new phones. People in the emerging markets can get a higher end iPhone for either the cost or slightly higher then the cost of the lower end smartphones that is typically purchased in those countries from Samsung and others. Not sure what the pricing may be in China for the new devices. Analysts can only speculate but that is the largest possible new market for Apple as well. As time goes on the upgrade cycle continues. The 5c and 5S of today will be in those markets within 2 years. Once stickiness is created with the used 4S's, people may then choose to upgrade to these phones then. Apple is controlling the markets where these used phones will go and is a good play to reduce th stranglehold that cheap android phones have in these markets.
AAPL, under Cook & Co, can't get a darn thing right! He is the Steve Balmer/Jerry Yang of Apple. And what the hell is with those yucky colors? Is Jony Ives color blind? Here we are back in the mid $400s and sinking thanks to Cook's management.
I am sooooo tired of hauling this out but here it is:
Apple II 1977
Mac 1984
PowerBook 1991
Newton 1993
iPod 2001
iPhone 2007
iPad 2010
Average interval between major new product introductions: 5.5 years. My advice is, if you only started paying attention when iPhone first came out, then be patient. A 3 year gap is at the low end of the range. Even if we limit the numbers to the Steve Jobs era.
They want to make tons of money selling niche products.
Don't like it? Change the leadership.
I think the analysts are wrong. I think this will sell like hotcakes in China, even at the higher price. I think Apple will sell everyone they can make and are able to support on their infrastructure. I see no point in trying to break the laws of supply and demand to satisfy some analyst's wet dream.
No, that's not a valid option. I already don't read them. That's not good enough. They need PUNISHED for their LIES. Should anyone in any occupation be allowed to just lie for a living? No jokes here, please.
Maybe Apple will sell more iPhones if they cut their margin to nothing, but nothing good will come out of that, you can ask Dell, HP and other PC manufacturer.
Did any of these analysts ask himself why Apple still standing when all it's old rivals slowly turning to dust?
Business is simple, make a product, but a good profit margin and sell. All other economical and business tricks give us nothing but fragile economy.
Selling at loss, cost or unsustainable margin should be illegal.
I think Apple is right on to not sacrifice their brand for a few percentages of market share. Apple is a premium brand and will maintain that. Sure they have come down in price a little, but they are not willing to race to the bottom like Android devices. They simply won't. Good things cost money. If you want a cheap phone with no support, gobs or malware, terrible battery life, etc.... that's your call. Go and buy whatever cheap phone you want. I know tons of teens who are excited about the 5C. Sure it's not free, but it's in range. They are upgrading from free/cheap Android POS and getting something that has a quality camera (it's not all about the megapixels people), quality apps and music... and is just plain a fashion statement.
I think the analysts are wrong. I think this will sell like hotcakes in China, even at the higher price. I think Apple will sell everyone they can make and are able to support on their infrastructure. I see no point in trying to break the laws of supply and demand to satisfy some analyst's wet dream.
Except they didn't come down in price even one dime. Do you honestly think the 16GB is actually worth the $733 price tag people will have to pay for it unlocked in China? It is a nice phone and I actually like it. It is not for me but I can appreciate the appeal but I certainly do not think a plastic phone is worth $733. At the very least they could have thrown consumers a bone by including a free case but even that will cost $30. The 5S at least gives you a lot more bang for your bucks with several new features.
I think all the 5C and the 5S series are just gorgeous.
I feel tempted to buy one of each. But probably end up with the steel grey of the 5S series.
Anyway all these phones are worth every penny!!
Those analysts got it so backwards, which they did again and again in the past.
But I don't care. As long as Apple keeps on it's track and doesn't start to listen to those whiners.I am perfectly happy.
Cook & Co. Are doing great. The new phones will sell like hot cakes. Apple has earned its prosperity by producing and selling for a profit great products which factually improve people's lives. It's too bad that more companies and individuals aren't inspired to do likewise with their own enterprises. Instead, too many merely fantasize about "getting rich" by winning the lottery or by playing the stock market. It's no surprise to hear about all the disappoint such strategies produce.
Different products, different customers, different margins.
Apple is focusing on doing 1 thing right on every segment it is currently working on.
They won't have a product on each possible tech market, that's just not Apple.
One Analyst on TV earlier said that Apple disappointed by not innovating. When asked what Apple could've done to innovate the Analyst said "make the 5c even cheaper".
Crazy how some people view innovation :-(
I wish I could respond to the trolls but I'll take a stab at this one. Since when is selling the #1 (and perhaps #2) phone model a niche?
Analysts are clueless. They will ding Apple for maintaining margins at the C's price point and yet would ding Apple if the margins drop if the C had a lower price point.
Apple can't win with these fools. Both the 5s will sell millions with growth from the largest carriers in Japan and china.
Just goes to show you that analysts never ran a biz or had an original idea ever. Innovation isn't something you schedule.
Hmmmm... everyone declaring that Apple is going to sell millions and millions of phones... as if it's a given. Absolutely no doubt.
For the first time ever, I'm on the fence about sales of iPhones in the holiday quarter.
Will be interesting.