Tallest Skill and the other frothing cultists have declared yesterday the single most important moment in all humanity - the greatest innovation of all collective human experience and knowledge was rolled out in a plastic phone...
Apple will maintain their margins with the iPhone 5C, but it's hard to see their multiple growing by keeping the price structure. Without making significant penetration now outside the US, within 5 years they risk becoming an even smaller player in the market they essentially created. Once customers have chosen a different ecosystem, to get them back they'd probably be competing on cost. No significant portion of users are going to switch platforms because of the relative merits of features like a fingerprint sensor (Apple) or eye-tracking (Samsung). Scoff if you like, but Microsoft and Nokia have an interesting lineup and their market penetration is growing glacially. And it may become a glacier suffering from global warming.
I read somewhere here that Wall Street expects innovation on a schedule and how ridiculous that is. It's folly to expect significant innovation at all; most progress is rote and uninspiring when you take off your rose-colored Google Glass. (E.g., said fingerprint sensors and eye-tracking.) If you submit that innovation doesn't happen on a timetable, you also have to agree that innovation may not come at all - or certainly not within investors' timetables (which could be a few years or more). Don't expect investors to bid up a stock because there will be innovation Real Soon Now but mock them for having been so silly to have expected it this quarter, or last quarter, or next quarter.
Finally, petulance in posts regarding analysts (lying, wrong idiots who should be fired) displays fundamental misunderstanding. You're not their customer. They're serving their customers quite well, and that's why you keep seeing the same analysts time and again.
I'm not so sure about that. I think that if Apple has a retina iPad Mini up their sleeves, then they should just release it as soon as possible, that and the new iPad 5 also.
Last year we saw new iPads in October. I suspect we'll see the same this year. Apple isn't going to stomp on the iPhone launch with new iPads.
Even more sad than the fact that Apple's cheap phone costs the same as always, is that people defend this by flaunting how much money Apple is going to make.
When greed and profit are no longer celebrated, we'll finally be able to progress as a species and start taking care of each other instead of trying to pound each other into the ground.
Even more sad than the fact that Apple's cheap phone costs the same as always, is that people defend this by flaunting how much money Apple is going to make.
When greed and profit are no longer celebrated, we'll finally be able to progress as a species and start taking care of each other instead of trying to pound each other into the ground.
I guess you hate Starbucks and its 75% profit margins on coffee.
Swing and a miss, Cook, swing and a miss. Analysts were also bothered by the lack of preorder for the 5S, which seems to indicate inventory constraints that will ultimately cap supply well below demand, just like the iMac last year. Hard for these things to sell if apple can't even get them into stores.
Swing and a miss, Cook, swing and a miss. Analysts were also bothered by the lack of preorder for the 5S, which seems to indicate inventory constraints that will ultimately cap supply well below demand, just like the iMac last year. Hard for these things to sell if apple can't even get them into stores.
Perhaps it's an F U to Wall Street so they can't predict outrageous numbers so Apple can "fail" to deliver them.
Swing and a miss, Cook, swing and a miss. Analysts were also bothered by the lack of preorder for the 5S, which seems to indicate inventory constraints that will ultimately cap supply well below demand, just like the iMac last year. Hard for these things to sell if apple can't even get them into stores.
Scoff if you like, but Microsoft and Nokia have an interesting lineup and their market penetration is growing glacially. And it may become a glacier suffering from global warming.
Thanks for the permission, I will now go ahead and scoff.
Multiple studies have shown that more people move to iPhones after other "cheap" (meaning android and windows) smart phones, but very few move from iPhones to other smart phones. In other words real world users are still moving to iPhones, whatever your claim and the other smartphone growth, almost all of which is by a single company, is growth from people who come from feature phones...
And will likely upgrade to Apple in time.
Now you can argue that nobody wants a finger print sensor, or new camera or whatever you want to complain about in the announcement. But clearly they DO want the entire package. And thus why Apple has money in the bank, and Microsoft is slowly going the way of the dinosaur.
Since about the only money MS makes is in office and preinstalled windows, and every iPhone/iPad is a potential lost sale to a company that is increasingly finding people can and in fact often prefer to do "computer" tasks on a tablet or phone, that revenue stream is seeming a bit drier everyday. And a few of those lost sales are also increasing Mac sales. Add a fingerprint security system to make iPhones that much more acceptable as company phones, and then add free office software (did you miss that in the announcement?) and MS is losing twice.
When new iPads are announced next month, with the same A7 cpu, or even more cores, MS will become increasingly desperate to catch the mobile boat that people who aren't blind can see they already missed.
Maybe they can produce another stillborn tablet or buy another failed company. That will get them there...
Yeah, scoffing is not the half of it. The MS team still has the trophy from the championship from years ago, but they forgot to even field a team for the first half of this season. Getting back to the playoffs is just no longer possible...
Apple designs and builds these phones as if they were precision Rolex-style watches, but most folks I know immediately cover them up with a rubberized protective cover. A gold vs. silver vs. "space gray" finish? With my iFrogz cover, you wouldn't see any of it.
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'm presuming this is sarcasm. Otherwise, "caput tuum in ano est" ;-)
Swing and a miss, Cook, swing and a miss. Analysts were also bothered by the lack of preorder for the 5S, which seems to indicate inventory constraints that will ultimately cap supply well below demand, just like the iMac last year. Hard for these things to sell if apple can't even get them into stores.
So should Apple not have introduced Touch ID because of possible supply constraints? Or should Cook be fired because he can't roll out the Touch ID on tens of millions of phones at launch?
Now you can argue that nobody wants a finger print sensor, or new camera or whatever you want to complain about in the announcement. But clearly they DO want the entire package.
Please don't ascribe to me things I've neither said nor implied. I didn't complain about the announcement, I gave examples of progress that was rote and uninspired - and expected, as most progress is that way. The iPhone 5 as a package was very good (my own opinion and proven by unit sales growth over its predecessor) and so the 5S, even with uninspired improvements, must be at least equally good.
[edited to correct premature posting, finished in post below]
Comments
This makes no sense whatsoever.
Tallest Skill and the other frothing cultists have declared yesterday the single most important moment in all humanity - the greatest innovation of all collective human experience and knowledge was rolled out in a plastic phone...
how... how can this be?
This is why...
http://www.theonion.com/articles/apple-unveils-panicked-ideafree-man-at-launch-even,33814/
This certainly can't be serious. Not if you are including an "Onion" article.
If you can't present your "opinions" without truth to back them up, don't expect people to waste their time giving you long-winded responses.
Look at the bright side: the rest of your portfolio is doing better!
Unless you're like me, and don't diversify. I always put all of my cash on one horse. It may have disadvantages, but can have advantages too.
" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />
You didn't understand my post. A well worked app will need no code to handle different screen sizes. Adding art for retina was more work.
You have no idea. Nuff said.
Apple will maintain their margins with the iPhone 5C, but it's hard to see their multiple growing by keeping the price structure. Without making significant penetration now outside the US, within 5 years they risk becoming an even smaller player in the market they essentially created. Once customers have chosen a different ecosystem, to get them back they'd probably be competing on cost. No significant portion of users are going to switch platforms because of the relative merits of features like a fingerprint sensor (Apple) or eye-tracking (Samsung). Scoff if you like, but Microsoft and Nokia have an interesting lineup and their market penetration is growing glacially. And it may become a glacier suffering from global warming.
I read somewhere here that Wall Street expects innovation on a schedule and how ridiculous that is. It's folly to expect significant innovation at all; most progress is rote and uninspiring when you take off your rose-colored Google Glass. (E.g., said fingerprint sensors and eye-tracking.) If you submit that innovation doesn't happen on a timetable, you also have to agree that innovation may not come at all - or certainly not within investors' timetables (which could be a few years or more). Don't expect investors to bid up a stock because there will be innovation Real Soon Now but mock them for having been so silly to have expected it this quarter, or last quarter, or next quarter.
Finally, petulance in posts regarding analysts (lying, wrong idiots who should be fired) displays fundamental misunderstanding. You're not their customer. They're serving their customers quite well, and that's why you keep seeing the same analysts time and again.
Even more sad than the fact that Apple's cheap phone costs the same as always, is that people defend this by flaunting how much money Apple is going to make.
When greed and profit are no longer celebrated, we'll finally be able to progress as a species and start taking care of each other instead of trying to pound each other into the ground.
Last year we saw new iPads in October. I suspect we'll see the same this year. Apple isn't going to stomp on the iPhone launch with new iPads.
I agree with that. With the new iPhones being available on Sept 20th, sometime in October is when we can expect the new iPads.
I wonder if the iPad 5 is going to include Touch ID.
I guess you hate Starbucks and its 75% profit margins on coffee.
Apple should just go private
Perhaps it's an F U to Wall Street so they can't predict outrageous numbers so Apple can "fail" to deliver them.
Shut up and go away.
Scoff if you like, but Microsoft and Nokia have an interesting lineup and their market penetration is growing glacially. And it may become a glacier suffering from global warming.
Thanks for the permission, I will now go ahead and scoff.
Multiple studies have shown that more people move to iPhones after other "cheap" (meaning android and windows) smart phones, but very few move from iPhones to other smart phones. In other words real world users are still moving to iPhones, whatever your claim and the other smartphone growth, almost all of which is by a single company, is growth from people who come from feature phones...
And will likely upgrade to Apple in time.
Now you can argue that nobody wants a finger print sensor, or new camera or whatever you want to complain about in the announcement. But clearly they DO want the entire package. And thus why Apple has money in the bank, and Microsoft is slowly going the way of the dinosaur.
Since about the only money MS makes is in office and preinstalled windows, and every iPhone/iPad is a potential lost sale to a company that is increasingly finding people can and in fact often prefer to do "computer" tasks on a tablet or phone, that revenue stream is seeming a bit drier everyday. And a few of those lost sales are also increasing Mac sales. Add a fingerprint security system to make iPhones that much more acceptable as company phones, and then add free office software (did you miss that in the announcement?) and MS is losing twice.
When new iPads are announced next month, with the same A7 cpu, or even more cores, MS will become increasingly desperate to catch the mobile boat that people who aren't blind can see they already missed.
Maybe they can produce another stillborn tablet or buy another failed company. That will get them there...
Yeah, scoffing is not the half of it. The MS team still has the trophy from the championship from years ago, but they forgot to even field a team for the first half of this season. Getting back to the playoffs is just no longer possible...
Apple designs and builds these phones as if they were precision Rolex-style watches, but most folks I know immediately cover them up with a rubberized protective cover. A gold vs. silver vs. "space gray" finish? With my iFrogz cover, you wouldn't see any of it.
They are.
Naked is still best.
Hah! An iPhone requires far more precision than any mere watch...
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'm presuming this is sarcasm. Otherwise, "caput tuum in ano est" ;-)
Swing and a miss, Cook, swing and a miss. Analysts were also bothered by the lack of preorder for the 5S, which seems to indicate inventory constraints that will ultimately cap supply well below demand, just like the iMac last year. Hard for these things to sell if apple can't even get them into stores.
Now you can argue that nobody wants a finger print sensor, or new camera or whatever you want to complain about in the announcement. But clearly they DO want the entire package.
Please don't ascribe to me things I've neither said nor implied. I didn't complain about the announcement, I gave examples of progress that was rote and uninspired - and expected, as most progress is that way. The iPhone 5 as a package was very good (my own opinion and proven by unit sales growth over its predecessor) and so the 5S, even with uninspired improvements, must be at least equally good.
[edited to correct premature posting, finished in post below]