And that's the key....once you get so big expecting huge growth (at least in existing product lines) is ridiculous. That's why I said in other threads that Apple needs new revenue streams, and needs to grow iPad into more than what it is now. I have no doubt that's what Cook and team are working on.
And for everyone we is bitching about Cook...I guess the one they really need to be upset with is. Jobs. Jobs made Cook CEO and is responsible for the executive team Apple has. If you think they're not doing their job then obviously Jobs didn't do a very good job picking an executive leadership team, or in succession planning,
I think Cook is doing a splendid job. He has that big fine tree bearing plenty of fruit. I don't believe that things would be any different if SJ were still alive, but instead of the masses screaming "fire Tim Cook" they'd be saying "I'm not worried, SJ surely has something coming up soon", Tim Cook will never get the confidence that people had with SJ.
And that's the key....once you get so big expecting huge growth (at least in existing product lines) is ridiculous. That's why I said in other threads that Apple needs new revenue streams, and needs to grow iPad into more than what it is now. I have no doubt that's what Cook and team are working on.
And for everyone we is bitching about Cook...I guess the one they really need to be upset with is. Jobs. Jobs made Cook CEO and is responsible for the executive team Apple has. If you think they're not doing their job then obviously Jobs didn't do a very good job picking an executive leadership team, or in succession planning,
I think Cook is doing a splendid job. He has that big fine tree bearing plenty of fruit. I don't believe that things would be any different if SJ were still alive, but instead of the masses screaming "fire Tim Cook" they'd be saying "I'm not worried, SJ surely has something coming up soon", Tim Cook will never get the confidence that people had with SJ.
Exactly. Also, something no one has ever been able to answer satisfactorily, what exactly pushed Apple stock to $700 and was that realistic or some irrational exuberance on the part of Wall Street? What was Tim Cook doing so well in 2012 that he's not doing now?
Wall Street plays this twisted game where everything has to grow all the time. And that's the problem with publicly traded companies. They are pimped to always grow and grow.
Apple needs to become a private company.
That pretty much sums it up. I wish Apple was in the position to do that. While I think Dell made some huge mistakes, the fact that they are private now must be a huge weight off the company. Apple is such a massive company based on revenue, that as time goes on, it will be harder to appease Wall Street based purely on projected future earnings and growth. That's not even looking at the fact that there are outside forces influencing the stock. I wonder if the long play for them is to slowly buy up enough stock while building the cash hoarde, to do that.
Any folks have some thoughts on the feasibility of that?
Exactly. Also, something no one has ever been able to answer satisfactorily, what exactly pushed Apple stock to $700 and was that realistic or some irrational exuberance on the part of Wall Street? What was Tim Cook doing so well in 2012 that he's not doing now?
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.
Yeah, who cares what a quarter full of new developments says. OOPS, that’s exactly what the idiots have been whining for Cook to do, ignoring everything he has been doing already.
The fourth best quarter of any company in human history and selling more devices than ever before is “messing up” now?
Apple's 1st quarter is already history. Stock performance (share price) is based on future growth and earnings, so, yes, an argument can be made that Apple is messing up now. Why? Because in order to keep the juggernaut going, something has to happen in one way or another, like another killer iPhone app or a new killer category device.
Quote:
Originally Posted by Tallest Skil
Or wait the two weeks until the stock goes back above where it was. " src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />
People are expressing their concern that Apple's growth machine (the iPhone) is reaching its unit sales limit (indicated by ~10% YoY sales growth) and you joke about it? Apple are not perfect and, by Tim Cook's own admission, the 5C hasn't sold well, so what makes you think the next growth generator (iWatch or iTV or iWhatever) is going to be the blockbuster that takes them to the next level?
While some are being prudent with their investment, you and others here are banking on the next "great white hope". From an investor's standpoint, the concerned are taking a much smarter approach towards Apple than you (and others here) are. If the reason why you're not concerned and joking about it is because you are not, in fact, an AAPL investor, then I can understand taking your point of view. I've been an AAPL investor since 1997 and lately, the stock's performance has been of great concern to me….and a lot of other AAPL investors, also.
After the last couple of earnings reports it is wise to blindly believe in a company when there are warning signs that people should pay attention to?
Except Apple made it clear on the conference call that the China Mobile roll out would take time.
Whether that is the case or not, it still doesn't change the fact that Apple guidance means they're not expecting much growth over the next quarter - which is why you see the stock taking a dip.
Because in order to keep the juggernaut going, something has to happen in one way or another, like another killer iPhone app or a new killer category device.
YEAH. There sure are signs that any of that isn’t coming. Oh, wait, they’re always making something new that everyone wants.
…by Tim Cook’s own admission, the 5C hasn't sold well
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.
…so what makes you think the next growth generator (iWatch or iTV or iWhatever) is going to be the blockbuster that takes them to the next level?
Is that a joke?
After the last couple of earnings reports it is wise to blindly believe in a company when there are warning signs that people should pay attention to?
When the “warning signs” are all based in ignorance…
If someone is concerned about Apple's growth or Tim Cook as CEO then sell your stock and go buy Google or Amazon rather than coming here and throwing a temper tantrum because you've taken a bath on your Apple investment.
Smart investors have already done that.
Smart investors know that posting rants here will not change their fortunes.
And this is a perfect example of twisting the facts. Lenovo is one of the top five (maybe higher) computer manufacturers in the world, certainly in the same league as Apple.
Not twisting the facts, As I said if you enter a large market and your numbers are small since you just started out and then the next year you sell more but still small in the large picture, your % growth can look high and people get all excite when in
To make the example more realistic, apple sold 26M and 10% growth and Lenovo sole 3.25M and grew 325% since they previously only sold 1M. but the total market grew say 20% or 20M units and Apple capture 2.6M of the growth to Lenove capture 2.2M again Apple capatured more of the total growth and Lenovo. If Lenovo was doing such a good job they should have beat Apple grow numbers but they probably didn't but the statistic hid these facts.
This is just an example and my number are most likely complete wrong and I recognize that. I just to demonstrate how you can cut the numbers to tell a story they way you want to to appear.
Comments
shipped != sold
I think Cook is doing a splendid job. He has that big fine tree bearing plenty of fruit. I don't believe that things would be any different if SJ were still alive, but instead of the masses screaming "fire Tim Cook" they'd be saying "I'm not worried, SJ surely has something coming up soon", Tim Cook will never get the confidence that people had with SJ.
And that's the key....once you get so big expecting huge growth (at least in existing product lines) is ridiculous. That's why I said in other threads that Apple needs new revenue streams, and needs to grow iPad into more than what it is now. I have no doubt that's what Cook and team are working on.
And for everyone we is bitching about Cook...I guess the one they really need to be upset with is. Jobs. Jobs made Cook CEO and is responsible for the executive team Apple has. If you think they're not doing their job then obviously Jobs didn't do a very good job picking an executive leadership team, or in succession planning,
Jobs is dead. The Apple board is not.
That pretty much sums it up. I wish Apple was in the position to do that. While I think Dell made some huge mistakes, the fact that they are private now must be a huge weight off the company. Apple is such a massive company based on revenue, that as time goes on, it will be harder to appease Wall Street based purely on projected future earnings and growth. That's not even looking at the fact that there are outside forces influencing the stock. I wonder if the long play for them is to slowly buy up enough stock while building the cash hoarde, to do that.
Any folks have some thoughts on the feasibility of that?
And do you really think that things would be different if Jobs was still alive? Only your mindset would be different.
This is the new reality.
7% unit growth for iPhone in Christmas quarter is a slap in the face to reality.
Apple needs to sell a NEW mid range phone ASAP ($350-$400)
No.
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.
They'll still get hammered because of the lower profit margin.
Who cares what a single quarter says.
Yeah, who cares what a quarter full of new developments says. OOPS, that’s exactly what the idiots have been whining for Cook to do, ignoring everything he has been doing already.
The fourth best quarter of any company in human history and selling more devices than ever before is “messing up” now?
Apple's 1st quarter is already history. Stock performance (share price) is based on future growth and earnings, so, yes, an argument can be made that Apple is messing up now. Why? Because in order to keep the juggernaut going, something has to happen in one way or another, like another killer iPhone app or a new killer category device.
Or wait the two weeks until the stock goes back above where it was.
" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />
People are expressing their concern that Apple's growth machine (the iPhone) is reaching its unit sales limit (indicated by ~10% YoY sales growth) and you joke about it? Apple are not perfect and, by Tim Cook's own admission, the 5C hasn't sold well, so what makes you think the next growth generator (iWatch or iTV or iWhatever) is going to be the blockbuster that takes them to the next level?
While some are being prudent with their investment, you and others here are banking on the next "great white hope". From an investor's standpoint, the concerned are taking a much smarter approach towards Apple than you (and others here) are. If the reason why you're not concerned and joking about it is because you are not, in fact, an AAPL investor, then I can understand taking your point of view. I've been an AAPL investor since 1997 and lately, the stock's performance has been of great concern to me….and a lot of other AAPL investors, also.
After the last couple of earnings reports it is wise to blindly believe in a company when there are warning signs that people should pay attention to?
Technically if you sell 325 after selling 1, it's 32,400% growth. But I agree with the words.
yeah miss that math mistake okay sold 3.25 the next year
Except Apple made it clear on the conference call that the China Mobile roll out would take time.
Whether that is the case or not, it still doesn't change the fact that Apple guidance means they're not expecting much growth over the next quarter - which is why you see the stock taking a dip.
Because in order to keep the juggernaut going, something has to happen in one way or another, like another killer iPhone app or a new killer category device.
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…
Smart investors have already done that.
Smart investors know that posting rants here will not change their fortunes.
This is why stock buybacks are useless. Apple spent $50 billion buying their shares and the stock price is back to where it was last October.
And this is a perfect example of twisting the facts. Lenovo is one of the top five (maybe higher) computer manufacturers in the world, certainly in the same league as Apple.
Not twisting the facts, As I said if you enter a large market and your numbers are small since you just started out and then the next year you sell more but still small in the large picture, your % growth can look high and people get all excite when in
To make the example more realistic, apple sold 26M and 10% growth and Lenovo sole 3.25M and grew 325% since they previously only sold 1M. but the total market grew say 20% or 20M units and Apple capture 2.6M of the growth to Lenove capture 2.2M again Apple capatured more of the total growth and Lenovo. If Lenovo was doing such a good job they should have beat Apple grow numbers but they probably didn't but the statistic hid these facts.
This is just an example and my number are most likely complete wrong and I recognize that. I just to demonstrate how you can cut the numbers to tell a story they way you want to to appear.