randy hill

nubus said:

“The current market share for iPhone matches the one from 2012 - the last year of products we know Jobs were involved in.”

Thats a huge achievement given how much more competitive the smartphone market is today. 

“The Mac market share stopped growing 5 years ago in March 2020 (https://gs.statcounter.com/os-market-share/desktop/worldwide/#monthly-201204-202502).”

Nope: Macs market share of new PCs has never been higher, as is its revenues. No matter what your web site visits counter says, if it’s even a representative sample. 

“Cook is only keeping the big ship steady. I get why Warren Buffett sold $80B of Apple shares in 2024 after Car and AVP.”

Cook has quadrupled revenues and profits, and provided returns of 20x in 14 years. One of greatest performances in corporate history.

Under Cook, Apple has added Apple Watch, AirPods, AirTags, HomePods, and Vision Pro to the product roster. Apple Watch outsells all other watches in the world. AirPods is premier earbuds in world. HomePods is well, available, and Vision Pro redefined the AR/VR market and laid open a great path for Apple to make its better tech much cheaper and grab dominant market share without giving away headsets like Meta.

And Apple Silicon has given apple a huge competitive advantage. Fastest phone CPUs, fastest and most efficient laptop CPUs, and huge GPU and CPU performance cheaply in desktops. And now he’ has his own 5G chip, which means soon he’ll be able to make it a standard feature on all iPhones, iPads, Mac’s and watches simply by rolling their 5G designs into their Apple Silicon SOCs. Apple has never been so dominant and secure in its position in its history.

and finally, Buffett sold because Apples PE ratio hit 36, which is ridiculously high. Warren bought when it was at 11 and was as low as 9 at end of Jobs reign. Cooks shareholder focused returns of capital in  dividends and buybacks led the market to more than triple Apple’s PE during his tenure. He’s one if the slltine great CEOs.

markbyrn said:

Really?  Numerous non-conservative news or non-political tech sources reported that Apple was using 'slower' or 'inferior' Intel modems due to their dispute with Qualcomm.  Apple 'bowing' to China's censorship policies was covered in a wide range of media including the New York Times and The Guardian.  The Slate reported that "Apple and Amazon are helping China censor the Internet"; don't recall them being a bastion of right-wing thought.   As for the draft Tim Cook 2020 propaganda, it's easy to see why people might swallow it because unlike Steve Jobs, Cook is not shy to push his social-political beliefs under the company banner.   Don't doubt that Qualcomm might try to fan anti-Apple flames but fair or not, there's plenty of criticism of Apple, political or not.