lukei

jfc1138 said:

No 26: ONLY made eleven times as much profit as Google last year!

sog35 said:

aeassa said:

Why do you have such little faith in Tim Cook? What business moves has he made that you think are bad/stupid? 

1. Bringing the larger iPhone too late. Allowed Samsung to steal massive share.
2. No iPadAir update this year, no iPad Mini update last year.
3. Continues to offer weak guidance every quarter. So even if Apple reports great numbers the stock does not move because of weak guidance.
4. Entry level iMac is crap and now less Fusion SD memory
5. Macbook with only one port. WTF
6. New magic mouse needs to be put on its back to charge.
7. Out of stock for Apple Pencil for MONTHS
8. Still selling 16GB flagship phones
9. Still only giving 5GB of iCloud
10. Not reporting Watch units. The one category that can grow.
11. Not reporting AppleTV units.
12. Not closing the deal on live TV package.
13. Horrible bugs on AppleMusic that deletes your collection
14. Horrible bugs in iOS and OSX this year and last
15. Wasting time on gay rights and other issues that he has no business wasting his time on
16. Apple Watch launch was an absolute disaster with hardly any models available
17. Apple Watch UI is confusing and a mess.
18. AppleMusic UI is confusing and a mess.
19. iPhones still have too little battery life.
20. Getting smoked in the education sector by Google Chromebooks
21. ApplePay has been an absolute fail. 90% of the places don't accept it.
22. Crappy updates for Macbook Air and Macbook pro this year.
23. No 3d touch on iPad Pro.
24. Refuses to segregate hardware and software revenue on iPhone sales.
25. Allows rumors and lies to fester 

Tim Cook has been a massive fail this year and last.

sog35 said:

aeassa said:

You are far, far too hard on Tim Cook. The guy is doing the best job he can and frankly I don't know what you expect him to do. 

Again, you are assuming these supply chain reports are wrong. Why do you completely discount the idea that they might be correct? 

I don't think you should use the Tim Cook quote about supply chain checks as a way to immediately discount these reports. One particular data point from one supplier might not tell you the whole story, but there have been many data points from many different suppliers, and they all point to the same thing. 

Anyway, Tim Cook's job is to run the business for the long-term, and I think he's done a good job so far of doing just that. 

As an investor, you need to decide whether you believe in the company & its management to deliver you value over the long-term. 

Too hard?

The stock is up a pathetic 2% since Sept2012.  This is despite increasing revenue and profits by 30% last year.

I believe in Apple the company.
I have ZERO faith in Tim Cook.

I won't sell my shares until Cook is fired and I can sell my shares for fair value.