jdunys

Is Samsung doing that bad?

tzeshan said:

rogifan_new said:

Thing is Apple is much better at hardware than they are at software. And their strength is supply chain. I'm very skeptical that any manufacturer would partner with Apple on car software. In order for it to be a money maker for Apple they'd need to be in a lot of different cars and I doubt BMW and Ford would agree to share the same software tech in their vehicles. 

Do you know hardware of making car is completely different from making iPhone? 

Isn't it what they said before the iPhone came out? Isn't it what they said before the watch came out?

Techonology is technology is technology. If Tesla can do it...

sog35 said:

johnvirgil said:

Even though sog35 comments are inflammatory I do think there is some truth to it. Tim's skill is logistics, and he is amazing at logistics, but usually what makes you good at logistics makes you not that good as a CEO. To be great logistically you have to have a healthy fear of risk. And your entire job is to mitigate that risk. But as CEO especially of a culture like apple it requires crossing the rubicon, burning the bridges kinda risk. And you do see that he has been tepid about all sorts of things. Like why he hasn't killed off certain products. Like why do they sell 6 different versions of the ipad (I'm not talking about customization like hard drive space but different versions). It's super confusing to the customer he could just simplify it small, medium, large. There are other examples were he should just risk it but seems to fear it to much.

Another example of not taking risks by Cook was continuing to sell 16GB iPhones. That is 100% based on being afraid of lower margins.  Those kind of moves make Apple look like a short term thinking company instead of being visionary. Sure you make more profit selling 16GB phones but customer satisfaction suffers and services revenue suffers also (less space to buy stuff)

Wall Street has ALWAYS had issues with Apple -- even when Steve Jobs was at the helm.

The irony of what you are writing is that Apple grew into this giant company with a huge pile of cash under the leadership of Tim Cook. Not even under the guidance of Steve Jobs did the company grow in this way.

The issue is not with Apple but with Wall Street. The guys simply do NOT understand the company. The business model is simple enough -- much simpler than Google's -- yet it seems incredibly complex when you listen to Walk Street analysts.
Every time I read  their advice ("Apple should do this...") or recommendations, I scoff. They just do NOT get the company. I find it remarkably bizarre. There is a history of disruption and success from 1995, with a clear road map and a narrative (even the name change away from Apple Computers should give a clue, yet Wall Street persists counting iPads and Macs as if Apple is like any other PC manufacturer). They have multiple interviews of Steve Jobs, Tim Cook, and Johnny Ive; they have plenty of articles and books, where the company philosophy, goals, and DNA are spelt out ever so clearly, yet Wall Street rehash the same platitudes year in year out.

DED is so right about the lazy unimaginative naysaying analysts: the iPod? Just another player; the iPhone? Nice gadget, but too little too late in a market that Apple knows nothing about; the iPad? A fad that people will not buy and that will disappear in a year or so;  iTunes? People will NEVER download songs to own them -- they would rather purchase CDs -- it's a doomed business; Apple TV? How can it compete against the others already out there; the watch? They will only sell a few hundred thousands at the most; and so on.

On top of being an IT director, I also enjoy teaching IT to a secondary pupils. Everything I told and forewarned my students about Apple (many of them are passionate about Samsung or HTC, and are strong PC gamers) has come to pass. When they get heated in a technical argument (not taking my 30 years of experience into account), I just smile and say: "ok. We will see, won't we? This is going to happen, and this will happen" (as mentioned earlier, Apple's business model is simple enough and their philosophy is clear). When it does, they come back to know more (many of them are now Apple users).

If you are frightened about Apple shares, perhaps you should sell yours and grab something safe.

But if you want to be part of something insanely great, then own the shares with pride, support Tim Cook who is doing an incredible job, and tell others how Apple keeps changing things for the better.

Otherwise: I beg you, shut up.