zoetmb said:

gatorguy said:

Kuyangkoh said:

avon b7 said:

Stopped reading after this:

"Cook didn't even mention the millions of Huawei Androids that were diverted from Western markets to the domestic Chinese market in a desperate rash of discounting promotions this year. That's pretty clearly because Huawei's phones are not being sold to iPhone users, despite the constant insistence that Huawei is somehow pushing Apple out of business in China, when clearly that's not the case. "

Please provide supporting links to back this claim up.

As for the supposed claim by certain watchers that Apple wouldn't be able to shift X series phones, why did Apple pay a 'penalty' clause to Samsung for not reaching the contracted orders for displays?

Clearly someone got their estimates very, very wrong.

Yet another research published that Apple market shares dropped and Android are taking over....units shipped does mean unit sold.

I agree with you, in general shipped does equal sold. 

In Apple's case yes, because they don't flood their channels and in general, manufacture just in time.   But that's not necessarily true for other manufacturers who do lots of channel stuffing.  Then they have giant sales or do deals with the carriers to get rid of the phones (or whatever).

As far as Apple's overall success is concerned, fiscal 2018 was a record year.  Not every year can be a record year.  But one has to look at long term growth, and I continue to think it's absolutely incredible that Apple's net income is now larger than its revenue just 10 years ago.   In fact, its net income for the first three quarters of this fiscal is almost as large as its gross from all four quarters in 2009.   Has any other company as old as Apple ever accomplished that?  

It's true that Apple hasn't recently released any "blow your mind" products.   But who has?   And I can't even think of what such a product might be unless it's time travel, holography, AI/robotics (which I still think is the long-term future for Apple) or an electric car that gets 500 miles per charge.    

The question is how well will Apple's streaming video services do once all the new services from AT&T, Disney and others are launched and whether they can maintain growth in services in that world. 

As far as the press is concerned, they've always gotten Apple wrong.   I have to laugh almost every quarter when the press says that Apple is going to fail, Apple beats their expectations, they either turn that into a negative (as the NY Times did today) or say, "OK, well they did okay this quarter but they won't the next".     I've posted this before, but here are some quotes from the past:

 

John C. Dvorak, 1984

“The Macintosh uses an experimental pointing device called a "mouse". There is no evidence that people want to use these things. I don’t want one of these new fangled devices."

 

former Apple VP Gaston Bastiaens, January 1996.

“Within the next two months, Sony will acquire Apple. … Sony will be the white knight who will step into the picture."

 

Michael Dell, October 1997

"I'd shut [Apple] down and give the money back to the shareholders."

 

Hiawatha Bray, Boston Globe, 1998.
"The iMac will only sell to some of the true believers. The iMac doesn’t include a floppy disk drive for doing file backups or sharing of data. ... The iMac will fail. 

10/5/2000   Michael S. Malone

Apple R.I.P.

…“Nevertheless, the bloom is off the rose. The incredible run-up Apple stock has enjoyed since Steve's return is over, and the sheen of success that had enveloped the company has been tarnished. 

A temporary setback? Don't be too sure. Unlike, say, Hewlett-Packard, Apple has always been a company that deals poorly with failure. When things go bad at Apple, they go very bad. “

5/21/2001  Cliff Edwards  

Commentary: Sorry, Steve: Here's Why Apple Stores Won't Work 

“New retail outlets aren't going to fix Apple's sales “

 

12/23/2006 Bill Ray (Mobile)

“Why the Apple phone will fail, and fail badly”

It's the Pippin all over again”

 

1/14/2007 Matthew Lynn

Apple iPhone Will Fail in a Late, Defensive Move

“…Don't let that fool you into thinking that it matters. The big competitors in the mobile-phone industry such as Nokia Oyjand Motorola Inc.won't be whispering nervously into their clamshells over a new threat to their business…

The iPhone is nothing more than a luxury bauble that will appeal to a few gadget freaks. In terms of its impact on the industry, the iPhone is less relevant”

 

3/28/2007 John Dvorak

Apple should pull the plug in the iPhone

Commentary:  Company risks its reputation in competitive business

“… Now compare that effort and overlay the mobile handset business. This is not an emerging business. In fact it's gone so far that it's in the process of consolidation with probably two players dominating everything, Nokia Corp…and Motorola Inc.” 

 

Rayz2016 said:

“Tripp Mickle”?

I mean, is that his actual name?

Wow. No wonder he’s so angry.