rogifan_old
About
- Username
- rogifan_old
- Joined
- Visits
- 8
- Last Active
- Roles
- member
- Points
- 572
- Badges
- 1
- Posts
- 725
Reactions
-
Google surpasses Apple as world's most valuable company
Apple's building this new campus and buying up real estate in SV like crazy. For FY16 Apple's cap ex spending is expected to be $15B. That's a lot of real estate buying and cap ex spending for a so-called one trick pony that's doomed unless it pivots to whatever's the flavor of the month on Wall Street.
-
Google surpasses Apple as world's most valuable company
Who has surpassed iPhone? I would argue Apple's products now are better than anything they released under Jobs.bluefire1 said:I'm wondering if Steve Jobs was still alive and continued to be at the helm if Apple would be where it is now product wise.
I suspect he might have done away with the "s" lineup every other year and make significant changes annually. I owned every iPhone from the original onward. In the early days (2007-2012), Apple's iPhone had leaped so far forward that the company could determine the pace of innovation to their liking. But those days are gone and others have caught up with the iPhone and, in some ways, even surpassed it. Thankfully Apple's ecosystem, excellent build quality and stellar customer service keeps most from straying to Android, but Apple needs to adapt its thinking to the current reality. They gained customers with the larger screen sizes, but now it's more a battle of equals and innovation.
Apple can continue to be on top, but they need more then 3D Touch. Much more.
-
Google surpasses Apple as world's most valuable company
Bullshit. 90% of Google's revenue is advertising. That hasn't changed. Wall Street got all nervous in 2013 when Samsung was the bogeyman. Now everyone is panicking saying Apple has to pivot to so-called services because Wall Street doesn't like hardware companies and iPhone growth is slowing. More bullshit. And how do we know Apple's not working on diversifying? Just because Cook doesn't tell us what's in the pipeline doesn't mean it's empty.apple iigs said:
I could not agree more. Unfortunately many people on this forum simply refuse to look at Apple with a critical eye like this. Lets see what happens in the next five years with Apple. Because Cook has been sitting on billions and refuses to invest into the company so that it may diversify and ass significant alternate revenue streams. Relying on one basic source of revenue stream is not being smart. Everything Apple does is dependent on iPhone and iPad.jdnc123 said:Winner, winner, chicken dinner.
Market multiples are often broadly and on company-specific basis just a reflection of sentiment from the collective crowd. The sentiment from the market today on Apple is that nobody has any confidence in their ability to navigate this road bump and continue to grow. I don't get this hardware vs software crap..... apple has been sitting on tens of billions of cash for years, they could have diversified their revenue stream but chose not to. Why should management get a pass now for doing nothing when many people have for years said they law of large numbers and saturation would catch up to them. Guess what Tim Cook, it did, you just had your head buried in the sand.
I have no idea what Apple wants to be in 5 years nor does anyone on this board nor does the market. Their primary product growth is negative/shrinking (according to mgmt), why should the market give them a market multiple when mgmt can't articulate a vision for what they will be in 3 years let alone 5, something every other company on earth does???
I've argued this before
-
Google surpasses Apple as world's most valuable company
And my Twitter feed is all services, services, services. While I wouldn't mind it if Eddy Cue was replaced I hope we don't get some knee jerk reaction from Apple management because the buzz is all around "services". What services are we talking about anyway? Apple's made its position on advertising pretty clear and most of its software is free (baked into the price of the device). So outside of some subscription TV service what other services can Apple pivot to without completely going against its values or outside its core competencies?msantti said:Apple needs to buy companies mindlessly. Just blow thru wads of cash.
Seems to be what the analysts want.
And as I'm typing this I noticed the CNN anchor babe on my TV is wearing a Hermés double tour Apple Watch.
-
Google surpasses Apple as world's most valuable company
I don't know anything about the board but I have to agree that communication and narrative is Apple's biggest issue right now. Cook was hitting his stride there for a while but this last earnings call was not great. Especially the abrupt pivot to hey we're a services company now which is is pretty much BS. I've said for a long time Apple needs to get better at communicating and controlling the narrative. I think it's more important than ever. And if Apple does need to pivot to services then Cook needs to find someone better than Eddy Cue to oversee it.anantksundaram said:
What they lack is the ability to communicate their vision to the market under the current crew. And they have a Board that is populated with a bunch of mediocre has-beens.
