rogifan_old

poksi said:

rogifan_old said:

I figured this was going to happen when Google shot up after Facebook announced earnings. Wall Street loves so-called services companies right now, especially ones with little exposure to China.   Not sure there's much Apple can do about that. I hope Apple management doesn't overreact and start doing dumb things (like buying Time Warner) just to try and change the Wall Street narrative on the company.

Doing the "dumb" things is exaclty what Apple should do, not because of Wall Street, but because of the future sustainable growth and existance. They need to find new revenue streams based on huge and loyal customersp database. So far they've been sitting on pile of cash and moving in other departments like snails...

So you just want them to buy growth. Wall Street might love that but most people would probably just say Apple is so out of ideas and innovation that the best they can do is buy growth (and probably destroy the culture along the way). Look I remember 2013 when there were rumors that the board was looking to replace Cook (most likely BS) and everyone was freaked out because Samsung was The Next Big Thing™.

But honestly when aren't people freaked out about Apple? There's constant worry and concern. On the one hand you have investors, analysts, tech press constantly looking for the next iPhone or complaining about the lack of innovation (because Apple, unlike Google and others keeps its R&D secret), on the other hand you have people saying Apple is spread to thin and they need to focus more, none of this VR nonsense just give me my Skylake MacBook Pro already. Basically Apple is a victim of its own success.

I figured this was going to happen when Google shot up after Facebook announced earnings. Wall Street loves so-called services companies right now, especially ones with little exposure to China.   Not sure there's much Apple can do about that. I hope Apple management doesn't overreact and start doing dumb things (like buying Time Warner) just to try and change the Wall Street narrative on the company.

jdnc123 said:

rogifan_old said:

You obviously have a reading comprehension, or are just being an ass. Twice under Steve Jobs 2.0 Apple stock lost 40-50% of its value. Should Steve have been fired? Also Apple's market valuation is a joke and my guess is this just motivates employees to prove these clowns wrong. 

Please point to the period time when Apple lost 40-50% while the broad market was near all-time highs and other tech companies were media darlings and creating tens of billions if not hundreds of billions of value for their employees and shareholders.

I'll save you the time looking, that period in history does not exist.

It's no fair to say well Apple lost 40-50% when the entire market went down that much.  What we are talking about is Apple losing hundred of billion of market cap while others make hundreds of billions.  Is that lost on your and your meaningless anecdote about Jobs being fired?

No what's not lost on me is Apple the company and APPL the stock are two completely different things. There's no way Google and Microsoft warrant PEs in the 30s while Apple is around 10. That's just nuts.

jdnc123 said:

rogifan_old said:

You do realize Apple has had several times during Steve Jobs 2.0 where the stock lost 40-50%? What goes up can go down but can also go back up again. My guess is most Apple employees are concerned about the work they're doing not some market cap horse race. Facebook just passed Exxon Mobile in market cap valuation. Exxon did about $280B in revenue last year, Facebook did $15B. The market is a joke.

HAHAHAHAHAHA.  Employees don't care about their compensation.  What a utopian work environment Apple has created.  I imagine many dislike Tim Cook for the same reason investors do.  His lack of vision is costing them money.

You obviously have a reading comprehension, or are just being an ass. Twice under Steve Jobs 2.0 Apple stock lost 40-50% of its value. Should Steve have been fired? Also Apple's market valuation is a joke and my guess is this just motivates employees to prove these clowns wrong. 

maestro64 said:

The problem is Apple suppliers other than Samsung is not a hardware competitor to Apple. Foxconn does not make a phone which they sell under their own name. Just because Google has a bunch of people who are good at micromanaging others does not mean they can actually design something in house. I think Google have lots of smart people but smart people can not always design and build a product and get it to market. Product design organizations like Apple take a set of discipline which I do not believe exist at Google. Google has the current date mentality of it is good enough and it could always be fixed in the next release and the user can find the next set of issue they need to fix.

Lots of people have not clue what it takes to do what Apple does and ships a high quality product. We all know that Apple gets it wrong from time to time, and how much effort they put in to fix it when we all find a problem.

If Google tries going down this path it going to cost them that is for sure. SAS modal does not translate well in to the Hardware world of you only get one chance to do it right.

It's sure interesting how Apple is getting knocked for its business model right now yet it's two biggest competitors want to be just like it.