rogifan_old

sog35 said:

bestkeptsecret said:

All the negative news from the supply-chain information caused the stock to fall, so the news of a decline in the next quarter should already be built into the current price, right? Or will Wall Street punish the stock further since the Street has always been unreasonable?

Just another example of Tim Cook mismanaging the company.

If Cook knew the March quarter was going to be weak he should have warned earlier. Now the stock is going to get punished during the rumor (weak supply chain) and also during the news (earnings).  Cook should have gotten in front of the rumors of weak sales. Instead he did nothing and allowed the story to be spread and repeated for EIGHT WEEKS.  

Stock was down over 4% this morning and won't be surprised if it goes down another 10% for a total of a 40% drop since last year.  If Tim managed the company better he would have warned when the stock was at $120 and yes it would drop.  But it would not be $85 like it will now.  It would be strongly above $100-$110 right now.

fz750 said:

rogifan_old said:

I think there are four things driving iPhone:

1. Longer replacement cycles as smartphones have become good enough and improvements are now largely incremental.
2. Higher prices due to FX impacting demand
3. Apple perhaps overestimating the % of the install base that wanted larger screen iPhone
4. Intangible; some people just don't like the 6 series for whatever reason

I'd like to see Apple release a flagship 4" phone and then see what percent of

I think the TCO  of an iPhone in many markets is a huge deterrent (and by that, I mean initial cost and very high subscription price). The pricing is even ridiculous compared to Apple's own iPads.. (I can get an iPad Air 16Gb for $350..,). I don't mind it being somewhat more than competitors, but it's just too much really.

Yes, The 6 is somehow awful, it's like trying to hold a bar of soap. Nearly everybody I know who has one has the same opinion and had dropped/damaged it despite them liking it in other ways.. The 5S is much nicer in comparison. Both are easily scratched/damaged and have poor battery life. 

I'm not sure I want a 4", something like a 4.3 would be better, I worry that people want a "smaller" phone, but have forgotten how small 4" really is.... 

Some years ago, I wanted an iPhone because all my family/friends had one, all that cool iMessage & FaceTime stuff,  but now that WhatsApp is universal we all use that now so there's less drive for me. If WhatsApp introduce video calls it will be the end of that need for me.. I think Apple should open both to a wider audience...

As for other products: the 12" MacBook is nice but useless, no ports, the Air is so visually outdated now (that large bezel..) despite having great battery life and low weight - why oh why didn't they update this with a retina screen and make it a bit more modern, the 13/15" Macbook Pro is nice and not as expensive as some competitors actually (check comparable ultrabook prices..) but the fixed ram story is a deterrent. My current 2012 Macbook Pro (non retina) would have been a paper-weight now  if I hadn't been able to upgrade the RAM to 16gb after Mavericks..  The watch is a joke, really.. I can't tell you how many colleagues had to be first in that queue, then saw how it didnt' really do anything exceptionally useful and the battery life.., and then Ebayed them.

cash907censored said:

rogifan_old said:

Services are going to matter more than ever now. I wish Tim would bring someone in that could really improve that part of the business. I don't think Eddy Cue is that guy.

He absolutely isn't that guy, as the launch and artist mutiny over three months royalty free of Apple Music made abundantly clear. He's a poor leader and a worse spokesman for the company. Get rid of him and get someone that that has the spirit and vision that's made Apple the sort of company we all expect it to be. 

mr o said:

rogifan_old said:

Services are going to matter more than ever now. I wish Tim would bring someone in that could really improve that part of the business. I don't think Eddy Cue is that guy.

Cue seems like a great Business man to me, a Deal maker.

Having said that, he clearly is not a visionary. iTunes,  Music, iCloud - that name*  -  are testament to that. It looks like he is trying to please too many egos. That is not the trait of a visionary Leader.

(*) Why not bundle all services into  Life, host it on Apple.com and have one fee according to how many storage you need?