rogifan_old

I'm not worried about the end of subsidies. The only difference for me is instead of getting a new phone every 2 years I get one every year. I'm on the Apple upgrade program and excluding AppleCare + my monthly installment is exactly the same as what I was paying when I was on a 2 year contract with AT&T.

Here's something I think Apple could do that would have a positive impact on the stock:

Right now Wall Street is obsessed with the Cloud and companies like Amazon, Google and Microsoft have been rewarded for it. Wall Street is also looking for more recurring revenue streams outside of hardware. Cook should poach a top notch cloud expert and make them an SVP running Apple's cloud business, maps and Siri. I think it's pretty clear the cloud is not Eddy Cue's forte. Brining someone in from the outside and making it an executive level position would signal that Apple is serious about the cloud, machine learning and improving all of Apple's cloud services. This would free up Eddy Cue to focus all of his efforts on Apple's content businesses and expanding Apple Pay. This would show everyone that Apple TV, Apple Music and Apple Pay aren't hobbies but serious platforms Apple wants to expand and better monetize.

Second I think Apple has to become better at controlling the narrative and presenting their vision. On John Gruber's latest podcast he said this years WWDC was the worst Apple keynote ever mostly because of the Apple Music section and that it ran over 2 hours. The first question is, why was Apple Music even part of that keynote? It's first and foremost a developer conference. And when they did a run through why didn't anybody tell Eddy the Apple Music piece was a bit of a mess and it should have been tightened up (and shortened)? The 60 Minutes piece took us inside Jony's lab but we didn't really see anything. Why not use it as an iPad Pro/Apple Pencil marketing opportunity and show us the development of those products? And why let CBS even bring up taxes and China manufacturing? In theory this is supposed to be a puff piece, but all the media focus ended up being about Tim's comments on taxes. Then just after Tim gets done saying Apple pays every tax dollar it owes we find out about this $300M+ settlement with the Italian government over taxes. Wut?!? Maybe Steve Dowling is in over his head and Apple needs to bring in a stronger PR chief.

ac1234 said:

rogifan_old said:

So is Google a one trick pony? Or does that not matter?

What is you point in asking that?  The comment I responded to was:"...even if iPhone were wiped out tomorrow apple's income would be fantastic. durr"

What would AAPL be trading at if the iPhone revenue / profit and associated service/product streams were wiped out?

What's your point? What would happen to Ford if everyone stopped driving cars?

ac1234 said:

nolamacguy said:

what nonsense. apple's non-iPhone income is greater than most of the other tech players. even if iPhone were wiped out tomorrow apple's income would be fantastic. durr

From an investor perspective, your comment has to be one of the most idiotic I have ever read on any forum.

So is Google a one trick pony? Or does that not matter?

robbyx said:

nolamacguy said:

what nonsense. apple's non-iPhone income is greater than most of the other tech players. even if iPhone were wiped out tomorrow apple's income would be fantastic. door

Wrong.  How much of that non-iPhone revenue depends upon the iPhone, directly or not?  How many jobs would be lost?  How many stores would close?  Apple Watch would go poof.  Apple Music and Apple Pay would go poof.  If iPhone were wiped out tomorrow, Apple would be gutted.  When 70% of your revenue comes from one product and an additional chunk comes from services and accessories that depend upon that product, it's a one trick pony.

And? Google is 90% advertising. Nobody calls them a one trick pony. Same with Facebook.