josu

msantti said:

Aple needs to knock something out of the park this year.

New 4" iPhone, and iPad Air 3, and watch bands ain't it.

steviet02 said:

From the same guys that couldn't get iCloud services right for at least 2 years. I hope Eddie Cue isn't running this show.

poksi said:

jameskatt2 said:

Apple already conveys what it wants to be in 2, 5, and 10 years out. It does it clearly and simply. 1. Apple wants to make the best products it can make that enrich and improves people's lives. That is so simple. Apple is not focused on profits. Apple is focused on product. 2. And Apple's product development is simple too: To iteratively and gradually improve its products. Apple has only a few product. It will never have the number of products its competitors has. Apple is simply more laser focused. 3. And Apple doesn't do revolutionary products except rarely. Apple always does incrementally upgrades products it has. That is what Apple will always be.

Apple does not convey anything for that period ahead or even less. Others don't do much either, but they do more for sure.

1. It's quite opposite. Apple cares about short term profits too much which omits them greatly in taking bigger market share and really be what they claim to be: service company. Lower market share also means much less development in service sector. At the same time people are whining about how Google sells only one product it wouldn't hurt noting that the only service Apple does nowadays is reselling IP. They stopped selling it's own software and they failed miserably with mobile ads. On the other side Google sells it's click cash in so many different ways and streams that it is really hard to talk about one product, not to mention that all they need to do from time to time is wind up frequency of ads on their most popular monopolised channels and off you go!   And they are far from full whack here... Not to mention, that they've barely scratched the surface of IP reselling...

2. Wrong again. Apple created 3 new product categories just in previous decade. Perception about Apple is much different than that and people don't like it to change to be like you described. Look at the car manufacturers. The most successful are the ones that created new product categories, not the ones that have simply improving existing. Apple is also not laser focused any more. Not even with products. Beside traditional personal computing they'd introduced 2 handheld product categories, tablet. living room device with its own integrated platform and watch. Compare this to other IT hardware manufacturers. It also offers quite a broad range of products in all main categories, especially notebooks. 

3. Again: Apple created at least 3 new product categories just in previous decade (iPod, iPhone, iPad, add Apple TV, perhaps). At least two in decade before (Newton, iMac), not to mention large steps in innovations in "standard categories", like notebooks. At least 3 in decade before (Mac, DTP, GUI, not to mention loads of huge increments all over categories, especially in software and always recognising correct hardware trends and support them in early stage like, SCSI, USB, Wifi, Bluetooth, just to name few...) and one simple breakthrough product category in the first decade of its existence. What's going on after 2010 is not what Apple was. Beside  the absence of new products it takes the ages to do a relatively small steps ahead in area of services offerings.
So, completely wrong here: we are used to Apple to create revolutionary products and market and customers expects them to always be like that.

poksi said:

macarena said:

This is a solid lesson to Apple - that the Market doesn't only care about how much money you are making. It is bothered a lot more about the sustainability of how much money you are making. And Apple, with its own policies, is the prime reason why doubts arise about sustainability. Apple is, with its own policies and behavior responsible for the feeling that the moment there is a decent alternative, people will migrate in droves to that alternative. It is another matter whether those doubts will ever become real, or whether people will ever migrate to the alternatives - as long as Apple doesn't amend its ways to reduce such fears, the market will assume this.

Kind of similar to what happened with Windows - where the alternative wasn't even decent!

Absolutely agree. It's obvious that they can't secure sustainability by monetising the market share (which is not even that big, to be honest) by themselves, yet they don't reach out on the market to acquire relatively small companies for the purpose. Google on the other hands grows with its own development and shopping around. Look at Youtube. Buying it for peanuts, now milking out gazillions...
Next thing they will buy Netflix and in year or two people while be still whining about bad Google and Apple of principles....
If you can't do it yourself, then buy if the business is small enough to be swallowed without too much stomach cramps. Google has it's fiascos as well, especially where the fish is too big and stinky as Motorola was..

wonkothesane said:

josu said:

Perfectly explained. 

The fact that Apple is loosing value in Wall Streets point of view in spite of all what they do only means there is at least one of the aspects mentioned they do not do well at all. 
Either it's their current lineup, their strategy for the future, their way of communicating, or a combination of several. As it stands, there is a lack of faith in future growth. 
believe me, even at a few percent of their profits, and this cicnsiste tly, is more, many companies don't even dream about. However, shareholders don't care about the star quo so much, as they care about growth potential.