josu

focher said:

Impressive. Even I wouldn't have predicted the amount of dumb ass Monday morning quarterbacking in these comments. 

Apple obviously isn't innovating. We know this because they aren't sharing their R&D programs or product development details like they used to do under Steve Jobs. In fact, Apple isn't communicating like they used to do under Steve Jobs.

Tim Cook obviously should be fired and replaced by the totally unnamed person who appears not to exist. His focus on revenue growth, profitability, and continuing the practices of Steve Jobs is unacceptable for a CEO. He still has a chance if he would shift his efforts to cater to the desires of a constantly changing amorphous group of short term AAPL investors.

We all know the problem with Apple's reliance on the iPhone, which provides almost 65% of Apple's revenue and profit. This is not nearly as good as Google reliance on advertising and its 95% contribution.

Perfectly explained. 

poksi said:

josu said:

Google will never live up to expectations. Period. It can't happen. It's absurd to punish Apple because Wall Street can't belive a tech company can be the most profitable ever and then betting that other one, totally dependent of ad revenue can beat it big, because to give it that valuarion well in advance of beating Apple revenue, not of this year, but for at least three to four years ago, and to beat its cash reserves they can only be betting that those guys will grow forever and earn at least double of what Apple can earn in a sustainable basis. Its impossible to achieve, so be prepared for the next Goigle miss. They got it in the past, they will got in the future. That will be a big crash.

Google is in the business of selling the information. Apple is in the business of selling the product with some services. Apart from music and the apps, they are not very good in anything else and even here it takes them years to move over a single milestone partly due to nature of the business and partly due to nature of Apple .  Google on the other hand changes and adapts to trends easily and quickly and is un disputable market leader  in advertising by far. I'm sorry to admit that Apple with its honest policy of privacy and other morals stands no chance in competing with Google in service industry. 

Guy, unless you have hard fact to prove. Apple this year will add another 50billion to its cash reserves. Think what you want but predicting the future of a company with a quarter alone is as predicting a teendline with only a point. Apple has passed through speed bumps before. That said, maybe is the beginning of the end, but judging from the overall sentiment in the forums, and knowing that broad sentiment in something is most of the time wrong. I feel confident in the company. Even stagnating, something that seing the capex and investment plans I think will not happen, Apple must accumulate until 2020 between 200-250 additional billions to its cash reserves, if you prefer, no less than 400 billion in cash-flow. 

Now please, go to Google and tell me how much needs to grow Alphabet to 2020 to match that figure, not beat it, match. And don't tell me that from now on iis downhill for Apple that's as wishfull thinking as two digit grow can be. There are not hard evidence of any of those. The only hard fact we know is that Apple still expands is sales network in China and India. Hardly a symptom of any serious long term slowdown.

so as I ask Tell me how Google can generate with its revenue growth at high teens  400 billion cash flow untill 2020 and I will accept Google is more valuable long term than Appke.

ah, and that fairy tale that Wall Street only value growth, only in your dreams, history says that really succesfull investors (Buffett, Graham, Icahn) are interested in VALUE not in growth. Buffett was the most succesfull investor ever well before buying any red hot growth stock, something that he never have bought. And in VALUE Apple is king.

anantksundaram said:

People can spin it any way they want, but this is just not good news. The market currently has absolutely no confidence in Apple's ability to generate value from future growth opportunities. And, we can criticize or chuckle at Google all we want (I often get in on it too), but they have a narrative that the market is buying in droves. As it currently does with Facebook and Microsoft as well.

Kudos to them.

Apple truly can and must do better on conveying some sense of who or what it wants to be 2, 5, 10 years out. This is not rocket science. Every major company does it in some form or the other. That's a huge part of what CEOs are paid to do. It involves much more than talking about "industrial era taxes", "dollar versus yuan", etc.

I realize a lot of people here do not own AAPL and therefore couldn't care less, but for those of us who have been very long-term shareholders of the company, this news hurts. There is simply no need for such underachievement. It's bewildering.

(And, please spare me the vacuous stuff about "Wall Street casino" and such; those are simply sound bites).

Google in its financial report today uses the same dollar corrected metric.

Google will never live up to expectations. Period. It can't happen. It's absurd to punish Apple because Wall Street can't belive a tech company can be the most profitable ever and then betting that other one, totally dependent of ad revenue can beat it big, because to give it that valuarion well in advance of beating Apple revenue, not of this year, but for at least three to four years ago, and to beat its cash reserves they can only be betting that those guys will grow forever and earn at least double of what Apple can earn in a sustainable basis. Its impossible to achieve, so be prepared for the next Goigle miss. They got it in the past, they will got in the future. That will be a big crash.

michael scrip said:

I hope Sony can continue to supply image sensors to Apple in a timely manner.  The last thing we want is a shortage of iPhones because of a supply issue.

Since cameras are such an important part of Apple products... do we think Apple would ever move everything involving cameras in-house?

It wouldn't be the worst thing in the world for Apple to control image sensor production from top to bottom... would it?

Sony is the best in that area, the only way to do properly would be buying Sony, get the image business, the media one and sell everything else to Foxxcon.