MassiveAttack

dewme said:

I wouldn't go as far as @Massiveattack has has gone, but I too feel a sense that Apple hasn't finished with iOS 18 and macOS 15 yet. I don't want Apple pushing out anything that's half-baked, but this past year since WWDC has felt more trickle-out than any other year post-WWDC. Of course there is a lot turmoil outside of the technical realm at Apple, but that's just the way things are now. When it comes to Apple Intelligence/Siri things I feel like Apple has been chasing their own tail for lack of clarity on where they were trying to go with the AI stuff. This ended up causing additional churn, hot spin, and a certain degree of fuzziness around what their endpoint would look like.

So here we are again, queuing up for another WWDC but now dragging a non-empty bag of backlog of stuff that never got finished last year along with us. I'm realistic and worked in product development long enough to understand that Apple's current position is not at all unusual. Backlogs are never empty and work that was targeted for previous cycles very often gets bow-waved into the next cycle. This is not unusual and Apple is under tremendous scrutiny. Even though I feel that iOS 18 and macOS 15 didn't check all of the boxes, Apple must keep the pedal down and keep setting goals that will advance it to higher ground and bigger and better things.

Apple is not perfect and they have to deal with moving targets as much as anyone else. In the past Apple has had much more control over setting their own targets because they were so far out in front of the herd. This past year the herd started catching up, but the "virtual herd" of expectations from investors, analysts, and prognosticators were able to get out ahead of Apple and pummel them for things that other companies were only delivering in a half-baked way, for the most part, but with a few exceptions. This is new ground for Apple and they'll learn how to navigate through it. Hopefully WWDC 2025 will show us the path that they intend to take.

jeff fields said:

MassiveAttack said:

Apple can´t afford to continue with their tiny uprades from WWDC to WWDC. 

WWDC 2024 was a disaster after Apple has failed to deliver what Apple promised. 

Google I/O was an "All or nothing" event with survival instinct to overcome risk of their existence. Google made a great job with I/O. 
Open AI steps up with Jony Ive to open a new chapter. 

After those revolutionary steps from others, people clearly expect from Apple to responde with similar steps. 

This is kind of a hilarious joke. OpenAI and Jony Ive don't even have a product yet, of any kind. Let alone a viable one. There is no "revolutionary step" here.

What do you want Apple to "respond" with? Buying a one-year-old startup for billions of dollars and leaking vague rumors of a product?

As for what Apple can "afford", "afford" is an English word with a clear meaning. Have you looked it up? Apple can manifestly "afford" to do whatever the fuck it wants, and its financials remain quite solid. As does the product line.

mike_galloway said:

MassiveAttack said:

randominternetperson said:

I'm going to so be pissed and relieved when, in the near future, Trump "suspends" this one and the price of AAPL surges back. Pissed because the profit all his insider-trader cronies will make; relieved because I have so much invested in AAPL.

I wish I were so confident that his corruption outweighs his idiocy that I could afford to put my money where my mouth is (by acting like an insider trader knowing he's going to orchestrate a market boost for AAPL soon). Instead I'm just going to keep holding on and ride out the Trump chaos.

"the price of AAPL surges back".. LMAO..

Take a valuation. PE (FWD) x28. Single low digit growth while MSFT. META, AMZN, NVDA deliver double digit growth to justify their high PE (FWD). 

Why should AAPL surge with their timid revenue growth? LOL. 

AAPL is under pressure. AI is cooked. Even John Siracusa wants Tim to step down in his recent article "Turnaround". 

But Apple fanboys don´t want to listen that AAPL is under pressure. 

Have fun with tiny upgrades from year to year and you pay way more for iPhones. 

AAPL is and remain the worst performer by end of this year. AAPL can´t surge. This rotten stock can stay low for awhile. 

I agree with you - Trump need to be allowed the time to destroy all American companies (a good start with Apple) in his own special way so the rest of the world can move on without America being a constant pain in the you know where.