thadec

mpantone said:

macxpress said:

mpantone said:

Shareholders will be pissed.

Not sure what you mean by this comment? 

Shareholders don't want Apple to spend $1B for $360M in revenue. That's a net $640M loss and that doesn't fit in with Apple's expected gross margins. Hell, Apple could make more money shoveling that cash into 10 Year Treasuries.

I'm not convinced that Apple's acquisition of Beats was a good purchase.

Anyhow the future of gaming is the cloud. This isn't some pie-in-the-sky theory. 

You can play Fortnite on your Mac or iPad today with GeForce NOW.

That is because you don't remember how many flagship smartphones Samsung sold from 2011-2015 versus how many they sell today. Samsung America's marketing came up with a very brilliant marketing strategy to position Samsung as the cool, urban, hip alternative to Apple. A core part of that strategy was their partnership with Beats - whose headphones was featured the ads and Beats Radio was preinstalled on every Samsung phone - and their ad campaign with LeBron James (this was back when everybody liked him, and he endorsed Beats also). Perhaps Samsung should have preserved this by purchasing Beats themselves but it would have ruined the authenticity I guess. But in any case, Apple's buying Beats ended this very effective ad campaign. That plus Samsung Korea fired Samsung America's marketing team for being too successful and becoming too influential. Samsung started micromanaging everything from the home office and made it clear that the job of the regional offices was to carry out their marching orders. Had Samsung retained Beats they could have just kept it going for at least a few more years, or had they retained their best marketers Samsung could have pivoted to another strategy. But neither happened and Samsung hasn't threatened Apple in flagship sales since. They have even cancelled the Galaxy Note, which was huge for them in the Beats/LeBron/hip-hop era. And their current marketing is so bad that most of their fans from 10 years ago don't even know that the Galaxy Fold or Galaxy Watch exist.