drewys808

5150iii said:

I can say after the recent news that an article like this is welcomed.

Yes, but don't worry... early April will bring frenzy of exaggerated lies projections...providing unrealistic expectations for quarterly earnings which Apple will not beat thus driving share price down again.

isilver said:

So Walt and everyone else who complains about the problems wth Mac software these days is wrong, thanks goodness for that, i thought it was Apple doing something less than perfectly.

"Federighi goes on to say that niche problems are quickly amplified as devices like iPhone become an integral part of users' daily lives."

Of course they are, because they're not really niche problems anymore because so many users experience the same problems, the same little buggy problems affects millions of users. The response is straight out of the Steve Ballmer playbook.

You're wrong.
You've taken everything out of context in attempt to make your point.

nolamacguy said:

sog35 said:

Just sold a ton of my shares. I won't buy a single share back until Cook is fired.

yeah, and you also said you were going to self-ban. that didn't happen either. 

Yep, wish he were a man of his word and self-banned.

Also going to be humorous when Apple storms back by end of this year...with Cook still at the helm. Will he have more than 900 shares (i.e. still not a man of his word) or will he be kicking babies around wishing he had bought back?  Haha.

AppleInsider said:

Were Apple to launch a phone in the spring, it would quickly look outdated following the iPhone 7's expected September launch, Munster wrote in an investor memo obtained by AppleInsider. He also remarked that having two iPhone events per year would detract from the releases of other products.

Agree that diluting/detracting as well as bringing down ASP (& margins) is a concern.

However, Apple is at a point (as it was with iPod) that it makes sense to expand on product options in order to increase # of users...before competitors do.

In a way, it's similar to Tim's prior remarks that cannibalization isn't by itself a bad thing.

Monetizing off it's strong (and getting stronger) platform is more important at some point in their product's cycle than selling less units (at higher ASPs).

1 Billion active devices is HUGE.
This is where the fireworks will really start...expanding on services while still profiting on hardware.
Who knows what's next?....search and ads?!

techprod1gy said:

There is only so much premium market. There is only so much mid market that will stretch to premium. It is fairly simple. Apple now must find a way to maintain what it has work for. If they can release a 4" model it will be more of a premium model but will open a bit more of the market as it will reach a slightly lower price point than it is currently in. Apple will need to find other markets to disrupt if it wants to continue heavy growth. Enterprise, government and school segments could boost existing products if done right. I just don't see Apple releasing a "cheap" iPhone in the name of growth...

Yep, you nailed it. This is a challenge not only for iPhone but for iPad as well.  There are a lot of "good enough" smart phones available now especially for the ultra price conscious consumers.

And not sure how to read Cook/Maestri's newish narrative regarding services and 1B installed base. Almost sounds like there is a little less obsession going into ASP and maybe a shift into halo/expansion of services & profits.

I wouldn't be surprised if Apple dives a bit into lower cost tier products...as long as there is a strategy to increase revenue via services.

Apple ecosystem is still incredibly strong. Something that almost all analysts/pundits miss.