Is Apple's silence killing it right now?

Discussion in 'Apple, Industry and Internet Discussion' started by Rogifan, Jan 19, 2013.

  1. macrumors G5

    Rogifan

    Joined:
    Nov 14, 2011
    #1
    Interesting blog post from music veteran Bob Lefsetz:

    http://lefsetz.com/wordpress/index.php/archives/2013/01/16/perception-3/

    I agree with pretty much everything he says. Apple needs to start controlling their narrative better and I don't know if Cook is the guy to do it. Someone else - maybe Schiller or Ive - needs to be the spokesperson for th company. Apple's stock is down 30% over the past few months in large part due to perception not reality. It's frustrating to see Apple just sit there and take it. Even if they have a blowout quarter, if their guidance is the least bit soft (and it will be because they always provide conservative guidance) the stock will get hammered. Because Q4 earnings is reality and these days it's all about perception with Apple, not reality.

    What I find really reprehensible though are these negative rumors coming out right before earnings release when most companies go quiet because they don't want to do/say anything that could be perceived as as trying to influence the stock. Neither one of those rumors has any hard facts in them, they were based on unnamed sources and conclusions were drawn that likely had not basis in fact. And they obviously knew that a week before earnings release Apple wasn't going to comment. I don't think it's a coincidence that AAPL ended Friday at $500. Somebody's making a lot of money off of the Apple FUD going around right now.
     
  2. macrumors 6502a

    Pakaku

    Joined:
    Aug 29, 2009
    #2
    I doubt Apple feels the need to say anything, and they assume the profits they make on iPhones, iPads, Macs, etc speak for themselves.
     
  3. thread starter macrumors G5

    Rogifan

    Joined:
    Nov 14, 2011
    #3
    Yeah their approach is to let the numbers speak for themselves but we get numbers once a quarter, the FUD happens daily. Of course Apple can't respond to all of it, but at some point perception becomes reality when they respond to none of it.
     
  4. roadbloc, Jan 19, 2013
    Last edited: Jan 19, 2013

    macrumors G3

    roadbloc

    Joined:
    Aug 24, 2009
    Location:
    UK
    #4
    I doubt Mr Average cares much about who is the heart and soul of Apple when he is in the phone or computer shop. All Apple need to do is make sure its their product Mr Average chooses.
     
  5. macrumors 6502

    JoeRito

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    New England, USA
  6. macrumors regular

    Joined:
    May 9, 2009
    #6
    Agreed. Joe Average doesn't read tech blogs or forums either.
     
  7. macrumors G3

    Huntn

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    Location:
    The Misty Mountains
    #7
    When it comes to techy charisma, Cook does not equal Jobs.
     
  8. macrumors 603

    Joined:
    Dec 11, 2006
    #8
    Nobody gives a **** what some random hack blogger writes on his website.

    They're the largest company in the world by market capitalization, worth nearly $475 billion. They're doing fine.
     
  9. macrumors G5

    ucfgrad93

    Joined:
    Aug 17, 2007
    Location:
    Colorado
    #9
    Do you expect Apple to daily respond and refute the ramblings of uninformed people on the internet?
     
  10. thread starter macrumors G5

    Rogifan

    Joined:
    Nov 14, 2011
    #10
    Where did I say that?

    ----------

    Might be some random blogger but I thought what he had to say was interesting. I guess we'll see next week if a really good quarter changes current perception but somehow I doubt it will.
     
  11. macrumors 603

    Joined:
    Aug 9, 2009
    #11
    The entire blog post is silly.

    First, Apple doesn't comment on its stock price. It just doesn't. And it certainly isn't going to do it right before an earnings report.

    Second, company executives aren't going to pre-announce revenues or earnings before the earnings reporting date. And that's really the only thing they could do: give evidence that all the doom-and-gloomers are wrong. They aren't going to drop hints about it, either.

    Third, the post is all about perception and spin, presented using (you guessed it) nothing but spin. From just the quoted paragraphs: "No leader", "charisma-challenged", "dying empire", blah blah blah.

    For an alternative spin, but one with links to other articles, see Daring Fireball, and find the word "silence" on the page. Gruber's posted links, pull quotes, and comments on multiple articles about the possibilities of stock-price manipulation. I'm not saying I'm convinced by it, but at least it's presented more convincingly than a bunch of hand-wringing histrionics.
     
  12. macrumors 65816

    djtech42

    Joined:
    Jun 23, 2012
    Location:
    West Chester, OH
    #12
    The stock dropped over $200 since the iPhone 5. People are obviously not confident about the state of the company right now. Yes, there are people out there manipulating the stock, but it should have recovered by now. After the management shakeup and nobody in the company to really take on the image of Apple, people aren't sure that a post-Jobs Apple can survive.

    This is the ugly truth now. 2013 is the definitive year. Unfortunately, if Apple can't step up to the plate with new innovative ideas and fix its inconsistencies in software, it's going to be a rough road ahead. The company is focusing on specs and market share right now. These are areas where it can't compete, and this is the exact opposite of the attitude Apple used to have. I miss Steve Jobs. :(
     
  13. NOV
    macrumors 6502

    NOV

    Joined:
    Mar 27, 2004
    Location:
    The Netherlands
    #13
    Agreed with djtech42. There is still always the risk of Apple imploding if they don't come up with innovative new products before 2014. If they don't manage that I think Tim Cooke will be challenged from competitors who want to be in charge. From then on it's all gonna be very nasty.
     
  14. macrumors 6502a

    golf1410

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    Location:
    San Francisco, CA
    #14
    I don't think they are doing fine. I don't know what the hell is wrong with Apple stock. It was 700 bucks per share and now it is 500 bucks. Why investors do not invest in Apple anymore? They don't trust Cook?
     
  15. macrumors 603

    nuckinfutz

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    Jul 3, 2002
    Location:
    Middle Earth
    #15
    The people that know what's going on are saying nothing.

    The people that don't know are woofing it up.


    Those that think this is a make it or break year simple have no understanding of what decline truly looks like.

    I suggest looking at Microsoft. The only success they've had in recent years is the Xbox. The degradation of a a company takes time and there must be a reversal of fortune that is sustained (i.e MSFT failing to craft a decent mobile platform)

    Apple is not there yet. iOS still has a commanding lead in mobile platform in revenue/profits and numerical numbers.

    I'll start to get worried when they actually start selling less hardware and leave the Town Criers to spout their tripe to more willing ears.
     
  16. macrumors 6502a

    golf1410

    Joined:
    May 7, 2012
    Location:
    San Francisco, CA
    #16
    There are problems I think it might be it.
    Apple Map
    Big channge in management. Many executive managers are out.
    Apple supply chain.
    Apple quality control.
    Who is leading the company?
    What the next excitement of next Apple product after Apple TV?
    Who is visionary leadet at Apple right now?
     
  17. thread starter macrumors G5

    Rogifan

    Joined:
    Nov 14, 2011
    #17
    There's that overused word innovation again. That's some of the BS spin Apple allows to hang out there. Explain all this innovation others are doing that Apple isn't. People pick and chose what they want to call innovative. A phone with a bigger screen is innovative but packing all this technology into something that's super thin and light apparently isn't. That's just iterative. The tech press dinged the iPhone 5 for looking too much like the 4, yet raved about the Lumia 920 design even though it looks just like the N90 and Lumia 900. Why the double standard?

    [​IMG]
     
  18. thread starter macrumors G5

    Rogifan

    Joined:
    Nov 14, 2011
    #18
    FUD pure and simple.

    Apple should have Schiller and Ive be the spokespeople for the company. Schiller is better on stage than Cook is, and Ive is someone that can really make you want whatever they're selling. After the iPhone 5 keynote someone on Twitter joked that Ive could sell hair care products to himself. Let Cook run the show operationally but let others be the face of the company.
     
  19. golf1410, Jan 20, 2013
    Last edited by a moderator: Jan 20, 2013

    macrumors 6502a

    golf1410

    Joined:
    May 7, 2012
    Location:
    San Francisco, CA
    #19
    Another article from cultofmac
    http://www.cultofmac.com/211221/is-apple-really-failing/

     
  20. macrumors 68040

    Anuba

    Joined:
    Feb 9, 2005
    #20
    Silence, killing Apple? Um, no... silence helped build Apple.

    The problem isn't silence, but predictability. Apple used to have surprise upon surprise coming outta left field. There'd be an event and Steve would come out and unveil something that we knew little to nothing about, often an entirely new product category. Designs would change wildly.

    But now we've got this combination of accurate rumors/leaks and releases that follow established patterns. 3G, 3GS, 4, 4S, 5... then, lemme guess, oh... 5S...? Amaziyawn. And then... 6? And it will be available in... drumroll... black or white? With some minor spec improvements? And it will be... wait for it... THINNER? ZOMG! I so didn't see that coming.
     
  21. thread starter macrumors G5

    Rogifan

    Joined:
    Nov 14, 2011
    #21
    Really? This seems a bit like revisionist history. iPod came out in 2001 and it was a whole 6 years before the iPhone. And then another 3 before the iPad. It's not like we has revolutionary products every year under Jobs.
     
  22. MacNut, Jan 20, 2013
    Last edited: Jan 20, 2013

    macrumors Core

    MacNut

    Joined:
    Jan 4, 2002
    Location:
    CT
    #22
    At what point does the saturation level peak. How many people are going to buy an iPad every year that is basically the same. The iPhone 5 is a flop because it is just taller, no big change over the 4S. This is why Samsung is eating their lunch. I wonder if Apple peaked too soon and now they can't top themselves.

    Apple needs something huge to draw attention to themselves. And not bad attention that maps was. They have gotten stagnant.
     
  23. macrumors 68020

    Joined:
    Dec 13, 2012
    Location:
    Southern California
    #23
    Most consumers buy Apple products to use & enjoy them.

    They don't care one wit about the companies bottom line.

    ----------

    Excellent points.

    When a companies success is tied to a very dynamic leader and he dies, the going gets rough, really rough. Its happened before.
     
  24. macrumors 68020

    Solomani

    Joined:
    Sep 25, 2012
    #24
    Not daily. But occasionally, they need to come out and defend themselves against the occasional baseless rumor if they know it's an outright lie which can HARM the company's brand image. I think that's what the OP is merely trying to say.
     
  25. thread starter macrumors G5

    Rogifan

    Joined:
    Nov 14, 2011
    #25
    How exactly is Samsung eating Apple's lunch? And what evidence is there that the 5 is a flop? And by evidence I don't mean rumors from the WSJ or the comments sections from anti-Apple sites like Engadget and c|net. Do you have sales figures no one else has that proves the 5 is a flop? :confused:

    See this is the BS that Apple absolutely nothing to counter and eventually perception become reality. So by the time Apple does report quarterly results the meme is already set that no matter what they report it's going to be spun negatively. They could report 60M iPhone and 20M iPad sales and we'd still hear that Apple is doomed and Samsung is winning.
     

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