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Glad Apple is having a hard time. I am a big fan for more than 25 years. BUT:
Their price structure is out of touch on the entire line up.
HomePods are $150 more than they should cost.
MacMini with 8gbRam/126gb at $799 it’s a joke.
IMac Pro at $5k base model.
iPhones costing as much as MacBooks.
iPad Pro at $$$$$, really?
Etc.
I can keep going on and on.
Time to drop prices and come back to reality.
 
Apple used to be so incredibly thoughtful— Even the unboxing was exciting because Apple packaged its products in novel ways like a bento box of thoughtful design.

I don’t know if that user-centric thinking is as in evidence today. FaceID is not good if you’re in a business meeting or at a dinner and you want discreetly to check your phone on the fly.

The design of the MPB, while sleek elegant and killer in its day, doesn’t work with the reality of current super hot chips.

The MBP bar thingie is not more useful than function keys.

iTunes has become a mystery beyond mastery when it comes to simply using it (in my opinion).

Apple used to be like a high end hotel, full of thoughtful luxury user details. You pay a lot but you’re taken care of. You don’t have to buy dongles. You can upgrade your room later if you desire. You have the best view with everything right where you need it and can find it.

I actually don’t think apple’s prices are too high. That’s not the problem. The problem is that they need to focus a bit more on the luxury user experience.

Just one consumer’s opinion!
 
This. Once Bertrand left and Scott was thrown under the bus their software quality has plummeted. Craig Fed is a pretty boy and nothing more.
Oh please. People were bagging on iPhone software well befor Scott left. iOS has dramatically improved in functionality since Craig took over.
 
Apple used to be so incredibly thoughtful— Even the unboxing was exciting because Apple packaged its products in novel ways like a bento box of thoughtful design.
I was excited when I inboxed my max.

I don’t know if that user-centric thinking is as in evidence today. FaceID is not good if you’re in a business meeting or at a dinner and you want discreetly to check your phone on the fly.
Face ID is perfect for discretely checking your phone. A long password on the iPhone 5 wasn’t so conducive for discrete password checking either.
 
Honestly, Apple needed this kick in the rear. The market has spoken about the pricing of Apple's products (in relation to features). Time to innovate again and sell products at reasonable prices.

This 100%!!! They need to get back to the way they were and the ideals that made them liked! I think they will actually listen this time around and definitely get back to their good ways! They tested the waters and hopefully they listen to those results!
 
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One cannot ask Apple to:
1- Build quality long-lasting products,
2- Stop "planned obsolescence" (or outright ban it like the EU is doing),
3- Have the next iOS version be as back-compatible as possible,
4- Lower the price of battery replacement,
5- Keep iPhone prices as low as possible,
-AND-
6- Keep raking in stellar profits and have a skyrocketing stock price.

This is not a defense of Apple. It's just basic math. These forums are always full of complaints (most justified) when Apple takes measure seen as trying to capitalize or improve on its profits. But then people want to fire Tim Cook when the inevitable downturn occurs. Go Figure.

This
 
Blaming the Chinese market seems nothing less than dishonest.

The problems are self-incurred by its outrageous pricing and really, really stupid marketing decisions (soldered-on RAM and SSDs).
You can screw all people for some time, and some people all the time, but not all people all the time.

I agree in that Mr. Cook should step back. The bean counters and marketing guys are way to powerful within Apple imo. An innovation-driven company like Apple should be headed by a nerd (kinda like Jobs himself was), ideally a computer scientist. Amongst the Apple execs Craig Federighi seems best suited.

Anyway, no bean counters or marketing personnel, please, those are the ones that put Apple in this position. Eerily, Jobs predicted this would happen sooner or later
 
Apple isn't on the brink of bankruptcy. Steve has been dead for awhile now his death is priced into the stock already.

No one is claiming they are bankrupt now (at least I wasn't), or close to it. The point I was making is that they are following the exact same strategy that they followed in the late 80s/early 90s (needlessly iterate, raise prices) to keep profits up. That strategy ultimately failed. Meanwhile, they have lost the education market to Google, have stalled growth in the 2 largest markets they were banking on growing (India/China), and haven't launched a successful stand-alone product since Jobs left (the Apple Watch is dependent upon a paired iPhone to set up). If Windows figures out the desktop/touchscreen OS hybrid before Apple does (and successfully merges it with Android compatibility), Apple will really be in 1996-1997 territory.

They do need to look at finding someone with real vision to take over again, because the company's DNA is wired to thrive with that type of leadership. Ive is not going to be able to solve things by himself; don't forget he was at Apple for 5 years before Jobs returned with little to show for it until he was directly working under Jobs.
 
Tim wanted Apple to be first trillion dollar company. He got his wish by raising prices, delivering non upgradable and sometimes faulty products needing dongles, sometimes larger chargers or not delivering new products/versions at all. When Apple started aggressively raising prices I thought it was more to cushion the inevitable reduction/discount that might be eventually needed for perceived discounts and sales. And, Tim pushed the good will and Apple fan base as far as he could. Tim and Apple know more than anyone here or on Wall Street where the company stands and have a pretty good idea where the company is and was headed. They can start by signaling a new direction with a state of the art, relatively affordable, truly long term upgradable Mac Pro and have that upgrade ability and affordability filter down through their entire line. Along with price reductions or sales incentives. Bigger discounts through education, etc. Look at sale prices during the holidays on the HomePod at Target, Best Buy, Costco and Funiture Mart ($200!), compared to the Apple Store. They can start putting back in all the things they took out and then slowly remove them again over the next five to ten years. Apple peaked price wise with their previous strategy but higher pricing is not taking them back to a trillion dollar company. Also, there are lots of people who bought Apple stock years ago and have made a ton of money on it. They are also older now and might be thinking to cash out, lock in enormous gains and sit on the cash, remembering how long it took to recover from the 2008 downturn.
 
One cannot ask Apple to:
1- Build quality long-lasting products,
2- Stop "planned obsolescence" (or outright ban it like the EU is doing),
3- Have the next iOS version be as back-compatible as possible,
4- Lower the price of battery replacement,
5- Keep iPhone prices as low as possible,
-AND-
6- Keep raking in stellar profits and have a skyrocketing stock price.

This is not a defense of Apple. It's just basic math. These forums are always full of complaints (most justified) when Apple takes measure seen as trying to capitalize or improve on its profits. But then people want to fire Tim Cook when the inevitable downturn occurs. Go Figure.

It is more about reality and bad decision making than simple math.

1. The build quality of apple had used to be superior, but there is no evidence that is still the case, under Tim. The keyboard failing in MacBook pro's, the MacBook pro's unable to run at advertised speeds due to bad design, batteries were not replaced by generosity, the iMac mini starting at 800 despite having no new tech, no longer having a graphics cards and a low end processor (there are videos showing how to build a better version that runs mac os for under $300), bent iPads etc etc etc etc

2. Historically, apple's planned obsolescence was from releasing fantastic things that you WANTED to upgrade too, not keeping the basically same stuff that suddenly breaks or has the software cripple it.

3. I can remember when people would buy the mac OS, and would line up to do it. Why? Because the OS actually got faster and smaller, and had interesting features. It did NOT make my old system break or become unusably slow like now...for what?

4. The battery replacement was to avoid the PR disaster of being caught lying to customers and impending law suites. This is not a feature.

5. Why has the iPhone gotten so expensive? Why are there no lower cost entry iPhones? This is a choice by apple not a virtue. The top end iPhones are arguably not better than what can be found elsewhere, at a lower cost. Apple has shown remarkable stupidity by planning on shifting profits to services, but neglecting to make a larger market iPhone.

6. Keeping Steller profits is something Cook decided to do. He eschewed the route that creates long term viability for becoming a star. Like stars, those that shine brightest flame out fastest. Apple may be the first to reach trillion, but they did not hold it. In the way, the sacrificed their goodwill and future.

People remark how negative the forums have become. It is like this everywhere, for Apple. The older Apple veterans remember when they turned out simply great products and are upset it is no longer this way. The newer, more tech savvy people see that Apple's things are becoming embarrassing expensive and and compare to what is outside the garden. Apple has lost its way, and they are starting to suffer for it.
 
Remember they will spend their cash to retire stocks, Warrant Buffet are also in the market for much more Apple. I think what happen is Apple will report a number that is slightly better than their newest estimate, but their guidance for Q2 will be very low that will drive the stock further down. ( I am looking at $120 )

Yeah I think that's pretty close to it. It is pretty much guaranteed they won't be rewarded for a slightly higher than cut sharp previously report. So I don't think the stock will budge there. I can't see them reporting better "revenue" next quarter. They just stopped reporting phone units but everybody is going to know it is still phones on the down swing. I can see maybe next year this time things getting better.

If the China thing drags on I think it could go to maybe $100 but it's all just guesses. I think some of the passive investors will panic sell.
 
Cook needs to go or Apple will slide further.
Look at what happened to Blackberry and Nokia.
They failed to adapt to a changing phone market and are basically now defunct as a result.
 
And for those who think Apple is currently on the right path with no long-term serious issues to worry about, ask yourself this:

Why did Apple get rid of MagSafe from the MacBook?

The logical answer can only be one of the 2 below:
  1. They would prefer you to break your MacBook more frequently and have to either buy a new one, or pay Apple to fix it (and maybe get you to purchase an AppleCare plan)
  2. Steve Jobs was an idiot for advocating a useless and stupid feature no one cared for and that costs way more than a simple USB-C port
 
In case you didn't know, Apple retail is more successful now than ever.

And no, she doesn't need to be a hardware engineer to run the retail business (by the way, very well). You also have zero knowledge of her tech knowledge, to be frank.
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Apple doesn't have a cash problem. They are spending plenty on R&D. If anything, they have too much cash. There is such a thing as not having a great place to put cash because there aren't always great opportunities.

You might not like their products or strategy, but the innovation is there if you want to see it. The mobile silicon innovation is frankly incredible and the wearables have come a long way. Even the iPhone is more innovative than ever. You see the market still trying to catch up to FaceID, no chin, depth of field cameras systems, and image processing.
How do you know what knowledge I do or do not have? You can’t possibly know. I never said she needed to know tech to run retail ? Where did I say that ? The argument was about whether a ceo if a tech company should ideally have deep tech knowledge. You’re wasting both our time on an argument that I never made. By that deduction this is a pointless discourse.
 
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Everytime the stock drops people call for Tim Cook to be fired. This is nonsense. Don't forget that it was under his leadership that the stock hit its all time high. It is his leadership that has brought apple to where it is. Steve Jobs has been gone a long time now.

Wall Street has always misread Apple. Anyone who didn't think the battery replacement combined with the elimination of subsidies wouldn't result in decreased sales is fooling themselves. I think the error was in the estimation of the impact of those factors combined with the trade war with China.

I also think that people at large have unreasonable expectations of Apple. No other tech company has changed the way we use technology more than Apple. There will be bumps along the way but Apple has strong leadership.

I'd like to see Apple address a few issues:

1) Mac Mini entry price is too high. $799 for an i3 with a 127Gb SSD is way overpriced. Shouls be $500.
2) Return to form following function. Seriously, trying to get to the USB ports on an iMac is a nghtmare. The new laptop keyboards suck.
3) multiple accounts in iOS
4) Complete replacement for iTunes. Such a bloated disaster.

People have called for Tim to step aside long before any stock trouble. Even with all of his public speaking coach classes, which he has very obviously double-downed on since his very first keynote, he still floats out on stage like a visionless, monotone bean counter he will always be. He's taken the iPhone and evolved it. He's taken the AppleTV and evolved it. He's taken the Mac and has evolved it. Arguably, the Apple Watch is a product of all the other products before - just in a smaller form factor. I think the audience here wants someone would doesn't look at products and say "hey, we can make another form of this exact thing to fill this market need" but rather "hey, we are going to take this market and turn it upside down."

You mentioned 4 evolutions of products that already exist. Take a step back and see the forest for the trees.
 
Don’t worry; the apologists out there will have you believe this is a necessary ‘adjustment’, or simply a small ‘blip’.. if it was any other company they’d be laying of staff left and right after dropping 35% in value!
 
I've been long in Apple since the mid 1990s, I've made my money several times over even at today's price levels. That said, if people (and Wall Street) would bother to look past this China trade and iPhone issues they would see record gains in every other area that Apple is in.

Just a bump in the road. Don't obsess over the daily changes, look long.

MacDann
 
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Angela Ahrendts will be the next Apple CEO.

Bookmark me.

Good call. She is a corporate ninja and the other senior folks at Apple aren't equipped to handle her boardroom skills. Board would love the look of a female CEO as well. I don't think Tim is going anywhere anytime soon. But if she wants to wait and she keeps playing her cards right, she will be in line to succeed him.
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I don't know if you can use this excuse for Apple's sales in China since the iPhone is exempt from the tariff fight for the most part.

I believe the problem is pricing and competing with low cost competitors that offer similar hardware to Apple.

The consumers in China are being buffeted by the tariff fight. Remember it is a high end and expensive device. So it is senior executives at major companies who are buying the phones out there. So that might be the issue. Or it just might be that folks in China don't care about paying a premium for iOS when half of what they do on a phone is use the WeChat app, which doesn't matter what phone you use.
 
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Don’t worry; the apologists out there will have you believe this is a necessary ‘adjustment’, or simply a small ‘blip’.. if it was any other company they’d be laying of staff left and right after dropping 35% in value!

In all fairness if they were any other company they wouldn't have a quarter trillion in cash reserves.
 
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