As the financial analyst would say, past performance is no guarantee of future success. Markets are always forward looking.Then let me start.
https://www.aboveavalon.com/notes/2016/12/6/milking-the-iphone
What would you call that if not stellar?
Sadly that's been Cook's legacy up to now.Milking it is about all Apple is doing.
As the financial analyst would say, past performance is no guarantee of future success. Markets are always forward looking.
Milking it is about all Apple is doing.
It appears you have vested interest in AAPL stock performance and will talk up anything despite blaring evidence to the contrary.
At a high level, financially speaking they are doing well, but if you delve into a little deeper you see cracks in the foundation:my opinion is that Apple is doing very well, and will continue to do well, missteps and all.
Then let me start.
https://www.aboveavalon.com/notes/2016/12/6/milking-the-iphone
What would you call that if not stellar?
Same here. Sold stocks years ago.I can assure you that I don't own any stock (much less Apple stock), and have nothing to gain from how well or how poorly Apple does.
I just call it as I see it. And my opinion is that Apple is doing very well, and will continue to do well, missteps and all.
Okay, I'll bite... Bluetooth 5 has been officially launched. I am guessing that BT 5 devices are going to be coming in way less than a year. So your analogy doesn't seem to work. I think most people hold off buying $1,000 phones when there has been a press release saying that the next best thing has been announced. I know I generally don't buy an iPhone 6 the day the 7 is announced if I can avoid it.
If they can't get headphones right, can we really expect to get a bezel free, home button free, all glass, edged display, iPhone 8 next year with wireless charging??
...
The issue is Cook coasted on Jobs' coattails in enjoying phenomenal sales. It wasn't because of Cooks great leadership, but rather because of Jobs' innovation. Since then we've only see copies of the original ideas, i.e., same product just thinner.
The best products are useless if the company can't market them for nuts. Steve Jobs was an excellent innovator and has contributed much to Apple. That much cannot be understated. But I feel Tim Cook also deserves credit for being able to take Apple as far as it has come today.At a high level, financially speaking they are doing well, but if you delve into a little deeper you see cracks in the foundation:
iPhone sales shrinking
iPad sales have and continue to crater
laptop sales these past few quarters have dropped off precipitously (though this may change with the new MBP)
Apple watch sales are decent, not great
The issue is Cook road on Jobs coattails in enjoying phenomenal sales. It wasn't because of Cooks great leadership, but rather because of Jobs' innovation. Since then we've only see copies of the original ideas, i.e., same product just thinner.
Prepare for people who refused to buy the iPhone 7 because of the lack of headphone jack to complain about the delay in this product because they need it with the lack of a headphone jack.
edit: I couldn't prepare you fast enough, it's already happened. Stay classy MacRumors.
Agreed, and I think that's why many investors are asking more and more, what is apple's strategy, but all they hear is that the pipeline is full of great innovative products. We've heard that for the past 4 years, so that's largely falling on deaf ears.Doesn't it make sense that product sales can't be rising forever?
The problem was that it wasn't really explosive sales and its not slowing, but cratering. The tablet market is just not a growth market and iPad sales are degrading quickly.The iPad is a fairly new product, and within the first few years, the people who want one will have gotten one (meaning an explosive growth in sales). Now, sales are slowing because people aren't replacing them as often as smartphones.
You've got to be kidding. Apple's not a pump & dump shop or a Ponzi scheme. How did those "designed" cracks work out for Blackberry, Nokia, SonyEricsson et al.... But what if these cracks are there by design? ..
It's like saying that the Green Lantern relies too much on his ring for his powers, and that he is nothing without it. No matter how much he trains, he will never be as good a fighter without his ring as he is with it. That's the whole point. Most of the time, he will have his ring, and most of the time, he will be a formidable opponent because of it, so spam that ring for all it's worth.Same here. Sold stocks years ago.
Fine, let's agree to disagree. IMHO Apple was doing well on the coattails of Steve's vision. Now we've reached the end of that tail and the big questions are being asked of Apple's leadership. "Missteps" is when you launch a product with a flawed maps app or signal attenuation on the iPhone 4 when "holding it wrong". This sequence of failures of the last 2 years and lack of direction is a business-model changing event.
Smartphone saturation is a thing and Apple bet the house on just that one thing. 70% revenue dependance on 1 thing and falling numbers across the board:
http://www.macworld.co.uk/news/appl...-results-iphone-mac-sales-down-again-3581769/
but Tim says, things are "incredible" and products are magical.
Wow.
Well, Apple still seems dedicated to the Mac. However, they are also keenly aware that there is a limit to how well Mac sales can go, and likely decided that it simply wasn't worth the resources to update it so frequently. Most people are also not replacing their Mac computers every 2 years, and Apple's update cycle will probably reflect that as well.You've got to be kidding. Apple's not a pump & dump shop or a Ponzi scheme. How did those "designed" cracks work out for Blackberry, Nokia, SonyEricsson et al.
Why would Apple care about sales of BeatsX cannibalising the AirPods or vice versa? The money still goes into Apple's coffers at the end of the day regardless of which model you buy.Mark my words - the Beats X are FINISHED. They are fine, many two-bit celebrities have them already and they were gifted in full retail packaging. Even Andi Peters has some BeatsX! They are not prototype versions. The reason Apple are delaying them is because the price point is too close to airpods, and they do not want the embarrassment of these cannibalising airpod sales - especially after all that courage nonsense.
The airpods are slowing down the release of BeatsX - nothing more.
That used to be the general modus operandi. I went the opposite way this year. When I heard the rumours of what the iP7 was going to be I waited for deals on the 6s Plus and got one of those instead. Ditto on the MacBooks. When the new ones went on the online store and the increase on the prices (UK) for the remaining 2015 stock still sold by Apple was confirmed I quickly snapped up the best deal I could find for a 2015 model from a third party seller that still had not factored in the price rises or discontinued the previous range. I paid less for new than people will now pay on the refurb store.
Prices for NAND are rising now due to higher demand than supply so prices for MacBooks/Phones aren't going to come down any time soon. Now when I hear of new models coming, I am just as inclined to look for the best deals on current range before the new (often crippled) stock plus price hikes go on sale.
I wish it were otherwise, but as far as Apple is concerned, we are living in interesting times.
It's official, Bluetooth 5 is what they are prepping for... silently. So the competitors aren't aware but the public is surprised with the performance.
Well, because it's not a Mac but accessories. Tim Cook's central focus.Yeah.. the company that couldn't even put current gen CPUs in their flagship Pro laptop and couldn't put an updated CPU in their Pro desktop is somehow, magically, so far ahead of the game in Bluetooth? Nope. No way.