In the modern era of doom and gloom for Apple narrative that some hold sacred, this is the first time I have meaningfully heard a third party call out Apple for their issues. This one has to sting. I think Apple will be fine in the long run, but they have become a bit stale of late. That's not completely surprising. The computer and phone industry is mature overall, and differentiation is harder than ever. To be "high end" when the gap with with "low end" is freakishly small is not an easy proposition. That higher margin is a tougher sell. I think the next iPhone will be fantastic, but from leaks so far it doesn't look to have enough newness to separate it from the pack. And new macs are sure to be thinner and more cool than ever, but when many fewer dollars access the same performance, many of us will reluctantly but realistically choose price. Apple watch doesn't hit media, but v2 has solid potential. I'm not on the Apple is doomed bandwagon, but this is the first time, other than knee jerk reactions to micro-feature changes, where I start to think their position is less stable than I expected.