Second Investor Dumps Shares as Apple Stock Drops to Near Two-Year Low

[Essaux]

I don't see Apple picking up anytime soon. Saturation of the smartphone market is finally a cold fact.

There is little to no innovation going on as far as we can see in the last couple of releases and the upcoming iPhone 7 doesn't look like it's going to offer anything substantially better other than small incremental performance updates and maybe a new gimmick (force touch etc.). No doubt Cook will hail it as something revolutionary somehow.

Just like that 90s front camera they put inside the MacBook at 1.500 euros entry level.

Shake my head.

 

[SoyCapitanSoyCapitan]

An investor invests passion and belief, not just money. They invest in things they want to see developed further and further. They stick with investments because they want to see the money driving innovation forward. They have a grand vision.

These people however are just vampires. They drain the life out of the world and profit from any misery they can. The world is just a casino for them and they are never happy with their wealth they accrue. Please stop calling them investors. If they pull money out of the workforce who are trying to build a better tomorrow then they have invested nothing, they have only gambled and taken.

 

[Tinmania]

ROTFL!

Pro tip: don't go out and buy a new car until you've got that nasty case of naiveté seen to.

Tip: Don't go around insulting people. I didn't read past your ad hominem attack response.

 

[Easttime]

I'd like to be a "failing" company selling 200 million iPhones and a whole bunch of other devices and services. Some "failure".

 

[rp2011]

I'd like to be a "failing" company selling 200 million iPhones and a whole bunch of other devices and services. Some "failure".

Yes!!
..and exactly what Blackberry was saying in 2007 too.
Steve Balmer too.

 

[Michael Goff]

Yes!!
..and exactly what Blackberry was saying in 2007 too.
Steve Balmer too.

The difference is that BB didn't have a backup plan. Apple is pushing out new things. None of them will be as big as the iPhone, but they don't have to be. Macs could be a good business on their own, for example. Apple Watch brings in billions of dollars. Services brings in billions of dollars. The best comparison is Microsoft, and they're still making billions. Apple is not a failing company.

 

[rp2011]

The difference is that BB didn't have a backup plan. Apple is pushing out new things. None of them will be as big as the iPhone, but they don't have to be. Macs could be a good business on their own, for example. Apple Watch brings in billions of dollars. Services brings in billions of dollars. The best comparison is Microsoft, and they're still making billions. Apple is not a failing company.

I'm not saying Apple is doomed, it's that people keep using that analogy over and over. It's a flawed analogy that because you are selling today that it speaks for tomorrow while there is absolute data showing growth has slowed.
I'm long on Apple. We all know they have a lot of things in he pipeline, but today still matter. Pipeline and pipedreams sometimes merge into one another.
I do lay all of today's Apple sales problems on the iPhone 6 though. It's the same mistake all companies make when they have a bread and butter product. They are over protective and shy from changing it too much.
I am happy people love it. But I know I am happy with my iPhone 5s and will keep it until Apple releases something far better. I want a large phone, but the 6 is not it. If I simply wanted a large phone and didn't care about the OS or the biuld quality or the ecosystem or security or software support....I would have gotten the Note 5. I'm certain next years iPhone will blow me away and I will finally leave my 5s in a drawer.

 

[Textime]

hm

 

[Pilgrim1099]

hm

Lol. As if he would want to work for Apple. But I get the joke .

 

[Textime]

To get more market share, Apple should keep and update the old non-retina MacBook to the current Air screen resolution of 1440×900, upgrade it to 500GB SSD / 8GB RAM / 6100 graphics and offer it for $799 or $899, and offer the current 1.1 GHz Retina MacBook starting at $999. http://www.cnet.com/news/the-macbook-mess-or-why-its-so-hard-to-pick-an-apple-laptop/

Too bad that they've updated the Macbook Air recently. Now you can hope for a retina display an another year.

 

[theluggage]

The best comparison is Microsoft, and they're still making billions.

Not really such a good comparison: Nothing much compares to the near-monopoly and level of lock-in that Microsoft achieved in the corporate IT sector - Windows, Office, Exchange, Active Directory, SQL Server etc. and Visual Studio for corporate software development. That sector is very slow moving and constrained by the need for legacy support - even if it "died" it would probably take a decade or so. Look how long it is taking to flush Windows XP out of the system... I'm not sure any other company would have survived the Office Toolbar, Windows Vista and Windows 8 debacles.

Apple, like Blackberry, are heavily invested in consumer products, often with a large "fashion" component. The iPhone could easily fall from hero to zero in a year or two (exactly as happened to Blackberry). Its no big trauma for an individual consumer to switch from Apple to Android.

Yes - Apple have backup plans. The problem with the Watch is that it is joined at the hip with iPhone - so if the iPhone's star falls so does the watch - and its another "you don't need this" item with a fickle market. The Car is a long shot with a couple of big IFs, but if there is a major shift from gas to electric, and if Apple can be more agile than Big Auto then there should be a decade or so of growing sales big enough to support both Apple and Tesla.

 

[Michael Goff]

I'm not saying Apple is doomed, it's that people keep using that analogy over and over. It's a flawed analogy that because you are selling today that it speaks for tomorrow while there is absolute data showing growth has slowed.
I'm long on Apple. We all know they have a lot of things in he pipeline, but today still matter. Pipeline and pipedreams sometimes merge into one another.
I do lay all of today's Apple sales problems on the iPhone 6 though. It's the same mistake all companies make when they have a bread and butter product. They are over protective and shy from changing it too much.
I am happy people love it. But I know I am happy with my iPhone 5s and will keep it until Apple releases something far better. I want a large phone, but the 6 is not it. If I simply wanted a large phone and didn't care about the OS or the biuld quality or the ecosystem or security or software support....I would have gotten the Note 5. I'm certain next years iPhone will blow me away and I will finally leave my 5s in a drawer.

In a way, I agree that their problems came with the 6. Last year's sales were so good that they will likely never see that again.

Not really such a good comparison: Nothing much compares to the near-monopoly and level of lock-in that Microsoft achieved in the corporate IT sector - Windows, Office, Exchange, Active Directory, SQL Server etc. and Visual Studio for corporate software development. That sector is very slow moving and constrained by the need for legacy support - even if it "died" it would probably take a decade or so. Look how long it is taking to flush Windows XP out of the system... I'm not sure any other company would have survived the Office Toolbar, Windows Vista and Windows 8 debacles.

Apple, like Blackberry, are heavily invested in consumer products, often with a large "fashion" component. The iPhone could easily fall from hero to zero in a year or two (exactly as happened to Blackberry). Its no big trauma for an individual consumer to switch from Apple to Android.

Yes - Apple have backup plans. The problem with the Watch is that it is joined at the hip with iPhone - so if the iPhone's star falls so does the watch - and its another "you don't need this" item with a fickle market. The Car is a long shot with a couple of big IFs, but if there is a major shift from gas to electric, and if Apple can be more agile than Big Auto then there should be a decade or so of growing sales big enough to support both Apple and Tesla.

If there is a major shift from the iPhone, and they lose half their sales, there will still be a hundred million iPhone sales a year to attach watch sales to. It'd still be a good business. I also doubt that the watch is going to be an iPhone accessory forever. It has to be for now, but that's because of how the technology is. Also, when has BB ever been focused on consumer product So? BB is an enterprise company, their bread and butter was how strong their encryption was selling software to large enterprises.

 

[theluggage]

Too bad that they've updated the Macbook Air recently.

They updated the base RAM from 4GB to 8GB (which was already available BTO). That is hardly a major update and reveals precisely nothing about future plans.

The problem with a "retina" Air is that it would be too similar to the 13" rMBP (especially if the latter gets slimmed down post-Skylake).

 

[Textime]

They updated the base RAM from 4GB to 8GB (which was already available BTO). That is hardly a major update and reveals precisely nothing about future plans.

The problem with a "retina" Air is that it would be too similar to the 13" rMBP (especially if the latter gets slimmed down post-Skylake).

Nevertheless, Apple is not going to get twice a year the Macbook Airs out of the shelf and replace them with a newer version.

 

[theluggage]

Nevertheless, Apple is not going to get twice a year the Macbook Airs out of the shelf and replace them with a newer version.

If a retina Air comes out, it would likely be a whole new model, possibly more expensive, maybe not called "Air" (one strong possibility is that a slimmed-down 13" or 14" rMBP would fill the Air's niche). The obvious move would be to adopt the retina MacBook 'design language' across the range. Apple would have no trouble selling the "classic" Airs (and it is a classic design) alongside it for a while, as happened when the retina Macbook Pros first came out (heck, last time I looked they were still selling the 13" 'classic' MBP).

...in fact (although it doesn't prove anything) dropping the 4GB model would be a sensible prelude to that as it simplifies production and the 8GB ones are going to be an easier sell as "classics".