Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Nov 30, 2016 3:32:15 GMT -8
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Post by electrobuzz on Nov 30, 2016 8:08:05 GMT -8
Here is another "expert" bashing Tim Cook and Apple. steveblank.com/2016/10/24/why-tim-cook-is-steve-ballmer-and-why-he-still-has-his-job-at-apple/One thing that keeps me worried is how will Apple handle the transition after Tim Cook. But not really convinced about the points this guy makes about Tim Cook and his time as CEO at Apple. Would be interesting to see what the opinion here is. Some "interesting" quotes from the piece: "et in five years the only new thing that managed to get out the door is the Apple Watch. With 115,000 employees Apple can barely get annual updates out for their laptops and desktop computers." "The problem is that a supply chain CEO who lacks a passion for products and has yet to articulate a personal vision of where to Apple will go is ill equipped to make the right organizational, business model and product bets to bring those to market." The macalope will have a field day with this one...
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Post by tuffett on Nov 30, 2016 8:46:13 GMT -8
About the product updates, he's not wrong. Apple seems to lack urgency in anything non-iPhone related. Even the Airpods are a debacle. Introduced alongside the iPhone and not available for Black Friday or Cyber Monday - two huge shopping days. Holiday shopping season is in full swing, Airpods are at a great price point for a gift and they're nowhere to be seen.
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Post by nagrani on Nov 30, 2016 10:13:22 GMT -8
About the product updates, he's not wrong. Apple seems to lack urgency in anything non-iPhone related. Even the Airpods are a debacle. Introduced alongside the iPhone and not available for Black Friday or Cyber Monday - two huge shopping days. Holiday shopping season is in full swing, Airpods are at a great price point for a gift and they're nowhere to be seen. I'd rather have them when they are ready and next quarter will help (not hurt) guidance. Apple fan hates the delay. AAPL fan likes it. If apple can take out 113 with some ooomph. Watch out baby. Should see a technical pop IMO.
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Post by rickag on Nov 30, 2016 10:22:49 GMT -8
electronuzz
The biggest failure of the article was comparing Steve Jobs and Bill Gates in innovation / visionary. Steve Jobs was, Bill Gates was a ruthless businessman.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Nov 30, 2016 11:39:13 GMT -8
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Ted
fire starter
Posts: 882
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Post by Ted on Nov 30, 2016 12:25:36 GMT -8
From the article: "I just wanted to say it out loud as an Apple optimist; Apple can't rest on its laurels and the marketplace will not wait forever for innovation. There are lots of other bright individuals working at hungry companies looking to take market share. I still have faith in Apple to deliver huge profits and still am a buyer for our clients. But around the edges, I'm just a little concerned. Not in panic mode, but just a little restless for something to underscore that Apple is about more than efficiency and iterative products." Yawn. This is nothing new. Apple iterates current products while innovating behind closed doors, and investors worry that there will never be a new whiz<=>bang product. Boo hoo.
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Nov 30, 2016 17:04:37 GMT -8
From the article: "I just wanted to say it out loud as an Apple optimist; Apple can't rest on its laurels and the marketplace will not wait forever for innovation. There are lots of other bright individuals working at hungry companies looking to take market share. I still have faith in Apple to deliver huge profits and still am a buyer for our clients. But around the edges, I'm just a little concerned. Not in panic mode, but just a little restless for something to underscore that Apple is about more than efficiency and iterative products." Yawn. This is nothing new. Apple iterates current products while innovating behind closed doors, and investors worry that there will never be a new whiz<=>bang product. Boo hoo. While I agree with the sentiment, over the years I have learned to pay attention to what is being said about Apple. FUD can be an indicator of where the prognosticators are trying to move the stock. Always be wary of a moving trains and the direction they are heading.
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Ted
fire starter
Posts: 882
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Post by Ted on Nov 30, 2016 17:31:39 GMT -8
From the article: "I just wanted to say it out loud as an Apple optimist; Apple can't rest on its laurels and the marketplace will not wait forever for innovation. There are lots of other bright individuals working at hungry companies looking to take market share. I still have faith in Apple to deliver huge profits and still am a buyer for our clients. But around the edges, I'm just a little concerned. Not in panic mode, but just a little restless for something to underscore that Apple is about more than efficiency and iterative products." Yawn. This is nothing new. Apple iterates current products while innovating behind closed doors, and investors worry that there will never be a new whiz<=>bang product. Boo hoo. While I agree with the sentiment, over the years I have learned to pay attention to what is being said about Apple. FUD can be an indicator of where the prognosticators are trying to move the stock. Always be wary of a moving trains and the direction they are heading. Since84, agreed, and I didn't mean to dismiss you by posting that - it's just that I get so tired of this kind of thinking. We know Apple can't rest on its laurels. And Apple knows too. They even made a video about the public's impatience: the "thousand no's" presentation. I doubt Tim announced to the team that everybody could just chill out and coast for a few years cause ...well, Apple. But I hear you - FUD can tell you which way the wind is blowing.
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