texual Posted August 19, 2013 Share Posted August 19, 2013 I think in 10 years people will regard Apple the same way as people regard Microsoft... Its extremely likely another company will be the purveyor of cool and innovative. Sort of like the history of nearly everything. Link to comment Share on other sites More sharing options...
texual Posted August 19, 2013 Share Posted August 19, 2013 Actually the better analogy would be to say Apple will be viewed like the modern day Sony, or Motorola, or even Nokia. Simply stated, most consumer facing brands with products considered iconic like Walkman cannot adapt in the modern world. They took the Walkman brand which was made famous for cassettes, and attempted to make it the brand for CD players, and then MiniDisk. They even tried mp3 players with that branding. It was too late, and the brand itself kind of faded from consumers as a has-been. Or just plan old fashioned. Me-thinks the 'i' moniker will be considered a old, silly naming convention in a few years. I don't think 'i_' is even catchy or special today. But I'm also just not the demographic for Apple products anymore. I think a guy like Tim Cook sees it as a great successful branding and may wind up continuing to use it well past its expiration date. Maybe in 10 years he will be using it to describe products that don't make sense with that moniker. Like 'iTV' makes no sense to me. I understood iPod because it was your pod with your music. But the TV is really an impersonal device and you consume other content ... But what do I know, its what works today. Don't know if they'll be successful with it in 10 years. Hopefully its not the next Walkman. Link to comment Share on other sites More sharing options...
Palantir Posted August 19, 2013 Share Posted August 19, 2013 Sigh. i=internet. Referring to the iMac. After that, it's just a branding thing, it doesn't mean anything. Link to comment Share on other sites More sharing options...
constructive Posted August 19, 2013 Share Posted August 19, 2013 I think in 10 years people will regard Apple the same way as people regard Microsoft... Wait, being viewed like Microsoft in a decade is a bad thing? You own MSFT, it must not be that bad to be viewed like MSFT! ??? They basically have the same valuation multiples now - you're not paying anything extra for Apple's potential growth. Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 19, 2013 Share Posted August 19, 2013 Pretty amazing that android tablets are taking massive share from Ipad with fewer optimized apps available. 8) Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 19, 2013 Share Posted August 19, 2013 Pretty amazing that android tablets are taking massive share from Ipad with fewer optimized apps available. 8) Pretty amazing that ICahn is buying a Apple despite its "worst capital allocation in history". ;) Link to comment Share on other sites More sharing options...
Viking Posted August 19, 2013 Share Posted August 19, 2013 texual, I would imagine the same thing was being said about Apple a couple of years after they launched the ipod in 2001... in 10 years they would be irrelevant (I am assuming you are referencing Microsoft's failure to gain traction in the consumer space). Apple's track record the past 12 years has been pretty spectacular (and the best predictor of future performnce is past performance). Now I do not expect they will continue at the same pace. However, I do expect they will continue to launch more great products. We may actually learn over the next 10 years that Apple's unique business model and culture (limited products; vertical integration - idea concept to retail store; software and hardware) is their moat and that it is much, much wider than believed by most in 2013. Time will tell; when the stock was selling below $430 it was not giving much credit to Apple's ability to launch new great products. Wellmont, I agree that tablet sales the last quarter are a red flag for Apple. However, as I am sure you already know, they have not launched a new ipad since last Oct. Apple also pointed out that channel inventory fell dramatically in fiscal Q3 (versus the opposite the previous year). I think the new ipad will sell very well; it sounds like it will be 30% lighter and much narrower than the current version. I will be carefully watching what new tablets they launch in Sept/Oct and what sales are like in Oct-Dec. My guess is we will see them once again growing total volume and total category profit. Will other tablet manufacturers continue to sell lots of tablets? Of couse. The total category will continue to grow so fast that there will be lots of room for Apple and everyone else to do very well. Microsoft and Intel are two companies with limited presence in smartphones and tablets... how they fare over the next year or two... now that will be interesting to watch! Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 19, 2013 Share Posted August 19, 2013 texual, I would imagine the same thing was being said about Apple a couple of years after they launched the ipod in 2001... in 10 years they would be irrelevant (I am assuming you are referencing Microsoft's failure to gain traction in the consumer space). Apple's track record the past 12 years has been pretty spectacular (and the best predictor of future performnce is past performance). Now I do not expect they will continue at the same pace. However, I do expect they will continue to launch more great products. We may actually learn over the next 10 years that Apple's unique business model and culture (limited products; vertical integration - idea concept to retail store; software and hardware) is their moat and that it is much, much wider than believed by most in 2013. Time will tell; when the stock was selling below $430 it was not giving much credit to Apple's ability to launch new great products. Wellmont, I agree that tablet sales the last quarter are a red flag for Apple. However, as I am sure you already know, they have not launched a new ipad since last Oct. Apple also pointed out that channel inventory fell dramatically in fiscal Q3 (versus the opposite the previous year). I think the new ipad will sell very well; it sounds like it will be 30% lighter and much narrower than the current version. I will be carefully watching what new tablets they launch in Sept/Oct and what sales are like in Oct-Dec. My guess is we will see them once again growing total volume and total category profit. Will other tablet manufacturers continue to sell lots of tablets? Of couse. The total category will continue to grow so fast that there will be lots of room for Apple and everyone else to do very well. Microsoft and Intel are two companies with limited presence in smartphones and tablets... how they fare over the next year or two... now that will be interesting to watch! Here's what people were saying back then: http://news.cnet.com/2100-1040-274821.html Not too different from what they're saying right now. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 19, 2013 Share Posted August 19, 2013 Pretty amazing that android tablets are taking massive share from Ipad with fewer optimized apps available. 8) BTW, here's IDC's take on the tablet market: http://pandodaily.com/2013/08/05/idc-the-ipad-is-down-and-its-bringing-the-rest-of-the-tablet-industry-with-it/ Enjoy ;) Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 19, 2013 Share Posted August 19, 2013 nexus 7 2013 is a great tablet and $100 cheaper than ipad mini with far better screen. great product at a great price is tough combo to beat. it's true that apple needs a refresh of their product line badly. but the bar has been raised! already has 375 4 star average reviews in a couple of weeks of availability (the bad reviews all seem to be from Cupertino :)). Amazon shoppers seem to luv goog products. 8) Link to comment Share on other sites More sharing options...
texual Posted August 19, 2013 Share Posted August 19, 2013 Oh well, I have no stake in this business except an observers opinion. I sold my last stock of AAPL after 6 years, in 2010. I predicted then two major things would happen: steve jobs would pass away and give leadership to a guy who did not carry the same imagination or quality guidance that steve could provide (he would be more involved in the OS design direction than most people would imagine) and so tim cook no matter how great a leader, couldn't be as good a visionary. This company needs a visionary. The second reason was I believed in a few years time the company would be seen as passe by the average American teenager and college students. They'd obviously still buy the products and use them but the fervor wouldn't be the same. The lines outside stores are not going to be the same, there isn't anything special about owning a new smartphone almost 6 years after the original iPhone. And thats all I bring to the table. My opinions are somewhat too anecdotal however, and I acknowledge that. People can beg to differ but I hold my ground that Apple isn't the same company as it was before without Jobs. They'll iterate on current products, flop on some new ones and gain traction on many technologies as always. But this isn't a 1 trillion dollar company or even a double from any evidence I've been shown. From a ex-Apple evangelist. Best of luck on all our investments! Link to comment Share on other sites More sharing options...
DCG Posted August 19, 2013 Share Posted August 19, 2013 nexus 7 2013 is a great tablet and $100 cheaper than ipad mini with far better screen. great product at a great price is tough combo to beat. it's true that apple needs a refresh of their product line badly. but the bar has been raised! already has 375 4 star average reviews in a couple of weeks of availability (the bad reviews all seem to be from Cupertino :)). Amazon shoppers seem to luv goog products. 8) The new iPad mini will have a retina screen and be a better experience. Apple is 100% correct in the wider screen. The narrow screen makes the web browsing experience pretty awful on the Nexus 7 (I have one). Link to comment Share on other sites More sharing options...
Palantir Posted August 19, 2013 Share Posted August 19, 2013 nexus 7 2013 is a great tablet and $100 cheaper than ipad mini with far better screen. great product at a great price is tough combo to beat. it's true that apple needs a refresh of their product line badly. but the bar has been raised! already has 375 4 star average reviews in a couple of weeks of availability (the bad reviews all seem to be from Cupertino :)). Amazon shoppers seem to luv goog products. 8) You realize this has a smaller, narrower screen than the iPad mini? Unless you're suggesting that a smaller screen is better, unless Apple does it? Let's see how great the N7 screen is when the new iPad M comes out.... Have you ever used the Nexus 7? Just curious. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 19, 2013 Share Posted August 19, 2013 nexus 7 2013 is a great tablet and $100 cheaper than ipad mini with far better screen. great product at a great price is tough combo to beat. it's true that apple needs a refresh of their product line badly. but the bar has been raised! already has 375 4 star average reviews in a couple of weeks of availability (the bad reviews all seem to be from Cupertino :)). Amazon shoppers seem to luv goog products. 8) I guess the only thing Android tablet buyers seem to be using them for is Amazon reviews. The iPad generates 84% if traffic. In Nexus users live their tablets so much, maybe they should dust them off and use them to surf the web once in a while. ::) Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 19, 2013 Share Posted August 19, 2013 nexus 7 2013 is a great tablet and $100 cheaper than ipad mini with far better screen. great product at a great price is tough combo to beat. it's true that apple needs a refresh of their product line badly. but the bar has been raised! already has 375 4 star average reviews in a couple of weeks of availability (the bad reviews all seem to be from Cupertino :)). Amazon shoppers seem to luv goog products. 8) You realize this has a smaller, narrower screen than the iPad mini? Unless you're suggesting that a smaller screen is better, unless Apple does it? Let's see how great the N7 screen is when the new iPad M comes out.... Have you ever used the Nexus 7? Just curious. you realize that if the nexus 7 didn't exist those folks would be buying ipad minis? I don't believe the screen size difference is at all relevant. i've own both nexus 7. the new one "just works". :) Link to comment Share on other sites More sharing options...
Palantir Posted August 19, 2013 Share Posted August 19, 2013 you realize that if the nexus 7 didn't exist those folks would be buying ipad minis? I don't believe the screen size difference is at all relevant. i've own both nexus 7. the new one "just works". :) Yeah so? It's a competing product, that's what it's supposed to do. Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 19, 2013 Share Posted August 19, 2013 The narrow screen makes the web browsing experience pretty awful on the Nexus 7 (I have one). not really. it's the natural size for HD content. But I do understand it's really the only real criticism you can make of tablet that costs $100 less than an ipad mini. lots of folks seem like they are ok with the narrower higher rez screen, and the extra Benjamin in the pocket. And browsing is not "pretty awful". It's more than fine on the higher resolution screen of the 2013 model. This is why I discount the neg reviews on the product on Amazon. Probably "invented in California". Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 19, 2013 Share Posted August 19, 2013 Yeah so? It's a competing product, that's what it's supposed to do. just pointing out the smaller screen size, which is way bigger than ip5 screen, was not a deterrent for huge sales at Amazon of nexus 7. Link to comment Share on other sites More sharing options...
Palantir Posted August 19, 2013 Share Posted August 19, 2013 ^You know I could say the exact same thing for the iPhone 5? Link to comment Share on other sites More sharing options...
Guest wellmont Posted August 19, 2013 Share Posted August 19, 2013 ^You know I could say the exact same thing for the iPhone 5? yeah. you could. so the more we process this line of thought, the more we prove screen size really isn't a determinant. as the very small screen size of the ip has not prevented it from selling well to well-to-do buyers. Link to comment Share on other sites More sharing options...
constructive Posted August 19, 2013 Share Posted August 19, 2013 I haven't bought a tablet yet but screen size is going to be the main determinant for me. 7" Android tablets are too small in my opinion and 7.9" iPad is quite a bit better. Also in terms of phone size, 4" to 4.3" is big enough for me. I won't buy a 4.7" to 5" phablet. I've only owned Android phones, so I'm a potential OS / ecosystem switcher over the next year. Link to comment Share on other sites More sharing options...
Liberty Posted August 20, 2013 Share Posted August 20, 2013 2011 bbc documentary on steve jobs and apple for those who missed it (like I did) when it came out: Link to comment Share on other sites More sharing options...
jeffmori7 Posted August 20, 2013 Share Posted August 20, 2013 Interesting data about customers switch : http://www.macrumors.com/2013/08/19/20-of-apple-iphone-customers-switched-from-android-7-of-samsung-buyers-switched-from-ios/ Link to comment Share on other sites More sharing options...
DCG Posted August 20, 2013 Share Posted August 20, 2013 The narrow screen makes the web browsing experience pretty awful on the Nexus 7 (I have one). not really. it's the natural size for HD content. But I do understand it's really the only real criticism you can make of tablet that costs $100 less than an ipad mini. lots of folks seem like they are ok with the narrower higher rez screen, and the extra Benjamin in the pocket. And browsing is not "pretty awful". It's more than fine on the higher resolution screen of the 2013 model. This is why I discount the neg reviews on the product on Amazon. Probably "invented in California". Do you think clicking a link or button in the web browser, and then having a zoomed-in popup window display, which requires you to click the same button again is a good experience? Are you short Apple? If not, why not? Seems like you just love trolling this thread. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 20, 2013 Share Posted August 20, 2013 The narrow screen makes the web browsing experience pretty awful on the Nexus 7 (I have one). not really. it's the natural size for HD content. But I do understand it's really the only real criticism you can make of tablet that costs $100 less than an ipad mini. lots of folks seem like they are ok with the narrower higher rez screen, and the extra Benjamin in the pocket. And browsing is not "pretty awful". It's more than fine on the higher resolution screen of the 2013 model. This is why I discount the neg reviews on the product on Amazon. Probably "invented in California". Do you think clicking a link or button in the web browser, and then having a zoomed-in popup window display, which requires you to click the same button again is a good experience? Are you short Apple? If not, why not? Seems like you just love trolling this thread. Have you ever seen Wellmont champion an idea? All he does is piss on other threads. That's his job. ;D ;D ;D Link to comment Share on other sites More sharing options...
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