161–170 of 551 posts
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Why do you think the era is over? Are people buying less cellphones and laptops?
The stone age didn't end because we ran out of stones. Isn't google still not a search company, but its moved past its 'search' era and now its focus on other things. Apple will always sell hardware, but it needs to orient to its next phase of growth, and that ain't hardware.
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PC's were a status symbol for a little while back in the late 70's/80's ...
For us it was the 90s/2000s. Ahh the good old days of having to visit friends to see a PC running Windows 95. Don't you just feel blessed?
Incredible that this is the first time in 13 years that Apple hasn't posted quarterly growth. I'm sure there will be lots of "Apple has lost its ability to innovate" articles based on this, but growing for the last ~52 straight quarters is insane. And I don't think one quarter without growth is enough evidence to conclude "Apple may be reaching the saturation point among potential customers in some countries" or "oth…
There is something fundamentally wrong with our system that "growth" is used as the main metric for assessing business success. It's growth for the sake of growth (and more $), and not deploying business to solve hard customer problems and to make the world a little bit better.
there isn't anything wrong with Apple's stock selling off violently, as much as there was anything wrong with people bidding the shares up so high under the idea of selling it to someone else at a higher price.
there are plenty of companies that are content with steady or even cyclical growth/earnings. in many other countries were local stock markets are not popular venues for speculation and capital formation, it is quite respected to have steady earnings without a drive to quarterly growth.
that being said, many places that are low growth envy the high growth areas, especially how it has been achieved in the US markets.
Basically, the only reason why I would personally want to upgrade is for the bigger screen on the plus model and the battery life that comes with it.
Well, they had a good run. I wonder what's next. I don't think anyone was surprised though, around 2014 we saw the writing on the wall. I mean take the Nexus 5, I have plenty of friends who have one and it's basically like they bought a microwave. It just works, it's fine, and they're expressing 0, and I really mean 0 interest in upgrading their microwave. They'll keep it for as long as the battery lasts and they don…
My battery crapped out rather quickly, but a replacement has extended its life.
So anyone thinking planned obsolesce might move itself up the Apple priority list? Their per quarter revenue is still massive, but Wall Street always expects more. At its current rate of stock buy back, Apple could buy back all of its stocks and go private in a few years. They could rid themselves of market fluctuations in regard to stock and pump out products while continuing making the ridiculous amounts or revenue…
This was inevitable for Apple; their stratospheric valuation has expected growth priced in. Given the company's inability to foster the same ambition Steve Jobs instilled in it, they can only ride on their existing product line for so long. I do find their lack of acquisitions strange given how much capital they are sitting on. There are a lot of markets w/high barriers to entry they'd have no trouble getting their f…
I think we just reached peak smartphone. What's next?
tl;dr it's hard to find lots of new people every quarter who can afford $600 phones.
My son got a iPhone 6 for $25 extra a month. Without that we could not afford it.
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Personally, I wonder who though Apple's growth would never end. This happens to every company sooner or later.
I was at a NASA workshop in Mountain View. An informational placard outside had two plots of growth, one with an unchecked exponential curve, and one with a curve that comes up to a peak and goes down. It asked which made more sense as a growth curve. My idealized mathematical self thought, naturally, the exponential growth curve, because it expresses what happens when y-dot equals alpha y. But I asked a passing Calt…