My dad: Apple just won right? Me: No - they just lost big time - Apple is done. Dad: Wait - What? They just won the court case and got a billion dollars to boot. Me: That doesn't matter - Samsung won. Dad: Explain. Me: As soon as you have to sue your competition to remain competitive - you're done. Apple did the same thing with Microsoft in the nineties. Furthermore, Samsung builds not only many of Apple products - i…
So what if you are wrong? How long do we have to wait to see if you gave your father an inaccurate reading of the situation? I mean, I remember a lot of the "Apple is at 90$ a share now, it will go down soon" crowd in the '06 in the Yahoo Finance forum posts and I'd love to see them now and sincerely ask them what were they thinking or why did they reach that conclusion back then. I'm completely serious. This kind of…
A few factors lead to my understanding of this situation changing.
1: Mobile saturation - only thing left is more of the same and virtual/augmented reality.
2: Absolute domination of Android and the continual manufacturing dominance of Samsung
3: The move towards commoditizing most consumer electronics thanks to work done by Google and other hardware manufacturers. The iPad was insanely cool when it came out - not so cool when everyone else looks the exact same as you do.
4: Domination of the living room by both Sony and Microsoft - leaving Apple little room for entry.
5: CPU underutilisation - people don't really need to upgrade their computers anymore.