Since when has "the market" had any clue about innovation?
Apple’s “Windows 95″ Problem
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Re: Apple’s “Windows 95″ Problem
#12It's bizarre to lump Win XP in with duds like Me and Vista. Isn't XP, by most measures, an unmitigated success? (You might not think it's great personally, but it's certainly not the case that MS has had no blockbusters since Win 95.)
XP was the first decent Windows release since Windows 95, and consumers adopted it en masse. However, it was riddled with security flaws and that makes it less attractive when looking at it in hindsight.
I liked 2k pretty much.
I was good for their time and I wish MS would have continued to make operating systems for people who just need an operating system.
Re: Apple’s “Windows 95″ Problem
#13The stock pretty much always falls after Apple announce something. I assume the reasons are complex — anything new is a risk, anything old is a lower-margin version.
Historically, you cannot make any accurate predictions of Apple's success or failure based on The Market's reaction to a keynote.
That leaves the other point: "Meh". Yes, I'm sure everyone wants Apple to announce something groundbreaking and industry defining. I'm sure Apple do too.
Maybe they will again or maybe they won't. Either way I'm sure Tim Cook has a better idea of how to do it than the bloggersphere.
Re: Apple’s “Windows 95″ Problem
#14Why is iOS 7 being perceived as "not innovative?" If your innovations are only in software, do they not count?
Re: Apple’s “Windows 95″ Problem
#15I heard that the sell off was due to the lack of a deal with China Telecom which the markets were expecting to be announced, and had already priced in.
People fail to realise that traders also use all the Apple rumors to make their purchase decision. The market value of Apple before the keynote reflect (to some extend) the value of Apple if all the rumors were true.
There was a lot of positive hype that did not concretize during the keynote: no deal with China, expensive iPhone5C, no iWatch.
The adjustment we see today has little to do with actual Apple offering. Not much that can be concluded from it either.
Re: Apple’s “Windows 95″ Problem
#16It is very similar to the problem they faced against Windows 95 with the macintosh. Microsoft was focusing on building a commodity OS and not worried about the hardware while commodity hardware vendors were able to focus on their strengths without having to fuss to much about hardware. Apple, being so vertically integrated will probably lag behind somewhat. Its just way more complex to design end to end, even if the…
Making things more affordable is a type of innovation. Lumia 521 and Nexus 4 are two examples of that.
Re: Apple’s “Windows 95″ Problem
#17> Apple in time will need to move away from the iPhone and iPad, as they will become a commodity.
As someone who already owns a Nexus 4 and a 1st gen Nexus 7 they are already a commodity, I bought my N4 for half what an iPhone 5 costs.
The only thing that keeps Apple even remotely price comparable on the iPhone is that people mostly buy a smart phone on contract so they see roughly the same price per month (but the carrier takes a much bigger cut with Android).
For someone old enough to just remember the 80's and the Mac vs PC wars it's like watching history repeat itself again, the completely backwards commodity platform vs the well engineered but more costly platform except this time Google is in IBM's place and they aren't doing it by accident like IBM did they know exactly what they are doing (look at the nexus line, top of the line hardware, always the newest version of the software and price that hurts other companies using Android, they risk hurting their own suppliers to drive the price of high end hardware down as rapidly as possible) the problem is that the commodity platform gained ground very very quickly and something like the Nexus 4 at 200 quid with Android 4.3 is now the equal of the iPhone 5 at 500 quid.
The next 5 years is going to be fun to watch whichever side of the divide you are on.
Re: Apple’s “Windows 95″ Problem
#18It's bizarre to lump Win XP in with duds like Me and Vista. Isn't XP, by most measures, an unmitigated success? (You might not think it's great personally, but it's certainly not the case that MS has had no blockbusters since Win 95.)
XP was the first consumer OS with the NT kernel. It was a success but it was never recognized as very innovative. Which it wasn't.
Even Microsoft gave it a point release (5.1) on top of Windows 2000 (5.0)
Re: Apple’s “Windows 95″ Problem
#19Keep in mind what Apple has been doing with the proceeds of its amazing cash cow:
- smart moves to economize the supply chain
- attempting to simplify/unify its various OSes.
- hinting at a lower price point future (inevitable).
- focusing on patented industrial design (lightning connector, new mac pro, etc.)
- taking away carrier margins (iMessage)
- notably ignoring "enterprise users" and focusing on making consumers happy.
In the next year or two I expect Apple to start gunning for market share. It's amazing how much Android has lagged, and Apple has decided to err on the side of profits while Android has blundered along releasing phones with 4 hour battery life and jittery screens.
Apple envisions a future in which you can seamlessly move between mobile, web (iCloud), and desktop/laptop experiences and you get the same high quality experience.
I expect Apple to push boldly into the gaming market as well as (somewhat ironically) into web or web-enabled app ecosystem.
Re: Apple’s “Windows 95″ Problem
#20Why is iOS 7 being perceived as "not innovative?" If your innovations are only in software, do they not count?
I'm sure they do count but what innovations does iOS7 actually have? (not snarky, I've just not seen anything so far I'd consider innovative).