81–90 of 127 posts
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I don't know who in the world would want to own AAPL at 20x earnings. They're one big breakthrough by Samsung or Google (or whomever) from having their revenues cut by 90%.
How is Samsung not 'one big breakthrough by Apple' from having its revenues cut by 90%?
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I don't know who in the world would want to own AAPL at 20x earnings. They're one big breakthrough by Samsung or Google (or whomever) from having their revenues cut by 90%.
How is Samsung not 'one big breakthrough by Apple' from having its revenues cut by 90%?
It's fascinating to me that the iPad is flat and being effectively cannibalized by the iPhone. Can anyone think of a similar example where a newer form factor gets re-absorbed or passed by the previous form factor? (I probably need a more elegant way to say this)
My iPad3 still works fine for what I use it for and won't get upgraded until it no longer works.
It's fascinating to me that the iPad is flat and being effectively cannibalized by the iPhone. Can anyone think of a similar example where a newer form factor gets re-absorbed or passed by the previous form factor? (I probably need a more elegant way to say this)
iPads are cannibalized by 3X-5X cheaper Android tablets[1], not iPhone. People have bought iPhone because it costs upfront $200. That's a magic price. Above that price demand swiftly drops. [1] According to Gartner, there were 68% more tablets sold in 2013 compared to 2012. Android’s share of the tablet market rise from 45.8% in 2012 to 61.9% in 2013 while Apple’s share has fallen from 52.8% all the way down to 36%.…
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I only know a few people who use a Mac. Most people I know use Windows (and Android). As always, anecdotes are not the same as data.
Under the age of 32? 100% of windows users i know of in that demographic do so exclusively for PC gaming. Anecdotes will always be less useful, but this strikes me as a repeatable trend among college campuses and young professionals... to say nothing of a generation of children growing up with iPads.
I don't personally know a single person personally under the age of 32 with a Mac. For kids under 18, their parents almost universally buy them cheap $500-700 laptops at Costco. They're basically a yearly disposable item at that price (though most of those same kids have iPhones). None of my friend's kids in college seem to have changed that purchasing habit since it's pretty sensible.
If you gathered all my friends and family together with all their computers, probably At my local coffeeshops, about half of the people there mess around on some kind of tablet, of the other half, most (maybe 90%) are on corporate Windows machines or Surface tablets (they're really popular around here with the corporate sales types for some reason). And then I and maybe 1 other guy or a college aged kid with a 3 generation old used Macbook are the only people running any version of OS X.
I use a Mac because it's what my work issued to me - a West Coast based startup btw. I'm about to change companies soon and I already know my new place is going to issue me a Windows machine.
I live in the wealthiest town in the wealthiest county in the United States. Most of the neighboring counties are also in the top 10. My county is also in the regional home to one of the 5 largest tech industries in the United States.
Welcome to the world outside of the SV bubble.
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But you're only looking at one part of the equation which is existing customers refreshing vs net new sales. So while I agree the refresh cycle might be slower than imagined that's not the only thing going on here.
Doesn't it make more sense that without the subsidy the iPad is treated more like a computer that someone upgrades every few years when they have an issue (breakage or speed) instead of every year or two like an iPhone (where you're throwing money away)? The iPhone is pretty exceptional product, is it really fair to hold everything else to that standard? Are people going to cry foul when consumers don't replace their…
It's fascinating to me that the iPad is flat and being effectively cannibalized by the iPhone. Can anyone think of a similar example where a newer form factor gets re-absorbed or passed by the previous form factor? (I probably need a more elegant way to say this)
I don't see any reason to believe that is the case. I think a more logical explanation would be that consumers aren't gonna buy a new iPad every year. I bought an iPad 2 for my parents and they're still using it to this day and have no issues with it. Maybe next year I will get them an updated version. But if you look at the iPhone, most people are on a 2 year upgrade schedule.
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I don't see any reason to believe that is the case. I think a more logical explanation would be that consumers aren't gonna buy a new iPad every year. I bought an iPad 2 for my parents and they're still using it to this day and have no issues with it. Maybe next year I will get them an updated version. But if you look at the iPhone, most people are on a 2 year upgrade schedule.
Upgrade cycles shouldn't affect sales growth unless the upgrade cycle has gotten longer since the iPad's introduction.
I know many developers wish the thing would die since it's the only A5 and non-Retina iPad.
The interesting conundrum here, as I see it, is that the iPad is losing its purpose. Before, it was between phones- which were small-- and laptops-- which were big. But the Air is becoming a lot more mainstream, laptops overall are becoming knife thin, and phones are getting bigger. I think the iPad was meant to replace the PC for most use cases-- e.g. the email, web surfing etc. and I think it's been somewhat succes…
I own an iPad 4 and it's pretty rare that I buy iPad only software. Developers just don't seem to make that much even though the markets a pretty decent size. Mostly it's just simple iPhone apps or games that have been scaled up.
The article was suggesting that because theres no trials or demos in the app store, as well as the inability to return things, people are very hesitant to buy at any reasonable price point and those developers are unwilling to put the time and effort in making it that should cost $20 or $30. Since consumers won't pay more than a few dollars high-quality in-depth apps are in short supply.
In the end it means the iPad feels like nothing more than a giant iPhone, and that's basically been my experience. I really would like to see more large fancy apps that would give the iPad its own strong purpose but for whatever reason that's not happening.
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My dad still remembers (and complains about) when his stockbroker was calling him begging him to buy stock in the nearly bankrupt Apple saying it was a good opportunity. Even a tiny investment would've paid off easily even by the mid 2000s.
But most people would probably sell when they double or triple their money. You'd have to be insanely prophetic to hold on to the stock this whole time without taking profit.
Today TSLA is worth at least 3x what I sold for, but I never would have held though all those ups and downs let alone for two decades. I didn't buy the stock as a real investment, just a little fun in a company I liked.