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2016’s Business Winners and Losers

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Re: 2016’s Business Winners and Losers

#4
It’s hard to read the tech news without coming across a Google-related story each day, and usually with a positive slant

the MacBook Pro was widely parodied

This reads more as a summarization of 2016 press sentiment than a rigorous analysis of whether companies are "winning or losing". How many Pixels did Google sell? How many MBPs did Apple sell?

Re: 2016’s Business Winners and Losers

#5
post #4

It’s hard to read the tech news without coming across a Google-related story each day, and usually with a positive slant the MacBook Pro was widely parodied This reads more as a summarization of 2016 press sentiment than a rigorous analysis of whether companies are "winning or losing". How many Pixels did Google sell? How many MBPs did Apple sell?

There are actually plenty of references in there to publicly available numbers such as revenues, profit etc. and links to plenty of original data points, but for ease of reading I've mostly added them as links rather than lots of data.

That being said, I take your point there isn't data available to back everything up (as you'll know, companies are pretty selective about releasing some data points), and so I've leant more on press sentiment in those cases.

Re: 2016’s Business Winners and Losers

#6

He is putting apple in the same category as twitter, yahoo and theranos. Really? At this point it is becoming cliche to predict the demise of Apple.

I would argue that theirs was not a stellar year, and imho their momentum stalled relative to other tech giants.

So hence they ended up in the 'losers' column.

Of course that doesn't mean they had quite as terrible year as some in the list...but for ease of reference it's a binary list rather than a gradient.

Re: 2016’s Business Winners and Losers

#7
post #6

He is putting apple in the same category as twitter, yahoo and theranos. Really? At this point it is becoming cliche to predict the demise of Apple.

I would argue that theirs was not a stellar year, and imho their momentum stalled relative to other tech giants. So hence they ended up in the 'losers' column. Of course that doesn't mean they had quite as terrible year as some in the list...but for ease of reference it's a binary list rather than a gradient.

When I read an analysis paper, I find it more convincing if the dependant variable is continuous rather than binary. It's too easy to find spurious statistical "significance" otherwise. The heuristic holds up here as well.

Re: 2016’s Business Winners and Losers

#8

He is putting apple in the same category as twitter, yahoo and theranos. Really? At this point it is becoming cliche to predict the demise of Apple.

Apple actually released products. The iPhone 7, Apple Watch, iPad Pro, Macbook, Macbook Pro [1]. Do note all these products have their own use cases and niches. Of these, iPad Pro is a new line, while Apple Watch is a stable iteration. IMO only the MBP was rather disappointing, and too expensive for what it delivered (I bought a 2015 MBP instead).

There was also a noticeable lack of product updates though; MBA, iMac, Mac Mini, Mac Pro. That's two times Pro. Apple is losing on the top segment of laptops/workstations. They're doing rather well on handheld/portable devices.

The reason people say Apple is 'losing' is because they perceive the competition is catching up on high quality laptop/notebook design, as well as hybrid tablet/notebook. Wether that is true remains to be seen.

[1] http://buyersguide.macrumors.com

Re: 2016’s Business Winners and Losers

#9
post #4

It’s hard to read the tech news without coming across a Google-related story each day, and usually with a positive slant the MacBook Pro was widely parodied This reads more as a summarization of 2016 press sentiment than a rigorous analysis of whether companies are "winning or losing". How many Pixels did Google sell? How many MBPs did Apple sell?

I think a better indicator would be year over year changes in sales- but you also have to figure product cycles into that.

Re: 2016’s Business Winners and Losers

#10

He is putting apple in the same category as twitter, yahoo and theranos. Really? At this point it is becoming cliche to predict the demise of Apple.

If you read technology pundits Apple has been predicted to be in demise for nearly every year after the 90s.
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