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Sorry, I ended my prior post prematurely.
What I meant to conclude with is: But the attention to "what is Apple's new exciting thing" distracts from what is really unique about Apple, which is the breadth and integration. There is no other company that has leading or at minimum co-leading positions in every kind of personal information device (keyboard computer, tablet computer, smartphone, wearable, home media) and ties all of these together with a single operating system (soon), a single family of computing architecture (soon), and a single set of services (cloud, media, communication, financial, navigation, etc) and core applications (web, mail, messaging, etc) that work across all these devices. No one else has even a fraction of this. You'd have to put together Microsoft, Intel, Dell, Samsung (ex the fabs), and a dozen smaller companies to come close. Pretty soon, Apple won't need a shiny new hit device to grow. It will still need a hit for the stock to reach its highest multiple. |
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Apple hardware has always been more expensive - nothing new there. Apple's services are priced comparably to equivalents. Consumers who are price sensitive above all else won't choose Apple.
You can see why Apple is challenged in certain markets. India, Africa, parts of LatAm are very price sensitive, so Apple has to compete on price which it won't or can't. In China, local incumbents (Alibaba, Ant, Tencent, Baidu) already dominate the services, and Apple's privacy/security advantage is ineffective or not valued, so Apple has to compete on shiny new hot devices, which it sometimes can and sometimes can't. |
well dammit if the 't' isn't getting a little wonky on me now.
friggin figures. soon as I say something..... |
Just an observation.
During the Holiday shopping season, I was in two different malls, once each. The first time must have been early December. The Apple store was a little bit busy, especially compared to the other stores. Second time was closer to Christmas, and in a more popular mall. The Apple store was nearly as busy, or as busy as I have ever seen it. FYI, I own some Apple stock, so I have a vested interest. I do not own any Apple products though. |
I only go to the mall because that is where the Apple store is. My wife and I both have an iPhone 6S. Both had a weak battery after a couple of years. They were offering a cheap battery replacement so we both made an appointment. The store was packed, like kids in a free candy store. We were waited on promptly, they did the battery test, and agreed to replace the batteries. So we left our phones and went to lunch. It was weird to go to lunch with no phone, but since I lived most of my life with no cell phone I survived the ordeal.
We went back an hour later, and the place was even busier. Got our phones an all is well. While I was waiting in the Apple store we were "parked" at the pickup area. Right next to their computers. The highest performance computer they had was expensive, and I was not impressed with the CPU or the RAM and hard drive space it came with. It had a wimpy video card, and a really nice monitor. I had just built a Win 10 machine with an 16 core i8 64 gig of RAM, and 1 TB of mirrored SSD drives and an NVIDIA video card that put the Apple to shame, and cost less, and is easily modified, in with different components. |
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