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kscherer
Which way is up?
 
Join Date: Aug 2004
Location: Boyzeee
 
2016-04-27, 20:10

Quote:
Originally Posted by Brave Ulysses View Post
That's the apple apologist talking :-)

Joking.... kind of... not really.
I'm not an apologist, so you keep right on joking.

Quote:
Originally Posted by Brave Ulysses View Post
The fact of the matter is yes, Apple is a massive company and their other businesses broken out would be big companies on their own.... however, none of them would be anything special on their own.
Bull. Compared to today's Apple? Sure, but any one of these businesses is far larger than it was just five years ago (excepting maybe iPod).

Quote:
Originally Posted by Brave Ulysses View Post
Mac sales are flat and inevitably going to start going down.
And following the entire PC industry, which is entirely in decline. This reflects on changing consumer habits, not Apple failing.

Quote:
Originally Posted by Brave Ulysses View Post
iPad sales have been shrinking for 2 years now.
Yes, they have. Apple has no idea what the iPad is, and in this segment, good enough is good enough. The fool things are lasting way too long (for Apple's bottom line), this year's newest iPad offers nothing compelling over last years (other than the display), and five year old iPads are still getting email and surfing the web just fine. Either way, it's still a hugely successful business.

Quote:
Originally Posted by Brave Ulysses View Post
iPod is dead.
Yes and no. iPods are selling in lots of roughly 50 million. They just all look and feel exactly like iPhones. But, yes, iPod the lineup is dead and hidden within "other" now, although that segment is worth a few billion dollars.

Quote:
Originally Posted by Brave Ulysses View Post
Apple Watch has had an early adopter boost of a first year due to the size and success of Apple and the iPhone but its becoming clear that it's a crappy product.
Not sure about "crappy product". I have met several people who own them and I have yet to hear words anywhere near that used as descriptors. What I hear is "awesome", "life altering", "amazing", "super cool" and etc. I have yet to hear a negative, face-to-face comment. I have no use for them, but the people I have met that actually own one have it on their wrist all the time and praise it continuously.

I will agree, however, that you think its a crappy product.

Quote:
Originally Posted by Brave Ulysses View Post
Apple TV is nothing special and Apple hasn't been able to do what they want with it.
I think it is a very special product, and agree that Apple is handicapped by licensing arrangements, which is something I have commented on religiously regarding Apple TV.

Quote:
Originally Posted by Brave Ulysses View Post
And Apple's services segment relies entirely upon it's success with iPhone.
Yep. Which is precisely why I didn't call out services as a big business all on its own. No iPhone? No services to offer.



Hardware wise, Apple could spin off any product line and be successful with it. Each has a use and a following large enough to stay afloat and make good margins. Apple is no one trick pony. Their biggest pony is full of tricks and hugely valuable, and Apple has lots of ponies in play.

As far as the "slump" in iPhone sales is concerned, yeah, the entire smartphone industry slowed down. Says absolutely nothing about Apple or the iPhone, but says a lot about smartphone users. Oh, and iPhone sales followed Apple's guidance almost exactly, so there is no news here other than the media spin. Absolutely none!

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