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The difference is that in the 90s they were close to bankruptcy whereas today they are swimming in cash. That's not going to help them much in the long run if t
by jonathanstrange 8y ago
The difference is that in the 90s they were close to bankruptcy whereas today they are swimming in cash. That's not going to help them much in the long run if they have lost their vision, but they are definitely too large nowadays to go away within a few years.
You may call me Captain Obvious now. :)
- patrickg_zill 8y agoI think it is a good point, and they could probably survive about 2.5 years of losses without too much pain - but Apple's margins back in the 1990s were pretty good also: what hurt them was that sales dropped off a cliff, so their good margins weren't enough to save them... There could be a number of factors that would hurt them, like margin compression, reaching market saturation, etc. All the ailments that Business Schools will warn you about... However, they (IMHO) have become arrogant and out of touch with their users. VISION is their problem. They need the MacBooks and desktop Macs to be seen as very desirable, in order to project the "creative people buy Apple" halo over the rest of their products.