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No one is claiming sales are falling outright, but that they are slowing...and that is definitely the case. There is a reason why Apple has an incredibly low F
by partiallypro 8y ago
No one is claiming sales are falling outright, but that they are slowing...and that is definitely the case. There is a reason why Apple has an incredibly low F P/E. Wall Street loves growth, cash cows usually get less love. That's why Microsoft was flat for ages despite having solid profits but no real growth arm. Then Azure happened and suddenly it's a growth stock. Apple will be just fine, obviously, I actually think the market's overreaction has more to do with overall jitters of the Trump trade war.
- codyb 8y agoIsn't it possible by supporting their own devices for so long they've slowed sales for themselves? If Androids get three years of updates and Apple's get six, and there are fewer and fewer emerging markets you're obviously going to have slow down at some point. If anything, it might point to increased satisfaction with Apple products which retain their value and work securely for longer. iOS 12 made iPhone 5's faster than they were with iOS 11 didn't it? That to me is worth a premium but it also means I probably won't upgrade my 7 for a while. Apple will have to continue pushing their watches, Apple TVs, and air pods and maybe new products to perpetually have people buying more and more of their products if their products consistently last a long time.