3 ms·

Because when you do not largely innovate, it doesn't matter if you are in a large market or not it signals grave danger. Apple knew this years ago when they st

by ProAm 8y ago

Because when you do not largely innovate, it doesn't matter if you are in a large market or not it signals grave danger. Apple knew this years ago when they started their large services push (i.e. collecting rent). Apple has a good challenge in front of them for the next 5 years, they have enough cash in the bank to ride it out and try some moonshots, but there will be some big changes/chances in the next 5 years, and I'd be willing to bet that Cook will leave as CEO by 2024.

cobookman 8y ago
Investers could also ask for all that cash to be issued to them. See altababa / Yahoo for example
- ProAm 8y ago
  That won't happen. Apple is still wildly successful, just not as successful as in the past. Yahoo was a dumpster fire for years, and thus people wanted the cash before Yahoo burned it.
  - cobookman 8y ago
    > Apple has a good challenge in front of them for the next 5 years, they have enough cash in the bank to ride it out and try some moonshots, but there will be some big changes/chances in the next 5 years, and I'd be willing to bet that Cook will leave as CEO by 2024. I don't believe apple's shareholders would let them burn a singificant amount of their cash reserves for R&D over next 5 years...unless investors truley believe said R&D has solid ROI.
- wklauss 8y ago
  It has been issued steadily for the last couple of years in the shape of buybacks and dividends. Will probably keep happening going forward.
wklauss 8y ago
I think this is a common misconception based on both the way innovation is perceived and the role it played in years past vs. the current state of the technology market. 1. Apple does innovate. Every year. But doesn't tend to follow fads or new technologies for the sake of newness and those tend to be confused with innovation all the time. 2. As markets saturate and the smartphone becomes an everyday object, the behavior starts to resemble the fashion and accessories industry where brand image, and customer loyalty plays a larger role in purchase decisions. If Louis Vuitton sales 10% less bags YoY in China, nobody thinks it's because they have not innovated enough in handbag technology. Apple is ok. At least as of now. They are still selling 84 billion $ worth of products on a given quarter.

by ProAm 8y ago

cobookman 8y ago

Investers could also ask for all that cash to be issued to them. See altababa / Yahoo for example

ProAm 8y ago
That won't happen. Apple is still wildly successful, just not as successful as in the past. Yahoo was a dumpster fire for years, and thus people wanted the cash before Yahoo burned it.
- cobookman 8y ago
  > Apple has a good challenge in front of them for the next 5 years, they have enough cash in the bank to ride it out and try some moonshots, but there will be some big changes/chances in the next 5 years, and I'd be willing to bet that Cook will leave as CEO by 2024. I don't believe apple's shareholders would let them burn a singificant amount of their cash reserves for R&D over next 5 years...unless investors truley believe said R&D has solid ROI.
wklauss 8y ago
It has been issued steadily for the last couple of years in the shape of buybacks and dividends. Will probably keep happening going forward.

wklauss 8y ago

I think this is a common misconception based on both the way innovation is perceived and the role it played in years past vs. the current state of the technology market. 1. Apple does innovate. Every year. But doesn't tend to follow fads or new technologies for the sake of newness and those tend to be confused with innovation all the time. 2. As markets saturate and the smartphone becomes an everyday object, the behavior starts to resemble the fashion and accessories industry where brand image, and customer loyalty plays a larger role in purchase decisions. If Louis Vuitton sales 10% less bags YoY in China, nobody thinks it's because they have not innovated enough in handbag technology. Apple is ok. At least as of now. They are still selling 84 billion $ worth of products on a given quarter.