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I set some fairly short term and trivially verifiable predictions. Save this comment and come back to it at the end of this year. Unless Apple's AR play succee
by missosoup 7y ago
I set some fairly short term and trivially verifiable predictions. Save this comment and come back to it at the end of this year.
Unless Apple's AR play succeeds, they're going to be left in the dust by Chinese offerings with better functionality at half the price.
Cook has had the better part of the decade to come up with something new, and has failed to deliver anything except incremental minor updates which are increasingly convergent on competitor offerings. There is clearly no vision.
- selectodude 7y agoLet's see your AAPL puts then.
- stouset 7y agoAre you just going to pretend the AirPods and Apple Watch don’t exist? By themselves they’d be a Fortune 500 company. “Minor updates”. You have to be joking.
- missosoup 7y agoAre you going to pretend either AirPods or Apple Watch are meaningfully competitive against other offerings on the market? There are headphones with better spec than airpods at half the price available right now. They're not locked to any ecosystem. Apple has no idea how to continue competing in the envelope of modern hardware because competitors either beat them or match them on every move but without the premium. Save my comment. Check back in a year. It'll be a good lesson.
- dahart 7y ago> Are you going to pretend either AirPods or Apple Watch are meaningfully competitive against other offerings on the market? The definition of meaningfully competitive is growth, revenue, and market share. You're implying they're not competitive, which implies you think they're not making money. By what metric are they not competitive? > There are headphones with better spec than airpods at half the price available right now. They're not locked to any ecosystem. Apple has no idea how to continue competing in the envelope of modern hardware because competitors either beat them or match them on every move but without the premium. This claim has always been made, for 35 years, and has always been true of all Apple hardware. Yet they compete and make a lot of money. What you're demonstrating is you don't understand what Apple is making or why people buy their products. What you're demonstrating is that better spec cheaper hardware isn't enough to beat the competition.