4 ms·
I don't see any material changes at Apple that can explain this stock slide. Some people are saying that Apple is releasing only small iterations on existing pr
by GabrielF00 14y ago
I don't see any material changes at Apple that can explain this stock slide. Some people are saying that Apple is releasing only small iterations on existing products rather than blockbuster new products, but for every brand new product Apple has released since 1998 or so they've released far more iterative improvements. Some people are pointing to new services that are flawed, but Apple has released flawed services in the past (MobileMe?) and that hasn't had much of an impact on customer demand.
Does Apple face stronger competition from Samsung and others? Yes, but any reasonable investor should have factored in the fact that Apple's competitors would do a decent job building comparable products.
It seems to me that Apple's potential for growth remains unchanged - even if you don't factor in some new blockbuster product, in PCs they are growing at the expense of other manufacturers and they still have a lot of room for growth internationally. I don't see anything that's justified a 25% drop in value.