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What will Apple's fate be?
 

bottera's picture
(Baboon, 101
 
Points)
 on 4/28/12 at 3:46pm
Apple

Apple has, once again, posted a great quarter which beat analyst expectations. There have been statements that Apple could become the first trillion dollar company and that its stock could reach as high as $1000.

One top analyst begs to differ and believes that Apple’s reign will continue for a few more years, but eventually come to a halt.

[W]ithout the arrival of a new charismatic leader it will move from being a great company to being a good company, with a commensurate step down in revenue growth and product innovation.

While iPhone and iPad sales continue to grow, Samsung has taken Nokia’s spot as the top cell phone maker in the world and has shipped just 3 million less smart phones than Apple in 1Q. The Galaxy line from Samsung has established a loyal customer base which seeks the new phones similarly to Apple fanatics for the latest iPhone.

The debate if Apple will be able to keep up with innovation in a post Steve Jobs era has been talked about by many people. Do you think Apple will be able to keep growing or will it soon halt and stay an important tech company, but without constantly reinventing different markets?

After the projects that were in the pipeline when Steve Jobs was alive are done being brought to market, what will happen to Apple?

Article:
http://articles.cnn.com/2012-04-26/tech/tech_innov...

Comments

blastoise's picture

I still think it's lying.

O
 
Points)
 on 4/28/12 at 4:47pm

I still think it's lying.

Contrariety's picture

Two words: margin

ER
(Chimp, 7
 
Points)
 on 4/28/12 at 5:01pm

Two words: margin compression. I don't know when its gonna happen, but it definitely will. Company has had a tremendous run (much longer than I would have ever imagined), but such things are not meant to last.

SonnyZH's picture

I doubt all of Apple's

HF
(King Kong, 1,094
 
Points)
 on 4/28/12 at 5:01pm

I doubt all of Apple's success came from a single man.

The HBS guys have MAD SWAGGER. They frequently wear their class jackets to boston bars, strutting and acting like they own the joint. They just ooze success, confidence, swagger, basically attributes of alpha males.

In reply to SonnyZH
AndyLouis's picture

SonnyZH: I doubt all of

(Almost Human, 6,128
 
Points)
 on 4/28/12 at 5:12pm
SonnyZH:

I doubt all of Apple's success came from a single man.

well for sure we know there's at least one other who deserves a lot of credit: http://en.wikipedia.org/wiki/Jonathan_Ive

WSO's COO (Chief Operating Orangutan) | My story | Connect with me on Linkedin.

2013 WSO Conference

blastoise's picture

Do you honestly believe there

O
 
Points)
 on 4/28/12 at 5:15pm

Do you honestly believe there are enough buyers to pull those number?

yhp2009's picture

Can Apple continue to attract

 
Points)
 on 4/28/12 at 5:15pm

Can Apple continue to attract talent like it has with Jobs as CEO? Post Job's era definitely will be different. But for now it still has a growing market, especially overseas, and a crap load of cash ($100 billion) which gives Apple many options from here.

West Coast rainmaker's picture

This is company that

ER
(Neanderthal, 2,128
 
Points)
 on 4/28/12 at 5:20pm

This is company that basically sells toys. It sells itself as a luxury, and has a much broader market than most electronics because it is so simple. It is luxury tech for non-nerds.

Apple isn't exactly innovative...it just refines. It has enjoyed such success because its competition sucks. MSFT has been trying its best to ignore consumers since Windows XP...they lost it somewhere between there and Vista. Google is kind of a mess, and Amazon hasn't shown interest in mobile. Nokia and RIM are actively trying to kill themselves. Palm succeeded.

BTbanker's picture

My friend just audited Apple.

IB
 
Points)
 on 4/28/12 at 5:39pm

My friend just audited Apple. They are cooking the books.

"A man generally has two reasons for doing anything. One that sounds good, and the real one." - J.P. Morgan

In reply to West Coast rainmaker
Neighbor's picture

West Coast rainmaker: This is

IB
(King Kong, 1,236
 
Points)
 on 4/28/12 at 5:59pm
West Coast rainmaker:

This is company that basically sells toys. It sells itself as a luxury, and has a much broader market than most electronics because it is so simple. It is luxury tech for non-nerds.

Apple isn't exactly innovative...it just refines. It has enjoyed such success because its competition sucks. MSFT has been trying its best to ignore consumers since Windows XP...they lost it somewhere between there and Vista. Google is kind of a mess, and Amazon hasn't shown interest in mobile. Nokia and RIM are actively trying to kill themselves. Palm succeeded.

Well said.

I didn't say it was your fault, I said I was blaming you.

In reply to West Coast rainmaker
BTbanker's picture

West Coast rainmaker: This is

IB
 
Points)
 on 4/28/12 at 6:40pm
West Coast rainmaker:

This is company that basically sells toys. It sells itself as a luxury, and has a much broader market than most electronics because it is so simple. It is luxury tech for non-nerds.

Apple isn't exactly innovative...it just refines. It has enjoyed such success because its competition sucks. MSFT has been trying its best to ignore consumers since Windows XP...they lost it somewhere between there and Vista. Google is kind of a mess, and Amazon hasn't shown interest in mobile. Nokia and RIM are actively trying to kill themselves. Palm succeeded.

Yeah, I think Google will emerge as Apple's biggest rival, but they are trying to do a billion things at once. They are basically competing with Yahoo, Apple, Facebook, Microsoft, Mapquest, and content providers. They need to focus on a few things and perfect them.

"A man generally has two reasons for doing anything. One that sounds good, and the real one." - J.P. Morgan

blackrainn's picture

Apple should buy Facebook.

O
(Orangutan, 354
 
Points)
 on 4/28/12 at 8:14pm

Apple should buy Facebook.

In reply to blackrainn
valleybandar's picture

blackrainn: Apple should buy

O
 
Points)
 on 4/28/12 at 9:39pm
blackrainn:

Apple should buy Facebook.

why ?

In reply to Connor
secretariat's picture

Connor: My friend just

HF
(Monkey, 65
 
Points)
 on 4/28/12 at 11:14pm
Connor:

My friend just audited Apple. They are cooking the books.

say what? Not unless they are faking their cash balances (they deliver consistently above net income FCF)

In reply to Connor
yhp2009's picture

Connor: My friend just

 
Points)
 on 4/28/12 at 11:43pm
Connor:

My friend just audited Apple. They are cooking the books.

Scrolling through AAPL's 10K in yahoo finance doesnt count

mrbeancounter's picture

Samsung shipped 44.5 mio.

(Monkey, 33
 
Points)
 on 4/28/12 at 11:45pm

Samsung shipped 44.5 mio. smartphones while Apple shipped only 35.1 mio. in Q1.

http://www.bloomberg.com/news/2012-04-27/samsung-o...

schube130's picture

I believe that if Apple

(Monkey, 35
 
Points)
 on 4/28/12 at 11:59pm
KingEastwood's picture

I agree with the statement

IB
(Monkey, 50
 
Points)
 on 4/29/12 at 2:44am
In reply to mrbeancounter
bottera's picture

mrbeancounter: Samsung

(Baboon, 101
 
Points)
 on 4/29/12 at 3:09am
Gate_Crasher's picture

Apple is doomed to

IB
 
Points)
 on 4/29/12 at 3:36am
TonyPerkis's picture

Apple is going to become

AM
(King Kong, 1,619
 
Points)
 on 4/29/12 at 8:03am

I eat success for breakfast...with skim milk

el georgino's picture

I think Apple has very little

O
 
Points)
 on 4/29/12 at 10:18am
mrbeancounter's picture

You decide which source is

(Monkey, 33
 
Points)
 on 4/29/12 at 10:44am
In reply to el georgino
KingEastwood's picture

el georgino: * Google and

IB
(Monkey, 50
 
Points)
 on 4/29/12 at 11:03am
In reply to el georgino
West Coast rainmaker's picture

el georgino: I think Apple

ER
(Neanderthal, 2,128
 
Points)
 on 4/29/12 at 11:55am
mrbeancounter's picture

True technology users know

(Monkey, 33
 
Points)
 on 4/29/12 at 12:25pm
Ryan M's picture

iphones are great because you

 
Points)
 on 4/30/12 at 12:21am
Amphipathic's picture

Folks love apple products not

 
Points)
 on 4/30/12 at 1:20am
Amphipathic's picture

As pessimistic as I am about

 
Points)
 on 4/30/12 at 1:21am
mrbeancounter's picture

^Clearly a victim of Apple

(Monkey, 33
 
Points)
 on 4/30/12 at 5:40pm
BTbanker's picture

^It's true though. Apple

IB
 
Points)
 on 4/30/12 at 7:18pm

"A man generally has two reasons for doing anything. One that sounds good, and the real one." - J.P. Morgan

In reply to Connor
TonyPerkis's picture

Connor: ^It's true though.

AM
(King Kong, 1,619
 
Points)
 on 4/30/12 at 7:26pm

I eat success for breakfast...with skim milk

In reply to ToiletPaper
BTbanker's picture

ToiletPaper: Connor: ^It's

IB
 
Points)
 on 4/30/12 at 7:30pm

"A man generally has two reasons for doing anything. One that sounds good, and the real one." - J.P. Morgan

mrbeancounter's picture

I'd argue that iphones are

(Monkey, 33
 
Points)
 on 4/30/12 at 8:07pm
el georgino's picture

What I'm trying to say is

O
 
Points)
 on 5/1/12 at 10:29am
In reply to el georgino
Cola Coca's picture

Apple won't make a smaller

O
(Orangutan, 321
 
Points)
 on 5/1/12 at 3:59pm
mrbeancounter's picture

I don't need Apps which do

(Monkey, 33
 
Points)
 on 5/1/12 at 7:14pm

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