Wall Street Journal Article on Apple
ProfR
6/18/2011 8:25:18 AM
On June 15, there was an article about Apple's Retail stores and how they are key to Apple's growth. The article states that "more people now visit Apple's 326 stores in a single quarter than the 60 million who visited Walt Disney Co.'s four biggest theme parks last year...Apple's annual retail sales per square foot have soared to $4,406 -- excluding online sales. This is more than many retailers.
I often think about where tech has come in the last five or ten years and I am amazed. That said, I do not think I am alone in feeling that I am ok just watching it. I grew up with no email or internet. Now I have it right on my phone and quite honestly, it's enough for me for the most part. Yes, I like some new bells and whistles now and then but too often I feel that by the time I learn about the ICloud, the IThunder or something like that will replace it so why bother. There is a limited market that always wants to have the next best item immediately. A lot of people are ok with getting it several years later and possibly by a cheaper provider. I feel this will be the cause of decline in Apple. They are going to develop and grow most likely no matter who is in the healm. The question is whether consumers will care that much to keep buying.
Is it real?
tokyogai
6/15/2011 5:19:41 PM
I think many are skeptical about whether Apple can keep up the string of hits. I look at the competition and only Google is a real challenger- and they do not make hardware. I expect the iCloud services and the string of new models in the pipeline will make believers out of the skeptics.
Re: Awaiting Apple's Breakout
TonyKau
6/14/2011 3:43:52 AM
PC: I would expect the breakout within the next couple months, just looking at the consolidation of the narrowing channel. We've also seen the market hitting new lows every day, which I expect to bounce and take Apple with it. But, as I said, my concern, technically, is the weakening volume (support for) the bounce. Unless you are using an options play to capture the upside while limiting the downside, I believe it's a waiting game.
Re: Steve Jobs, being a necessity for AAPL's continued innovation -- I believe the company will have 5 more years left of the type of Blue Ocean innovation we've seen, and many more of profitability, after he leave permanently. Where that 'short term period' is guided by the final vision he shares. Jobs has a unique gift that makes Apple phenominal. No other company that comes to mind has been able to replicate their model, despite talented leadership (please give examples to the contrary if you can think of them -- we should study their success to draw connections too).
Re: Apple's loss of 'the edge' -- None of the early Apple adopters that I know of are any less excited than 5 years ago. What would they go to? There would need to be another innovation-driven company to steal these fan boys away. I don't believe Google (Android), HP/Dell (Tablets and Laptops), or certainly Microsoft (Windows/Zune) will do it.
Just wait until the IPhone 5 debuts....then we will see Apple in all of its supremely pristine glory...taking over the world again
Ever popular Apple
Tenacious
6/13/2011 9:07:15 PM
Maybe the problem with Apple is that, well, everyone loves Apple. Once a company gets to that point -- where its products are ubiquitous -- then the early adopters who decided the company was cool in the first place are likely to look somewhere else for a tech fix. That leaves Apple with the Microsoft crowd. Ho-hum!
worms in the Apple
Scott
6/13/2011 8:49:01 PM
I can't help but point to this "debate". :-)
As far as branding goes, Apple has become the new Microsoft -- for good and bad.
Even with Steve Jobs, can Apple continue on?
Value Hiker
6/13/2011 2:34:51 PM
Nobody can decline the success of Steve Jobs. Actually the whole mobile internet industry owns Jobs a big thanks for what he had achieved during the past decade.
Apple's success is depending on its continue innovation - inventing a whole new industry every 3-4 years, ipod, itouch, iphone, iPad, etc. Is this kind of feat sustainable? Even with Steve Jobs in the rein? I doubt.
The mobile internet is just like Internet in the late 1990s, when the whole industry is invented, it is possible for the the leader (like Cisco) to keep innovation at fast speed - because there are lots of things to be innovated at the beginning. Once the high growth period is gone, the game will change. Low cost producer will catch up and take over, the leader will lost its luster - see what already happened to iPod sale?
Is Apple now just like Cisco in the 1999? May be, May be not, only time can tell.
Re: Re : Awaiting Apple's Breakout
ProfR
6/13/2011 2:08:43 PM
That is a good question. You see Android based phones making a run at leadership in Smartphones. That could happen also in tablets. What happens to Apple if that happens?
Re : Awaiting Apple's Breakout
yalanand
6/13/2011 1:55:33 PM
what would happen to Apple's growth and product development if Jobs were no longer at the helm?
Thats the big question everyone is asking. It will all depend who will succeede Steve Jobs. Apple is facing tough competition both in Mobile and Tablet markets. Dont forget the fact that Average selling price for the Apple products is too high, so it would work against the APPLE if recession period extends.
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