Apple iPhones Drive Record Earnings - InformationWeek

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Apple iPhones Drive Record Earnings
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David Wagner
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David Wagner,
User Rank: Strategist
2/2/2015 | 5:38:07 PM
Re: Probably Early to Say This But...
@mak63- No, just because it is an accessory to something they sell. I mean, it will sell well, but it isn't a replacement. I just don't get why I need a phone in my hand and a watch 6 inches from it. But I've been known to be wrong before.
mak63
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mak63,
User Rank: Ninja
1/28/2015 | 5:27:46 PM
Re: Probably Early to Say This But...
@David "If Apple has the "next thing"  

Do you think the Apple Watch will be the "next thing"?
David Wagner
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50%
David Wagner,
User Rank: Strategist
1/28/2015 | 2:48:22 PM
Re: Probably Early to Say This But...
@progman2000-Well, I wouldn't have bet against them between the iPod and the iPad. Not impressed with the watch. Not impressed with the later versions of their phones. I feel like they are showing signs of being a company living off their own fat. Companies tend to hibernate. No one can stay on top forever. That's fine. It isn't even a criticism so much as a fact of life. It feels much like the Ballmer years of Microsoft. Huge profits. But inside the company had deep problems to fix that took longer to see because of the profits.
David Wagner
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50%
David Wagner,
User Rank: Strategist
1/28/2015 | 2:42:48 PM
Re: Probably Early to Say This But...
@melgross- Yes, I know that sounds crazy given the insane amounts of money they make. But I believe the problem is that the phone will hit the same general trajectory as the PC. Remember when you used to have to buy a new PC every year or two to stay current? And then eventuall the life cycle of the PC extended to 3-4. Now, I have PCs in my house that I've upgraded and kept alive that are still running XP. 

When the phone cycle goes from every two years to ever four, Apple's dependece on the phone will be a detriment rather than an advantage. When it reaches 6 or 8 it will be a liability. 

Presumably there will be a "next thing." If Apple has the "next thing" then everything I'm saying is bunk. If they don't, then they start a familiar downward spiral we've seen before. And I think continued phone growth is the thing that will trap them into not making the right next choices.
progman2000
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progman2000,
User Rank: Ninja
1/28/2015 | 9:17:20 AM
Re: Probably Early to Say This But...
I would tend to agree with you David, but Apple always seems like one of those companies that you're loathe to bet against.  Time will tel...
H@mmy
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[email protected],
User Rank: Ninja
1/28/2015 | 4:27:47 AM
Amazing
As an end user I would say bring it on. Much more competition will bring much better products in future. Whether Apple can sustain these sales in  the next several quarters and can the competitors really bring some innovation to compete with Apple remains to be seen.
melgross
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melgross,
User Rank: Ninja
1/27/2015 | 11:09:55 PM
Re: Probably Early to Say This But...
You're saying that it would be better for Apple if they weren't doing as well as they are doing? That's an odd thing to say. Apple's user base continues to increase in good numbers. As Cook said, more new users this year then ever before, as a percentage. Same thing for Android switchers. This seems to be a good thing to me. Every year, Apple sells more product, though the tablet world is all seeing stalled sales. That's likely because people don't upgrade as often as a phone, but more like a pc. Over the years, a number of people have said the same thing you have, and yet, Apple defies them.
David Wagner
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50%
David Wagner,
User Rank: Strategist
1/27/2015 | 7:38:06 PM
Probably Early to Say This But...
...I think this might be the worst thing to happen to Apple (well, worst thing that can happen to a company making $18 billion per quarter.). It makes it look like Cook is being a great caretaker and driving record profits that will never end. And maybe that's true. I can't help but think one day Apple is going to look down and realize it can't sell essentially the same phone and tablet forever. Fiddling with the size isn't going to be enough forever. Maybe I'm totally wrong. Maybe they're investing those billions in the next great thing. They better be.


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