Re:Letter from Tim Cook to Apple Investors
by chvid on Thursday January 03, 2019 @05:40AM
(#18814194)
I think there is still room for expansion ... in principle at least.
Apple market share can still grow in established markets (what percentage of laptops are macs, what percentage of phones are ios).
Emerging markets; China, India, Africa can still grow for Apple.
And then of course they can innovate; find new product categories, services ...
Re:Letter from Tim Cook to Apple Investors
by sumedh on Friday January 04, 2019 @08:46AM
(#18823971)
> Emerging markets; China, India, Africa can still grow for Apple.
Indian market for Apple has been shrinking because of the ridiculous prices for Apple charges in India. Samsung, One Plus and others now dominate there.
Re:Letter from Tim Cook to Apple Investors
by mike10010100 on Friday January 04, 2019 @05:31PM
(#18828344)
> In the bigger picture Trump has decided that a trade war with China is a good idea, so of course there are going to be unpleasant consequences.
There is also a massive slowdown of the Chinese economy that doesn't seem to have anything to do with the trade war.
https://theweek.com/speedreads/815565/data-reportedly-signal...
In the bigger picture Trump has decided that a trade war with China is a good idea, so of course there are going to be unpleasant consequences.
Cook's reign has been rather miserly - pay more for less. It's been an effective short-term strategy for investor returns, but it hasn't created a solid foundation for future expansion, and has also given users very little to be proud of.
Where does Apple want to be five years from now? iPhone XIIIS? MacBook Hydrogen? Mac Pro Gold Professional Edition? There's only so far you can push that boat before the lustre fades.