26-09-2014, 12:01 PM
Tim Cook is a hardware guy. Nonetheless he has to take the flake for the software issue but more importantly to me is that he failed on the hardware bengate issue by focusing too much on thinness without regards to real world
(17-10-2014, 12:55 AM)ValueBeliever Wrote: [ -> ]Apple is the most vulnerable of the bellwether tech. Why:-
1) Over glorified coolness on Mac Book which is a commodity product. 1000++ vs 400. Margin is overdue for correction.
2) Iphone latest is lacking novelty and I would add looking more like a way over priced Samsung model.
3) Most of its profit is coming from Iphone and Ipad, both product life cycle is a saturated in the market. Why upgrade when the old unit works fine? That is not the same as buying something new!
If revenue does not increase there goes the rest of tech. Nesdaq is way overvalued running on old theme. PE should give a good measure for such a old tech.