tag:blogger.com,1999:blog-2766189576050977240.post1284561331728985946..comments2023-09-22T03:44:26.011-07:00Comments on Change My Worldview: Does this Apple look rotten to you? The World’s Largest Company and a $1bn Pyrrhic VictoryDavid R. Cloughhttp://www.blogger.com/profile/01537969781945041673noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-2766189576050977240.post-18308977263619673732012-09-01T05:33:25.798-07:002012-09-01T05:33:25.798-07:00Good one.. But ...
1. I am not able to get the lo...Good one.. But ...<br /><br />1. I am not able to get the logic of your argument. How can you say if a company bullies then it becomes un cool (Oracle has been doing it day in and day out- the reason it bought SUN)? I dont understand the reason why you compare Microsoft with apple? The core competency of Microsoft remains litigation, and lobbying! Apple is not a similiar company! And how do you connect uncoolness aspect to valuation? Valuation of a company is determined by its future cash flows, future cash flows esp for apple is determined by its future product portfolio. I dont see why people wont buy apple products just because it bullies some other company?<br /><br />2. I agree to your point on Samsungs role in Apple Supply chain. But things are changing. Apple is slowly reducing its reliance on Samsung. I think you should have discussed about it.<br /><br />3. Apple did revolutionary innovations? Is it? Really? Right from Digital music players,smart phones to tablets everything well existed in the market even before Apple thought about it. Apple just presented it well and captured the imagination of consumers. Apple just stuck to its core competency- design. Yea I agree with you that Apple doesnt look to come out with a new product portfolio thats completely different from its existing ones! Also I dont think Apple should look at things that are scientifically advanced like femto ( Thats google job). Apple rather should look on revolutionizing some other industry using its design and technology!<br /><br /><br />S.Jeevahttps://www.blogger.com/profile/13381519968913106363noreply@blogger.com