What's eating Apple?

[DP]

http://finance.yahoo.com/blogs/daily-tic...11083.html

From the article:

75 percent of smartphones out there are Android phones, and only
15 percent are iPhones.
For the first time ever, iPhone customer loyalty is declining.
Scott Forstall was suddenly booted from the company. He was the
creator of iOS, Apple's most prolific inventor, and a former "CEO-in-
waiting."
Apple whiffed on iPad sales during its fiscal fourth quarter.
Recent "refresh" of all big products has left them looking at 6 to 9
months of dead time.
After hiring John Browett as Apple's new retail boss ~6 months ago,
Tim Cook fired him.

Since that post, IDC reported Apple's share of the tablet market dropped from 59.7% to 50.4% during the third quarter. Looking forward, there are big concerns about margin pressure because the iPhone 5 is brand new and the iPad Mini is much less profitable than the bigger version.

And of course, Apple alienated everyone by dropping Google and putting its inferior mapping technology on the iPhone 5, as well as forcing its loyal customers to switch to the Lightning adapter. Meanwhile, myriad stories have been written about how the fear of higher capital gains taxes is prompting investors to dump the stock.

[lost in space]

This is starting to sound scarily like the news about Apple around the last time Steve left.

[vision63]

No one ever mentions the attractiveness and quality of it's competitors products and how Apple isn't doing much to counter it. Carriage fees have been a large segment of their profits if I'm not mistaken, so nobody has paid enough attention to the rapid reduction of their marketshare and their failure to counter the avalanche of competitor product in the marketplace.

[mattkime]

DOOM

[cbelt3]

Ever notice how Apple is always one or two steps ahead of their competors ?

Yeah. Like that.

Unfortunately the iPad Mini is.. a step behind.

I hope there's something amazingly awesome and game changing in the pipeline.

[Kramerica]

What's amazing is they are having some of their best quarters, making >8 billion in profits, and getting this kind of press. Makes you wonder what the reaction would be if they showed a loss for a quarter, like Amazon, and others have recently done.

[(vikm)]

Kramerica wrote:
What's amazing is they are having some of their best quarters, making >8 billion in profits, and getting this kind of press. Makes you wonder what the reaction would be if they showed a loss for a quarter, like Amazon, and others have recently done.

Exactly. It's ignorance and stupidity couple with the attention span of a 5 year old. Nothing more.

[NewtonMP2100]

Snow White.....??

[decay]

http://9to5mac.com/2012/11/14/gartner-ap...-70-share/

market share down 1%, hardly a reason to panic.

i'd be more worried about having iMacs ready for sale...

[Lew Zealand]

Stock price goes up if there is significant growth in unit sales and market share to be anticipated. Apple has been growing as a furious rate and everyone knows that's impossible to maintain. Market forces are now swinging towards maintaining profits instead of growing them and the stock price is following suit.

Apple will still continue to expand their sales, but I'll bet not their market share, until they come up with the Next Big Thing™.