Inside Apple, the executives know they're in a manufacturing war with Samsung. Exotic materials, including sapphire, plus lasers and expensive robotic milling machines all contribute to modern electronic devices like our smartphones that make the difference between first-class consumer goods and second rate junk. That war has serious consequences, and so that's where Apple is spending the big bucks.
Unlike hardware, which stands on its own for inspection, there is hardly any better place for a company to be up to mischief than with its software. John Martellaro looks at Apple's latest software fumbles and foibles.
It's something to ponder in a sensible, not hysterical way. We know that Apple is a wealthy, successful company right now. And will remain so. But few companies survive for a hundred years or more, as IBM has. So, for some unconventional speculation, what would be the possible failure path for Apple 20 years down the road?
When a company, like Apple, makes a bold move, like giving away OS X and productivity apps, it's typically seen as a torpedo intended to sink an enemy ship. So then people argue; that bold move is no torpedo. And they're right. In fact, single, bold actions are more like cannon fire that whittles away at the superstructure of an enemy ship, slowly reducing its ability to function.
There is an American meme that cheaper is better. Who wants to spend more money instead of less money? Who doesn't enjoy Walmart or Costco? However, if a company understands why and when people want to pay more, it can succeed wildly. Like Apple. It's a secret hidden in plain sight.
The time for holding back is over. Apple has a boatload of products ready for primetime, customers are hungry and the competition is fierce. Now is the time to unleash it all. Here are John Martellaro's predictions for the October 22 event.
If you're an Apple executive, how do you size up the TV industry? How do you find the competition's critical failure points? How do you marry Apple's expertise in hardware and software integration with a vision for the user experience? How do you ensure that a TV product will have people waiting around the block at 6 a.m. on launch day? All these factors and more will play into the, for now, rumored Apple TV project.
Microsoft's slow response to the tablet era reminds one of the Kübler-Ross Five Stages of Grief. Denial has created a domino effect that's now starting to kick in. When will Microsoft skip to the "acceptance" phase?
It's difficult to look at just the proposed features of a new smartphone like Apple's iPhone 5s, announced on September 10, and make an accurate assessment of its prospects in the marketplace. Instead of analyzing features, we should look at technical currents.
The investor community has its agenda. Make lots of money and delight themselves. Apple has its own agenda. Make lots of money and delight the customers. When these two agendas clash, $AAPL tanks. Think of it as punishment for Apple raking in all that money.
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