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Apple May Face First Profit Drop in Decade as IPhone Slows
Bloomberg | 1-22-13 | By Adam Satariano

Posted on 01/22/2013 3:40:22 PM PST by library user

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KEYWORDS: aapl; apple; ipad; iphone
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To: tacticalogic
If Apple doesn't want to be involved in the "commodity" level of the market segment that's fine, but they should expect to get removed from consideration by anyone who uses computers as a commodity. The people who talk about iPads and iPhones "taking over the enterprise" don't seem to understand the enterprise.

94% of Fortune 500 companies are testing or deploying iPads. Who is it that doesn't seem to understand the enterprise?

61 posted on 01/24/2013 12:11:39 AM PST by ReignOfError
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To: tacticalogic
If you were a CEO looking to outfit your orgainzation with tablet computers, would you start looking for the one with the highest markup?

If you were a CEO looking to outfit your organization with tablet computers, would you start looking for one from a company that's circling the drain or abandoning that product category?

Profitable products keep getting made and supported. Profitable companies continue to offer upgrades. If I bought HP Touchpads or Blackberry Playbooks or Dell Streaks or Cisco Ciuses or LG Optimus Pads or Sharp Galapagoses or HTC Flyers/Evos/Jetstreams for my employees last year, what will I buy for the new hires this year?

62 posted on 01/24/2013 12:42:57 AM PST by ReignOfError
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To: ReignOfError
Your article is from April 2012 - well before anyone had seen a W8 tablet.

I've worked in IT for over 30 years. Back when MS and IBM were working to get PCs talking to corporate mainframes, Apple was giving them the finger and basically turning their nose up at the idea. They've never given a rat's ass about supporting that environment.

63 posted on 01/24/2013 4:38:39 AM PST by tacticalogic ("Oh, bother!" said Pooh, as he chambered his last round.)
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To: ReignOfError
Profitable products keep getting made and supported. Profitable companies continue to offer upgrades. If I bought HP Touchpads or Blackberry Playbooks or Dell Streaks or Cisco Ciuses or LG Optimus Pads or Sharp Galapagoses or HTC Flyers/Evos/Jetstreams for my employees last year, what will I buy for the new hires this year?

Whatever you want that fits your requirements. Hardware has a limited lifespan compared to operating systems and the user training that goes with it. When you sign on with Apple, you're committing to single-source hardware procurement. No company does that if they can avoid it.

64 posted on 01/24/2013 4:45:23 AM PST by tacticalogic ("Oh, bother!" said Pooh, as he chambered his last round.)
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To: tacticalogic
Do you mind sharing what it is that you've seen so far that is the basis for this conclusion?

Sales of the RT have been relatively sluggish against other tablets. The Pro will be competing with a wide range of Win8 capable notebooks and ultrabooks and its specs don't really offer much of an advantage over, say, Dell's or Lenovo's offerings in that range.

For those reasons, I doubt the Pro will be a big seller. But they will sell some -- Microsoft has it's share of "fanboys" too, who will jump at it. It seems a capable enough machine (battery life questions aside) so some people will choose it over other offerings.

Just a prediction, and as I noted upthread, predictions about the tech industry aren't necessarily reliable, historically speaking.

65 posted on 01/24/2013 10:42:18 AM PST by kevkrom (If a wise man has an argument with a foolish man, the fool only rages or laughs...)
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To: tacticalogic
If you were a CEO looking to outfit your orgainzation with tablet computers, would you start looking for the one with the highest markup? If Apple doesn't want to be involved in the "commodity" level of the market segment that's fine, but they should expect to get removed from consideration by anyone who uses computers as a commodity.

True.

The people who talk about iPads and iPhones "taking over the enterprise" don't seem to understand the enterprise.

Actually, it's quite apparent that Apple is, if anything, backing away from the enterprise and focusing more on personal use. Apple users may talk about "taking over the enterprise", but Apple as a company doesn't seem inclined to devote resources that way. (At least not at the moment, but I can't imagine what would change there in the near term.)

66 posted on 01/24/2013 10:45:20 AM PST by kevkrom (If a wise man has an argument with a foolish man, the fool only rages or laughs...)
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To: kevkrom
Sales of the RT have been relatively sluggish against other tablets.

All the 32GB Surface tablets sold out on the first day they were available for pre-order. Given that the platform is relatively new in the market and most of the hardware offerings are still in development I think it might be a little early to be comparing sales numbers based on the OS platform.

67 posted on 01/24/2013 11:26:47 AM PST by tacticalogic ("Oh, bother!" said Pooh, as he chambered his last round.)
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To: Swordmaker
For Apple to report a drop in profit would be absurd, and is only possible because this ANAL-lyst used the most pessimistic assumption possible and worst case scenarios and already debunked rumors released during the quarter, to make his prediction.

If anything, the analysts were too kind to Apple. In reality, Apple's net profits fell 18% to f$9.55 billion, or $10.09 a share, down from $11.62 billion, or $12.30 a share, a year earlier(as against the down 2 percent to $12.8 billion, or $13.48 a share that the analysts predicted).
Still in denial are we?

68 posted on 05/05/2013 5:15:37 AM PDT by SmokingJoe
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