Apple Watch negative press feeding frenzy
Ping!
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Apple,w/o Jobs, flounders.
We know that from history.
Ask the sugar water salesman.
Disney still put out decent product and was profitable for a while after Walt Disney died. But it wasn’t the same and did not continue evolving.
Apple won’t escape this pattern either.
iWatch is a great example of a Disney World and Epcot as a theme park in contrast to EPCOT the actual business park/community/city that Walt envisioned.
I dropped raw meat in my piranha’s tank once. They just looked at it as it sank and left it alone. They preferred live goldfish. More sporting, apparently. I never could get them to bite my finger, either.
Interesting article. But it never said Slice’s projections were wrong. Are they?
if Watch makes the stock price rise, Watch is good. Otherwise...
Selling Watch Sales Data
Asymco — JUL 13, ’15 8:12 PM — by Horace DediuThere is no reliable information on Apple Watch sales. None of the analysts which follow Apple or the phone, computer or watch markets have any insight into this. The only source of information is Apple itself and they have made it clear that they don’t intend to provide watch sales data for competitive reasons. I did not and do not expect any information from Apple on watch sales. They have placed the product within the “Other” category specifically to make unit data hard to discern and have explained why they do so.
The only estimate we have heard of is from a company that has no track record in market research and relies entirely on sampling of email receipts. I urge extreme caution when dealing with this type of data. We don’t know how representative these receipts are and how they are sourced or sampled. The methodology is not only unclear but it’s one not practiced by any other analyst. You would think that receipt sampling would be a phenomenal source of information about a lot of other products and yet we hear nothing about how predictive it is for anything except this particular new product as claimed by a company which never made any such prior claims.
It’s also a sampling of (presumably) US-only customers at a time when the product is undergoing a gradual roll-out through multiple countries and multiple channels. Consider that if sales were constrained internationally then buyers would be trying to arbitrage through the US market, meaning there would be many e.g. Chinese buyers/brokers booking sales through US online stores inflating that channel’s initial volumes. Furthermore as physical retail stores begin to receive stock, online sales (which are what is sampled) should decline as buyers opt for the instant gratification (and the option to see the product in real life.) To see US-only online purchases drop after a period of pent-up demand and as store inventory becomes available is not interesting and says almost nothing about the product’s performance.
The only way to be thoughtful about this new category is to understand the broad transitions underway in mobile computing. We are witnessing a pivot in human-computer interaction as significant as the initial iPhone launch.
[As a rule, be very careful with the premise of data salesmanship. All data is false, some is useful. Data you have to pay for is less useful than data that has been peer reviewed.]
No one will know what iWatch sales have been until Apple's next quarterly announcement.
For all anyone knows at this point, this was a ruse set up so someone could short the stock and make money.
Everything's corrupt these days, so why not.