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Liquorpuki

macrumors 68020
Jun 18, 2009
2,286
8
City of Angels
Surely the CEO knows what type of company he is is managing better than two average board members speculating? Many analysts and i guess "experts" agree that they are a company based on all 3 areas.

I'm sure Cook does but that doesn't mean he doesn't spin things for the media.

And many people still insist Apple's is a hardware company. If you follow the money, this is the only thing that makes sense. Look at these charts

The moment Apple tries to maximize the value of software or services instead of commoditize it, then yeah they'll actually be more than a hardware company. But everything they've done in the past few years has been to extinguish the value of software and services to maintain a competitive foothold in the hardware market.

So Tim Cook saying they're more than a hardware company makes no sense. It's like McDonalds insisting they're in the health food business because they have a few salads on their menu.
 

Random 995K

macrumors 6502
Nov 3, 2012
295
0
I'm sure Cook does but that doesn't mean he doesn't spin things for the media.

And many people still insist Apple's is a hardware company. If you follow the money, this is the only thing that makes sense. Look at these charts

The moment Apple tries to maximize the value of software or services instead of commoditize it, then yeah they'll actually be more than a hardware company. But everything they've done in the past few years has been to extinguish the value of software and services to maintain a competitive foothold in the hardware market.

So Tim Cook saying they're more than a hardware company makes no sense. It's like McDonalds insisting they're in the health food business because they have a few salads on their menu.

You really have no understood anything I have said which is only to your detriment. Another person also tried to explain the importance of software and how INDIRECTLY they make apple the company it it. Whichever idiot told you that a company is in a hardware company because they make most their money in that area is very simple and uninformed view. Apple wouldn't be apple if they didn't make their own software and services. It's not all in the figures and you need to see past that. And if you can formulate an argument as to why the CEO of a company knows less than you on the structure of the company then you cannot be helped.

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I'm sure Cook does but that doesn't mean he doesn't spin things for the media.

And many people still insist Apple's is a hardware company. If you follow the money, this is the only thing that makes sense. Look at these charts

The moment Apple tries to maximize the value of software or services instead of commoditize it, then yeah they'll actually be more than a hardware company. But everything they've done in the past few years has been to extinguish the value of software and services to maintain a competitive foothold in the hardware market.

So Tim Cook saying they're more than a hardware company makes no sense. It's like McDonalds insisting they're in the health food business because they have a few salads on their menu.

Also please find me a few recent articles saying apple is only or mainly a hardware company. Please

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I'm sure Cook does but that doesn't mean he doesn't spin things for the media.

And many people still insist Apple's is a hardware company. If you follow the money, this is the only thing that makes sense. Look at these charts

The moment Apple tries to maximize the value of software or services instead of commoditize it, then yeah they'll actually be more than a hardware company. But everything they've done in the past few years has been to extinguish the value of software and services to maintain a competitive foothold in the hardware market.

So Tim Cook saying they're more than a hardware company makes no sense. It's like McDonalds insisting they're in the health food business because they have a few salads on their menu.

http://www.businessinsider.com/tim-cook-apple-is-not-a-hardware-company-2013-2

Lol that is the second result you get when you type Apple IS a hardware company. Anyway I will not respond any further but I hope you understand you are in a very small minority when you say that. And I mean very small.
 

Jibbajabba

macrumors 65816
Aug 13, 2011
1,024
5
Funny, people used to "brag" about Apple stock prices but now with Google whe have comments like "so?" "It doesnt mattter" or "stock prices mean nothing"

While i agree thats not really important for the cosumer, its funny ;)

People here defend Apple no matter what. I don't blame them. It's a Macforum after all (although the 'news' don't always show it ).
 

Liquorpuki

macrumors 68020
Jun 18, 2009
2,286
8
City of Angels
It's not all in the figures and you need to see past that. And if you can formulate an argument as to why the CEO of a company knows less than you on the structure of the company then you cannot be helped.

I don't need your help. Your argument is basically Tim Cook said it so it must be true. Asked you to follow the money, you dismiss it because it goes against what Tim Cook said. Asked you to look at how Apple's been commoditizing software over the past few years and gave you a couple charts supporting it, you're too lazy to look it up. You're basically stuck in a fantasy world where whatever Tim Cook tells investors is scripture (instead of PR to counter shrinking hardware profit margins).

Also please find me a few recent articles saying apple is only or mainly a hardware company. Please

WSJ last month:
"The market views Apple as a consumer hardware company tied to product cycles that drive volatile revenue and earnings streams," says Morgan Stanley MS -0.48% analyst Katy Huberty.

MSN Money this month:
Apple has increasingly talked about new software and services, as it tries to change the line of thinking that it's simply a hardware company. It's not, as it generated more than $4 billion in software and services revenue last quarter, but that gets overshadowed by the enormous revenue from iPhones, iPads and other hardware.

http://www.businessinsider.com/tim-cook-apple-is-not-a-hardware-company-2013-2

Lol that is the second result you get when you type Apple IS a hardware company. Anyway I will not respond any further but I hope you understand you are in a very small minority when you say that. And I mean very small.

Yeah you give me an article that just quotes Tim Cook da gawd. Once again I don't buy the if Tim Cook said it, it must be true logic
 

Random 995K

macrumors 6502
Nov 3, 2012
295
0
I don't need your help. Your argument is basically Tim Cook said it so it must be true. Asked you to follow the money, you dismiss it because it goes against what Tim Cook said. Asked you to look at how Apple's been commoditizing software over the past few years and gave you a couple charts supporting it, you're too lazy to look it up. You're basically stuck in a fantasy world where whatever Tim Cook tells investors is scripture (instead of PR to counter shrinking hardware profit margins).



WSJ last month:


MSN Money this month:




Yeah you give me an article that just quotes Tim Cook da gawd. Once again I don't buy the if Tim Cook said it, it must be true logic

Wow wow wow, ... shows how naive you are. Maybe read the article before you link it!

" Much of the investor nervousness is rooted in how Wall Street is treating and valuing the Cupertino, Calif., company as a traditional hardware maker. One camp of analysts and some investors said there is strong evidence that Apple should be viewed in a different light: as a software-hardware hybrid." This article is saying that they are treating it wrongly! By the way who is more credible to judge the nature of a company? You or a CEO. Don't make me fall off my chair XD
 

Liquorpuki

macrumors 68020
Jun 18, 2009
2,286
8
City of Angels
Wow wow wow, ... shows how naive you are. Maybe read the article before you link it!

" Much of the investor nervousness is rooted in how Wall Street is treating and valuing the Cupertino, Calif., company as a traditional hardware maker. One camp of analysts and some investors said there is strong evidence that Apple should be viewed in a different light: as a software-hardware hybrid." This article is saying that they are treating it wrongly! By the way who is more credible to judge the nature of a company? You or a CEO. Don't make me fall off my chair XD

You interpret an article that says while the market views Apple as a hardware company there's a camp that thinks they should be a hybrid as everyone except that camp is doing it wrong. Your reading comprehension sucks lololol

How'd you figure whenever Tim Cook da gawd opens his mouth he only spews organizational insight instead of spinning for investors like all the other CEO's out there? You think he was gonna say, yeah we're basically a hardware company and btw our gross margins on all our hardware are shrinking right now and I have no solution. Sorry bro you're the naïve one... for swallowing Tim Cook's every word

If you think Apple is a software company you probably think McDonald's is a toy company because they stick them in those happy meals you're quite fond of
 

Random 995K

macrumors 6502
Nov 3, 2012
295
0
You interpret an article that says while the market views Apple as a hardware company there's a camp that thinks they should be a hybrid as everyone except that camp is doing it wrong. Your reading comprehension sucks lololol

How'd you figure whenever Tim Cook da gawd opens his mouth he only spews organizational insight instead of spinning for investors like all the other CEO's out there? You think he was gonna say, yeah we're basically a hardware company and btw our gross margins on all our hardware are shrinking right now and I have no solution. Sorry bro you're the naïve one... for swallowing Tim Cook's every word

If you think Apple is a software company you probably think McDonald's is a toy company because they stick them in those happy meals you're quite fond of

All I have to say is that you are in the minority. Go make a poll on this and see what happens.

Option 1) hardware
Option 2) software
Option 3) services
Option 4) all three.
 

skratch77

macrumors 65816
Mar 20, 2013
1,241
5
If apple was a software company they would license there software and services to make money off it.people buy apply mosty for the brand name and hardware.

its the software at the moment that is holding apple back and im sure a lot of people would leave samsung if an iphone 6 came with ios 7 or android keylime pie,im willing to wager an android iphone that would out sell its ios brother
 

Random 995K

macrumors 6502
Nov 3, 2012
295
0
If apple was a software company they would license there software and services to make money off it.people buy apply mosty for the brand name and hardware.

its the software at the moment that is holding apple back and im sure a lot of people would leave samsung if an iphone 6 came with ios 7 or android keylime pie,im willing to wager an android iphone that would out sell its ios brother

There is no phone in the world as fast in real life usage as the iPhone 5 and that is due to its integration of software and hardware. Maybe you like laggy slow phones like the s3 and s4 are (before rooting them) but many of us don't. The gs4 with stock android will be interesting. Apple can add more features to please users like user self in the future but no matter how much power is in the flagship samsing phone, it will never be as fast as the flagship iphone unless it has no skin or rooted or running pure android.

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I can define things too u know, aren't you smart?

inb4 link to Wikipedia article on rhetorical questions. xD
 

cnev3

macrumors 6502
Sep 13, 2012
462
56
If apple was a software company they would license there software and services to make money off it.

Ahh yes, great idea. Why has Apple never done this in the past 30 years?

Imagine if they licensed out OSX to all PC manufacturers. It would be bloated and full of security holes. We'd have to mess around with driver versions, download critical updates every 2 weeks to keep it afloat, run virus scans and adware removers, troubleshoot blue screens of death, and tweak bios settings.
 

paulbennett95

macrumors 6502a
Aug 30, 2012
581
0
Long Island, NY
Seems a lot of the posters here don't understand the term "maturity."

Oh well.

And as of right now GOOG is below $900, I guess they're going out of business, bc stock price=success, right guys?
It's just a number based on how valuable a company seems to a bunch of rich guys who, for the most part, don't use the services they're investing in.
I'm no investor, but if Google did a stock split right now, I'd probably buy, as ~$900/share is a bit much for the average joe.
 

skratch77

macrumors 65816
Mar 20, 2013
1,241
5
Ahh yes, great idea. Why has Apple never done this in the past 30 years?

Imagine if they licensed out OSX to all PC manufacturers. It would be bloated and full of security holes. We'd have to mess around with driver versions, download critical updates every 2 weeks to keep it afloat, run virus scans and adware removers, troubleshoot blue screens of death, and tweak bios settings.

I guess you missed the point of my post and if you want to get technical,a mac today at the hardware level is a pc.its using all the same parts and even runs x86 code like windows.

all the parts in a mac can be used in a pc,so if apple was a software company and wanted to make money off software they would license ios to be multi platform
 

cnev3

macrumors 6502
Sep 13, 2012
462
56
I guess you missed the point of my post and if you want to get technical,a mac today at the hardware level is a pc.its using all the same parts and even runs x86 code like windows.

all the parts in a mac can be used in a pc,so if apple was a software company and wanted to make money off software they would license ios to be multi platform

I got your point, even with the thirty typos in your post.

Obviously you didn't get my point, or you'd realize why Apple licensing their software to other companies is an awful idea.
 

skratch77

macrumors 65816
Mar 20, 2013
1,241
5
I got your point, even with the thirty typos in your post.

Obviously you didn't get my point, or you'd realize why Apple licensing their software to other companies is an awful idea.

That is the point.Apple is not a software company!
 

Liquorpuki

macrumors 68020
Jun 18, 2009
2,286
8
City of Angels
Ahh yes, great idea. Why has Apple never done this in the past 30 years?

Imagine if they licensed out OSX to all PC manufacturers. It would be bloated and full of security holes. We'd have to mess around with driver versions, download critical updates every 2 weeks to keep it afloat, run virus scans and adware removers, troubleshoot blue screens of death, and tweak bios settings.

The strategic reason for licensing software is to commoditize the hardware it runs on. You don't commoditize a market that you care about because turning it into a commodity extinguishes its value. Microsoft is a software company so they'll license their OS to as many OEM's as possible, they don't care about hardware. The Windows brand gets elevated at the expense of a bunch of MFG's who are content to compete against each other by seeing who can build the cheapest piece of plastic. This is basically what's happened to Wintel machines for the past 3 decades.

Apple is the exact opposite of Microsoft. They're a hardware company that commoditizes software. They have no problem driving down the value of software that runs on their devices because software barely contributes to their bottomline and the cheaper it is, the more of it people will buy, which fuels hardware sales. Meanwhile they don't ever pricedrop their hardware, with its already industry high profit margins, unless the next generation comes out. That whole Mac Clone program was a dumb idea, not just because of fragmentation problems, but because Apple was willingly commoditizing their own market. Jobs recognized this which is why he killed the program after returning.

There are very few pure software and hardware companies nowadays and Apple isn't one of them. You want an example of a company that does both - look at Nintendo. They've always worked to preserve the pricepoint of their software IP but also try to make a profit off their consoles as well. They incorporate proprietary hardware like cartridges, wierd sized discs, and custom microprocessor architectures to fight hardware commoditization. Then they keep their gaming IP exclusive to fight software commoditization.

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I can define things too u know, aren't you smart?

inb4 link to Wikipedia article on rhetorical questions. xD

http://en.wikipedia.org/wiki/Red_herring
 
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