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Old 04-11-2012, 12:14 AM   #33
HansTWN
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Quote:
Originally Posted by leebase View Post
In the last nine months, Apples market cap grew by 1 Microsoft.

Post-Pc is smartphones and tablets. Smartphones outsell PC's already.

Apple sold more iPads, than HP sold PC's last quarter...less than two years after the iPad was launched.

Look at the trend lines.

Lee
You are ignoring the elephant in the room.

I am looking at the trend. The last two versions of iDevices (ipad 3 and iphone 4s) were no design changes but just spec upgrades. For the iPhone that means no new design in over 2 years. So the real question will be: "how much of Apple's success was Steve Jobs' doing and how has he managed to pass on his skills inside the organization?"

Apple is well positioned, no doubt. But I have my doubts that they can execute as they have in the past. We will know soon enough, if Apple without Steve still has what it takes. Given the fact that (as many of them here consistently state) the Apple users don't really care about specs it will take new designs to move forward. And to grow as they have in the past few years, they would need a new product line.

Last edited by HansTWN; 04-11-2012 at 12:19 AM.
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