Quote:
Originally Posted by nfotiu
Apple is doomed because they have an extremely narrow line of products given the size of the company, and all those product lines are in segments that have either peaked or are peaking. The one area that they really had potential to grow is the content side of things, and I would guess they have lost or are losing that battle to the likes of Netflix, Pandora, Spotify etc. As less people get tied down to iTunes content, makes it easier to switch allegiances when looking for their next now commoditized phone or tablet.
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Hardware:
Smartphones (3 lines)
Tablets (4 lines)
Ultrabooks
Workbooks
Music Players (4 lines)
Pro desktops
Set Top Boxes
Accessories (Displays, Input Devices, Routers...)
This is not a narrow product line, and the segments above although saturated still provide a high margin of return (at least for Apple).
Services, they have the most widely used content provider iTunes that sells TV, Movies, and Radio. Apple TV is still wildly popular, and maybe not as good (I suppose if you qualify subscription vs al la cart pricing as the major factor) as the services you mention still works very well in the Apple ecosystem, which the hardware line I mentioned provides the benefits of.
Apple naysayers have been at this for a few years now. Fact is they are not slipping, they are growing, just not as fast as before. That is normal for a company that is so large. Now the focus is on slow and steady growth.
I am not saying they are perfect, but the expectations they would keep inventing markets every 3 years is unrealistic. They are doing what smart companies do, slow product improvements, solid road maps, and sustained growth. Sorry, but I don't see Apple falling any time soon.