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Intel Corporation Message Board

  • intel_fanboy intel_fanboy Mar 29, 2013 12:44 AM Flag

    Apple, now what?

    Right after Steve Jobs died I spelled it out. I said that Apple won't ever have another Steve Jobs again and their stock would drop because without a new innovation every two years there is nothing to propel it's sales year after year. As bad as things look today things could be worse had they not introduce the iPad mini.

    Let's see, at the time the stock was racing to $700 someone came on here and did us all a public service and mentioned we should get out of Intel and buy Apple because it was going to $1000 and then $1500. I mentioned that when the stock dips below $460 it would have lost 20% of it's value. The problem was that it shot up to $700 after I said that and is now below $460. What this means it that Apple is on it's way to losing not 20% but 40% of it's value.

    I won't say that Apple has "no choice but to work with Intel." But when you peddle less than cutting edge technology with fancy advertising it only gets them so far. . If Apple can't innovate with new products they can at the very least make certain that what they sell is compelling and current. ARMH helped get them this far, but as new capacity from Intel comes online can they afford to be one or 2 nodes behind with ARM?

    Hardware does matter, and they really need to think about where they've been and where they are going. If they are going to be a one OS house like they say they're going to be when, and who with? Working with Intel they've made Thurderbolt Apple and Intel seem to play nicely together. Intel will have capacity to fill with new lines and Apple has a need for more compelling hardware. Intel will eventually fill it's capacity left to it's own devices. The question for Apple is what happens if they let this opportunity go and Intel rips through the low power market with the help of Apple's competitors? Apple has a position of strength in the phone market, but so did RIM. In a few years everything can change.

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