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Re: Two years after Steve Jobs' death, how's that new CEO working out?

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JF Mezei <jfmezei.spamnot@vaxination.ca> wrote 

> The vertiginous rise to $700 was likely due to hopes by speculators of
> the next-best-iToy-since-sliced-bread  and they were fueling this by
> predicting AAPL would rise above $1000 within weeks, and predicting
> Apple's irish leprechauns would have problems handling all that cash
> flowing into the pot-of-gold.
 
> The iPhone 5 was used as a report card for Tim Cook as it was "his"
> first iPhone. People had expected a revolution, both because of the
> speculators, and because after the 4s, people were expecting a 
> radical change as had happened between 3Gs and 4.

Wasn't going to happen, and wouldn't have even if Jobs had not died. 
 
> Wall Street Casino Analysts were quick to declare doom, short the stock
> and then issue a constant stream of bad news and disapointements
> (remember how Apple broke sales records for the first weekend of 5, yet
> these analysts declared it a disapointement and predicted Apple's doom)
 
> As the speculators left AAPL, they shorted the stock for one last quick
> buck and then continued to issue bad predictions to drive AAPL down.
> This made Tim Cook look bad because it happened under his tenure. 
> But was it really his fault ?
 
> Looking back, where Apple erred is in the summer before the 5 came out.
> It should have moderated expectations to cool down the wild speculators.
> But doing so at the same time Jobs was leaving and handing over to Cook
> would have been seen as admission that the era of success at Apple was
> over with departure of Jobs.

> What is significant about the change from Jobs to Cook is the
> transformation of Apple Inc. into a more mature company with less cowboy
> "gut feeling" leadership. That this happened at the same time as the
> smartphone also became mature is more of a bad timing/coincidence than
> cause/effect, but it may turn out to be good in the long term because
> under Cook, Apple is likely better managed and you need that when your
> products enter a maturing phase.

But it remains to be seen what has happened as far as that other
crucial thing for Apple, both recruiting enough of those who do
produce the radical new products and allowing them to get Apple
to do them successfully. Its far from clear how important Job's 
approach to dealing with people like that mattered yet. 
 
> I think Michelle or someone else did bring a good argument about 
> delay between major new products.  While under Cook, Apple appears 
> better managed with fewer conflucts etc, Cook has yet to demostrate 
> Apple's continued ability to come ouit with something totatlly new. 

Because there isnt anything totally new that even Jobs could manage. 

It was easy to do that with the iphone because that is clearly a very
important consumer product that Apple was not involved with, and
that's true a lesser extent with the ipad and even the ipod. 

BUT there isnt anything else left like that now even if the sun did
shine out of Cook's arse. 

> And thios is where timing becomes importrant. It may be too 
> soon to judge him on that, but give a year or two, and then it 
> becomes fair game to judge him on ability to innovate.

No, because like I said, there is no revolutionary new product
area that is even possible for Apple now. 

The watch just doesn't cut it because of its radical limitations on size 
alone unless someone can work out how to make to put images into
your head etc. And even if they could, you still have a problem with
getting what the user wants to tell the system to do into the watch too. 

And even if both those problems are fixed, its still better 
as a phone with a radically better user interface because 
it's a lot less vulnerable in your pocket than on your wrist. 

And even allowing you to control your TV with the 
iphone or ipod or ipad isnt a radically new product. 
 
> The one HUGE difference I see between Jobs and Cook is 
> that Jobs might have been able to convince Hollywood to 
> play ball with Apple's TV ambitions, whereas Cook might not.

True. 
 
> Building a 60" iphone you hang on a wall is easy. 
> Everyone does it, and guess what, I am not sure 
> anyone is actually making money selling large TVs. 

Bet Samsung does. 

> Sharp almost went belly up, Sony not making money, and I 
> think LG and Samsung have gotten together to reduce costs.

Doesn't mean they arent making money tho. 
 
> If Apple is to make any money on TV, it will be because it will have
> negotiated access to content. And that requires a Reality Distortion
> Field to convince legacy managers in Hollywood to take the leap of
> faith, abandon legacy TV distribution and jump in bed with Apple. 
> Not sure anyone within Apple has what it takes to do that.

Not convinced that anyone anywhere does either. 
 
> My guess is that Apple realised this isn't 
> close and is working on something else. 

Or realises that it's a mature market now and isnt 
even trying to find a radical new product anymore. 

> (I had speculated on the iBriefs underwear, but 
> it could also be the iDishwasher. the iToaster etc.

Cant see it myself. None of those would benefit from
a radically new approach to the UI and that's all the
iphone ever was. 
 
> Perhsonally, I think the iStereo is where Apple should go. 

I don't. That's all available now from lots of people just
like it is with TVs. Nothing Apple can do is that radical now. 

> Besically a glorified Apple TV with high quality surround amplifier 
> and plenty of plugs to support all the AV equipment one has as 
> well as perhaps the iTuner inside to listen to FM and AM radio.  

Those are all buyable now. 

> User interface could be on a front panel or any iDevice via W-Fi.

All buyable right now.  

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Thread

Two years after Steve Jobs' death, how's that new CEO working out? Michelle Steiner <michelle@michelle.org> - 2013-10-05 09:21 -0700
  Re: Two years after Steve Jobs' death, how's that new CEO working out? JF Mezei <jfmezei.spamnot@vaxination.ca> - 2013-10-05 15:46 -0400
    Re: Two years after Steve Jobs' death, how's that new CEO working out? Your Name <YourName@YourISP.com> - 2013-10-06 09:35 +1300
      Re: Two years after Steve Jobs' death, how's that new CEO working out? nospam <nospam@nospam.invalid> - 2013-10-05 16:40 -0400
    Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-06 08:02 +1100
      Re: Two years after Steve Jobs' death, how's that new CEO working out? Invid Fan <invid@loclanet.com> - 2013-10-05 20:45 -0400
        Re: Two years after Steve Jobs' death, how's that new CEO working out? JF Mezei <jfmezei.spamnot@vaxination.ca> - 2013-10-05 23:04 -0400
        Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-06 14:05 +1100
  Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-06 08:04 +1100
    Re: Two years after Steve Jobs' death, how's that new CEO working out? JF Mezei <jfmezei.spamnot@vaxination.ca> - 2013-10-05 18:48 -0400
      Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-06 10:18 +1100
        Re: Two years after Steve Jobs' death, how's that new CEO working out? Invid Fan <invid@loclanet.com> - 2013-10-05 23:12 -0400
          Re: Two years after Steve Jobs' death, how's that new CEO working out? Your Name <YourName@YourISP.com> - 2013-10-06 17:16 +1300
            Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-06 17:09 +1100
            Re: Two years after Steve Jobs' death, how's that new CEO working out? JF Mezei <jfmezei.spamnot@vaxination.ca> - 2013-10-06 02:10 -0400
              Re: Two years after Steve Jobs' death, how's that new CEO working out? Your Name <YourName@YourISP.com> - 2013-10-06 19:51 +1300
              Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-06 19:35 +1100
              Re: Two years after Steve Jobs' death, how's that new CEO working out? Michelle Steiner <michelle@michelle.org> - 2013-10-06 08:11 -0700
          Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-06 17:00 +1100
            Re: Two years after Steve Jobs' death, how's that new CEO working out? Jolly Roger <jollyroger@pobox.com> - 2013-10-06 09:30 -0700
              Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-07 04:00 +1100
                Re: Two years after Steve Jobs' death, how's that new CEO working out? Jolly Roger <jollyroger@pobox.com> - 2013-10-06 15:32 -0700
                Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-07 10:05 +1100
                Re: Two years after Steve Jobs' death, how's that new CEO working out? George Kerby <ghost_topper@hotmail.com> - 2013-10-06 19:01 -0500
                Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-07 12:00 +1100
                Re: Two years after Steve Jobs' death, how's that new CEO working out? George Kerby <ghost_topper@hotmail.com> - 2013-10-06 18:48 -0500
                Re: Two years after Steve Jobs' death, how's that new CEO working out? Neil Ellwood <cral.elllwood2@btopenworld.com> - 2013-10-08 06:40 -0500
                Re: Two years after Steve Jobs' death, how's that new CEO working out? Your Name <YourName@YourISP.com> - 2013-10-09 09:05 +1300
                Re: Two years after Steve Jobs' death, how's that new CEO working out? Tom Stiller <tom_stiller@yahoo.com> - 2013-10-06 21:00 -0400
                Re: Two years after Steve Jobs' death, how's that new CEO working out? Michelle Steiner <michelle@michelle.org> - 2013-10-06 19:55 -0700
                Re: Two years after Steve Jobs' death, how's that new CEO working out? Tom Stiller <tom_stiller@yahoo.com> - 2013-10-07 08:28 -0400
            Re: Two years after Steve Jobs' death, how's that new CEO working out? Invid Fan <invid@loclanet.com> - 2013-10-06 14:26 -0400
              Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-07 07:57 +1100
          Re: Two years after Steve Jobs' death, how's that new CEO working out? JF Mezei <jfmezei.spamnot@vaxination.ca> - 2013-10-06 02:47 -0400
  Re: Two years after Steve Jobs' death, how's that new CEO working out? Brian <bclark@es.co.nz> - 2013-10-06 12:07 +0000
    Re: Two years after Steve Jobs' death, how's that new CEO working out? Michelle Steiner <michelle@michelle.org> - 2013-10-06 08:19 -0700
  Re: Two years after Steve Jobs' death, how's that new CEO working out? Jon <jon@no-email.org> - 2013-10-06 17:34 +0100
    Re: Two years after Steve Jobs' death, how's that new CEO working out? "Rod Speed" <rod.speed.aaa@gmail.com> - 2013-10-07 04:05 +1100
    Re: Two years after Steve Jobs' death, how's that new CEO working out? Prancer <prancer@prancer.commatose> - 2013-10-06 10:22 -0700
    Re: Two years after Steve Jobs' death, how's that new CEO working out? Your Name <YourName@YourISP.com> - 2013-10-07 09:10 +1300

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