tag:blogger.com,1999:blog-5003361331769994263.post6231755369718372311..comments2023-09-09T06:38:06.990-06:00Comments on Pulling Ourselves Up Financially: The insanity of Apple (AAPL) investorsPulling Myself Uphttp://www.blogger.com/profile/03676667648941966869noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-5003361331769994263.post-54131701134497703222013-12-29T08:12:41.229-07:002013-12-29T08:12:41.229-07:00I agree that Apple's challenge will be continu...I agree that Apple's challenge will be continuing to innovate. New technologies become commoditized rather quickly (and the pace seems to be increasing) so new innovation is a must. That said, I feel Apple's lack of innovation recently has been significantly overblown. Who else has released new groundbreaking products in tech? Google? They are working on lots of really cool projects, which i really admire, but what have they actually released? Google Glass is the only major innovative release I can think of and it has not taken off so far (I do think they are on the right track). Amazon? Great company but not a big tech innovator so far (kindle is an iPad knockoff competing largely on price). Samsung? iPhone imitator that launched a flop of a smart watch. I don't mean to downplay the competition or the risk of a failure to innovate but Apple wasn't first to do an mp3 player, smartphone or tablet but they came in and revolutionized each category. They set the bar so high with each product that everyone expects groundbreaking new devices in new categories every year or two. The same is not expected of any of Apple's competitors. No company has proven it can launch groundbreaking new technology every year or two. So far, Apple hasn't needed to. It can wait (for now) to get the next product category right rather than be first. Oh, and while they wait, they make boatloads of money every day. They need to innovate in their business but they still have plenty of time before they 'need' another new hit. Disclosure: prev owned AAPL but currently have no position but I am bullish on the company. Thanks for the article. My biggest concern as a shareholder was the growing cash pile and lack of a transparent plan on what to do with it.Divi Me Uphttp://divimeup.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-5003361331769994263.post-59635339145077282212013-12-28T09:18:25.180-07:002013-12-28T09:18:25.180-07:00Well said Bryan and I agree. Android phones start ...Well said Bryan and I agree. Android phones start off low quality but they have stepped up and can compete well vs the iPhone. Amazon is working on robots air delivering packages same day you order them. Google is making self driving cars and virtual reality glasses. Apple? *cricket chirp*.<br />2014 will be make or break with me for AAPL. Either they get innovating and do a bigger share repurchase or I will need to move the money to somewhere else.Pulling Myself Uphttps://www.blogger.com/profile/03676667648941966869noreply@blogger.comtag:blogger.com,1999:blog-5003361331769994263.post-17182297341048583952013-12-28T09:00:10.700-07:002013-12-28T09:00:10.700-07:00All that money certainly gives them lots of option...All that money certainly gives them lots of options. Frankly, I'm concerned about Apple's ability to innovate. You see Amazon and Google rolling out successful initiatives....and all Apple does is re-release an upgraded product. It may be 15 years from now, but their amazing cash machine will run out if they never innovate. Innovate or shrivel and die.<br />-BryanFast Weeklyhttp://fastweekly.blogspot.comnoreply@blogger.com