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Tim Cook took over Apple 5 years ago yesterday...

Posted on 8/25/16 at 5:25 pm
Posted by GFunk
Denham Springs
Member since Feb 2011
14966 posts
Posted on 8/25/16 at 5:25 pm
They were a $20 billion/quarter company just as Jobs' health was failing for the final time. Since then they have done far, far better in those terms, but there's a feeling he's following a legend and can't possibly measure up.

That feeling is accurate too. Nobody could've followed Steve Jobs (Musk but his aspiration and ambition are far beyond a computer/mobile device/services company). But nobody was more crucial to the end-to-end control of its products and user experience than the man who made it possible to control their supply chains like Cook did.

Whats the Tech Board's impression of him? Not hoping for a flame war but I'm interested in non APPL enthusiasts' opinions here as well as that perspective is important in the discussion of Apple under Cook.
This post was edited on 8/25/16 at 5:52 pm
Posted by colorchangintiger
Dan Carlin
Member since Nov 2005
30979 posts
Posted on 8/25/16 at 5:37 pm to
He's an Aubie. frick em.
Posted by Wrestler171
Member since Apr 2010
875 posts
Posted on 8/25/16 at 5:48 pm to
Well if he led the charge to make iPhones bigger that is at least one thing he has done right.
Posted by SG_Geaux
1 Post
Member since Aug 2004
77923 posts
Posted on 8/25/16 at 6:13 pm to
Well they certainly are not innovating any more.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/25/16 at 6:15 pm to
well apples earnings this past quarter declined by 20% meanwhile googles rose by 25% which is insane yoy growth for a company googles size. Apple is a hardware company and thats dangerous game to play moving forward. Google is going to have double digit growth for the forseeable future. The value investors will buy apple bc of a measly 2% dividend, but google is the one with the monopoly in search and the monster in youtube to go along with a beast in google ventures thats invested early in amazing things like uber,jet.com, and slack to name a few.

Google is basically a mutual fund with how diversified they are. Id bet the house on google being significantly bigger than apple in 20 years.
This post was edited on 8/25/16 at 6:16 pm
Posted by steeltiger17
Member since Mar 2015
490 posts
Posted on 8/25/16 at 6:46 pm to
quote:

Google


Alphabet
Posted by The Pirate King
Pangu
Member since May 2014
57563 posts
Posted on 8/25/16 at 6:57 pm to
My impression is that he's steering the company, but isn't taking many risks.

In the tech industry, you have to have the balls to innovate, and he hasn't shown that.

Steve had that. He was willing to go down with the ship with his ideas and defend it to the death, possibly stepping on toes along the way.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/25/16 at 7:02 pm to
and thats whats sad, apples ecosystem is so sticky and people absolutely love it. They could do literally anything and have fans. Google did nest, apple could take over the home in no time. Apple could launch a TV with its ecosystem built in, they could launch a netflix competitor, they could launch a streaming service with select channels. The possibilities are endless with their cash pile. Tim does nothing till someone forces his hand, carl icahn came in, ranted about a dividend and got it, then he bolted. Then tim wants to foray into cars, and rumors are everywhere project titan has been horrible lots of firings going on and once again tim looks silly.

Changing iphone colors and sizes is not innovating, obviously you cant innovate forever with a product like the iphone but apple should be out making acquisitions and trying to grow. Sitting on $200B+ in cash isnt doing much when sales are declining and alphabet has 85% market share in your biggest market. The dividend was silly, nobody was gonna bully steve jobs into paying a dividend. Sure apple has cash but it should be deployed to grow organically not artificially with buybacks and dividend boosts. Thats what you do when you're done growing. Google isnt paying out dividends, and they actually changed the share structure to avoid the nonsense apple got from icahn and einhorn about it.
This post was edited on 8/25/16 at 7:05 pm
Posted by ArkLaTexTiger
Houston
Member since Nov 2009
2460 posts
Posted on 8/25/16 at 7:53 pm to
Cook is winning with Jobs' players.

The Apple employees are probably glad that Jobs is gone so that they can do their job.
Posted by crazycubes
Member since Jan 2016
5256 posts
Posted on 8/25/16 at 8:03 pm to
quote:

Google is basically a mutual fund


I wouldn't invest in a 0% fund

Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/25/16 at 8:19 pm to
well thats too bad because berkshire hathaway also never paid a dividend and that worked out great for investors. What is google up since its IPO? LOL if you think coca cola or ATT is a better investment bc of a little dividend. If you're savvy enough you can sell a covered call vs your gool stock if you must have a dividend, but overall a dividend is a sign of a company having nothing better to do with its cash so it gives that cash back to you, google and its leadership have better ways to invest that capital and generate significant ROIC. LOL the company is worth almost $600B and just had 25% YoY growth in the last quarter LMFAO please find me a solid dividend payer that could do the same most of the solid dividend payers are barely growing earnings yoy, barely is an understatement at that.

Do you realize that Alphabet not only own the #1 and #2 websites on earth traffic wise in google and youtube, but they also have 85% of the worlds smartphone market via their operating system android which now is going to PCs as well. I just read they have 97% market share in india WOW thats one of the big markets of the future. Then the apps, my god the data google possesses in maps and other data is staggering. Lets not forget their massive lead in self learning, their bot just beat a chinese grand wizard at whatever that game was I forgot. Then the self driving cars, the robotics, hell even the investments in things like Magic Leap which is probably the next big thing in augmented reality. The google ventures arm has some amazing investments, they just made 15x on the jet.com acquisition and invested in 7% of uber at a $3B valuation thats now $60B. They own 10% of spaceX which is a monster of the future and countless other seed investments in stars of the future. Berkshire hathaway part 2 really.I seriously get wood thinking of everything google has and has coming in the pipeline. What does Apple have coming? an iphone 7 which every analyst said has nothing new really but wireless headphones? LOL. Apple might be working on a search engine I read, I cant imagine how smooth that will run with a beachball popping up every 5 seconds.

Tim Cook could lead apple to the promised land but he's currently only interested in maintaining the status quo, not innovating.Dividend or not, google is superior to apple as a company at this point, apple is just printing cash but that is in decline as the last quarter showed us.
This post was edited on 8/25/16 at 8:31 pm
Posted by GFunk
Denham Springs
Member since Feb 2011
14966 posts
Posted on 8/25/16 at 9:37 pm to
You do realize you're talking about Alphabet right? But beyond that, the thread is about Tim Cook and his tenure as Apple CEO. Not your love of Google.
Posted by bluebarracuda
Member since Oct 2011
18220 posts
Posted on 8/25/16 at 9:45 pm to
His second to last post was pretty spot on.

Apple has the cash and followers to literally do whatever they want, yet they continue to sit on their hands or twiddle their thumbs.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/25/16 at 9:48 pm to
did you read the end of my post about tim cook? apple ecosystem could blow away the world on so many products yet they dont.....thats all on their leader. He is a horrible leader. Why does google have a VC arm and apple doesnt? Lol what was apples big acquisition under tim cook..... beats by dre for $3B lolololol for headphones???? good lord
Posted by bluebarracuda
Member since Oct 2011
18220 posts
Posted on 8/25/16 at 9:49 pm to
quote:

beats by dre for $3B lolololol for headphones???? good lord


This was mostly for the music streaming app BTW
Posted by GFunk
Denham Springs
Member since Feb 2011
14966 posts
Posted on 8/25/16 at 10:24 pm to
Your lack of knowledge about Apple's acquisitions is unsurprising.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 8/25/16 at 10:47 pm to
please enlighten me on all the big acquisitions apple has made. Off the top of my head google ventures has stakes in over 30 hypergrowth opportunities. From medicine in editas to transportation in uber to robotics to messaging apps like slack which will IPO soon. What are the gamechanging investments apple has made? Google has $75B in cash, Apple has over $200B in cash yet Google is running circles around apple in terms of investments. Dont you think apple should step up their investment game? Google is trading at 30x earnings with limitless growth in the coming years meanwhile apple trade 12x earnings and barely got there on a big move up recently with earnings estimates constantly being revised downwards.

I own both stocks, just saying apple is no longer a growth name, and tim cook is mostly to blame, he's just not the leader a tech company needs. This is apple, the once most dominant brand on earth, this isnt coca cola where minor tweaks will keep you on top. Apple is still super popular, I have an iphone, its a better product in my opinion, but thats not to say apple is the better company because it isnt.
Posted by TigerinATL
Member since Feb 2005
61432 posts
Posted on 8/25/16 at 10:51 pm to
quote:

Well they certainly are not innovating any more.


Their biggest strength is the leverage they have with suppliers thanks to their high volume. And they've never really innovated much, they've just done a good job of timing the market for features. The 7 supposedly will have a 2 lens camera, not the first phone to do this, but it will be the first phone to do this that sells with any kind of volume.

quote:

Apple has the cash and followers to literally do whatever they want, yet they continue to sit on their hands or twiddle their thumbs.


I think it's telling that Sony and Dish(Sling) are the first to market with a streaming cable service. Sony is a content provider and Dish is a long time content reseller. I think the 500 pound gorillas are afraid of doing business with the 900 pound gorillas. And TV probably isn't the only industry where that is true.
Posted by GFunk
Denham Springs
Member since Feb 2011
14966 posts
Posted on 8/26/16 at 4:46 am to
They've bought 70 companies just based on the single source I used just now. APPL doesn't trumpet from the high heavens every time they make an acquisition.

They bought the company that produced Siri, and also the company that helped them develop Apple Maps. They also purchased Beats, which is funny because you think they did it for the brand of headphones and not the streaming music service and the relationships with the music business that have allowed Apple Music to flourish quickly.

The same source I reference-which took two seconds and a Google search (you should be familiar with that based on your comments here)-also indicated they bought 15 or 16 companies in the past 4 quarters. Ranging from companies that focus on synthesizers and sound production to mapping to machine learning, deep learning, GPS navigation and mobile camera making.

But please. Tell us why APPL-a company who already embedded a product in the users living room with speech recognition software and a home automation solution along with apps for content delivery-needs to make blockbuster acquisitions.

I'm not defending APPL or denigrating GOOG here. I'm more so trying to call into question your obviously slanted viewpoints like the total lack of acknowledgement that Apple has made a slew of important acquisitions across the board that are applicable to its business as well as current and future innovation.

They aren't buying Tesla. They aren't buying Twitter. They don't really need to at this point. But that you think they aren't innovating is cute.

You realize over the weekend, an artist you've probably never heard of used Apple Music to totally upend the music industry and potentially shift how musicians release their work? Potentially changing the standard model that streaming and exclusives have already pushed the envelope on?

LINK /
This post was edited on 8/26/16 at 4:48 am
Posted by Pax Regis
Alabama
Member since Sep 2007
12922 posts
Posted on 8/26/16 at 6:04 am to
quote:

He's an Aubie. frick em.


He's a gay Aubie who fronts a globalist liberal agenda. frick him.

Also he's busy running apple into the ground. No seriously new innovation since he's been there.
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