Are Apple's Best Years Over?
online.wsj.com
online.wsj.com
That said, I'm going to bet on them surpassing themselves. The iPad is a truly extraordinary device, and Apple will spend years and years making it more and more powerful, more accessible to the public, and easier to develop for. (At least, I hope that last point is true.) At the same time, they're continuing to evolve the Mac OS X to a point where it's really differentiated from Windows, and serves a different kind of purpose for different consumers. I think they might see a resurgence in laptop/desktop popularity. In fact, I'm certain their desktops will become more popular, especially with the huge screens; the laptops will get more popular unless they're eclipsed by some future brilliant iPad.
I'm also going to bet on the Apple TV seeing a lot more attention than it's received so far. I have the latest one and it's a beautiful little box. I can see them doing a lot to innovate in the world of streaming video and music. They've got the iTunes store, after all, which is still expanding. And they've shown hints in the last two years that they're looking at new innovative ways to deliver content. I know the iTunes LP hasn't seen much attention recently, but systems like that which add more content to the music we listen to have the potential to really invigorate the music world, especially if they give indie artists access to those tools.
It's possible that the iPhone will soon see a peak, especially if competitors finally rise to the occasion. But I predict it's still going to rise in popularity. And the iPod touch still hasn't got a decent competitor. Certainly no music player comes close. Maybe the 3DS can compete with it as a gaming platform, but the 3DS isn't attempting to be a universal device like the touch.
The new millennium has been kind to Apple. I don't know if they'll be able to keep up their momentum for another ten years, but I wouldn't rule it out either.
The guy's lugging around a kindle, an ipad, and a laptop. Someone (Apple?) is going to make money consolidating all of that into a single device while attending properly to the associated user interface issues.
I am not sure if you can ever find a replacement for Apple's CEO....
"The analysis was therefore based only on the 3,673 adult recipients [of liver transplants] for whom the 15 year patient survival rate was 58%" https://www.uktransplant.org.uk/ukt/statistics/presentations...
Whenever Steve Jobs stops working for Apple, for whatever reason, there will certainly be a drop in Apple's stock. And then after a couple of quarters people will see that the company is performing just as greatly as it has been before Jobs' leave, and things will get back to normal. If you don't feel like weathering such turbulence sell your Apple stock right now and enjoy the ROI.
I do think that there probably isn't anther Steve Jobs out there, but I disagree that there aren't people, who can be great next CEO of Apple. In fact I think there are plenty such people at Apple.
I'm almost like you - I haven't been exclusively a Mac user, but I've always had and used one Mac or another ever since the Mac SE. And I'm fairly confident that Apple will continue delivering products we'll enjoy. I'm confident because of one of Jobs' most overlooked qualities - his ability to find and attract to his company people that can create great stuff.
It's not about one man. It's about the culture.
The question is: does it feel that way to Jobs?
I agree, that he does not like to be bored. But what seems to have been his 'fix' in the past for being bored is... revolutionizing some corner of techdom. Seems to me it's only a matter of whether he comes up with a materializable dream to tackle.
Apple could certainly avoid continuing to innovate and continuing to compete and get eaten by competitors (especially Android in the mobile space). However, there's still plenty of room at the top for Apple. The developing world is a huge, and growing market. And smartphones and similar devices are likely to be a huge business there for a variety of reasons.
Moreover, Apple is better poised than ever to compete against Microsoft on MS's own turf (business computing). Computing devices that take advantage of ubiquitous networking and heavily rely on managed applications (in the style of iOS) are almost certainly the wave of the future in enterprise computing. The era of ad-hoc application deployment is on the wane, managed applications will be a huge boon to enterprise IT, and to users as well. There is still a lot of work that needs to happen before that vision can be realized though, but Apple certainly has as much, if not more, of an opportunity there as anyone.
To a quick approximation I'd say that Apple could grow its revenue by a factor of maybe 5-10 in the near future without having to do much heavy lifting, merely by continuing to keep up (and occasionally get ahead) in what it's already doing (in phones, computers, and music). And it could grow by another factor of 2-10 in the near future (10-20 years-ish) if it made significant investments and pushed into new markets. They'll probably do the former, the latter is probably more unlikely.