I know it has been discussed before but the outlook for some Apple suppliers cannot be good? I remember the days when the Apple seal of approval was all you needed to get by - companies have literally lived off Apple supply business. How many of these are now regretting over dependence on Apple?
I totally agree, all they do these days is make some few modification and they produce new series. There is nothing really new or intriguing.
I agree with your comments but the shares appear ready to break into new ground. If I was leading Apple I would look to maximise iPhones, iPads, etc in the short term and create long term income streams with streaming services, etc while working on some new and innovative technology. Without innovation I just cant see how Apple can sustain the current company valuation going forward.
I think the Apple which will emerge in the future will be very different to the one we were used to in the past. A totally different animal will need to emerge to combat competition and the erosion of the company's premium rating.
Only 15% off the company's all time share price high. Still dont see what has changed from a product perspective going forward? Streaming services are ok but a very very competitive market. The underlying problem is that Apple customer loyalty is no where near what it used to be. Simply rolling out a new product or service is no longer enough.
Not very good feedback on leaked images of the forthcoming iPhone:- https://www.forbes.com/sites/gordon...e-date-iphone-xs-max-xr-upgrade/#24d3e1f1606c However, the shares keep rising
Well, we have a new iPhone that nobody likes, rumours the iPhone cashcow will be slayed in 2020 and the company is late to the streaming party. Yet still the sustained recovery goes on. Might Tesla be looking like a juicey morsel just now?
Tesla is at or near its weakest point in my view - the company has taken a short term hit on delivery numbers and income, has admitted it needs finance and has a lot of work to do. However, in the medium to longer term there is good potential if the company can survive.