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"I don't really think anything Microsoft does puts pressure on Apple."

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  • User profile image
    cbae

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    That's the level arrogance attained by a certain company from the early 2000s, I believe. And AAPL is still $140B in market cap away from what this certain company once achieved.

  • User profile image
    evildictait​or

    Tim Cook is the CEO of Apple. If he doesn't have confidence in his company's products, who will?

    A good technology CEO should be his company's strictest critic in the boardroom and the biggest cheerleader in the press room. If I was the CEO of Apple and was sh*tting bricks at the sight of Windows Phone, the last thing I'd do is go and tell the press about it.

    That said, Apple's money is off the back of ITunes, the IPhone and the IPhone appstore - none of which are being strongly contested by Microsoft at the moment.

  • User profile image
    spivonious

    I don't think MS is doing anything to threaten Apple. MS needs to stop looking at what Apple is doing and just keep doing what they do best: make software platforms.

  • User profile image
    Bass

    Microsoft is an old dog. Apple's most serious competition is ironically their former "friend" Google. 

  • User profile image
    magicalclick

    Sadly I agree. MS has so many good things, but, it doesn't have Apple's spark. And at this point, MS is playing catch up, and the catch up is very slow compare to Google catching up to Apple. Until I can see MS releasing a competing product to Apple within a one and half year period, I will agree with Apple. Just see how much less pressure Xbox is to PS2. And MS's reaction to Apple is much slower.

    Leaving WM on 5/2018 if no apps, no dedicated billboards where I drive, no Store name.
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    Ray7

    , cbae wrote

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    That's the level arrogance attained by a certain company from the early 2000s, I believe. And AAPL is still $140B in market cap away from what this certain company once achieved.

    'Once achieved?'

    Well they do say that the past numbers are no indicator of future performance. MS has certainly proven that, especially considering that around that time, Apple was on the edge of bankruptcy.

    Anyway, try not to get too upset about what Cook says. He's the CEO; it's his job to belittle the competition. Here's Ballmer doing much the same from 2009:

    Let's face it, the Internet was designed for the PC. The Internet is not designed for the iPhone.

    Classic

    Smiley

    I agree with Bas though: Google is what keeps Tim Cook awake at nights, not Microsoft.

     

     

  • User profile image
    evildictait​or

    , Ray7 wrote

    I agree with Bas though: Google is what keeps Tim Cook awake at nights, not Microsoft.

    Maybe in the phone market where Android is the one to beat for Apple, but Microsoft are beating the pants off Apple in the desktop market and are the only ones who might be able to take away the IPad monopoly.

    To be honest, the people who would be keeping me awake would be AT&T who essentially have a deciding voice on how expensive your IPhones are to use in the consumer market.

    I suppose I'd also be lying awake trying not to think about national and supernational regulators in the US and the EU. Its those guys who can put nine or ten figure holes in your pocket, remove hundreds of millions of users in one swipe or compel you to scale back your strategic plans for the future.

  • User profile image
    Ray7

    , evildictaitor wrote

    *snip*

    Maybe in the phone market where Android is the one to beat for Apple, but Microsoft are beating the pants off Apple in the desktop market 

    Apple's iPhone division alone makes more money than the whole of Microsoft, so I'm not sure they're too concerned about that, especially since the only company that seems to be experiencing growth in the desktop market is Apple.

    and are the only ones who might be able to take away the IPad monopoly.

    We shall see soon enough.

    To be honest, the people who would be keeping me awake would be AT&T who essentially have a deciding voice on how expensive your IPhones are to use in the consumer market.

    And Apple doesn't like that either, and I reckon they have a plan for that. Still, I think that Apple wears the pants in that relationship; AT&T's consumer revenues have been driven by the iPhone for a while now, and they must be quite annoyed that Cupertino gets such a sizeable chunk.

    I suppose I'd also be lying awake trying not to think about national and supernational regulators in the US and the EU. Its those guys who can put nine or ten figure holes in your pocket, remove hundreds of millions of users in one swipe or compel you to scale back your strategic plans for the future.

    Well, I guess the trick then is not to do anything arrogantly and stupidly illegal, like trying to dictate what people can install on devices that they didn't buy from you. Because once you do that, the likes of the EU will be pickpocketing you forever more.

  • User profile image
    evildictait​or

    , Ray7 wrote

    Apple's iPhone division alone makes more money than the whole of Microsoft

    The reason Apple has been getting so ridiculously rich over the past couple of years is it's essentially had the lion's share of the smartphone market in the years when smartphones were the gadget that people wanted and didn't already have.

    Microsoft made its fortune under a similar wave in 90s when people in the west first moved en-masse to desktop computing - giving Microsoft a share of the profits along the way.

    The problem comes for Apple comes when they realise that from here-on in the market is saturated with smartphones and it will be difficult to persuade people to upgrade. The IPad is very interesting in this regard, because it's another device that people want but don't have, as was ITunes and the IPod. Actually Microsoft have made a lot of money from the Kinect for much the same reason.

    My expection is that the revenue stream from the IPhone division at Apple HQ will begin to tail off - but Apple have a strong history of being able to predict, manufacture and own the market in the first two years of new developments in the market - and that's where I think Microsoft has fallen behind.

    Well, I guess the trick then is not to do anything arrogantly and stupidly illegal, like trying to dictate what people can install on devices that they didn't buy from you. Because once you do that, the likes of the EU will be pickpocketing you forever more.

    Dictating what people install on devices is fair game. The problem is if Apple own enough market share that anti-competitive behaviour becomes an issue. For example if an app-developer's app is rejected from the Iphone-appstore because it duplicates an apple-app, even if the apple-app wasn't there first - that kind of anti-competitive behaviour is when the EU takes chunks out of your wallet.

    The other big thing is data loss - if Apple suffered a breach of user's data they could get massively done over by the information commissioners in the US and the EU.

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