It ’s no surprisal that Wall Street does n’t really get Apple . But you ’re still probably not prepared to deign into the lunacy that isCNBC ’s Halftime . ( Tip group O ’ the antlers toghibby ! )
Yes , it ’s big - clock time bear guy against lukewarmly bullish - cat ! As usual , bear guy get in most of the licks .
Ian Winer : ” It was an innovative company a long time ago … ”
Now , before you spatter your coffee all over your screen …
Oh , too late ? Sorry . The Macalope should probably put those warningsbeforethe quote . Please accept his profuse apology . And this Macalope - themed squeegee .
[ Note to ego : really make Macalope - theme squeegees . ]
But think that these are Wall Street masses . They ’re used to estimate companies on quarterly results and minute - by - minute plowshare price . They have the attention couplet of a tsetse fly . The iPhone SE was “ a tenacious time ago ” for them .
Winer : ” … and they had an bound on everything . Now all of a sudden , well , maybe it ’s a three - year cycle … ”
You screw that the headphone is actually go to get new features this year and that it ’s just the case the might be the same , right ? People talk about this potential move to a three - twelvemonth cycle like they ’re only coming out with new phone every three old age .
Winer : ” What do you think the medium salary of a individual is in China or India ? Are they running out and buying $ 700 phones ? Probably not . ”
No one in China ever bought iPhones ! Apple ’s definitely having a arduous time find more people to buy iPhones , but these area do have a grow halfway class and Apple also sells a earpiece that starts at $ 399 now .
Of of course , you may’tgetone because they ’re still backordered 2 - 3 hebdomad but , still …
Winer : ” I think you just have a signaling of desperation . ”
It ’s quite potential Negasonic Suit - wearing Investment Boy has never seen genuine desperation before .
Jon Narajarian is the best CNBC can pull together for a Taurus case on Apple and what ’s his found on ? The Amazon Echo .
Narajarian : ” I do n’t acknowledge why Apple does n’t have that same machine on the table top for people almost immediately . … We think it might at CES this yr . ”
Oops , sorry . Apple announcing something at CES was probably another spitting - take moment . Just remember to swallow before you say any of these quotes .
The Echo really sprain out to be a gracious intersection , if you may bear the thought of Amazon receive an always - on microphone in your home .
Narajarian : ” I think that ’s a tremendous opportunity for them . … Take a look at how many total shipments they ’ve done with Echo . ”
Uh … [ looks around for Amazon sales figures , grows quondam , die , decays , tree springs up in cadaver soil , grows one-time , croak … ]
Narajarian : ” Over a million ! ”
Wow ! That ’s almost as many iPhones as Apple ships in two day !
Winer : “ There ’s certainly room for them to potentially innovate . ”
Maybe . Whatever , I guess . [ rude hand gesture ]
Winer : “ But I just think that right now this rival is so intense … ”
It ’s true that Apple has never had to compete against anyone before so … completely right there .
earnestly , the Macalope has been reading “ Apple has never faced competition like this ” write up since at least the Boer War . Possibly exit all the path back to the Franco - Prussian War .
Winer : “ And as far as Echo , whatever . I just do n’t see a scenario where that ’s go to be a game changer for Apple . ”
The Macalope agrees with Winer here . They might make one and it might be a very nice twist that sells evenhandedly well and scoops up all the profit in the market , but over the short full term , at least until dwelling house mechanisation ever really becomes a affair ( and this week ’s announcement at WWDC give it a hike ) , it would be more Watch - like in moving the phonograph needle than iPhone - like .
It ’s a gull ’s plot trying to get Wall Street to understand Apple . It ’s best not to bother playing .
