Seeking Alpha
  • Jim Fish
    Thesis on $AAPL coming true - too much Samsung competition. They need to innovate again. Excited to see $MKC tomorrow, good or bad.
    1/23/13
    Reply (6)
    • Zhang Fei: AAPL's big innovation was the Iphone - 6m Iphones the first year, followed by huge growth as the consumers started noticing that Apple made
      1/24/13
    • Zhang Fei: a decent smartphone. AAPL's problem is that you can only come up with a well-designed standard-setting smartphone once. After that, the
      1/24/13
    • Zhang Fei: competition starts matching you feature for feature, some faster than others. The problem is that it takes the competition less time and
      1/24/13
    • Zhang Fei: costs less money to figure out workarounds that don't infringe on your patents. AAPL has been coasting on the Iphone's initial success for
      1/24/13
    • Zhang Fei: years.
      1/24/13
    • Jim Fish: Plus they really haven't innovated on any of the new products. Reminds me of the PC world. Nothing materially new = no new sales
      1/24/13