Last quote by Colin Gillis
Colin Gillis quotes
It's a one-product company. So does it deserve to trade at a premium? No, it doesn't.
When you focus in on Apple in particular, the concern is that if we have a trade war with China, that Apple is going to suffer – and it will suffer more so than the other multinational tech companies.
There are risks embedded in China, both for consumer tastes and government regulation.
At best it's business as usual for Amazon.
Counting phones is a horrible way to live and die every quarter.
Supply constrained? This phone should be the easiest ever to roll out – it's basically the third generation.
Next year I can understand build concerns. The only reason other than concern on consumer demand for iPhone 7 is they might be concerned about setting a difficult compare for the 2017 10th anniversary iPhone.
Less data is never good, particularly given the question marks around this phone.
It's becoming a more interesting product, but it is not going to be able to meaningfully impact the bottom line if iPhones slow down.
The killer app for the watch remains to be seen.
There is risk that the upgrade rate for the next iPhone may slow even more than the upgrade rate cycle of 6s.
If you think of what company in tech is as close to a fashion status symbol, it's Apple.
It remains to be seen how long it takes Apple to build a service layer meaningful enough to offset potential future declines in smartphone revenue.
Our opinion [is] that Apple has peaked under the leadership of CEO Tim Cook. There is risk that the upgrade rate for the next iPhone may slow even more than the upgrade rate cycle of 6s. ... The dynamics of the next iPhone cycle may underwhelm even with the installed base of approximately 1 billion active devices. We would rather be too early on this call than too late.
The smartphone dynamics are slowing down. It was a wonderful run, but they haven't done anything except for incremental improvements, and that's finally caught up to them.
The iPhone 7 runs the risk of disappointing investors.
Apple as a software company still really lags.
For the strategy to really make a lot of sense, you want to be more aggressive in building that services revenue.
I don't think any one is ever going to find that kind of sweet spot.
I no longer see a sense of urgency at Apple.
There is a certain degree of saturation in developed markets for tablets, and that that is going to be a negative impact for Apple because the growth comes in emerging countries that is going to be areas that are more price sensitive.
What people want to see out of Yahoo is they want to see a plan and provision for revenue growth.