Steven Milunovich

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Last quote by Steven Milunovich

Apple appears more interested in AR [augmented reality], which connects people, than VR [virtual reality], which potentially isolates experiences. Apple may be well equipped to lead given its core competencies in hardware design and software/hardware integration as well as its large base of affluent iPhone and iPad owners.
Feb 28 2017
This page is completely dedicated to what Steven Milunovich has to say. All of Steven Milunovich’s quotes are organized here by date and topic. The most recent quote attributed to Steven Milunovich came from an article called Apple have more than 1, 000 engineers working on augmented reality for the iPhone, UBS says: “Apple appears more interested in AR [augmented reality], which connects people, than VR [virtual reality], which potentially isolates experiences. Apple may be well equipped to lead given its core competencies in hardware design and software/hardware integration as well as its large base of affluent iPhone and iPad owners.”.
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Steven Milunovich quotes

Where I think it's been underwhelming on the hardware side, which of course is where they make their money. The technology is just not there to really get the Watch away from the iPhone yet.

Apple's a very different company today, obviously, than four or five years ago. [Cook's] had to deal with the FBI situation, moving into China and India, shareholders demanding dividends and buybacks – which Jobs didn't have to deal with at the time.

It doesn't look like the features are going to be tremendously different. People are already talking about the iPhone 8 the next year. Our work suggests that people in fact are hanging on to phones longer.

There is some trouble brewing, though, that we believe could affect Apple's growth. First, Japanese carriers are no longer as aggressively using discounts on handsets to lure subscribers from other carriers, which could affect phone sales.

There also seems to be little investor faith in current or potential new products, which we think might prove too bearish. Consequently, we are inclined to take our short-term lumps and maintain the buy rating given a solid franchise.

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