I think it's a coin flip. But this year Cook will be a hero or a goat. Apple is his company now. I agree that this will be looked at "Cook's year". I, for one, am not concerned. He is no Steve Jobs but I think Ive, Cue, Cook together replace Job's just fine. Cook and Apple will do just fine.
However, the stock price has some challenges based on a few concerns out there.
1) Too few new product introductions/Lack of innovation.
I think Apple is okay here but the perception at times will be a different story.
2) Apple's capitalization is too large.
Again, I don't think that is a problem yet but, for some, it is or will be.
3) Margins will decrease.
This will effect the stock price until folks realize how stupid this is. I saw an analyst call this out on CNBC this morning where how they were praising Amazon on how they are sacrificing margins to move into new markets and right after that talking about how Apple's margins are a problem. Apple's margins are high and different products will have lower margins. So what? As long as they keep increasing revenue and profit who cares if their margin actually drops a few percentage points. It is bound to.
Again, though, I think the management, corporate culture, etc. are fine |
