Gross Profit: 89,982 Total Macs: 7,391 Ipod: 1,345 Other music related products and services: 1,884 Iphone: 56,124 Ipad: 20,242 Peripherals: 608 Software, Service, Others: 2,388
我认为,抛开苹果未来的创新不谈,现在的生死之战在于iphone能不能抵挡汹涌而来的竞争。如果iphone的利润可以维持3-5年,那么现在的苹果可以买。换个角度想,三年前高端智能手机苹果一枝独秀,现在大多数人会在苹果和三星间选择,三年后呢?Choiceis something consumers will always demand.
跟一位朋友聊天时他说了下面这段话,虽然有点极端,但却勾勒出了苹果的噩梦,值得深思:“Soonenough people will realize this, despite all the media propoganda, is reallyjust a gadget company that got insanely hot, extracted enormous rents as theclear leader, but others caught up, quickly passed with newer/better tech andcut price drastically。”