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Author: Goofyhoofy Big funky green star, 20000 posts Top Favorite Fools Top Recommended Fools Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 156927  
Subject: Re: USA PC Sales stabilize Date: 10/22/2013 5:16 PM
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and visionary leaders typically do not tolerate visionary subordinates.

Well perhaps they "typically" don't, but Jobs did. Jonny Ive is probably the most visionary industrial designer of the day, and Tim Cook proved himself best at logistics and supply chain management of any tech company in the world at the time. Neither one of them is Jobs, but then Eisner wasn't Walt Disney and Goizueta wasn't Asa Candler either, and those seem to have survived nicely. (Wish I could say the same for Ballmer, but I can't.)

It's true that Samsung is nipping at their heels, but Apple is still producing millions of products which people are buying, even at high prices. They have come up with a significant new product on average every 3-4 years, so perhaps this "death of Apple" is a bit premature?

And about that drop for Apple? 3rd quarter is always soft, as it precedes new Christmas quarter. Last year was an anomaly, as Apple announced later than usual, and did not ship product timely which bulked up their usually soft 3Q a little bit more than usual. A "2.3%" change is almost meaningless in the scheme of things.

By contrast, the headline in the article quoted is PC sales continue to decline for the 6th straight quarter. There is consolidation in that sector, which accounts for the rising shares of the leaders, but what is missing is that others are simply falling by the wayside. (The consolidation is not only of manufacturers, but also of sales outlets. Circuit City is gone, Best Buy is shrinking the floor space devoted to PC's in favor of tablets and phones, other retailers have abandoned the sector entirely.)

This is not a healthy sign for Microsoft, which gets most of its revenue from Office and from the OS. Counterbalancing that is their attempt to move to the subscription model, which may shield them (even improve!) from a declining base, because they may be able to monetize users more regularly.
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