Apple’s stock price has dropped 35% since September, reducing in $250 billion the company’s market cap.
Some say Apple is losing its edge as competition increases. Some say it cannot meet the expectations it has set with its recent performance.
And the latter is probably true, because those outstanding growth peaks in the charts were the result of two products that changed two industries forever: mobile and personal computing.
The chart just shows what’s normal when you hit such a homerun product that shakes an entire industry:
- in 2008, it’s the iphone 3G
- in 2010 and 2011 it’s the iPad and iPad 2
You can only get that type of growth when you have launched a new product that has such a huge impact as those had.
Is the current growth a sign that Apple’s days are over? No.
Can you expect Apple to grow AS FAST AS they did in the past without releasing new breakthrough products? No.
Is there any product in the pipe with such a potential? Maybe TV, but it is hard to bet on it. Google/Youtube seems in better position to disrupt TV — and I don’t mean Google TV.
Anyway, a 20%+ growth YoY without a new bomb product, is a growth most companies only dream of. And Apple mindshare of higher-income customers looks intact.
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Source:
http://disruptionmatters.com/2013/02/02/the-reason-why-apples-stock-is-sliding/