ʻOhi Apple I nā mahina i hala iho nei, ua lele nā manaʻo a puni mākou i ke kumu e hele wale ai ʻo Apple i ke ala. ʻAʻole maopopo a paʻakikī paha ka ʻike. Eia nō naʻe, loaʻa iā lākou ka mana nui ma nā ʻāpana o ka hui, i hāʻule ma kahi o 4% i nā mahina 30 i hala.
Manaʻo manaʻo
E hōʻike mākou i kēia me ka hihia o kahi kuhi hou i ʻōlelo ʻia: "Ke hāʻule nei nā kauoha hōʻike = ke hāʻule nei ka noi no iPhone 5. ʻO ka mea kākau he mea loiloi ʻaʻole pili i nā kelepona paʻa, koe wale nō iPhones. ʻO kāna kahua ka hana ʻana i nā ʻāpana. Ua lawe ʻia ka ʻike ma hope e Nikkei a mai laila mai e ka Wall Street Journal (WSJ ma hope aku nei). Ua lawe ka media i ka Nikkei i kumu hilinaʻi, e like me ka WSJ, akā ʻaʻohe mea i hōʻoia i ka ʻikepili.
ʻO ka pilikia nui, ʻaʻole pili pono ka hana ʻana o nā hōʻike i ka hana ʻana o ke kelepona. Hana ʻia kēia ma Kina, ʻaʻole Iapana. ʻO ka iPod touch, no ka laʻana, hoʻohana i ka hōʻike like. E hoʻopili wale ʻia i loko o kahi kaiapuni hana pono-i-manawa, akā ʻaʻole i hoʻohana pinepine ʻia ma nā kelepona.
ʻO ke kumu nui loa o ka hāʻule ʻana o nā kauoha ʻo ia ka manawa o kēlā me kēia huahana hou e komo i ka hana piha. Aʻo lākou e mālama i nā ʻāpana, piʻi ka maikaʻi a me ka emi o ka hapa.
I ka hoʻomaka ʻana, ʻo ka helu kiʻekiʻe o nā pale i hiki ke hoʻolako ʻia e pono e hoʻokō i ka koi, ʻo ia ka mea kiʻekiʻe loa i ka hapaha Kalikimaka. I ka manawa like, pono lākou e hana i nā hewa hana, no ka mea he huahana hou a ʻoi aku ka maikaʻi o ka hana ʻana i ka manawa. ʻO ke kūpono, hoʻemi ʻia nā kauoha, kahi hana maʻamau i ka hana ʻana i kekahi mea. Eia naʻe, ʻaʻohe hale hana e haʻaheo i ka ʻikepili ma nā caries, no laila ʻaʻole hiki ke hoʻohālikelike ʻia ka ʻikepili.
ʻO kahi mea noiʻi e makemake ana e hoʻolaha i ka honua i kāna ʻōlelo hoʻopiʻi e hāʻule ana ka noi no nā iPhones i ka ʻumi o ka pakeneka pono e hōʻoia pono a hoʻopili i nā ʻikepili āpau. ʻAʻole hana i nā koi e pili ana i kahi kumu inoa ʻole ma kahi o Iapana.
ʻAʻole au i ʻike i ka emi ʻana o ka mākeke kelepona, ʻoiai ʻo ka hui pilikia ʻo RIM ke emi mālie nei. No laila, ʻo kahi hāʻule o 50%, e like me ka manaʻo o kekahi mau manaʻo, kūʻē i ka mōʻaukala a me nā loina o ka mākeke e hana ana i ka māhele i hāʻawi ʻia.
ʻO ka hoʻomaloka i ka moʻolelo Apple
Akā, he hopena koʻikoʻi kēia koi ikaika. Ua kākau ʻo Apple ma kahi o $ 40 biliona mai kāna waiwai ma hope o ke kuhi ʻana i nā hōʻike. Eia nō naʻe, ʻo ka hapa nui o nā hōʻike mai ka hui e hōʻike ana aia ʻo Apple i kahi hapaha. ʻO ka mea ʻē aʻe, ke hōʻike nei nā mākeke waiwai i ka pōʻino. ʻIke ʻia ka maʻalahi o ka mākeke no ka mea ua hoʻomaka ka manaʻo nui e lanakila ʻo Apple. Ua ʻike mua ʻia nā ʻike like, akā ʻaʻohe mea i hoʻolohe.
ʻO kekahi o nā kumu e hoʻoulu ai i ka naʻau kiʻekiʻe ʻo ia ka hoʻokumu ʻana o nā ʻāpana Apple. Aia ma waena o nā mea nona kekahi mau hui i loaʻa nā manaʻo like ʻole a me nā pahuhopu ma mua o ke kanaka maʻamau. He inoa maikaʻi ʻole ko nā waihona ʻenehana. Ke nānā nei i hope i nā makahiki he ʻumi i hala iho nei, ua loaʻa iā mākou kahi pohō nui ma mua o ka mea e hiki mai ana: RIM, Nokia, Dell, HP a me Microsoft.
Manaʻo ka lehulehu e hiki i kahi hui ʻenehana i kahi kiʻekiʻe a iho i lalo. I kēia manawa, ʻo ke ʻano o ka manaʻo ua hiki ʻo Apple i kona kiʻekiʻe. ʻO kekahi mea ma nā laina o: "He manaʻo koʻu ʻaʻole ia e ʻoi aku ka maikaʻi o ka manaʻo o ka hoʻohaunaele, i ka wā e hoʻololi ai kahi disruptor i ka mākeke, lawe mai i kahi mea kipi, akā ʻaʻohe mea e hiki ke manaʻo ʻia mai ia mea." . Akā aia kekahi mau mea hoʻopuehu serial: IBM i nā makahiki 50 a me 60, ma hope o Sony. Ua lilo kēia mau ʻoihana i mea hōʻailona, wehewehe i kahi au a hoʻokele i ka ʻoihana. Ua paʻakikī nā mākeke i ka hoʻokaʻawale ʻana iā Apple i kekahi o kēia mau ʻāpana ʻelua, inā he pōkole pōkole a i ʻole kahi hui hiki ke hoʻololi pinepine i ka mākeke a laila e wehewehe i kahi au. Ma ka liʻiliʻi ma ka ʻenehana.
Eia mai ka akahele o nā mea hoʻopukapuka kālā i ka ʻenehana ʻenehana, ma ke ʻano kūpono, i hāʻawi ʻia i ka wā i hala, ʻaʻole lākou i manaʻoʻiʻo e hoʻomau ka moʻolelo Apple. Hoʻokomo kēia i ka ʻoihana ma lalo o ka nānā ʻana a me kekahi hōʻike, ʻoiai inā he kumu ʻole ia, hiki ke hana i kahi hopena ikaika.
ʻOiaʻiʻo
Eia nō naʻe, loaʻa paha iā Apple kahi hapaha kūleʻa. E ulu wikiwiki aʻe ma mua o kekahi hui o ka ʻoihana, ʻoi aku ka wikiwiki ma mua o Google a i ʻole Amazon. I ka manawa like, ua manaʻo ʻia ka loaʻa kālā. Ma ka hoʻohālikelike ʻana, he 48-54 miliona ka manaʻo conservative no nā kūʻai iPhone, ma kahi o 35% mai ka makahiki 2011. Manaʻo ʻia e ulu ka iPad mai 15,4 miliona a 24 miliona i ka makahiki i hala. Eia naʻe, ua hāʻule ke kumukūʻai i nā mahina i hala iho nei.
E hoʻolaha ʻia nā hopena hope no ka hapahā ʻehā i kēia lā. ʻAʻole lākou e hōʻike wale iā mākou i ke kūʻai aku ʻana i nā hāmeʻa, akā hōʻike pū kekahi i ka ʻike e hiki ke hōʻoia i kahi pōʻaiapili hou a me nā manaʻo ʻē aʻe.
Inā kauoha au i kekahi mea mai ka hale hana, ʻaʻole au e mālama i ka nui o ka hapa o ka hapa, ma hope o nā mea a pau, ua hoʻohiki ka hui e hāʻawi iaʻu i ka helu i ʻae ʻia. ʻO ka mea i ʻike i nā ʻāpana hemahema ʻaʻole pili.
ʻAe, akā inā he 10 o ka miliona i hāʻawi ʻia i nā hōʻike hewa, pono wau e helu i kēlā a kauoha i kahi miliona + 10 tausani i ka manawa aʻe. e uhi i nā ʻāpana hemahema a ma luna o ka miliona. A inā e emi mai ka awelika o nā ʻāpana hemahema mai ka 10 a i ka 1, pono iaʻu e hoʻemi i ke kauoha ma 9. e hoʻi i nā ʻāpana miliona aʻu e pono ai. He manaʻo koʻikoʻi loa kēlā me ke ʻano o nā kauoha i kāpae ʻia.
He mea lapuwale kēia, inā makemake au i miliona mau pale, makemake au i miliona mau pale, ʻaʻohe ʻakaʻaka no min. He mau ʻumi a haneli mau ʻāpana ʻē aʻe paha (ma ke ʻano he hōʻoia). ʻO ia ke kumu i loaʻa ai i nā hale hana a i ka hapanui o nā hihia aia kekahi ʻano kaohi puka, kahi āu e hoʻolei koke ai i ka ʻōpala. Maopopo iaʻu he pono ʻoe e hoʻāʻo i kēlā me kēia 30 a i ʻole 50 mau ʻāpana o ka hōʻike, akā he mea ʻē aʻe pehea e hana ai me ka % o nā ʻāpana hemahema i loaʻa iaʻu ma hope o ka nānā ʻana.
Pēlā ka hana maʻamau. ʻO ka mea pōʻino, ʻo Apple kahi hihia kikoʻī. No ka mea ʻaʻole makemake ʻo ia e kauoha i kekahi mau miliona mai ka hana maʻamau. Akā pono ʻo ia e hoʻonui i ka hana ma kēlā me kēia kumukūʻai. No ka hoʻokō ʻana i ke koi. Ua hoʻolilo ʻo ia i mau piliona kālā i nā hale hana o ka Sharp i ʻōlelo ʻia ma luna. Hāʻawi maʻamau ia i nā hale hana o kāna mea hoʻolako e hoʻokō i ka hana nui loa.
I ka hoʻāʻo ʻana e hoʻonui i ka hana, ʻoi aku ka nui o nā huahana hemahema ma mua o ka maʻamau. Hoʻohui pū ʻia nā poho ʻē aʻe ma ke kiko ohi kelepona.
ʻAʻole maopopo loa ka pilina ma waena o Apple a me kāna mau mea hoʻolako, no ka mea, ʻo kāna hoʻopukapuka pololei ʻana i nā hale hana he nui, akā no ka moʻolelo lōʻihi :)
ʻAe, manaʻo wau ʻaʻole makemake ʻo Apple i hoʻokahi miliona mau hōʻike, akā he miliona mau mea ma ka mākeke, i hoʻokaʻawale paha iā lākou. Inā makemake au e kūʻai aku i hoʻokahi kaukani ʻōwili a kālua hoʻi au i kēlā nui, e pau ana ka hapaʻumi o ia mau mea i ʻōpala no kekahi kumu, a laila e loaʻa iaʻu he 900 wale nō i nā mea kūʻai aku a hiki iaʻu ke hana i nā kala e like me koʻu makemake, akā ua hana wale wau. ʻaʻole mālama i ka helu hope a ke kuleana nei au no kēlā.
He ʻoiaʻiʻo maoli kēia, e like me ka ʻatikala. ʻAʻole wau e holo maoli i kahi ʻoihana e like me ia. Kauoha ka hui i ka ʻāpana hana mega 1 a loaʻa kēia helu mai ka mea hoʻolako. Inā he pākēneka o ka ʻōpala ka mea hoʻolako, ʻo ia kona pilikia. Pono ʻo ia e hoʻonui iā lākou e hāʻawi i ka mea i kauoha ʻia. Inā hoʻohaʻahaʻa kekahi i ke kauoha, no ka mea ʻaʻole pono i nā ʻāpana. Hiki i nā pōkole ke alakaʻi i nā palena kūʻai aku (nā maka nui, kūʻai) a i ʻole kahi hoʻololi o ka mea hoʻolako a hoʻomākaukau paha i kahi huahana i hoʻohana ʻole i ka hōʻike.
e like me kaʻu i kākau ai ma lalo nei, ʻokoʻa ka hana ʻana o Apple. Hāʻawi kālā ʻo ia i nā mīkini hana i loko o nā hale hana o nā mea hoʻolako, a ke hoʻonui ʻo ia i ka hana ma nā koina āpau, ʻaʻole like ia me ke kauoha ʻana i 100 mau ʻāpana aniani mai kahi hale hana e hana ai i mau tausani.
No laila, manaʻo wau ʻaʻole maopopo iaʻu, kauoha ʻo ia i nā ʻāpana mai ka mea hana, ʻaʻole anei? ... inā pili ka hui iā Apple, a laila hana ʻia nā ʻāpana me ka ʻole o ke kauoha a e like me ka papahana hana ... ma ka media i kākau ʻia ma nā wahi āpau e pili ana i ka hōʻemi ʻana o nā kauoha, ʻo ia hoʻi ka pilina maʻamau ma waena o ka mea kūʻai (apple. ) a me ka mea hana ʻāpana. Inā pili ia i ka hōʻemi ʻana i ka papahana hana, a laila ʻaʻole maopopo iaʻu ka hysteria
Manaʻo wau aia ʻo Apple ma luna a ke hele nei i lalo. ʻO ka pilikia nui loa ka mālama ʻole ʻana o nā mea hoʻohana ʻoihana. Hoʻopau loa lākou i ka Xserve, ʻaʻole i hōʻano hou ʻia ka Mac Pro mai 2010 koe wale no ka hoʻololi ʻana o ka kaʻina hana, pilikia ka iMac o kēia manawa no ka mea ʻaʻole hiki iā lākou ke hana i nā mea e pono ai, a i kēia manawa ʻo ka 21″ e lawe i 2 a 3 mau pule. ʻAʻole maopopo iaʻu ke kumu i loaʻa ʻole ai iā lākou nā motherboards hou i hana ʻia no nā kaʻina hana Ivy Bridge a hiki iā lākou ke hoʻolauna i ka iMac hou a me Mac Pro me ka hoʻolālā like i ke kauwela o 2012.
He mau mea pāʻani wale nō nā polokalamu iOS, a i loko o kekahi mau makahiki e hoʻomaka ana kā lākou kūʻai ʻana e emi. Ke manaʻo nei au he nui ka poʻe e kūʻai mai iā lākou ma waho o ka inertia. Ke hoʻomaikaʻi mau nei ka hoʻokūkū ma nā smartphones a me nā papa.
pololei ʻoe ke hoʻomaikaʻi nui nei ka hoʻokūkū. Pono ʻo Apple e hana i kēia makahiki, manaʻo wau ʻo ka pilikia nui i kēia manawa aia ma ka ʻaoʻao o iOS kahi e pono ai kahi mea hou.
ʻAʻole au i loiloi i nā polokalamu loea o Apple ma aneʻi, no ka mea, he % liʻiliʻi lākou no ka hui. ʻO ia paha ke kumu a lākou e ʻū ai iā lākou. He mea hilahila nō.
Hoʻohana wau i ka iPad ʻaʻole wale i mea pāʻani. Manaʻo wau i kahi hāmeʻa me Android he mea pāʻani kahi hiki ʻole iā ʻoe ke hilinaʻi iā ia, ʻo ia hoʻi, e hana pū me ia. ʻAʻole wau ʻae me ʻoe a ke manaʻo nei au e hoʻohana nui ʻia kēia mau "mea pāʻani" i mea hana i ka wā e hiki mai ana, ma ka papa ʻaina me ka diagonal nui a i ʻole ka lima.
E nā hoa, e hoʻāʻo kākou i kahi manaʻo ʻē aʻe. ʻO nā mea hoʻopukapuka Conservative, nā hui, nā mea hoʻolalelale e neʻe i ka mākeke kūʻai ... E ʻōlelo kākou: ua kūʻai mua ʻia nā speculators akamai a ʻike, conservatives me ka manaʻo o ka hoʻokaʻawale ʻana e paʻa ana a ʻaʻole makaʻu, ʻoi aku ka neʻe ʻana i lalo a piʻi paha (i kēia manawa. 'ano) he 'enehana - 'akomi foreclosures, etc. kela kanaka keia kanaka e like me ko lakou ano a me ka hiki. Ke hoʻopili nei au i kahi pakuhi kahi i huki ʻia ai ʻo Fibonacci (ma ʻaneʻi hiki iā mākou ke ʻike maopopo i ka 30% pohihihi :-) a me kahi trendline ʻulaʻula (2012 pana ʻia i ka pakuhi pule). Hōʻuluʻulu manaʻo: 1. ma ke ʻano he mea hoʻohana Apple hiki iaʻu ke noʻonoʻo i kēia 2. ma ke ʻano he mea kālepa ke lawe nei au i ka ʻano o AAPL ma ke ʻano maʻamau.