a***y
发帖数: 19743 | 1 the new iPhone压力很大啊。
我觉得问题主要是在新兴市场上，光靠几年老的3GS和4低价是不够的。我觉得苹果要让
3GS继续，至少要小升级一下啊，不然spec和低端安猪机比起来可能也太弱了，虽然软
件支持是还不错。
美国iPhone销售量下降是基本符合update cycle的，iPhone 5的谣传很久了。 |
s******p
发帖数: 4962 | 2 larger display,LTE and iOS6 would be enough
【在 a***y 的大作中提到】
: the new iPhone压力很大啊。
: 我觉得问题主要是在新兴市场上，光靠几年老的3GS和4低价是不够的。我觉得苹果要让
: 3GS继续，至少要小升级一下啊，不然spec和低端安猪机比起来可能也太弱了，虽然软
: 件支持是还不错。
: 美国iPhone销售量下降是基本符合update cycle的，iPhone 5的谣传很久了。
|
b****n
发帖数: 993 | 3 我要现在有钱就入场赌下一代iphone翻身。
【在 a***y 的大作中提到】
: the new iPhone压力很大啊。
: 我觉得问题主要是在新兴市场上，光靠几年老的3GS和4低价是不够的。我觉得苹果要让
: 3GS继续，至少要小升级一下啊，不然spec和低端安猪机比起来可能也太弱了，虽然软
: 件支持是还不错。
: 美国iPhone销售量下降是基本符合update cycle的，iPhone 5的谣传很久了。
|
I*********t
发帖数: 5258 | 4 保持老用户够了，但是吸引新用户不够
【在 s******p 的大作中提到】
: larger display,LTE and iOS6 would be enough
|
l**n
发帖数: 7272 | 5 Hehe. It is just too hard to have record revenue one quarter after another.
I just hope that they do not rush iOS 6 because of the miss. |
m*****e
发帖数: 4193 | 6 It's going to be harder and harder for Apple to keep the lead. Competitors
are catching up, both in hardware and in software (the Nexus 7 is a serious
competitor). Apple feels threathened so it turns more to litigation. |
l**n
发帖数: 7272 | 7 I hope that they can spend more on developing cutting-edge technologies.
Its profit alone is GOOG's revenue. There is no reason why it can not get
some fancy stuff out of its research lab.
Well, honestly, it is not easy.
serious
【在 m*****e 的大作中提到】
: It's going to be harder and harder for Apple to keep the lead. Competitors
: are catching up, both in hardware and in software (the Nexus 7 is a serious
: competitor). Apple feels threathened so it turns more to litigation.
|
a***e
发帖数: 27968 | 8 by only spend only 5B in R&D every year?
【在 l**n 的大作中提到】
: I hope that they can spend more on developing cutting-edge technologies.
: Its profit alone is GOOG's revenue. There is no reason why it can not get
: some fancy stuff out of its research lab.
: Well, honestly, it is not easy.
:
: serious
|
l**n
发帖数: 7272 | 9 Very good point.
For 5b, it is almost the same as GOOG's spending. Msft is the leader in the
field ~10b for r&d.
【在 a***e 的大作中提到】
: by only spend only 5B in R&D every year?
|
