“Apple's a company whose valuation is based on the fact that they've got recurring, blockbuster products, that the, the lack of those, of late, is just killin' 'em.”

— Rob Enderle

Rob Enderle on Apple: Not Looking Good http://wsj.com/podcasts/rob-enderle-on-apple-not-looking-good/01630736-7C5F-4BDF-A98B-B5E64E164196.html in The Wall Street Journal's "What's News" Podcast (26 October 2016)

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Rob Enderle48

American financial analyst 1954

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“[Apple] carries a valuation of an image that is over-inflated due largely to the powerful efforts of Steve Jobs who made the company appear magical. As we end the year, the valuation of the company appears to have massive downward pressure and this is largely because the architect of that massively powerful image has passed — and along with that passing Apple's apparent leadership.”

Rob Enderle (1954) American financial analyst

2013 to See HP or RIM Most Improved, Apple Falling and Facebook Toast http://itbusinessedge.com/blogs/unfiltered-opinion/2013-to-see-hp-or-rim-most-improved-apple-falling-and-facebook-toast.html in IT Business Edge (19 December 2012)

“If valuation in the financial markets provides the bottom line for the performance of the company, it is labor that remains the source of productivity, innovation, and competitiveness.”

Manuel Castells (1942) Spanish sociologist (b.1942)

Source: The Internet Galaxy - Reflections on the Internet, Business, and Society (2001), Chapter 3, e-Business and the New Economy, p. 90

“I'm not exactly known as a huge fan of Apple. In fact, for nearly a decade and half I've refused to use their products and I'm supposedly banned for life from Apple's properties. It's definitely personal between me and that company …”

Rob Enderle (1954) American financial analyst

Why Apple is right to fight FBI over iPhone access http://cio.com/article/3035517/legal/why-apple-is-right-to-fight-fbi-over-iphone-access.html in CIO (19 February 2016)

“The spatial web holds so much promise for improving our lives that those companies failing to invest and embrace the future will go the way of Kodak, Radio Shack, and Blockbuster.”

Jay Samit (1961) American businessman

Future Proofing You (2021)

“There are many who claim that Apple is not a "one-man" company. Baloney. Apple was always a one-man company. Most firms that pull off the sort of "flash and jizz" game that Apple has are -- it's just reality. But now that's gone and (literally) eaten by worms.”

Karl Denninger American businessman

Apple's Slipping Grasp http://seekingalpha.com/article/1105391-apples-slipping-grasp in Seeking Alpha (10 January 2013)

“The numbers make it clear that the future of [Apple] is no longer in its consumer products. The fix? Apple should release a version of iOS for non-Apple devices. This suggestion will seem like heresy to the brand's loyalists, but it may be necessary for the success of the company. … Without expanding its operating system, the future looks bleak for Apple.”

Vivek Wadhwa American academic

Why Apple needs to liberate iOS http://venturebeat.com/2016/07/27/why-apple-needs-to-liberate-ios in VentureBeat (27 July 2016)

“You know, I've got a plan that could rescue Apple. I can't say any more than that it's the perfect product and the perfect strategy for Apple. But nobody there will listen to me.”

Steve Jobs (1955–2011) American entrepreneur and co-founder of Apple Inc.

As quoted in Fortune (18 September 1995)
1990s

“[Apple] brings to mind the idea of a corporate edifice complex. That's where a successful company builds a monument to its greatness just as it is losing touch with the realities of its market. … The construction of a $5 billion palatial headquarters when the company is — at best — between hit products does reflect a certain corporate arrogance.”

Peter Cohan American businessman

Is Apple the Next Dell? http://forbes.com/sites/petercohan/2013/04/25/is-apple-the-next-dell in Forbes (25 April 2013)

“I do think it is likely a tad frustrating for Gates to watch his own company pivot and be successful with new initiatives while Apple gets a huge valuation even though its latest efforts have underperformed or, like the HomePod, largely failed in market.”

Rob Enderle (1954) American financial analyst

Satya Nadella Keynote at Microsoft Build: Showcasing a Balance of Vision, Product, Customer Empathy http://itbusinessedge.com/blogs/unfiltered-opinion/satya-nadella-keynote-at-microsoft-build-showcasing-a-balance-of-vision-product-customer-empathy.html in IT Business Edge (7 May 2018)

“I am saddened, not by Microsoft's success — I have no problem with their success. They've earned their success, for the most part. I have a problem with the fact that they just make really third-rate products.”

Steve Jobs (1955–2011) American entrepreneur and co-founder of Apple Inc.

Triumph of the Nerds (1996)
1990s

“Apple's a company whose valuation is based on the fact that they've got recurring, blockbuster products, that the, the lack of those, of late, is just killin' 'em.”

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Rob Enderle48

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