“The cause of [Apple v. Qualcomm] appears to be an effort by Apple to pressure Qualcomm into providing a unique discount, largely because Apple has run into an innovation wall, is under increased competition from firms like Samsung, and has moved to a massive cost reduction strategy. (I've never known this to end well, as it causes suppliers to create unreliable components and outright fail.)”

— Rob Enderle

Apple vs. Qualcomm Litigation and the Nuclear Option http://itbusinessedge.com/blogs/unfiltered-opinion/apple-vs.-qualcomm-litigation-and-the-nuclear-option.html in IT Business Edge (14 April 2017)

Adopted from Wikiquote. Last update June 3, 2021. History

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Rob Enderle48

American financial analyst 1954

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“[T]he litigation between Qualcomm and Apple/Intel … is weird. What makes it weird is that Intel appears to think that by helping Apple drive down Qualcomm prices, it will gain an advantage, but since its only value is as a lower cost, lower performing, alternative to Qualcomm's modems, the result would be more aggressively priced better alternatives to Intel's offerings from Qualcomm/Broadcom, wiping Intel out of the market. On paper, this is a lose/lose for Intel and even for Apple. The lower prices would flow to Apple competitors as well, lowering the price of competing phones. So, Apple would not get a lasting benefit either.”

Rob Enderle (1954) American financial analyst

Broadcom/Qualcomm Merger: A Train Wreck in Slow Motion http://itbusinessedge.com/blogs/unfiltered-opinion/broadcomqualcomm-merger-a-train-wreck-in-slow-motion.html in IT Business Edge (1 March 2018)

“[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)

“Intel has a long an ugly history of behaving unethically, mostly against competitors like AMD and more recently Qualcomm (its partner in this, Apple, was just highlighted as being basically anti-innovation).”

Rob Enderle (1954) American financial analyst

Intel's Biggest Problems to Fix: Ethics, Loyalty, Priorities https://www.itbusinessedge.com/blogs/unfiltered-opinion/intels-biggest-problems-to-fix-ethics-loyalty-priorities.html in IT Business Edge (25 June 2018)

“The cure for Apple is not cost-cutting. The cure for Apple is to innovate its way out of its current predicament.”

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

As quoted in Apple Confidential 2.0: The Definitive History of the World's Most Colorful Company (2004) by Owen W. Linzmayer
2000s

“Samsung did to Apple what Apple did to Microsoft, skewering its devoted users and reputation, only better. … There is a way for Apple to fight back, but the company no longer has that skill, and apparently doesn't know where to get it, either.”

Rob Enderle (1954) American financial analyst

How Apple lost its cool (and how it can win it back) http://digitaltrends.com/opinion/how-apple-lost-its-cool-and-how-it-can-win-it-back in Digital Trends (13 April 2013)

“With phones moving to technologies such as Apple Pay, an unwillingness to assure security could create a Target-like exposure that wipes Apple out of the market.”

Rob Enderle (1954) American financial analyst

How to Spot a Tech Company That's About to Lose http://cio.com/article/2686157/leadership-management/how-to-spot-a-tech-company-thats-about-to-lose.html in CIO (19 September 2014)

“With the tragic death of Steve Jobs, Apple has lost its ability to innovate.”

Peter Cohan American businessman

6 Reasons Apple Is Still More Doomed Than You Think http://forbes.com/sites/petercohan/2015/01/28/6-reasons-apple-is-still-more-doomed-than-you-think in Forbes (28 January 2015)

“Once again, Apple has seized the early lead, launching a revolutionary product that is taking the world by storm. … In its short life, Google's Android operating system has captivated developers and stolen mindshare from Apple… [Apple] is coming under increasing scrutiny for being a domineering control freak hell-bent on secretly undermining its competitors … the movie is starting the same way. And so far, at least, Apple is showing no signs of doing anything differently.”

Henry Blodget (1966) American equity research analyst

Hey, Apple, Wake Up — It's Happening Again http://www.businessinsider.com/henry-blodget-hey-apple-wake-up-it-2010-1 in Business Insider (5 January 2010)

“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)

“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

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Rob Enderle48

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