/linked/2016/08/24/dawsons-cook

Comments

Q*Bert:
Kind of weird though how R&D spending has increased massively but their products seem more stagnated than ever. Hopefully the payoff of all that R&D is yet to come.
6:37 pm — Wednesday, 24 August 2016
Vanilla Dry Ice:
Eye-opening: "Funds spent on MacBook Pro R&D in last 3 years: -$2 billion"

6:39 pm — Wednesday, 24 August 2016
Anonymous®:
R&D = putting product decisions off into the distant future
7:26 pm — Wednesday, 24 August 2016
Vanilla Dry Ice:
Also R&D = Making something, putting it in the vault, then waiting for someone else to confirm that your idea is marketable
7:28 pm — Wednesday, 24 August 2016
chas_m:
OR ... real innovation takes time, and there are numerous dead ends that don't work out before you hit on the golden idea.

As Google (or Microsoft, or Facebook) about that. The only difference between them and Apple, really is that Apple generally gets more bang for its R&D buck, and that its list of "didn't work out" includes a lot of stuff that never even made it to market.

Apple's R&D is *not* working on the next MacBook Pro, or the next Mac mini. That's in the hands of the production staff (or the dead-letter office, as the case may be). Apple R&D is working on what we'll see in the years 2020-2030.
10:30 pm — Wednesday, 24 August 2016
chas_m:
PS. It's odd that the report, while otherwise strong, ignores the fact that Tim Cook has been running Apple for closer to eight years (at least) than five (that's just when the CEO tag was official). It's something a lot of Cook critics ignore as well.

As for the charts, obviously most paint a pretty rosy picture that may be showing some signs of decline (or a relatively short lull). I think the cash-on-hand (despite extraordinary numbers of billions expended on return-to-shareholder things that weren't even on the horizon in the Jobs era) and the increase in the stock price (over 100 percent in five years, and still criminally undervalued) tells the tale.

Some complain that Cook isn't a visionary, and they are right: at worst, he's an outstanding caretaker who's "vision" extends to making Apple more than just a product/service supplier. At best, he's exactly the guy this company needed/needs for this phase of growth and long-term development. Disney went through a funk for nearly two decades after Walt died, but had some roaring (#lionkingjoke) successes in multiple areas of business in the late 80s and beyond, even without a "great visionary" at the helm. Apple may get a visionary again some day, though you'll never get another Jobs or anything remotely like him. Keeping the company so financially strong it can't be taken over, though, continues to be if not Job 1, then in the top five of priorities. Without independence, Apple will die. With it, at worst Apple will coast along like so many other big-name brands until a creative genius like John Lassiter comes along again.
10:47 pm — Wednesday, 24 August 2016
Just a pair of uneven scrotal sacs:
Chas_m, your analysis is too logical and sane for this watering hole full of pink-slipped cockwaddles
2:14 am — Thursday, 25 August 2016
knowitall:
@chas_m

good stuff!
9:46 am — Thursday, 25 August 2016
Eddie:
No one can dispute that Tim Cook has done a phenomenal job managing Apples success.

That being said people like me grow frustrated that a company of Apples size and resources can't do basic timely updates for their lines of traditional computers. 3 year old technology at todays prices is simply awful.

I understand that Apple is mostly a phone and tablet company today. But its a reasonable complaint that Apple is leaving their line of traditional computers to whither on the vine. Or in the rare instance when they do get an update they are brought closer and closer to their iOS cousins in both software and hardware.

Not everyone can or wants to shoehorn their lives into an ipad and its software.

Before anyone says "fuck off and get a windows machine then", I have and it works great. As long as the tool works well and has the price:performance ratio I need, I don't give a shit what the logo is.
10:11 am — Thursday, 25 August 2016
anonymous:
@chas_m nice work
10:50 am — Thursday, 25 August 2016
Hairy Lime:
@chas_m: Very nice. Thank you.
11:33 am — Thursday, 25 August 2016
Flying Fuck!:
Summary: Apple is making a fuck-ton of money, and Tim Cook is a really fucking good CEO.

There, summarized with NO CHARTS!
7:41 pm — Thursday, 25 August 2016
Tony Soprano:
No doubt that Tim Cook is a great CEO, he is just more underappreciated. CEO does not need to be visionary and vice versa, also there are other qualities that a company need to be successful. Looking only at visionary is like looking only on one side of the coin. True that Apple needs a visionary guy, but he will come along when the time comes. The only reason the company does not sink after SJ passed away is one: Tim Cook.
1:10 am — Friday, 26 August 2016
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