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by ChuckMcM
2972 days ago
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That is a pretty stellar earnings release. Congratulations on another quarter of excellent execution! I think what Apple needs are some barbarians at the gates. Something which challenges them to be greater than they are, rather than sitting back on their laurels. I continue to be surprised that they don't step into the cloud computing pool. There are some solid advantages to having a cloud infrastructure that you can use to deploy new initiatives at scale. I also wish they would spin out their computer business (Macbook, Ma Pro, Mac Mini, iMac) into its own division. While I chided Google for creating Alphabet, having your own identity can sharpen your focus if it is done well. It would also let them decide where they wanted to go with some of the legacy product lines. |
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To me, one of the core strengths of Apple is integration of all its devices, and it seems to me that creating separate divisions competing with each other would risk undermining this integration.
In the late 90s, I heard hair raising stories of how various divisions at Sun were operating at cross purposes due to a myoptic focus on their own balance sheets. I believe you worked there. In your opinion, were the competing divisions a strength or a weakness of Sun?