This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration. Need a new registration confirmation email? Click here
After reading the article and
Chris's Tweets, I thought he might be turning cynical
Apple(AAPL - Get Report). That surprised me because I know Chris as bullish, yet fair and insightful AAPL.
Chris told me he's not a cynic,
at least not yet, but color him cautiously optimistic with a hint of "show me."
Show me? That's the type of thing you say to
Intel(INTC - Get Report),
Research in Motion(RIMM) or
Microsoft(MSFT - Get Report), not Apple!
Intel needs to show us that
its living room ambitions are not absolutely absurd. RIM must show investors that we're not just seeing a dead-cat bounce on Blackberry 10 anticipation. Microsoft has to show people it can do a smartphone -- via a partner or solo -- that actually sells.
Apple doesn't have to show us a thing.
Chris is reasonable so I'm not directing the rest of this at him, but, speaking generally, didn't we learn anything from iPad mini? Just about everybody thought the thing was born to lose/destined to fail, especially if it was "expensive." I was one of the lone voices to
predict success for a premium-priced, slightly smaller iPad.
The same thinking that put me on the proper path vis-a-vis iPad mini guides my iPhone 6 or iPhone 5S -- whatever they'll call it -- thinking.
Apple owns the market. It has unprecedented mindshare. iPod, iPhone and iPad became instantly enormous pop culture phenomena. More extraordinary than
Sony's(SNE) Walkman or
Nike's(NKE) Air Jordans.
Sadly, I need to keep beating this horse:
Apple has no competition! Other than
Samsung'sGalaxy, name a smartphone that gets large numbers of people excited.
The mindshare argument holds strong until another company comes along and pees in Apple's snow. This fate does not sit on the horizon. Not from Samsung. Not from Microsoft, RIM,
Hewlett Packard(HPQ) or
Apple will reportedly offer a wider selection of iPhones on the next launch, rumored for May/June. Multiple screen sizes as well as a fresh color assortment.
Short-term, this is nothing short of fantastic for Apple. iPhone 6 equals another best seller.