Some great tidbits of thought from Segall's latest post:
Some Apple detractors put forth the theory that it's
Segall argues that Apple now battles in an area where it used to "crush." He thinks Apple needs to -- and will -- punch back hard and fast.
I agree with all of that. Label my Apple coverage riding both sides of the fence or being hypocritical; I call it giving a nuanced situation proper context and thoughtful consideration. I view Apple is multiple ways.Breaking it down to two, there's the near-term dominant Apple where Tim Cook does not appear to have missed a beat. Then there's the long-term, uncertain Apple that simply cannot recover after the loss of Steve Jobs, reflected here. Then there's the marketing angle Segall introduces. Apple battles because Samsung has come to the table with money and good ads. This development, in and of itself, proves the whole Apple wins because of marketing wrong. No. Apple wins because it produces the greatest hardware on Earth and -- this is the key -- it's always coming up with something new and exciting to disrupt, reinvent and create a buzz. We're still waiting for that to happen in a post-Steve Jobs world. Some people think future innovation will come in the living room. Others believe Siri holds at least a chunk of the key. And, of course, there's Apple iWatch chatter. It really just boils down to that. Something new and different. It doesn't even have to be revolutionary; it just needs to alter the way we do something. Anything. That's when we'll know if Apple is getting crushed by this, that or the other thing. Once that product hits, marketing matters -- but it will not make or break Apple's continued success. All of a sudden, on the heels of further greatness from Apple, Samsung's marketing push will not seem to matter much. The consumer and BYOD (bring your own device) markets dictate Apple's success. They create the buzz. The marketing merely adds icing -- albeit incredibly important icing -- on the cake. Follow @rocco_thestreet -- Written by Rocco Pendola in Santa Monica, Calif.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV