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- Activision... ATVI
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- American Ea... AEO
- Apple AAPL
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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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* Companies:
"Is Corporate Politics a higher priority than the Consumer?"
With respect, that question is rather naive. Corporations must have customers in order to serve them. Therefore, "corporate politics"...by which I assume you mean corporate competitive strategies and tactics are...for reasons of survival...the highest priority.
Google is, of course, an arch rival to AAPL in the smartphone space and AAPL would be foolish to "support" a competitor when it doesn't have too...and the record-breaking sales of the 5 is proof positive that it doesn't have to.
Mapping is just an app and one thing is beyond debate...that the Apple mapping app will get better...WAY better.
So, the pertinent question is not what AAPL has to fear from dropping Google Maps...but rather, what Google has to fear.
Respectfully,
Jim [ less... ]
With respect, that question is rather naive. Corporations must have customers in order to serve them. Therefore, "corporate politics"...by which I assume you mean corporate competitive strategies and tactics are...for reasons of survival...the highest priority.
Google is, of course, an arch rival to AAPL in the smartphone space and AAPL would be foolish to "support" a competitor when it doesn't have too...and the record-breaking sales of the 5 is proof positive that it doesn't have to.
Mapping is just an app and one thing is beyond debate...that the Apple mapping app will get better...WAY better.
So, the pertinent question is not what AAPL has to fear from dropping Google Maps...but rather, what Google has to fear.
Respectfully,
Jim [ less... ]
"Is Corporate Politics a higher priority than the Consumer?"
With respect, that question is rather naive. Corporations must have customers in order to serve them. Therefore, "corporate politics"...by which I assume you mean corporate competitive strategies and tactics are...for reasons of survival...the highest priority.
Google is, of course, an arch rival to AAPL in the smartphone space and AAPL would be foolish to "support" a competitor when it doesn't have too...and the record-breaking sales of the 5 is proof positive that it doesn't have to.
Mapping is just an app and one thing is beyond debate...that the Apple mapping app will get better...WAY better.
So, the pertinent question is not what AAPL has to fear from dropping Google Maps...but rather, what Google has to fear.
Respectfully,
Jim
Sir, <br><br>Firstly, I am a big Apple fan, I believe in the way they project how customer experience centric their approach towards building technological solutions is and it shows in their products as well. A company with that image would not want to annoy their customers by giving them a substandard alternative service just in order to route traffic off its competitor. Competitiveness is always good for consumers so the entry of AAPL into Maps is a welcome move and I do not doubt the ability of Apple's engineers to make it even better than Google Maps, but for now I believe there will definitely be questions raised on the level of quality of service delivered by APPL and that will surely impact the highest levels of customer satisfaction maintained by AAPL.<br><br>Thanks,<br>Amar