“In an interview with Bloomberg West yesterday, Kedrosky said Apple’s inability to meet demand for its new iMacs–a problem that contributed to disappointing Mac sales in Q4–as well as its cancellation of many iPhone component orders, mean that one of Apple’s key competitive advantages may be disappearing,” Blodget reports. “Kedrosky believes that Apple’s iMac problems reveal an important change in the power balance within the company.”
Blodget reports, “Specifically, Kedrosky thinks that, in the power-vacuum following Steve Jobs’ death, the design team, led by Jony Ive, have been given too much latitude–such that Apple is now designing products that it is not capable of manufacturing as smoothly and quickly as it needs to to meet demand.”
Read more in the full article here.
MacDailyNews Take: The most curious thing about Apple’s holiday quarter was the case of Tim Cook, operations genius, and the missing iMacs, approximately 700,000 of which didn’t get to customers during the quarter and would’ve contributed to Apple handily beating the Street on all counts. Somebody really screwed the pooch hard on that one; those iMacs were at least two months late and that cost Apple shareholders dearly.