“I have extreme confidence that Apple will successfully update its flagship products in the near-term,” Sammy the Walrus IV writes for AAPL Orchard.
“Apple’s start-up structure assures resources are allocated to a product in the months leading up to a refresh; breaking down the ‘walls’ between executives and workers – the same walls that often destroy other technology companies,” Sammy writes. “Having executives involved in seemingly detailed and mundane aspects of a product is the difference between having a product be ‘magical’ or ‘good.'”
Sammy writes, “Tim Cook will continue to hash out aggressive business contracts with Apple friends and foes. Apple’s expanding supply and distribution channels will continue to be run with the dedication and intelligence that have put competitors to shame. As a prime example of how much confidence I have in Apple’s ability to execute in the near-term, I have no intention in lowering my forecasts for Mac, iPod, iPhone, or iPad sales in my AAPL earnings model following Steve’s resignation.”
“Apple is able to translate a big idea (big bet) into reality with very little friction and inefficiency. The biggest risk enters the equation on the demand side – whether consumers want the product. Steve made bets. Big ones. Will Tim be able, or willing, to take similar big risks?” Sammy asks. “At this time, I do think Tim is capable of such responsibility.”
Read more in the full article here.
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]