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QOTD: Think Different

In this environment where nobody is buying anything and you come out with a kick-ass product, you might get a lot of wows and woos, but that does not convert into sales. So that’s a wasted effort.”

Global Equities Research analyst Trip Chowdhry says Apple may not innovate its way through this particular downturn.

Comments

  1. The Tripster is nothing if not consistent, as in consistently wrong. He’s blown so many calls on Apple one wonders if his pronouncements aren’t really coded “buy” signals for the company’s stock.

    Posted by ross richardson at February 19th, 2009 at 6:23 am
  2. I guess some analysts don’t actually listen to Apple’s financial meetings then? I mean, Jobs recently pointed (figuratively) to the big pile of cash they have, combined with a lack of debt, and said – as hard economic times approached – that they would “innovate” their way through the downturn.

    Maybe we should come up with a new aphorism? People who can do, people who can’t analyze.

    Posted by Eric Welch at February 19th, 2009 at 8:29 am
  3. To be fair, this is a fairly widely held view given Apple’s lofty margins/pricing/etc., but I have to say that I am through taking seriously so-called experts like Chowdry who make the same macro commentary independent of any specifics about the company.

    Cheers,

    Mark

    Getting Real: On Doomsday, the Demise of So-Called Experts and the New Arbitrage
    READ ME: http://bit.ly/tjd3

    Posted by Mark Sigal at February 19th, 2009 at 9:42 am

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John Paczkowski has been poking fun at the tech industry and the personalities that drive it since 1997. From 1999 to 2007, he wrote the award-winning tech news Web log Good Morning Silicon Valley for the San Jose Mercury News, Silicon Valley's daily newspaper. Read more »

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