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Is Apple’s Outlook a Concern for Investors?

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    Enderle Group President Rob Enderle on the outlook for Facebook, Apple and Google.

  • Duration 3:52
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Joining us now to talk about what is going on with this market and technology in particular top tech analyst rob -- -- he's the president and principal analyst -- the annually group.

-- great to have you here.

Let let's start with.

Let's start with FaceBook if we may be -- one of the most ballyhooed adventures and I.

Well what is going on here.

No outlook well and that's that's amazing.

Well Google those new outlook either but you know you can get -- with a lot of things that -- Providing a good to return to your investors if if -- dropped forty billion dollars worth of investor money which is pretty much how much they -- companies.

Lost since they came -- their IPO.

The tolerance for behavior like this is going to be far reduced and that's what's happening here -- go get away with this because they made investors' money -- but not -- -- And and apple as well although I cannot imagine how their reaction to have seem to have a different.

A different kind of shareholder apple and Google you would think they would be the same but they -- quite differently.

Talking about Google I mean this -- you're the -- here.

The -- -- launching this.

Fiber cable.

High speed broadband.

Internet in Kansas City I mean it costs seventy months.

Some remarks on Bob that's that's steep but you really get something for your money -- Delicately fast that they issue from Google courses people expect stuff from Google to be -- -- really set up for a subscription model.

Really haven't experienced any type of package products that have worked out for them so this is going to be a learning curve for them and I think they're gonna have a kind of a big cats and -- -- trying to convince people that the seventy dollars is not gouging.

Given the fact people expect global supply for free but it's actually pretty good service for the money thing get it to work.

If you that if you can give it to work seems to be the refrain throughout technology over the years.

Apple are missing targets.

Missing expectations.

What give us your sense of what's going on with that company -- -- -- admitting they.

They they screwed up a little bit and just in failing to anticipate.

Consumers' desire for -- iPhone 5.

So here's the core the problem.

Apple was created over the last ten years to work with a particular management's -- Steve Jobs was a micro manager.

Incredibly.

A conversant with how to manipulate people how to manage expectations how to market products.

Everything he didn't like doing that's -- Tim Cook was good actually.

Tim Cook is kind of -- anti Steve Jobs so Steve Jobs dies he bigger company was designed around a specific skills that.

You put somebody in that job that has not -- doesn't have the skills that he has the has the exact opposite skills that.

Many wonder why people can't get the products out the door.

And -- admit -- they're missing deadlines at its.

It the company to ideas and Tim Cook the way he is don't go to gathered around pay gonna square hole in the year after takes a whole other got to fix the -- But it can't leave -- the way to hazards gonna get worse.

What's your outlook are for Google are its us stock performance for the remainder of the year are apple and then of course space or.

Well at the top -- hearted -- destroyed Google's revenues streaming on marketing on the Internet so.

I'm not expecting any negative surprises from them FaceBook I still think should be around eighteen bucks a share.

And as long as they hover above that I think they're they're up their downward mobile and the got a lot of downward risk.

And you know young CEO not lot of experience all of that flows in together to make it tough.

Apple I think it's gonna have a wall in the fourth quarter we'll see how bad it is.

I'm more concerned about next year but the fourth quarter they run up against -- hard Microsoft hard they're having trouble getting products out the door.

It's the biggest quarter of the year I'm not thinking is gonna end well for apple.

Well are we would like Jindal more positive open we appreciate Sharpton talked with a come back soon rob -- -- --

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