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Google and Microsoft getting -- in the aftermarket while apple is still playing catch up.
Google Microsoft just posted disappointing earnings right after the bell.
But both companies are biting into Apple's shares as both companies are big over the past year while apple as you know has plummeted.
The former apple CO.
-- -- on what other apple is down for the count until.
You know -- you watching your former company struggle here big time more more every day Wall Street says.
They're down for the count that they won't they won't ever be the company that you use and -- Well first of all thank you for having -- on Charles were to be with you again.
I'm I'm not quite so negative about that I think.
If you look at where the world was going we we're moving into a world of of connected devices that is all sorts of appliances that are attached to the network somewhere.
And that and apple remains the king of connected devices.
-- -- rise to the iPad actually led to the fall of the of the -- is slower and the and I know Apple's got from borrow more things coming out finally.
I think it's five phones continue to be Herbert strong continuous -- mark market leader I think they're gonna do a little better than than.
What the other crowd that this thing.
-- really I mean that did -- filling that that was the must have product that you know it's you have to go out -- had a giving had to pay a premium for those products.
That's part of it feels like -- start to fade away Gil.
Well yeah but what -- what apple -- apple responded by moving into.
-- lower priced iphones that is.
As well that's my point -- iMac but before they have pricing power HR 600 bucks -- -- when everyone else is charging thirty dollars.
Yeah that always -- that always goes way but the fact of the matter is that once they get people on the platform even -- they they come in on a lower.
Our cost device in the beginning.
They're gonna want that -- upscale later on I think it's the right strategy for apple.
-- -- but obviously you won the last time you and I were together we'll talk about was you know what's the next big thing from apple and we don't know what that is yet.
But that's going to be very important.
So given where they are today I think they're gonna manage their existing business pretty well which right I think at the end of the day they need to keep wonderful things coming out.
Let's let's talk about this for a moment -- -- You're saying that they go from this hyper growth company to -- -- a -- generates a lot of cash and then they've got this moment of truth.
Where these new -- products have to come out to either be.
-- reignite the engine of growth.
Or continue to just sort of -- -- cash machine which is fine for the company but that doesn't necessarily help to stop.
What I would I would agree with that I I would I would say -- if the following though I don't think.
Apple is down for the count -- -- -- said earlier I think.
Some exciting things in development I think we'll hear more about those as this year goes -- I think there.
Next iPhone generation there's going to be actually quite successful -- and then and do quite well.
I don't really see that market letting up despite the fact that they don't have as much pressure in Paris they used to have.
They're not given up much -- even to -- You would agree though that this is Smart -- the space in general seems a little bits you know saturated if you will.
And it's harder to get people to switch I mean that you know a little better camera hair a little better resolution there that's not gonna move -- -- It except for the people who don't already have one.
And what what the real name of the game here is yes you want the they had got there early adopters to continue to be early adopters that starts that's always important but frankly what it is is is -- you got this has to be a mass market you have to get.
The the lower middle middle and lower income people to -- to come aboard.
That -- -- the -- with the rise of social networking.
What that what -- -- All book electronic books and and and so forth.
There's more and more things that are being attached and apple seems to be.
In general the one that's leading to operate there.
Speaking of leading the parade Tim Cook the CEO I know you know maybe -- -- -- dis someone you know who's fallen in your footsteps so to speak but.
Is -- the right guy does he have the right personality I know he's got the right skill set but does he have the right temperament to lead to charge for this.
-- I do not know -- personally.
But everything I have.
Have heard about him from people who do know him well -- very positive.
So armed bully but that okay.
-- you know what as usual you informant to help us out we appreciate it and thanks a lot.
Thank you back -- okay.
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