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專欄 - 蘋果2_0

iPhone銷售井噴,,蘋果營收大漲

Philip Elmer-DeWitt 2012年04月26日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,,就會相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋果投資者也賺得盆滿缽滿,。不過,Elmer-DeWitt認(rèn)為,,在報道蘋果公司時有點(diǎn)懷疑精神不是壞事,。聽他的應(yīng)該沒錯。要知道,,他自從1982年就開始報道蘋果,、觀察史蒂夫·喬布斯經(jīng)營該公司。
自4月10日以來,,蘋果股價已經(jīng)下跌了近13%,,但隨著公司財報的發(fā)布,人們發(fā)現(xiàn),,蘋果最大的兩棵搖錢樹iPhone和iPad銷量都出現(xiàn)了井噴式的增長,。消息傳來,蘋果股價馬上反彈了7.44%,。

????部分問答摘錄如下:

????彼得?奧本海默:“我需要告訴你的是,新iPad 銷售非?;鸨?。”

????蒂姆?庫克:“這是連續(xù)第24個季度蘋果增長幅度超過整體(PC)市場,?!?/p>

????庫克:“我們可以強(qiáng)行整合任何事物,,但產(chǎn)品的品質(zhì)就會打折扣。人們甚至能夠整合烤箱和冰箱,,但問題是整合的產(chǎn)物無法取悅?cè)魏斡脩?。?/p>

????庫克:“我們認(rèn)為,,iPhone是世界上最好的手機(jī),,可以吸引使用傳統(tǒng)手機(jī)的消費(fèi)者?!?/p>

????庫克:“今年一月份是歷年上所有同一個月份中表現(xiàn)最好的,。”

????庫克:“(新iPad)供銷兩旺,?!?/p>

????庫克:“我一直憎恨訴訟。我們只是希望人們自己去發(fā)明自己的東西,。我更傾向于通過協(xié)商而不是對抗解決問題,。”

????庫克:“蘋果公司不需要成為全世界的開拓者,,這一點(diǎn)很重要,。”

????會議結(jié)束,。收益預(yù)測結(jié)果將于周三公布,。

????譯者:喬樹靜/汪皓

????A few quotes:

????Peter Oppenheimer: "I have to tell you that the new iPad is on fire."

????Tim Cook: "This is the 24th quarter in a row we've outgrown the [PC] market."

????Cook: "Anything can be forced to converge, but products are about tradeoffs. You can converge a toaster and refrigerator, but those things are probably not going to be pleasing to the user."

????Cook: "We believe iPhone is the best phone on the planet to entice a customer using a traditional cell phone."

????Cook: "We had the mother of all Januarys."

????Cook: "We are selling them [the new iPads] as fast as we can make them."

????Cook: "I always hated litigation. We just want people to invent their own stuff. I would highly prefer to settle than to battle."

????Cook: "It's very important that Apple not become the developer to the world."

????That's a wrap. Will post the results of our Earnings Smackdown first thing Wednesday.

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