Comment: The apple is preferential dispute is an iceberg only one horn

Civil / columnist of sina finance and economics Eric - Jackson

　Introduction: Suddenly favour of fund tycoon Ai Yin is brought about to malic rise in revolt preferential the problem makes attention central point, but I think, this iceberg that is malic problem one horn, the apple has 5 more serious problems to want to solve at least this year, they are: Socialization is changed, the undesirable trend that place of Internet service, cloud service, repellent nonego starts and buy reach ever since of afterwards how tarry talent.

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Last week, suddenly to developing fund handler Ai Yin favour (David Einhorn) gave out why does he think apple (AAPL) should be issued preferential detailed reason. He hopes the apple can agree with his opinion before the shareholder meeting that Zhou San holds.

His viewpoint condenses rise even if, he believes to issue preferential can attract investor of brand-new a kind of value to own malic share, will bring about an apple the addition of several, is not now such sitting the ready money that sees company hold is climbed continuously litre.

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Last week full a week bubble is after Silicon Valley, I want frankly speaking, I already more the problem that believes firmly the apple wants to answer pays close attention to it to whether be issued than the market actually preferential, or the general affairs that dividend double or other external world thinks how the apple should do and so on should be gotten greatly much.

I like an apple, the share that I own it prepares to continue at the same time hold. I or malic CEO library are overcome (the faithful vermicelli made from bean starch of Tim Cook) . But, put in a few problems that cause me to worry about an apple at present, I think the apple starts work instantly trying to solve is ve the best selling t mobile prepaid cards ry important, I cannot decide whether the apple put these issues due processing on first step.

1. Gregarious. How is the apple does not know dawn socialization business run. They infiltrate of this one domain is musical the best selling memory laptop toshiba service Ping exclusively, the apple never has the dabble of other side. ITunes still is special those who turn over socialization. The free memory laptop toshiba apple must push those who take this one issue to solve energetically. Buying Twitter to permeate gregarious domain is a most natural way. But, the culture of apple and Twitter is very different, not certain can benign agree.

2. Internet serves. Sometimes the apple calls his " the network serves " (Web Services) , those who want is " mobile I " (MobileMe) . The apple never p most popular selling scooby costume rovides this kind excellent service. And Gu Ge (GOOG) lasts however cultivated, roll out etc of Maps, Gmail, Earth, Plus to make much product. Apple making tough effort roll out his likewise powerful Internet to serve is very important to it. The apple already began the operation, took out the map of own version, but they need to perserve, the apple has not revealed memory laptop toshiba him to be able to do the work of this respect very quickly again again. In these domain Yahoo (the need that YHOO) fits an apple very much, er of Ye of Yahoo CEO plum (the most perfect person selected that Marissa Mayer) is service of leader apple Internet. watch case

3. The cloud serves. Somebody thinks, since the apple had ICloud now, they already solved the problem that the cloud serves. The circumstance is not such. Gu Ge is the service that Facebook (FB) even must push him continuously even, what should know their cloud service compares an apple is good much. Start first in ICloud when, the apple must rely on Yamaxun (the network service of AMZN) and Microsoft (the cloud service of MSFT) will maintain its to grow. If do not invest more and intellective resource, the apple will make the growth of ICloud reachs requires level impossibly. In Dropbox of this one domain it is optimal buy an object, but also exist a few otherer good company.

4. The apple suffers from went up " repellent no scooby costume nego place is achieved " syndrome. Crucial question is very actual: Is the apple knows what thing he still has not to know? Does the apple realize it needs t free brooch pins o help in afore-mentioned main field the best selling canon ef 15mm s? I do not know, I think the major person of Silicon Valley also does not have the answer. The apple has a kind very sedulous play means, normally compose builds their him apt some kind of thing, and the help that does not rely on other.

5. Undertake buying mixing feebly tarry talent. The apple had not been done a lot of buy trade. But, what make a person afraid more is, the apple is being done when trading greatly, they do not have tarry talent, not was malic tarry talent. The example that considers Quattro Wireless and Siri.

plantronic wireless headsetThe apple needs to employ its reserve of much ready money undertakes a few have change of the meaning buy greatly. But ambiguous still now is, whether does the apple realize he needs to come from the help of the outside. What not be clear about likewise is, if the apple undertakes big buy trade, perhaps be engaged in what place of my above paragraphs offers trading, apple whether can tarry is bought the talent of the company.

These are the problems that the apple must solve this year, no matter the apple is sent,do not issue preferential it is such.

(When publishing this article, article author Jackson makes the share of much apple and Yahoo)

(Article author introduces: American wisdom manages the author of fund and administrative director, the company rules problem expert and columnist of senior finance investment. The company rules problem expert and columnist of senior finance investment..