Apple’s earnings disappointment thudded into view last week in the middle of an afternoon of briefings at Oracle’s Modern Marketing Experience conference in Las Vegas. In that context, it gave me a lot to think about — especially the difference between a one-time earnings disappointment and something more serious. I have a feeling that Apple is only the most visible instance of the wheels beginning to wobble on the truck of tech. The legacy software vendors have fundamental challenges ahead as they continue to march to the cloud.
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Sliding Revenues
Posted by: Denis Pombriant May 4, 2016 03:21 PMApple’s earnings disappointment thudded into view last week in the middle of an afternoon of briefings at Oracle’s Modern Marketing Experience conference in Las Vegas. In that context, it gave me a lot to think about — especially the difference between a one-time earnings disappointment and something more serious. I have a feeling that Apple is only the most visible instance of the wheels beginning to wobble on the truck of tech. The legacy software vendors have fundamental challenges ahead as they continue to march to the cloud.