A temporary wobble might exist....but if this I-TV gadget comes through....then the wobble automatically goes away....for a long time.
I don’t think that Jobs absence has anything to do with these issues... Jobs being alive or dead these same issues would be happening.
The 4S was an upgrade, nothing game changing (though SIRI certainly is, the phone itself, not so much), and while Kindle Fire is selling (any decent $200 tablet would sell) it is not showing that people are choosing Fire over Ipad, they are just getting a market that can’t or doesn’t want to spend $500 on a tablet.
There is definitely demand for a decent $200 tablet, but that isn’t cutting into iPad sales. People are buying the Fire because they will spend $200, not because people aren’t buying iPads because they are choosing a Kindle.
It is going to be a while before we can see the impact of Job’s death has on the company, I don’t see anything in this article that can be attributed to him no longer leading the company. The real test will be 1-2 years or so from now, when all the things he was involved with launching are no longer in the pipeline... that will show how Apple is going to be post Jobs.
Personally I think Apple will lose some of its premium status and have to begin to compete more price wise, but that’s just basic market dynamics, not lose of a CEO.