If [Apple's upcoming watch] can't replace the iPhone completely it's a goner.

With phones moving to technologies such as Apple Pay, an unwillingness to assure security could create a Target-like exposure that wipes Apple out of the market.

I consider this situation to be dire for Apple. When the iPhone 5 arrives shortly, it will be crunch time for the company. ... It may be the last important iPhone.

Apple's emphasis on short term greed instead of long-term investment will end up hurting the company and its shareholders and customers over the long haul. … What Apple does not seem to understand … is the fate that almost all niche platform providers eventually succumb to — gradual loss of influence, power, and profitability, followed by irrelevance.

[The iPhone]'s clearly going to start a wave towards a new technology — as I say, I'm not convinced that Apple's going to be able to ride this wave.

[T]he prediction of [my disruption] theory would be that Apple won't succeed with the iPhone. They've launched an innovation that the existing players in the industry are heavily motivated to beat: It's not [truly] disruptive. History speaks pretty loudly on that, that the probability of success is going to be limited.

There's no chance that the iPhone is going to get any significant market share. No chance.

This will be a difficult year for Apple, and the iPhone could be more of a drag on earnings than a help. ... Apple is clearly not going away — but this year, compared to last, will be really nasty for the company.

[A]s for my prediction that [the iPhone] would be a bad idea for Apple to pursue, anything can still happen. Time is a cruel mistress.

By picking this particular fight [with the FBI], Apple is doing the technology industry a big disservice. ... Apple will very likely lose this case in the courts and suffer a public relations disaster.

Apple has some tremendous assets, but I believe without some attention, the company could, could, could — I'm searching for the right word — could, could die.

We as a security company are not able to develop true endpoint security for iOS. That will mean disaster for Apple. … when it happens it will be the worst-case scenario because there will be no protection. The Apple SDK won't let us do it.

I hate to say it but Apple may end up reliving [with iPhone] its nightmare experience in the personal computer market — that is, arriving ahead of everyone else (in 1984) with a device that was really cool and really well built and really showed what the platform could do, but then keeping everything closed and thereby ending up a niche player.

[T]he next generation of the Xbox game machine ... may even take out Apple, forcing the company to exit the PC business.