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" "I do think it is likely a tad frustrating for Gates to watch his own company pivot and be successful with new initiatives while Apple gets a huge valuation even though its latest efforts have underperformed or, like the HomePod, largely failed in market.
Rob Enderle (born July 27, 1954) is an American technology analyst who has worked for EMS, ROLM, IBM, Dataquest, GiGa, and Forrester, before founding The Enderle Group.
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Apple is becoming more and more like a typical tech firm — that is, long on technology and short on magic. ... Apple is drifting closer and closer to where it was back in the 1990s. It offers advancements that largely follow those made by others years earlier, product proliferation, a preference for more over simple elegance, and waning excitement.