That's not an accurate quote. You skipped the rest of it:
> "With the cash they have on hand and the loyalty they have…there would have to be something disruptive in the marketplace that would draw away customers. It's not there yet," he says.
I take that to mean they're in a good position now, but they might start losing customers in the next 2-3 years, should stronger competitors show up. I don't disagree. I don't see Apple doing anything special that will protect them as different kinds of hardware come to market. Steve Jobs was responsible for the iPhone and iPad. Apple can only ride on his work for so long.
> "With the cash they have on hand and the loyalty they have…there would have to be something disruptive in the marketplace that would draw away customers. It's not there yet," he says.
I take that to mean they're in a good position now, but they might start losing customers in the next 2-3 years, should stronger competitors show up. I don't disagree. I don't see Apple doing anything special that will protect them as different kinds of hardware come to market. Steve Jobs was responsible for the iPhone and iPad. Apple can only ride on his work for so long.