History is filled with stories of companies that dominated their segment and then either fell from that high spot or fell off the map. RCA is probably the best example of a firm that went from dominance to obsolescence because, in its case, it played chicken with the U.S. government and lost. A lot of us think the iPad is unstoppable, but many of the same people thought netbooks were going to take over, that Windows tablets would eclipse laptops, and that Apple was going to fail in the 90s. Just because you believe in a thing doesn’t mean that thing is true.
While the RCA history is interesting and poorly reported, comparing Apple to RCA is just wrong.
What the writer misses completely is that Apple is the one outdating their existing products. There is no one who is treating Apple right now, and as long as they keep moving forward while others are trying to catch up they will continue to define the industry.
They do not need the iPod since they came out with the iPhone. And Mac sales are stronger than ever, breaking 10% share for the first time ever.
The question is what will the next generation Mac's look and work like - will they merge the UI of iOS and OSX (they are both built on the same code base).
And naming the Nvidia Tegra 2 the product of the week is fool hardy as while it is an interesting play by Nvida it is a commodity product that has not chance of becoming a standard other than on price. It is not like Intel when Windows would only run on Intel, the only operating system of scale that can run on Nvidia Tegra 2 is Android and it will run on anything, not very compelling as a long term investment.
Not only is the iPod struggling but as Apple's sales show. The Mac sales may be suffering from the iPad sales. I think the Smart phone causing the iPod sales slump is a bit premature though. Not everyone can afford a smart phone and data plan. The iPod Touch has been popular for this reason. But Music in general has suffered and sales of Music is down. But I think Apple worries that many have bought a iPad versus buying a Mac. That hurts margins for Apple and makes me wonder if Apple will change how it markets the iPad.
Funny that Enderle quotes history - when the only history that's relevant is the fact that he has NEVER been right on any of his endless anti-Apple predictions.
Why in the world does anyone still pay him for his views?
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Is Apple Drifting to the Wrong Path?
Posted by: Rob Enderle February 7, 2011 05:00 AMHistory is filled with stories of companies that dominated their segment and then either fell from that high spot or fell off the map. RCA is probably the best example of a firm that went from dominance to obsolescence because, in its case, it played chicken with the U.S. government and lost. A lot of us think the iPad is unstoppable, but many of the same people thought netbooks were going to take over, that Windows tablets would eclipse laptops, and that Apple was going to fail in the 90s. Just because you believe in a thing doesn’t mean that thing is true.
What the writer misses completely is that Apple is the one outdating their existing products. There is no one who is treating Apple right now, and as long as they keep moving forward while others are trying to catch up they will continue to define the industry.
They do not need the iPod since they came out with the iPhone. And Mac sales are stronger than ever, breaking 10% share for the first time ever.
The question is what will the next generation Mac's look and work like - will they merge the UI of iOS and OSX (they are both built on the same code base).
And naming the Nvidia Tegra 2 the product of the week is fool hardy as while it is an interesting play by Nvida it is a commodity product that has not chance of becoming a standard other than on price. It is not like Intel when Windows would only run on Intel, the only operating system of scale that can run on Nvidia Tegra 2 is Android and it will run on anything, not very compelling as a long term investment.
So Mac sales have been suffering and people are buying iPads instead of Macs?
Then why is it that Mac sales reached record levels last quarter - and have grown all year at rates considerably faster than the industry average?
Why in the world does anyone still pay him for his views?