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Posts by TheOtherGeoff

The issue is that Amazon, instead of partnering with Apple, is competing against them.   Google did the same thing. The thing that Apple did well, was nearly die.   That hardened it's immune system to rampant stupidity of genius, and also taught them a ruthless business acumen.   I've said it before.  Jobs was mercurial.  Tim Cook is the stone cold ruthless one.   Bezos isn't the next steve jobs... just a different steve jobs.   Or an older 'young' steve jobs. One that...
that's harsh. I think the real issue is defining your niche. Apple isn't trying to be amazon.  or google.  or make washing machines like Samsung. Even with Apple Pay, Apple is playing the enabling technology.  It's not trying to replace credit cards (yet), or be the bank (yet).  It's not even able to really tell what is happening with the transaction.   It's just in a great position to be trusted with the delivery of an account identity.  That's all. Apple sells a great...
I disagree on this.  My take is that the press have taken on a 'nudge nudge' attitude in covering Apple when it comes to things like Pride Events, California politics, HR policies as they reflect on same-sex relationships, and the whole Fox Spews debacle.   This muddies Apple's corporate message relating to human rights.    He was obligated to make the focus on his orientation a Tim Cook personal thing, and that Tim Cook's leadership of Apple revolves around a much richer...
The issue is clearing out the clutter that collect around APPLE's message.  a good CEO will see a question formed by the public, reflect on the best way to answer it, answer it, and move on. Between the hiring practices reviews the press has made, Apple's involvement in Pride parades, and the press alluding to his sexual orientation, Tim took a couple weeks, formed an answer, and stated it.   Typical Apple way.   Antennagate.  OptionsGate.   GreenpeaceGate....
Eddy and Jony are testaments to Steve keeping the best (and keeping those who wanted to work with Steve Jobs). Schiller was a Apple/Jobs guy from way back in the day (original mac day), just didn't move to NeXT with Steve.  Tim's hire is important, in that he was an 'outsider' to Steve's and Apple's circle, at a time when Apple was literally in a death spiral.  And the job he did (he engineered the contract manufacturing model, shutting down the Apple factories), was...
Agreed.  Apple is in fact the exact opposite platform.  They eliminate all the noise factors and focus on the requirements of the position.  They are 'equal' in that they don't consider anything outside of the job to be done.  They don't market to a demographic.   And their hiring practices, as Tim pointed out earlier, are good, but could be less myopic (you tend to hire people like yourself, so minorities and females are underrepresented at Apple).   They usually walk...
Tim's placement was earned.  It's probably more a statement of Tim's resilience and capability, since Tim was not a old school 'Steve Guy' (he was not a NeXTer), but was one of the earliest exec hires (Jony Ive is the only outsider  I remember [jon rubinstein was ex-NeXT] after the NeXT merger and Tim's hire).   He was Steve's operational Yin to the 'creative' 'Yang'  Steve had assembled around him.
from a short term investment perspective and long term viability, yes. But there is such a thing called critical mass.   Apple has reached a critical mass in networking functional baseline (common capabilities that have palpable value to devs and users), developers, and end users.   We've assumed Samsung has the possibility of doing it, but we are seeing they are cratering. sacrificing profit for marketshare is a short term win IFF you have a method to retain stickiness....
The nice thing about Apple's solution is that it's battle hardened.  Apple Pay is effectively built upon the same technology as signed apps, so the underlying stuff is solid.   This isn't new tech.  It's 10 year old tech that has gone through 3 major revisions. The beauty of PKI is that it works.  The hassle is to build an end to end solution with enough network value (Metcalf's Law) to attract commerce.   Apple has built one.  Apple built the underpinnings of this for DRM...
err..  that info is given to every recipient of a check.   Has been for almost for over 60 years.
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