Originally Posted by rtm135
too bad windows media center houses apple tv in every category.
Except for connecting to the iTunes universe. And seamlessly offering all the media on my computer (Windows or Mac). Don't get me wrong, if I didn't have a Tivo already, I would pick Media Center. Then again, with Netflix, Apple, Amazon, Hulu, etc. my DVR days are (thankfully) coming to an end. I never wanted a DVR - I wanted my shows available to watch when I wanted to watch them, and without ads. That's almost a reality. Poor MS - finally perfecting a tech as it (once again) is obsoleted. They keep getting "Zuned". They still haven't learned to "skate where the puck will be". It must be frustrating to be an Apple competitor - just as you think you have a handle on a market, they go off and re-define it!
can't win them all, steve-o.
Or in MS and Google's case you can win one and then leverage the cash cow to subsidize unprofitable ventures and claim "victory" via marketshare gained by no profit bundling, two for one specials or creative accounting (*cough*"xboxprofit"*cough*)
At least for a little while, anyway. Eventually even cash cows move on to different pastures. Google really pissed in their mess kit by screwing with Apple on the iPhone. Google's next biggest growth market for advertising was portable devices, and now as they look forward instead of seeing new and open territory, Apple is standing there staring right back at them. I have no doubt Apple will do in mobile advertising what they have done everywhere else - forgo raw market share for the majority of the profit, leaving the dregs for everyone to scrap over. So much for Google's over-inflated stock. A few quarters of flat or reversing growth will start a negative chain reaction.
And what if Apple decides to leverage iAd beyond the mobile market? It won't happen right away, but if they do....
Live by the market, die by the market. I hope Google employees are enjoying their perks while they last - it's going to be the dot bomb all over again. Even if their stock flatlines like MS they are toast - the reason good people have been flocking to them, like MS of old, was the stock options.