Quote:
Originally Posted by
bwik 
You guys are a bunch of fanbois. Lo said a bunch of sensible reasons why Apple won't have its profit base forever. Would I buy an Android based iPad? Sure. Will a quality Android piece come out? Yes it will.
I think that is what he would like to happen. But that view really seems at odds with what is actually happening to Apple and the industry.
Apple are succeeding by creating hardware and software
together. By controlling both, it is able to create unique products with a very refined user experience. It's expressed by the statement that if you are serious about software, you have to be serious about hardware.
The rest of the electronics industry is very reluctant to accept this. Instead they favour the model of outsourcing their software production to Microsoft and Google. So we have software companies limiting the rate of innovation for the entire industry. And hardware manufacturers who are unable to distinguish their products from the crowd.
The result of this model is an inevitable race to the bottom. Because in a market where all products are generic clones, the only way to win is in volume.
We often hear how the mobile space will follow the same story as the personal computer. But clearly people are not looking too closely at what is happening in PC land. Apple's PC sales are increasing. And Apple is (probably) the most profitable PC manufacturer. If you look at HP and Dell, they are struggling to make $15 of profit on each PC sold.
There certainly will be cheap generic tablets, phones and PCs.
There already are. But you can be certain that the makers will not be making any profit.
C.