Originally Posted by Carmissimo
This war was over before it started and Apple will likely keep raising the bar annually as it has done with the iPod. The competition never had a chance.
I think the successful strategy Apple is pursuing, a case study one, is to replicate that iPod success with the iPad. I mean, it's so obvious, can't you even tell by the product name similarity?!
You're right, with the iPad 3 they will own the market like they did with the iPod. Google is the new Microsoft with fewer gray hairs but with same-same brain.
Still we're talking about the post-PC machine for the post-PC era so the story here will necessarily be different. This is not a one-trick pony, a simple music player. Yet I can't avoid to realize that the iPod was the post-Walkman era machine... And it won the hearts of the youngsters like the iPad...
The validation that we're transitioning between eras, from the PC era into the post-PC era has come with HP's death. HP was the PC era archetypical company, full stop. It's dead. It is turning into the IBM of post-DOS era. I believe they are in panic and they were quite hasty in their decision, probably more preoccupied with securing their kids Porsche than the rats-S they give about the soul of the company that employs them.
I would have fired HP's and RIM's CEOs already but mark my words, that is on their way! Thing is, it's not just the CEOs that are dormant and unreacting properly to the changing world, most people/stock holders are too. Like in cataleptic state...
They didn't figure out yet that this is all there is: we're in a frantically fast changing world and you cannot go about REACTING to change!
You must surf the waves of the change therefore you must envision what waves are coming and when! And you gotta build yourself a ver nice bodyboard or surf board to ride the wave.
As a CEO you should spend much of your time ruminating about the waves that are coming.
Believe you me, Steve Jobs is leaving the company with all necessary plans in place for all the necessary waves of change.
For instance, isn't it obvious the TV business is overdue for a change? It's a stale business with top-down 1984 big brother style energy flow that induces passive dribbling and brainwashed users. The success of the Internet showed people need interactivity, to participate, to make their choices, to get involved, to feel alive and participant. Not to be a couch potato. So why hasn't that changed yet? It's long overdue. Steve Jobs knows there's lack of visionaries in the world, at least in the relevant decision making position so he is serenely waiting for the sweet spot time frame to drop in with yet another revolution. Many movies have shown the future regarding TV. Apple has shown and put out the Apple TV showing the way, the inevitable way.
If one studies Jobs life, one realizes he had to learn a lesson the hard way. The lesson of being too early into a market. Those that pioneer, many a time are not the one's that endure, it turns out they become the guinea-pigs for the big bad money rich businesses to follow suit and take the fillet mignon out of their mouths when they were almost almost going to bite it.
In the new-era-TV, I believe Apple is just waiting rather selfishly for the iPad success to be secured in order to jump-start the next revolution. And it's not about turning a stupid TV model upside down into a smart net machine. It will be about changing people's lives by changing their habits and lifestyle by (starting with) changing their homes. It'll probably be about the fully computerized home. And guess what? Only a full "ecosystemized" business model company such as Apple is best prepared for it.
I'm guessing Steve has left a pack of blueprints in the Apple CEO's desk for Tim - but he didn't need it 'cos he was groomed up with all those visionary scenarios. Still Steve is pretty much alive, doing exactly what he has been doing in the last couple of years, being the dreamer and visionary that sets out what to do. And he has equipped Apple with formidable executives that are really best at executing. Steve and Tim are a dream team, all the other stars that shine at Apple only beautify this pair even more.
I'm pretty cool about Apple in the next 10-20 years - which is all that matters. $420 is really short change to where this company is rising to. It can go up to $1000 easy but they will split before that happens for the sake of the stock market. I'm talking relative value, I'm not taking cataclysm and world economy crash scenario effects into this.