I was just reading a report of the analyst meeting yesterday and it occurred to me that Apple's got a lot of confidence right now. I don't remember it being like this in the past few years. I LIKE IT. Some choice quotes:
"There's no reason to make IPod work with other [online music] services right now. It's the number one-selling MP3 player in the world, even compared to little cheap devices like flash MP3 players that hold seven songs,"
"Why should IPods work with another music store when they work with the Microsoft of music stores?"
"Apple is as good or better a manufacturer as Dell," Jobs said. "We beat them every quarter on operational metrics. We aren't worried on being beaten on manufacturing or operational efficiency."
"They hope to be in 2006 where we were with Jaguar,"
I realize that this was an analyst meeting and it's all about puffing out your chest but this is more swagger than I've seen in a long time. Apple's feeling pretty invulnerable right now. The iPod has been a huge hit and it's accounting for 7% of the company's revenue. With iTunes for Windows out, I'd expect that to be in the low teens this quarter.
Can they maintain this momentum?
"There's no reason to make IPod work with other [online music] services right now. It's the number one-selling MP3 player in the world, even compared to little cheap devices like flash MP3 players that hold seven songs,"
"Why should IPods work with another music store when they work with the Microsoft of music stores?"
"Apple is as good or better a manufacturer as Dell," Jobs said. "We beat them every quarter on operational metrics. We aren't worried on being beaten on manufacturing or operational efficiency."
"They hope to be in 2006 where we were with Jaguar,"
I realize that this was an analyst meeting and it's all about puffing out your chest but this is more swagger than I've seen in a long time. Apple's feeling pretty invulnerable right now. The iPod has been a huge hit and it's accounting for 7% of the company's revenue. With iTunes for Windows out, I'd expect that to be in the low teens this quarter.
Can they maintain this momentum?
Thread Finder. I find lost threads.
Thread Finder. I find lost threads.









Hence my dislike for "group thinkingness." If you want to ruin a company, elect a bunch of "experts" to run it. 


