Interesting and somewhat informative take. But your overall message of “nothing to see here, move along” makes you sound like a Wall Street analyst.
A large deeply entrenched industrial company has publicly announced that they are not just partnering with but standardizing on an Apple technology platform. As far as I know this has never happened before. And Tim Cook’s Apple is revealed to be moving Apple into this non-consumer space.
If what this cloud-based software can do bores you, then you need to get out an see what it happening in the rest of the world. This is a huge announcement, especially since GE announced they'd be using and pushing iOS devices. As @wizard69 comments, it's about time companies are taking Apple products and connectivity seriously instead of simple using Microsoft garbage.
I own GE stock, as well as AAPL, so it’s positive news as far as I’m concerned, but it is very dull compared to the usual razzle-dazzle of Apple’s consumer facing business.
I understand your viewpoint but in the larger scale of things, it shows a growing acceptance of Apple products by the large corporate infrastructure companies. As long as these types of companies continue their shift to Apple products, it can only help Apple's product development. As far as only being concerned about razzle-dazzle vaporware types of things, I'd rather see something that can actually help companies run better, safer and more secure. I'm tied of having to deal with companies that can't put together a secure website yet demand my personal information, as well as companies still trying to run their million dollar equipment using DOS.
Did hell freeze over last night? What is next Allen Bradley supporting RSLogix on the Mac?
On a serious note this is very good news. The industrial world is stuck on MS Windows for the most part (99,9%), so any cracks that Apple can open up is a good thing.
Actually, it's late in the evening here. I'll sleep on this and check in the morning that I wasn't dreaming. (I dreamt about Ethereum last night, GE tonight perhaps, oh dear!)
Are you an ETH investor, miner or just troubled by the Byzantium fork? Wish I had taken the advice of a relative and invested in both ETH and BTC not even 3 years ago... the relative retired and bought a massive house with the proceeds from the ETH investment. They made in a few short years roughly 20 times what I've managed to make buying AAPL over decades.
I guess it should be noted the new CEO of GE is currently making cuts in the wake of Jeff Immelt's departure. Perhaps this alliance with Apple plays a part in the push to streamline:
Interesting and somewhat informative take. But your overall message of “nothing to see here, move along” makes you sound like a Wall Street analyst.
A large deeply entrenched industrial company has publicly announced that they are not just partnering with but standardizing on an Apple technology platform. As far as I know this has never happened before. And Tim Cook’s Apple is revealed to be moving Apple into this non-consumer space.
There is certainly something to see here!
Apple and GE teaming up is kind of interesting, but GE is not really a leading player in the industrial automation space and Apple is still focused primarily on the consumer sector. What's far more intriguing, or scary depending on your perspective, are the close relationships forming between SAP and Siemens. These are two companies that understand where the business and industrial heartbeats beat in unison. Apple is fantastic at what they do, but like Microsoft they have not shown a propensity to take on the trench warfare and battle of attrition mentality that pervades the industrial sector.
Interesting and somewhat informative take. But your overall message of “nothing to see here, move along” makes you sound like a Wall Street analyst.
A large deeply entrenched industrial company has publicly announced that they are not just partnering with but standardizing on an Apple technology platform. As far as I know this has never happened before. And Tim Cook’s Apple is revealed to be moving Apple into this non-consumer space.
There is certainly something to see here!
Apple and GE teaming up is kind of interesting, but GE is not really a leading player in the industrial automation space and Apple is still focused primarily on the consumer sector. What's far more intriguing, or scary depending on your perspective, are the close relationships forming between SAP and Siemens. These are two companies that understand where the business and industrial heartbeats beat in unison. Apple is fantastic at what they do, but like Microsoft they have not shown a propensity to take on the trench warfare and battle of attrition mentality that pervades the industrial sector.
GE is a leading player in that field, which is one reason this is so interesting. But GE also is one of the largest manufacturers of heavy equipment which needs to be managed.
Interesting and somewhat informative take. But your overall message of “nothing to see here, move along” makes you sound like a Wall Street analyst.
A large deeply entrenched industrial company has publicly announced that they are not just partnering with but standardizing on an Apple technology platform. As far as I know this has never happened before. And Tim Cook’s Apple is revealed to be moving Apple into this non-consumer space.
There is certainly something to see here!
Apple and GE teaming up is kind of interesting, but GE is not really a leading player in the industrial automation space and Apple is still focused primarily on the consumer sector. What's far more intriguing, or scary depending on your perspective, are the close relationships forming between SAP and Siemens. These are two companies that understand where the business and industrial heartbeats beat in unison. Apple is fantastic at what they do, but like Microsoft they have not shown a propensity to take on the trench warfare and battle of attrition mentality that pervades the industrial sector.
GE is a leading player in that field, which is one reason this is so interesting. But GE also is one of the largest manufacturers of heavy equipment which needs to be managed.
GE was #9 worldwide in 2016 in this particular market, which is pretty good. But the top 5 companies like Siemens, ABB, Emerson, Schneider Electric, and Rockwell Automation (Allen-Bradley) are clearly the top tier worldwide players with sizable earnings gaps to the next 5 in the top 10. That being said, what GE is doing in the analytics space with Predix and trying to reboot its image, focus, and employee makeup in industrial automation around becoming a leaner Silicon Valley themed company rather than an East Coast Old World manufacturing conglomerate is quite remarkable. I think a lot of other mega companies that recognize GE as a long term trend setter are watching very closely. What should be concerning for some folks is the fact that only 3 of the top 10 worldwide players in this space are American companies (Rockwell Automation, Honeywell, and GE). If partnering with Apple at some level gives GE an upper hand on the worldwide stage, it's all good. But they're still an underdog.
Did hell freeze over last night? What is next Allen Bradley supporting RSLogix on the Mac?
On a serious note this is very good news. The industrial world is stuck on MS Windows for the most part (99,9%), so any cracks that Apple can open up is a good thing.
Actually, it's late in the evening here. I'll sleep on this and check in the morning that I wasn't dreaming. (I dreamt about Ethereum last night, GE tonight perhaps, oh dear!)
Are you an ETH investor, miner or just troubled by the Byzantium fork? Wish I had taken the advice of a relative and invested in both ETH and BTC not even 3 years ago... the relative retired and bought a massive house with the proceeds from the ETH investment. They made in a few short years roughly 20 times what I've managed to make buying AAPL over decades.
Are you referring to the Bitcoin Gold fork coming up this month?
Did hell freeze over last night? What is next Allen Bradley supporting RSLogix on the Mac?
On a serious note this is very good news. The industrial world is stuck on MS Windows for the most part (99,9%), so any cracks that Apple can open up is a good thing.
Actually, it's late in the evening here. I'll sleep on this and check in the morning that I wasn't dreaming. (I dreamt about Ethereum last night, GE tonight perhaps, oh dear!)
Are you an ETH investor, miner or just troubled by the Byzantium fork? Wish I had taken the advice of a relative and invested in both ETH and BTC not even 3 years ago... the relative retired and bought a massive house with the proceeds from the ETH investment. They made in a few short years roughly 20 times what I've managed to make buying AAPL over decades.
Are you referring to the Bitcoin Gold fork coming up this month?
No, ETH is currently going through a fork known as Byzantium and (as seems to be the usual) these forks cause new concerns in addition to solving old problems.
Interesting and somewhat informative take. But your overall message of “nothing to see here, move along” makes you sound like a Wall Street analyst.
A large deeply entrenched industrial company has publicly announced that they are not just partnering with but standardizing on an Apple technology platform. As far as I know this has never happened before. And Tim Cook’s Apple is revealed to be moving Apple into this non-consumer space.
There is certainly something to see here!
Apple and GE teaming up is kind of interesting, but GE is not really a leading player in the industrial automation space and Apple is still focused primarily on the consumer sector. What's far more intriguing, or scary depending on your perspective, are the close relationships forming between SAP and Siemens. These are two companies that understand where the business and industrial heartbeats beat in unison. Apple is fantastic at what they do, but like Microsoft they have not shown a propensity to take on the trench warfare and battle of attrition mentality that pervades the industrial sector.
GE is a leading player in that field, which is one reason this is so interesting. But GE also is one of the largest manufacturers of heavy equipment which needs to be managed.
GE was #9 worldwide in 2016 in this particular market, which is pretty good. But the top 5 companies like Siemens, ABB, Emerson, Schneider Electric, and Rockwell Automation (Allen-Bradley) are clearly the top tier worldwide players with sizable earnings gaps to the next 5 in the top 10. That being said, what GE is doing in the analytics space with Predix and trying to reboot its image, focus, and employee makeup in industrial automation around becoming a leaner Silicon Valley themed company rather than an East Coast Old World manufacturing conglomerate is quite remarkable. I think a lot of other mega companies that recognize GE as a long term trend setter are watching very closely. What should be concerning for some folks is the fact that only 3 of the top 10 worldwide players in this space are American companies (Rockwell Automation, Honeywell, and GE). If partnering with Apple at some level gives GE an upper hand on the worldwide stage, it's all good. But they're still an underdog.
The difference is that GE is a much bigger company in a number of areas than some of those others are. So while a number of these are working on manages equipment from other companies, GE is mostly (at this time) concerned on managing their own. I say their a leader, because they have a very large installed base that they will move into rapidly, while the others, for the most part rely on outside customers. This will allow GE to move up those ranks at least fairly quickly.
Did hell freeze over last night? What is next Allen Bradley supporting RSLogix on the Mac?
On a serious note this is very good news. The industrial world is stuck on MS Windows for the most part (99,9%), so any cracks that Apple can open up is a good thing.
Not even a slight frost. It's highly unlikely that you'll ever see any of the current generation, much less legacy, PLC/PAC, drives, HMI, etc, software tools that are heavily tied to the Windows platform from A-B, Schneider, Siemens, ABB, and even GE ported over to the Apple ecosystem.
Wanna bet most of this stuff works in Parallels or Fusion? Which is why GE can afford to move to the Mac platform at all for their staff.
Something you would lose on an ARM based mac but some zealots around here believe that Windows compatibility isn't important.
Comments
Interesting and somewhat informative take. But your overall message of “nothing to see here, move along” makes you sound like a Wall Street analyst.
A large deeply entrenched industrial company has publicly announced that they are not just partnering with but standardizing on an Apple technology platform. As far as I know this has never happened before. And Tim Cook’s Apple is revealed to be moving Apple into this non-consumer space.
There is certainly something to see here!
https://www.wsj.com/articles/ges-new-chief-starts-making-cuts-starting-with-old-favorites-1508353939
Something you would lose on an ARM based mac but some zealots around here believe that Windows compatibility isn't important.