I think it's safe to say that "everybody" uses the phrase: He just gets it! And it's also relatively safe to assume that most people associate those words with Apple (NASDAQ:AAPL) CEO Steve Jobs. If we consider Apple a collective of incredibly bright human beings, you could also achieve consensus in a diverse room by saying, They just get it!
And it's not just that these Apple geeks simply get it, they get it so much that it hurts. When people get it as much as the folks at Apple do, it's next to impossible to put their genius into words. It's a bit like trying to explain the show about nothing; you either "get it" or you don't.
I intend to have the following quote imprinted on the business cards I will likely never order:
I don't know what a TV is anymore. It's kind of an anachronistic term.
-Melinda Witmer, Wall Street Journal, 3/25/2011
It's no wonder Witmer leads Time Warner Cable's (NYSE:TWC) charge to make the programming the company carries available to consumers on any device they would like to view it on. As I have stated in previous Seeking Alpha articles, Witmer's TV quote applies to all forms of content delivery. That's the point, the device matters little. It's all about the content. And the way Apple structures not only iCloud but its entire approach proves that the minds that make up North America's company get it.
Think about how groundbreaking this is - until now, to sync up your files you had to hook into a computer. With iCloud, the computer becomes "just another device." No longer will you have to plug your device into a PC or Mac to sync everything up. Yet again, Apple changes the world. But that's just the tip of Apple's iceberg of brilliance.
iCloud drives consumers to Apple's devices, while, at the same time, putting the emphasis on content. Whether you want to watch something on a tiny iPod screen or listen to it on your Mac, Apple makes it possible, without seams. Apple treats people as consumers of content, as it should be, and then provides the functionality for them to choose the device that suits them best.
Companies that do not create compelling content should just give up. There's no way anybody tops Apple in terms of delivering what the masses want to hear and see to, well, the masses. Don't forget, Apple has yet to make a true push into your living room, but it's about to. Content providers win in a world where Apple dominates. Only a select few content delivery schemes will be left standing when the dust settles.
Of course, it's impossible to sing the praises of Apple without mentioning enterprise and the demise of the inferior other. I referred to Apple as North America's company for a reason. If it was not already obvious, iCloud spells the end for Canada's Research in Motion (RIMM).
Even without iCloud, employees spoke by encouraging their employers to allow them to manage their personal and work lives on one device. Increasingly, the enterprise and government markets have moved away from BlackBerry in favor of iPhone and iPad. RIMM Co-CEO Jim Balsillie's imprecision makes it obvious that corporate customers probably never really even seriously considered PlayBook. Now, iCloud makes the intersection of business and pleasure even easier to navigate.
Consider iMessage. It's more than a slap to RIMM's face. History may view it as the final nail in RIMM's coffin. As Ira Fried wrote over at All Things D:
Once a mainstay among corporate users, RIM has been losing ground in North America as users have flocked to iPhone and Android devices. BlackBerry Messenger had been among the features that have kept those loyal to RIM in the fold.
A RIM representative did not immediately respond to a request for comment.
RIMM has no comment. At least not one that matters. It was already taking place, but iCloud and all that it entails simply speeds up RIMM's demise. BlackBerry will go the way of the reel-to-reel tape deck, floppy disks and pagers. It's done. Once iCloud morphs into a full document-sharing service (and more), call it a day, not only for RIMM, but for most others who rely on their customers to communicate, work and play via a proprietary device or service.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
Additional disclosure: I may initiate a position, long or short, in AAPL or RIMM at any time.