Is iGame Lurking In Apple's Future?
Something is afoot. Steve is lurking in the weeds. New and unusual trademark filings. Curious job postings. A closer bond with former rival Intel (INTC) around handheld devices. An upcoming event to announce something big. You can feel it in the air. Apple (AAPL) is on the cusp of another move to further cement its legacy as the pre-eminent brand in consumer technology. It kind of feels like the calm before the storm, just like before the iPhone was announced. And you know what? A move into handheld gaming is totally logical.
Apple is synonymous with fun, easy and cool. And Steve has engineered this first-class user experience by keeping control of every stage of the production process, vertically integrating in a way that hasn't been successful for decades. He has been among the vanguard to usher in the Consumer Era of Computing, something I wrote about over a year ago in the wake of Vista's release.
He did it with the iMac; the MacBook; the iPod (and its variants); and the iPhone. The iGame? It's a natural. Nintendo (NTDOY.PK) has shown us only too well how much money there is to be made in handheld gaming by delivering a package of hardware, software and a user experience integrated into a seamless whole, unlike others across the competitive landscape. They have adopted the same vertically integrated approach Apple has, maintaining maximum control to ensure that disconnects between engineering, hardware design and the customer experience don't get out of alignment. It may not be the cheapest way to do it but it certainly delivers results when executed to perfection, as Apple and Nintendo have been doing for some time.
I believe the original thesis around the Consumer Era of Computing is continuing to play out, and that Apple's move is yet one more indication that starting with the customer experience is Job #1. Yes, top engineering is needed. Yes, wicked software development skills are the ticket to play the game. But at the end of the day it is the delicate dance among design, engineering and production that separates the good from the great. And this is what both Apple and Nintendo do so well. And for the first time in quite a while Nintendo is likely to be challenged by a worthy competitor, and by a competitor it didn't even know it had.
Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
ETFs In Focus
-
Editor's Picks
-
Most Popular
- ETF Insights: The New Hard Assets Producers ETF
- Why Airline Stocks Are So Often Bad Investments
- The Chinese Oil Problem
- Wildfires, Financial Crises, and Type Conversions in Markets
- The Most Important Fact To Know About Oil Investing
- New Currency ETN from Barclays
- Full list of Editor's Picks »
- Three Reasons the Solar Sell-off May Be in the Early Innings »
- Five Reason Steve Ballmer Thinks Apple's a Buy »
- What's in Store for the Fertilizer Industry? »
- Apple to Reveal Mysterious Product Transition on September 9th »
- Wall Street Breakfast: Must-Know News »
- Wall Street Breakfast: Must-Know News »
- Precious Metals Manipulation: Lawyers Prepare for Battle »
- Why Commodities May Be Nearing a Turning Point »
- Oil: The Inconvenient Truth »
- Sarah Palin: Wall Street's Candidate »
- 2 Top Energy Sector Bets »
-
Long Ideas
-
Short Ideas
-
Cramer's Picks
- Can TRW Automotive Escape the Michigan Mess?
- Things Aren't Good - Fast Money Recap (9/4/08)
- ETFs That Help You Sleep Better at Night
- ETF Update: Alternative Energy and the Power Grid
- ETF Update: Healthcare Has a Heartbeat; A Good Time for Muni-Bond ETFs?
- Hansen Natural: Amazing Growth Stock Now Attractive to Value Investors
- MasterCard: Driven by Global Growth
- U-turn: Uranium Begins Recovery Phase
- Guru Picks: Five Blue Chips
- Have European Stocks Pulled Back Too Far?
- Full list of Long Ideas »
- Short Interest Rising in Tesoro; Shorts Covering Airline Positions
- Harbinger Capital: Cut Short
- Not Much Meat on Pilgrim's Pride's Bones
- Salesforce.com: Demystifying the Force
- Should We Listen to Boone Pickens on Oil?
- Energy Conversion Devices: Ridiculously High Valuation
- Three Reasons the Solar Sell-off May Be in the Early Innings
- Is the Market Rolling Over?
- Solar and Oil, Part Deux
- Financial vs. International ETFs: Which Bear is Grizzlier?
- Full list of Short Ideas »
- Cramer Sees the Light - Cramer's Mad Money (9/4/08)
- Keep Buying Big Brown - Cramer's Lightning Round (9/4/08)
- Don't Buy These Bonds - Cramer's Stop Trading! (9/4/08)
- Loss of Integrity - Cramer's Mad Money Recap (9/3/08)
- Not Off the RIMM - Cramer's Lightning Round (9/3/08)
- Unbelievable Moves - Cramer's Stop Trading! (9/3/08)
- The Rally was the Real Deal - Cramer's Mad Money (9/2/08)
- Crushed Unnecessarily - Cramer's Lightning Round (9/2/08)
- A Chance to Sell - Cramer's Stop Trading! (9/2/08)
- Faith Doesn't Cut It - Cramer's Mad Money (8/29/08)
- Full list of Cramers Picks »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »



This article has 1 comment:
Kotzan