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Harry Long

 
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  • Apple And 5 Pervasive 'iMyths' [View article]
    Bob, I would challenge you to ask yourself one rhetorical question: Do Samsung's smart phones represent an authentic competitive threat? If the answer is yes, the strategies which created that threat have currency, even if they are not strategies you would choose or intuitively enjoy. If your answer is no, I would challenge you to accept that maybe you're not accepting Evidence Based Thinking.

    When was the last time you used a Samsung S4? Have you been following the slated release of the Samsung Mega, or the HTC one, or Sony Xperia, the upcoming HTC one MAX?

    If you have tried these phones, can you authentically claim the user experience is inferior? These phones are excellent pieces of technology.
    Aug 22 10:06 AM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Gsweeney, you are totally correct. As we have have recently seen with Sony's 6.4 inch Xperia Z that has been launched, and especially with the Samsung Mega, Asian competitors are clearly leap-frogging the competition.
    Aug 22 09:50 AM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    I believe is would massively increase earnings, yes :)
    Mar 5 03:48 AM | 1 Like Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    You have an interesting perspective. I would argue that:

    I. It was a conscious choice, rather than chance, for Bill Gates to concentrate on owning an industry-standard OS to foster compatibility, and just as importantly, for application developers to have one main OS to develop for.

    We are seeing a similar dynamic in the tension between openness (Android) and control (Apple).

    II. In technology, current profit can be threatened by discontinuous innovations and shifts in competitive strategy. That's why IBM didn't dominate the PC industry. Current dominance is not necessarily predictive of future dominance unless an industry standard platform is owned.

    III. and IV. Again the Tiffany's vs. commodity product meme is a failed one. The US auto companies tried to argue that Lincoln and Cadillac were insulated from foreign economy car competition represented by Honda and Toyota, but the tiny economy cars were a beachhead from which Honda and Toyota and Nissan launched Acura, Lexus, and Infiniti.

    IV. Putting share price aside Samsung's Galaxy III and Galaxy Note II are great phones with huge screens which people like. That's main street, not wall street.
    Mar 5 03:47 AM | 1 Like Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Google and Facebook proved the new school model: get a massive audience, then find a way to monetize it.

    Of course, you have to succeed in doing the second part :)
    Mar 5 03:35 AM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    You make some interesting points about product segmentation, but it is not clear that the Samsung Galaxy Note II is not a Porsche.

    Moreover, you are repeating a discredited meme first invented by the US auto industry. Honda and Toyota didn't stop at making economy cars. They created Acura and Lexus. The low end cars were the beachhead.

    When did Noah build the Ark? Before the rain.
    Mar 5 03:34 AM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    I would argue that the iPhone was the first amazing product in that category.

    People liked Palm. People were/are amazed by iPhones.
    Mar 5 03:31 AM | 2 Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    You make some good points, but I think you will increasingly see that as the competitive environment becomes more brutal, that we move to a winner-takes-all society in which dominance is a requirement for survival. In other words, if you're not dominating a category, you're dying. Research in Motion and Palm learned that lesson the hard way. It will be interesting to see if Research in Motion comes back. There is a whisper campaign that their new OS might just have the right stuff.
    Mar 5 03:29 AM | 1 Like Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Amigo, I take solace in the fact that most ideas which are generally accepted were once thought to be obscure and ridiculous (flat earth anyone?).

    Of course any new thinking by definition must offend any old and well-regarded consensus. Otherwise it would not innovative.
    Mar 5 03:24 AM | 2 Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    You bring up some good points. I would also remind you that in 1991, IBM was in a similar situation--on top of the world with record profits. In the next 3 years, they would lost control of the computing industry. Unlike almost any other business except finance, technology is subject to discontinuous paradigm shifts which are non-linear in nature.

    As Andy Grove reminds us, Only the Paranoid Survive.
    Mar 5 03:21 AM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    You make a good point. What's nice about licensing operating systems is that you can always make hardware as well. But if you only make your software available on proprietary software, you can't do both.

    It reminds me of Neil Gershenfed's book When Things Start to Think. He wanted to be an experimentalist, because experimentalist's could also do theory, but theorists couldn't do experiments.
    Mar 5 03:19 AM | Likes Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    There is a clear model for unbundling operating systems from hardware. The alternative is to lose dominance in the mobile market in a repeat of Apple's early history.

    Android now has 70% market share in the smartphone market, with Apple's iOS market share down to 21%. Those are the facts.
    Mar 4 06:22 PM | 1 Like Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Exactly, that is my rhetorical point. Due to better strategy, the worse standard often wins. Apple has the best technology. With a revolution in strategy, they are assured to win the future.

    And consumers will benefit. Licensing iOS might not be as amazing an experience as a melding of hardware with software--but it will be far superior to the current Android offerings.

    Many people would love a Samsung Galaxy Note II with a massive screen running iOS.
    Mar 4 04:36 PM | 1 Like Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Ok, I think of all the critiques of my article, yours has the most currency, while also suffering from some very common and widely trumpeted logical flaws that I will now highlight:

    I. I concede and have conceded that the best melding of form with function comes with a melding of hardware and software.

    II. However, this does not mean that current Android users would not have an improved experience if they had access to iOS.

    III. If we engage in Evidence-Based Management (EBM), we must concede that Android has been able to grow tremendously (currently fastest growing phone OS) without owning the product end-to-end other than Motorola.

    To everyone who feels my article is controversial--if the idea is so awful, why is Android doing so well when we can all agree that iOS is clearly better? If we like and admire Apple's operating system, wouldn't we want to make it available to more users?
    Mar 4 04:20 PM | Likes Like |Link to Comment
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