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  • 8 Reasons To Buy Apple Stock Now [View article]
    I thought the post was ok, but missed the BIG point.

    "1. WIDgets. With iPhone SDK launch today (3/6), AAPL further extended its lead in the emerging WIDget (Wireless Internet Devices: GPS, email, TV/video, social) market. Making media content portable is a 200mm unit (annual) market; making phones portable is over a 1bn unit market. WIDgets is somewhere in between."

    I agree with this general idea, but the iPhone SDK is MUCH more important than the author would have us believe. The SDK appears to be as identical as possible ( streamlined ) to the one already used by mac developers.
    The iPhone SDK is Apples first step in taking over the business/enterprise market. Developers are already foaming at the mouth to program on this touch based device, and Apple is encouraging this full force with both an extremely streamlined store for developers to sell their projects, but an $100M ifund to own...err...encourage the startups that succeed on the iPhone.

    So what's so historic about all these developers working on apps for a phone ?

    ALL of these apps will easily be ported to WHATEVER other mobile/wireless/touch devices apple can imagine. The macbook air already uses many "gestures" , I can all but guarantee we will eventually see a touchscreen tablet, etc. So Mr. Jobs has somewhat clandestinely set the stage for an army of developers to make not only games/entertainment/so... apps/ but many many business /productivity apps as well.

    Once Mr. Jobs has enough of the upper crust throwing out their blackberry's in favor of the iphone, he will move into the desktops ( if they still need them ) of these business and then their servers etc. With the iPhone SDK , the iphone will become so painfully robust with apps that the only people holding on to blackberry's will be those that can't afford to switch, those that are too cheap, those that are stubborn, and finally those that still prefer the keyboard. This is most likely not going to a thriving demographic of "smartphone" users.

    So, we have 1,000's of working apps being developed for a computer that will sit in the pocket of businessmen. Once they become accustomed to the interface, do you think they will be more likely to ask their IT department about "switching" ? I think it is much more likely.

    In short and IMHO:
    The Iphone SDK was the business equivalent of Apple throwing a bunker buster into the enterprise space. Blackberry will be a easy battle in this space, Microsoft is the real "challenge". Apple will be able to use the Iphone to push their products, especially computers and operating system, to enterprise in a very aggressive way for the first time. Microsoft should watch their back, because I frankly don't know how they would stop this. I still stand by my view that Ballmer just does not know what he is doing anymore.

    disclosure: I am a college bum that owns a measly amount of apple shares...
    Mar 07 10:16 am |Rating: 0 0
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