chano

Research in Motion's Storm: Why It Matters

I tend to agree with many of the prior posts. Apple doesn't just have a moat, it has a multi-level moat with OS X at its core. The components of the iPhone ecosystem each represent an additional moat since each one (iTunes as largest song etc vendor, Apps Store ditto etc) is a significant moat in its own right. Even if RIMM, MSFT, GOOG etc try to build competing ecosystems, they all lack the glue that ties all these things together ... viz OS X. Many have tried to copy parts of the ecosystem (iPod, iTunes etc) and failed despite huge financial and marketing resources. I cannot see how AAPL can be pushed aside in computing or in cell phones.