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eddiesue

eddiesue
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  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    Unbundling will just commoditize the hardware business. Although Android has 70% market share, no Android phone makers less Samsung is doing very good business. Making iOS available will just erode iPhone's attractiveness. Analogously, compare the situation of most PC makers to that of the Mac business. Making Mac is more profitable than making PC because they can integrate their exclusive and good OS with their cool hardware while the other PC makers compete on price. My humble opinion is that had Google not shared its Android OS and is able to execute phone manufacturing reasonably well, market share would probably be Apple x%, Google 100-x %, and here we will have 2 very great companies.
    Mar 5 11:11 AM | 1 Like Like |Link to Comment
  • Apple Must Totally Change Its DNA To Survive And Thrive In A Brutal Competitive Environment [View article]
    So actually all we need is for Aapl to produce just a few more variations of its iPhone in order to meet the different needs of different consumers in terms of price points, form factors, etc? The success of the iPad mini may hint that this is the way to go. You have already mentioned some challenges of selective licensing. I think unbundling software from hardware is missing the point...
    Mar 5 12:14 PM | Likes Like |Link to Comment
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