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steftheref

steftheref
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  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    Apple keeps chipping away at the installed Windows base. Evidence is the positive growth over the past decade, when the total market (predominantly Windows) has been in a longterm decline. What percentage of Apple's share is from corporates shifting away from Windows, and what comes from private users spending their own money is up for debate, but I would be surprised if it's less than 75% from the latter.

    The % switching the other way - away from Apple - is so small as to be lost in the margin of error.

    From this, I conclude Apple is attracting Windows users on a sustained basis.

    It will be interesting to see if the new strategy for Microsoft, whereby it becomes a less monolithic 'Windows everywhere' machine and a more customer-centric solutions provider actually serves to increase its business.
    Jun 29, 2015. 09:15 AM | 1 Like Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    "The war is about having the strongest, most durable and most profitable relationships with customers. Through which channel the contact is established and maintained will matter little."

    Thus writes the author.

    Rarely have I read a less perceptive understanding of what binds customers to suppliers.

    Microsoft has by and large gained users of its systems through the IT departments of companies. The actual users of its systems had little or no say in the matter.

    Apple has by and large gained its customers one wallet at a time, from folks spending their own hard-earned cash on a system they hope will empower them and give them pleasure. To the extent these desires have been met, Apple will engender in each user a deep appreciation for the company, which translates into a strong bond with Apple and a commitment to continue the process in the future by buying more of the same, please.

    There's a universe of difference between these two realities, which plays out in the relative success the two companies enjoy.
    Jun 27, 2015. 05:09 PM | 3 Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    I'm always sceptical of conclusions drawn from any newish biz- guru book the author picked up at the $1 bargain counter at the local bookstore.

    Taleb is an engaging motormouth who might make an interesting dinner guest provided he came with a Mute switch. Hard to distinguish though, from the hundreds of similar know-it-alls who manage to parlay a single more or less original thought into a 350 page tome assuredly capable of inducing deep sleep every few pages.

    As to Apple's resilience to weathering potential storms, without reading a single guru book I can confidently say there is no other company in tech better equipped than Apple to adapt and change where necessary. You get this way after 35 years of building a company that wins its spurs one customer at a time. It's no accident this company engenders such deep-seated customer loyalty, surely a solid basis for believing it can continue to prosper, whatever Microsoft or anyone else does or doesn't do.
    Jun 26, 2015. 10:18 AM | 2 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    However, if you were a shill for BlackBerry (who? you may well ask) and Samsung, then Mr. Blair's arguments might be exactly the ones you would use. Just sayin'.......
    May 23, 2015. 06:08 PM | 3 Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    I'll answer that: on past 'performance' it has to be YES
    May 23, 2015. 06:02 PM | Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    It's May 23 and obvious by now that you haven't been praying hard or long enough for the 'exciting' (I quote you) Samsung S6 to fulfill your deep-seated desire and finally slay the iPhone.

    Contrary to your shrill assurances this wunderwaffen would be the harbinger of doom for Apple, the S6 has actually under performed its predecessor S5, itself a dismal also-ran (also-limped actually), which was so poorly received that it led to a catastrophic fall in company profits.

    You may need to go on a lengthy pilgrimage and pray most mightily that the S7, S8, S9 all arrive in battalion strength, and all at the same time. Even then, methinks your prayers for success for anyone but Apple would go unanswered.
    May 23, 2015. 08:24 AM | 4 Likes Like |Link to Comment
  • Apple, IBM: An Engagement Focused On Healthcare Analytics [View article]
    Value George: it's more the iPhone that currently provides patient data. Just by itself it can yield huge amounts of useful data (and can do even more in conjunction with simple attachable mechanisms such as a breath analyser plugged into its headphone jack). Apple Watch is just the first of wearable sensors that cooperate with iPhone: look for more specialised sensors currently under development to join the iPhone health Eco-system.
    Apr 24, 2015. 10:28 AM | 3 Likes Like |Link to Comment
  • Apple, IBM: An Engagement Focused On Healthcare Analytics [View article]
    The partnership between IBM and Apple is, in my opinion, a brilliant example of synergy in action. Both companies are thoughtful about the way they go about their business, avoiding knee-jerk responses to what appears to be going on around them, and both have a credo of excellence in all they do. It would be hard to think of 2 better partners to work on healthcare technologies.
    Apr 24, 2015. 05:23 AM | 21 Likes Like |Link to Comment
  • Breaking The PR Mold For Apple Watch [View article]
    No, you're wrong there. He was offloading several containers of Playbooks, and those square phones that oozed out into the market some months ago to fall with a dull thud to the floor. He *might* have been taking pre-orders for the watch, however. Killing two birds with one stone, so to speak. It would make sense.
    Apr 15, 2015. 06:49 AM | 1 Like Like |Link to Comment
  • Breaking The PR Mold For Apple Watch [View article]
    Will Chen wear one? He's waiting for the one that takes a 64GB Micro SD, plugs right in where the crown is. The crown flips down, allowing memory card to plug right in. Then it's hasta la vista Apple and BBRY is right back on top.
    Apr 15, 2015. 06:44 AM | 1 Like Like |Link to Comment
  • Apple Watch: Understanding Early Sales Data [View article]
    There's a lot of comment here and elsewhere regarding sales volume for Apple Watch, much of it along the lines of '.. at X million, this only represents Y% addition to the bottom line' (where Y is tiny).

    This is usually said in pejorative terms, as though it is only worthwhile for Apple to produce products that send a large % to the bottom line. This makes no strategic sense.

    The more products Apple makes with sensible profit margins, the stronger the company becomes against buffets occurring to any one of its products, even if the actual profit contribution to the total is small. And this is especially so if each product meshes into an overall strategy that makes sense.

    Apple Watch is their first foray into extending their expertise to a new usage paradigm, loosely described as wearables. It's success will depend on how useful a job it does for people. If too many find it doesn't do enough, then word of mouth will not work in its favour, but on the other hand, if a lot of people 'get' what it does for them, then enthusiasm will fuel demand.

    And however it turns out, the experience Apple gains will undoubtedly find its way into future products.

    The concept of effortless interaction with data important to you is intriguing and would seem to be a logical next step for technology. My money is on Apple to be the company that gets this right.
    Apr 15, 2015. 06:20 AM | 3 Likes Like |Link to Comment
  • Breaking The PR Mold For Apple Watch [View article]
    @techy46... Talking about Mickey Mouse, I guess you're palpitating for BlackBerry's knockout blow with their own watch... preview here : http://bit.ly/1IJuPAZ
    Apr 14, 2015. 06:11 PM | 3 Likes Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    Samsung is state-supported in ways that would make your eyes water. It couldn't prosper in the free-market conditions Apple and Microsoft have to operate, therefore no matter how crappy a product it shoves out, it will still be there for the next product it can rip-off and fling out at the carriers. So I don't ever believe any success stories it churns out necessarily reflect product superiority or even equivalence.
    Apr 5, 2015. 02:15 PM | 1 Like Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    Not true. Clickbaiters are trolling their 'iPhone Killer' lines, as to be expected, but serious engineering-led analyses are FAR less complimentary, pointing out - once again - that Samsung's relative lack of first class engineering design chops leads it to adopt more-must-be-better decisions.

    It's even got its own Bendgate!! Shattering completely at a significantly lower bending moment than iPhone, but don't expect that fact to get 10% of the moronic coverage heaped on iPhone after its launch.
    Apr 5, 2015. 02:08 PM | 3 Likes Like |Link to Comment
  • Apple: Q2 iPhone Sales Of 55 To 65 Million Foreseen, Then Will Fall Behind Samsung Again [View article]
    Save that the images from the iPhone appear to win over the S6 in actual real world tests...'

    That's exactly right. But you'll never convince the feeds-n-speeds merchants, which is just one reason I don't find Mr Blair's general lines of reasoning at all convincing. He is - I wager ALWAYS going to find Samsung superior, this lousy rip-off merchant trading as 'South Korea Inc' with its massive state subsidies, lax regulatory oversight wherever you cast a forensic eye, and nepotism running like a festering sore throughout its organization. As I have said before, I wouldn't buy a Samsung product if you gave it to me. And I'm not alone, methinks.
    Apr 5, 2015. 02:00 PM | 2 Likes Like |Link to Comment
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