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  • The Difference Between Apple And Samsung [View article]
    I agree with you. Great design + excellent execution cannot be beaten. Samsung makes money with cheaper phones sold to more people. I will buy Apple, but many people in the world cannot afford Apple - at this point anyway.
    The smartphone looks like the one device that is going to move with your body-mind and connect it to the cybersphere, and Apple has figured out the most about how to make that happen in an elegant and efficient way, and that is not likely to change any time soon.
    Sep 11, 2014. 06:38 AM | 2 Likes Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    You may be right - I know what you mean. However the mobile phone market is different from the car market. In the 3rd world today, maybe not 'most', but certainly many people who want a mobile phone can buy one. This is far from true for cars - these people may never own a car. BMW does not care about the people who can't afford a car, nor does Suzuki, or Tata. But there are plenty of companies including Samsung, who are interested in that market - i.e. the billion or so people who will not be in AAPL's ecosystem. BTW I'm not suggesting Apple compromise on quality, only suggesting that they find a way to make their view of the world available to a much larger world.
    Feb 26, 2014. 09:13 PM | Likes Like |Link to Comment
  • Apple Needs To Deliver Now [View article]
    On the sentiment side - talking about investors here, not customers/users - Apple has become boring. Boring may not be bad relative to projected future cash-flow - but not at this share price. Relatively small changes in main line product features will, in my opinion, do little to change that - even when the consumers [including me!] love what comes out. Apple will have to either bring out something new that no one is really describing at present [as in e.g. possibly a watch, but one which does something very useful beyond our current expectation, or a really desirable, effective, secure payments system ...], or demonstrate some new direction via a significant acquisition [esp something big in the content space that multiplies their iTunes machine.

    I'll buy their next, bigger, beautiful iPhone, but that ain't it. I have a great concern re: their lack of a real entry into the lower price market. Is Apple willing to write off the developing markets' billions of potential Apple lovers? Does developing only the best products mean only the best for rich people? Why not have a 'best in class for the masses' iPhone?
    Feb 26, 2014. 08:47 AM | Likes Like |Link to Comment
  • How Apple Won The War For Education [View article]
    Your thesis is appealing, but are the up-to-present adoption numbers significant enough to indicate that Apple has 'won'. Doing well - ya. Won?
    Oct 20, 2013. 11:34 AM | 2 Likes Like |Link to Comment
  • Responsiveness Report - Bad News For Apple? [View article]
    Good article. Lousy headline.
    Sep 23, 2013. 12:53 PM | 3 Likes Like |Link to Comment