It's difficult to look at just the proposed features of a new smartphone like Apple's iPhone 5s, announced on September 10, and make an accurate assessment of its prospects in the marketplace. Instead of analyzing features, we should look at technical currents.
The investor community has its agenda. Make lots of money and delight themselves. Apple has its own agenda. Make lots of money and delight the customers. When these two agendas clash, $AAPL tanks. Think of it as punishment for Apple raking in all that money.
Microsoft has been having an identity crisis. Ever since Apple released the original iPad, Microsoft thought that their vision for business would set a preferred course. And then the company discovered that the whole world had changed. Can Microsoft adapt and survive? It depends on your perspective.
Nothing stays the same. Trends in technology continue to accelerate. Even if you hold back, you're dragged along at an accelerated pace. It's only a short leap from wearable computers to having them in our head permanently. What does this say about our future?
The evolution of our knowledge about a rumored new Apple product is an amazing thing to watch. It's akin to scientific discovery. The best observers on the Internet steadily collect and assess leaked information and photos until the community has a fairly good idea of what the product will be like and why Apple is developing it. The process is repeated again and again, and it's just too bad we're so impatient, in the early phases, each time it happens.
Events in human history seldom repeat exactly. The forces are too complex. What is certain, however, is that new stars in the human heavens are always bursting forth. We can't yet judge the current Apple CEO, Mr. Tim Cook, but we can be assured that new talents, new leaders are destined to emerge. That's just the way it is with human beings. We should be optimistic.
Apple, Google and other high technology companies are now poised to bring us into the Post-TV era. The delivery of TV content over the Internet is picking up steam, and these companies have the talent and money to reinvent our TV viewing experience. John Martellaro looks at the state-of-the-art and their prospects to disrupt traditional cable and satellite providers.
American business history is replete with companies that made their mark by building the best. And there was no end of competition, seeking to take their place. What tools do today's competitors have to fight Apple and how could a subtle lapse in attitude lead Apple astray? John Martellaro explores a dangerous scenario for Apple.
At first, some observers thought that Microsoft was on to something. Its Surface tablets, with attached keyboards, looked and worked nothing like a modern tablet. Perhaps Microsoft knew something important about business and steadfastly went its own way, refusing to copy Apple. Now, the situation with Microsoft's tablets is coming into focus. Samsung and Apple are dueling for the tablet future and Microsoft has flubbed, badly, clinging to past glories.
When we pined away for a new Mac Pro from Apple, we used the halo car metaphor to suggest that we wanted the best Mac that money could buy. It would be something that would be significantly better and faster than a prosumer iMac. But what we need to brace for now is the price.
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TMO Daily Observations: 2014-10-22
GT Advanced Technologies said in court that ot came to an "amicable parting" with Apple. Bryan Chaffin and Kelly Guimont…
TMO Daily Observations: 2014-10-21
Apple launched Apple Pay, and there are a couple of ways to set it up. We walk you through it…