Skip to comments.Apple clobbers the competition—Commentary: The carnage of Apple’s spectacular success
Posted on 09/24/2010 5:34:41 PM PDT by Swordmaker
NEW YORK (MarketWatch) Apple Inc. is a Death Star. It pulls in most of what comes into its orbit and either overtakes or assimilates it.
The success of the company is particularly spectacular because it is largely a four-product enterprise, consisting of the iPad, iPod, Mac, and iPhone. It also produces a suite of supporting software that includes its OSX, the Safari browser, iTunes, and the App Store. These non-hardware products knit together the iProduct universe.
Apples product line stands in stark contrast to tech giants like Microsoft Corp. (MSFT 24.75, -0.03, -0.10%) , Hewlett-Packard Co. (HPQ 41.02, +0.04, +0.10%) , Oracle Corp. (ORCL 26.96, -0.16, -0.59%) , and Cisco Inc. (CSCO 22.17, +0.08, +0.36%) , all of which have a multitude of product lines that spreads risk and increases sales opportunities. As a result, Apples revenue run rate, is only over $60 billion much smaller than that of Cisco.
Some consumers are wondering whether a tablet like the iPad can replace a laptop for travel purposes. On a recent trip to Paris, Walt Mossberg decided to find out, saying au revoir to his laptop and relying on a tablet and smartphone for work and play.
However, despite the competitions size, Apples market cap is $240 billion, more than those of Oracle and Cisco combined. Perhaps the thing that Wall Street loves most about the company is that it is growing quickly, especially for a company of its size.
The reason behind its growth is simple: Apple clobbers the competition.
Mozillas Firefox browser
(Excerpt) Read more at marketwatch.com ...
I am an independent consultant. I worked for Microsoft for 5 weeks in May/June, and last worked for Apple in February (for 3 weeks).
Presently, it is for Event Electronics, American Music Corporation, and ATI; I’ll be on a trip in China and Thailand for them, starting in 8 days.
You are a sweet heart. :)
Honestly if I were MSFT, I'd be finding a way to integrate the new versions of MS Office, SharePoint and OCS with the iPad platform.
Speaking of, the new versions of MS Office 2010, Sharepoint 2010 and Office Communicator are really slick, especially the "presence" features and ability to collaborate anywhere. If MS was smart, they'd find a way to co-opt the iPad into their strategy and beat Apple at their own game.
I've been a pc guy for 25+ years, but what alot of people miss is that the iPad is a transformational device because of it's simplicity, functionality and the 'natural' way one can use it. As other slate type devices come onto the market and do the same thing, Apple will see real competition, but the bigger challenge is in MS finding a way to make these slate devices that run iOS and Droid work with their platforms. That's what alot of users are really starting to demand.
No, they’ll never have the computing power, or storage capacity to compete with desktops or laptops. Because everytime technology advances that will help the Pads catchup it will also help the full sized machines stay ahead. That’s always the problem small form factors have in competing with large form factors, there’s all kinds of neat stuff out there (like Seagate’s 3TB HDD) that won’t fit in the smalls, and everything cool that will fit in the smalls will also fit in the bigs. If somebody invents 3TB flash storage you can use in a Pad you could probably put 300 of them on a PCI card and have PETABYTE flash storage for a desktop. Small form factor items will never have more than about 30% of the power and storage of large form factor items.
The screensize is fine for portability, but for usage it’s crap. If you’re going to spend 40 hours a week doing real work with a computer, which often times involves multiple application and multiple items within the same application, you can’t do that on a screen the size of a trade paperback. At work people hook up two and three 17 inch monitors. At home I’ve got a 27 inch monitor. Sure they’re not portable, but real work generally isn’t.
The keyboard in the pants is pure silliness. It won’t develop over time because there’s no reason for it, those things just exist as an alpha nerd fashion accessory. And carrying around a real keyboard to plug into the pads defeats the portability. If you’re going to carry around a tiny screen and a full sized keyboard you might as well split the difference with a laptop, the keyboard is smaller but still a good size, and the screen is bigger, and you get more RAM and and processor and drive space.
Pads are neat, but it’s important to understand what they are. They’re e-readers with web browsers. That’s basically it. Don’t take my work for it, even Jobs basically says that.
Office web apps exists, and runs on just about everything out there. Including smartphones and iPad and Android tablets.
Here's the bottom line.
1984 - The Macintosh will change the computer industry. CHECK...
2001 - The iPod + iTunes will change the music industry. CHECK...
2007 - The iPhone will change the Smart phone industry. CHECK...
2010 - The iPad will change multiple industries (education, retail, shipping, more). CHECK...
Don't like Apple products or innovation? Spend your money elsewhere and MOVE ON.
I own no Apple stock. I wish I had bought some. If I did own some I would reveal it on every posting.
How many times do I have to post that I maintain the Apple/Mac/iPhone/iPad Ping list with over 500 of your fellow Freepers as members who have asked me to post articles on Apple, now the second most valuable company in the world, and ping them to them. I post these articles because they are of interest to them and others who are not members of the list. If you aren't interested, don't click on it, don't read it, and certainly don't comment. Certainly not to make baseless allegations about me.
Thanks for the tip.
I get along fine with my 17" widescreen laptop, but a big limiting factor of touch-only tablets isn't just screen size (which is small), but also the fact the keyboard takes up a LOT of the real estate of the screen when it's up. AND your fingers obscure more when using it - they block more of the view. It's the biggest issue I've found with my own Android tablet, and when using an iPad. You lose a LOT of screen real-estate any time that keyboard is active.
Yes, you can use a Bluetooth keyboard, but that's another thing to carry around. And then you're right at the point where a netbook becomes even more attractive - it doesn't take much more to open up and boot a netbook than to boot a tablet, pull out a keyboard, and get it going.
You have hit the nail on the head. All Apple has to do is increase sales, and they are doing that.
They will never dominate market share for a lot off reasons, but that doesnt mean they wont have moved beyond their base. And they did do a lot to explode the market for those companies who have a goal of market share dominance.
Once again, you hit the nail on the head. In the desktop era, the idea was to isolate the user. In the mobile-network-connected era, the idea is to connect a user to many other people in a variety of ways. No one will dominate in the new connected era. BMW does not dominate the automobile market, but they sell a lot of cars nevertheless. And high-quality cars at that. If anyone wants to drive a Ford, there is nothing wrong with that. But don't confuse a Ford with a BMW.
I have a Kindle and I hate it. The books are WAY too expensive. It only does one thing (you can read books on it---WOW!!), but does not do it better than a real book. It is the most worthless device I own. I can't wait for an iPad....
Because the iPosse wets their collective diapers everytime Swords post a thread about their precious.
And some of your customers....C'mon Sword - fess up...
Perhaps Apple threads should be moved to Religion and a [Caucus] tag attached? ;-)
Expounding on the industries which are being “fundamentally transformed” by the iPad (which I actually don’t even own, yet)...
We’re currently upgrading the scoreboard in the basketball gym of our local YMCA. It consists of a 52”LCD TV hooked up to a computer using Scoreboard software piped in wirelessly ... from an iPad. Player stats will also be tracked on a separate iPad.
You may have noticed NFL coaches talking to their quarterback on a wireless headset while hiding his mouth behind a colorful laminated play sheet. You’ll also see players on the sidelines reviewing analytical play photos in a binder. I predict that THIS YEAR we’ll start seeing those replaced with encrypted iPads. This crosses over to many other sports.
I ate at a restaurant a few weeks ago and the waitress took our order ... with an iPad. If you think about it, they could actually have their MENU on the iPad at each table with software for instant ordering, eliminating the need for a waitress at all.
I have a friend in the port shipping industry who has nothing but praise for his iPad. He uses it for inventory and tracking orders. He says it has eliminated dozens of paper forms, improved accuracy, sped up the entire process, and increased the entire company’s productivity.
My son just entered the 6th grade. In case you didn’t know, schools have eliminated the use of lockers by students (DUMB!). To avoid lugging 6 giant textbooks around in his backpack all day, he has one set of books at the school, and one set they gave him for home. By the time he finishes High School, all of his textbooks (and most of his work) will be contained on a future incarnation of an iPad. The books will be interactive with video, web links and other supporting resources. It’s already happening at all levels of schools.
This is just the tip of the iCeberg.
Thanks, Puget. I'm going to check that one out. I appreciate it.
Thank you, Jim.
You're the first person I've ever found who hates the Kindle.
Really, the very first.
Are you sure you didn't have unrealistic expectations? After all, the Kindle is for just one thing. It never pretended to be for more than reading. It does that very well.
Not better than a book? Really? How about 3,000 books? It's quite a bit smaller.
$10 for brand new titles is hardly "WAY too expensive".
I think you're making it up. Just like the "I'm a life-long Republican, but I'm voting for the Democrat!" folks.
The Kindle does what it was built for better than anything else. Don't buy a toaster and complain that it makes terrible milkshakes.
I think you are probably on track. I don't have an iPad yet, but next year I plan to buy one.
There are no "attacks" from Apple fans in that thread, only discussion of topics and issues opened by being mentioned in the article. Totally legitimate.
That says it all!
Trust me on this, we're Cisco partners. I'm willing to bet that you spent at least 30% more than you should have. And the licensing for that feature on the Cisco platform is going to be ugly to say the least.
On Planet Cisco you're going to need a SIP license for every user. Prepare to bend over for that. Plus Cisco will nail you for the SmartNet on each and every user and as an added bonus all the licenses will expire after 3 years.
Then you get to buy them all again.
You should have looked at Mitel or even Avaya. At least they'd let you keep what you bought for as long as you owned the system.
And the folks at Cisco Tech Support will repeat endlessly that this application isn't officially supported. Sorry...does it seem like I hate Cisco? That comes from working with them for the last 3 years or so....
Anyway, look at the Bria app from Counterpath. Then call your Cisco rep in. Then open your wallet. I'm sure they'll get it to work just about the time you're completely out of money.
Strange... I sure get a lot of work done on my iPad. The dental office I manage for one of my major clients is going to be adding iPads to replace manual writing of patient notes and entering procedure codes directly into the office management software completely eliminating one step in the billing process. That's work.
It's likely that none of the Android tablets are going to work with any of the vertical solution software out there. . . Just like none of the car makers are making Android dedicated interfaces for their vehicles. The small price difference to go with iPads instead of a somewhat cheaper alternative will not be a major factor when you're paying thousands on a mission critical software and a device to interface with it.
Other clients of mine are using iPads to read x-rays, access patient records, and even order prescriptions. Sorry, that's work, too.
I'm entering this post on FR on my iPad. Not work, but it could just as easily be. By the way, my Bluetooth keyboard works just fine with it... and while i'm not that fast a typist, my daughter CAN type 100 WPM on it.
Screen size? The iPad's 9.7" screen is almost an inch larger, and has far higher resolution, than the original Macintosh screen had in 1984, a screen which redefined desktop publishing and magazine production.
Oh, and storage? I keep my documents on my computers at home and in my office and they are all instantly available to me on my iPad. That's about four Terabytes of storage. I think I have enough.
To my knowledge, I do not know any of the members of the ping list personally. I do know a couple of Freepers... and none of them are members of the list under the Freeper name I know them by. That is the truth.
Your maturity knows no bounds... I guess this is what we can expect from the pro-Apple camp?
You have just praised your iPad as a work device, thus you have proven what I have said to you for months. That modest PC laptop&desktops are good enough for 85% of the population. That they have no need to buy fancy schmancy Apple laptops or desktops that go for 2x-3x the price.
What is the iPad if not an underpowered computer with little storage? Of course it is ultra-portable and convenient with a built in LCD screen which is why they are selling like hot cakes. But it has enough juice to get things done. You just said so
Here is a current $349 BestBuy special——>>>
Toshiba - Satellite Laptop / Intel® Celeron® Processor / 15.6” Display / 2GB Memory / 250GB Hard Drive - Black
Lets put aside size and portability. This Tosh has more storage and processing power than an iPad any day of the week. So if you can do work on an iPad and find it useful in many other ways...... Then this modest Toshiba laptop is easily powerful enough and good enough for 85% of computer buyers and comes in at one third the cost of an Apple laptop
That was 2003. These days you can buy a good MP3 player at 20% the price of an ipod. Heck, you can buy them for 5-10% the price of an iPod.
You will hate this example but ——
A few years ago I bought a few generic MP3 players for $5 each. They have 500mb of storage. This is more than I need actually because I only use it when out walking or jogging. I plug it into my computer and transfer a few tunes same as I would with a flash drive. I use no special software
So for me at least..... Why on earth would I spent $150 on an iPod?
I wouldn't argue processing power of a laptop vs. an iPad any day of the week. Clearly laptops win on that point.
Where iPads excel that many people completely miss the point on is that they are extremely good at a few specific things, and those few specific things are easily exploited in a number of vertical markets. My rheumatologist the other day had an iPad with my xrays and MRI's on it along with my medical records during my consultation with him. He was easily able to find my records, show me high-definition pictures of my A.S. to explain the pain I've been experiencing, complete a script for meds, then handed the device to the RN to schedule my next appointment.
In banking where I work, we use them for our high-end wealth customers to complete their information forms using an electronic forms app on them, and submit them to our system - encrypted and wirelessly - to submit transfers, orders, etc.. Our clients are completely wow'ed by the fact that we use them and it's a huge convenience for them to be able to do it thatway.
For our Senior Exec's at the bank, we're enabling wireless, accessible anywhere email, calendar and contact info. with document viewers for word/powerpoint/excel because they don't need a laptop nor do they want to carry one. (They complain about the weight, the sissies.) All they need "pc" or device for is the functions above, which the iPad happens to excel at.
Now in all three use cases above, the functionality of the iPad is exploited to enable a business use. Keep in mind, these are very narrow use applications that rely on a web browser or browser with eform capability, and electronic email capabilities - again which the iPad excels at.
If this is all an end user needs, it seems to me to be a complete waste to give them a laptop or pc with 10x the power and storage since they aren't likely to use it anyway, even if the pc/laptop is cheaper. I want to give them the device that makes them the most productive because that's where the "cost" of the device really is.
That leads me to my next point. There's also the added "benefit" of boosting the productivity of users who enjoy using a device as a work enablement/productivity tool vs. a laptop that they view as "cumbersome" or "heavy" or "takes too long to boot." These are their perceptions of laptops which once overcome with a slate (iPad) does impact in a positive way their productivity.
Then there's the education I received on this thread on how to turn an iPad into a VOIP device that follows you everywhere using your corporate phone system's VOIP capabilities and a cheap, easily donwnloadable client for the iPad. When I demonstrate that on Monday morning, I'm going to be a HERO because I'll be showing our Senior Exec's how to eliminate one of the devices they carry daily - a cell phone - and use their iPads instead if they so choose. This is pure enablement of business functionality that our Senior Management is demanding that we cannot yet deliver on a laptop and I'll be able to do it in a matter of minutes per device.
Historically I've been no Apple fan. I agree their devices are horribly overpriced for what one gets. What their devices are though, are transformational in nature, extremely easy to use for very specific purposes and as a result Apple's products make it very easy to exploit their devices capabilities for the specific functions users choose them for.
This is precisely where laptops "lose the argument" however I suspect it won't be long before good Win7 slate devices come along and change that. The hardest part for me as a pc guy of 25+ years in using an iPad was getting use to the interface and making it work for me. If a good slate running Win7 were available with a familiar interface, I'd have chosen that over the iPad assuming all else was equal with the ipad (ie: processing power, storage, etc..)
Just my opinion, YMMV of course.
Those aren’t the kind of work I’m talking about. Nobody is going to type up a 40 page document on an iPad, nobody is going to run a IDE on one, nobody is going to design a building on one. Sure as a replacement for clipboards it’s fine. But that’s not desktop computer work. The discussion you wandered into the middle of was if pads (i or otherwise) would replace DESKTOP computers, and the answer is no they won’t, they will never have the power of the desktop.
1984 Macs were 1984, nobody had good screens back then. And also nobody realized what tiny monochromatic screens were doing to their eyes. It’s 2010 we know better now. People that do real desktop tend to have multiple screens that are at least twice the size of the iPad.
And carrying around an extra keyboard for a pad is just plain silly. At that point you’re carrying around 2 things that together are about the size of a laptop only with a fraction of the computing power.
Cloud storage (which is what you’re doing) sounds great until the network has issues. Then you find out about the big gaping hole in the cloud. Someday you’re computer at home will be inaccessible, and you’ll find out that your pad has basically no storage. Of course even with the cloud most of the pads don’t even have the memory to open some of the documents I deal with.
Pads are great for what they are. But even Jobs knows that what they are is NOT a replacement for desktops or even laptops. The only people that will get rid of their computers for a pad (which is part of the original post I replied to) are the people who got rid of their computers for WebTV, the web and e-mail and now e-book crowd have never really needed a computer. Which is fine, there’s nothing wrong with capturing that market, but there’s a fat gap between that market and replacing the computers in the HR departments and architectural firms, and even animation houses of the world. Supplement sure, replace, not gonna happen.
Sorry Sword - I was sorta joking with you. But thanks for your honesty...
Again, the price on Amazon is ridiculously expensive for most books; I can wait 4 weeks and get used books online for less than half the price of what Amazon wants for a download. Then I get to make a tax-deductable contribution to Goodwill to recoup some of my expense. So why do I need a Kindle again?
... yawn ...
iPod Shuffle’s are $49 for a 2GB drive. For that you get a higher quality product in addition to the larger storage space. Not hard to see.
Maybe you should tell the person that gave you the kindle to please quit wasting their money on an obvious POS, that you can’t and won’t use, and next time just give you that ipad you want.
I’m sure they’ll appreciate your gratefulness and thoughtful appreciation.
iPod Shuffles are $49 for a 2GB drive>>>>>>
I am aware of the shuffle. But does that not pick out tunes randomly? Hmmmm I go to website and it say you can go random or to playlists
All you points are well taken. You have shown how the iPad works out well. It shows how much you or anyone can do with what is essentially an underpowered computer with little storage. For years computers got more powerful and the OS from Microsoft got larger and bloated. Windows 7 is the first Redmond OS that has lower hardware requirements than its predecessor.
Instead of more powerful, the fastest growing computer sectors are the ultra-portables. Meaning smart phones, iphones, ipads, netbooks and new tablets (ipod clones) to come Taiwan, HP, Dell and others
And, Discostu, I've seen no one claiming the iPad was ever intended to replace the workstation class machines you are talking about or even all desktop computers. However about 75% of desktop machines in enterprise ONLY do things at which the iPad excels... and are prime candidates to be replaced, increasing their users' productivity. You claimed iPads were mere "readers," implying they were not useful for anything but display of media. I showed you were wrong. They are that and more. A lot more.
As for storage. 64 GigaBytes is a lot of space before I have to start worrying about that "hole" in the cloud. Frankly, it's just not a concern.
Thanks for your post that most PCs and Macs are more than what a real world (many of them being computer dumbasses) user actually needs to get through his day at work and at home. I have posted for months to you that Apple laptops and desktops were ornate overkill, too expensive and too capable for what most users needed. But you played the game of denial. Now you back up all I posted. Now you are the cheerleader for underpowered iPads
I have nothing against underpowered iPads with minimal storage but this only confirms that low end PC laptops and desktops at Best Buy will do the trick for 85% of consumers. They have no need to spend 3x more on Apple laptops and desktops./
You go ahead and claim what you want, DennisW... but people who buy Apple computers do NOT WANT poorly designed Windows driven crap computers, no matter what the specsand THAT is the bottom linenot what you keep claiming. Most of them have already BEEN THERE, DONE THAT, and have made their decision not to keep doing the same thing and expecting a different result. Doing that, according to Einstein, is insanity.
So, Dennis, they made their choice and made their change to a Mac and are quite happy... getting a result that they have found is a vast improvement over what they had before. All the ranting you are doing is not going to change that.
So give it a rest.
Contractor or regular employee?
For how long have you worked there?
Do you have management authority or do you make hiring or purchase decisions?
All questions are in earnest -- I've never seen a current employee of a place bashing it so much in a public forum before...
It's a tautology. As soon as someone buys from Apple then they become by definition "part of the base": someone to be mocked or excluded.
Kind of like Obama's "jobs created or saved."
And you're class of '98?
Lead by example!
Post a thread to hold a FReeper used book sale.
FR could take 10% of the cut; hey PRESTO, no FReepathon!
Jim, did I just re-invent the square wheel? ;-)
Puget, I don't know how to break this to you, but...
Post #126 was a picture of you.
(Infantile ~ "immature" and all that...)
Then you should pay better attention, the person I was replying to, Sam, is of the opinion that pads will replace workstation machines.
Pads, i and otherwise, are portable webTV. Capable of some small apps, but not of desktop level application usage. And no 75% of the desktop enterprise machines don’t only browse the web and do e-mail, you’re just plain making up stats on that one.
How much storage you have is meaningless if the document you want isn’t there and the cloud has gone down. The problem with cloud computing, on any level pad or otherwise, is that where you are, where anybody is, is one lightning strike away from being “off the cloud” for a few hours. I live in the lightning capital of North America, every summer my work internet goes poof. Maybe you live in an area of calm peaceful weather, but out in the wild world the cloud isn’t that stable. Lightning, hurricanes, tornadoes, car crashes (lost my internet because somebody ran into the wrong box once), if you’re pushing the cloud as an enterprise level solution you damn well better be concerned.
Wow, internet tough-guy. You’ve never received a gift that you didn’t care for? I imagine, with your obvious tact and gracefulness, you wear the polyester reindeer sweaters and routinely change the water in your Jet Spa Foot Bath Plus, since you use it every day because your mom gave it to you. Geez. You must feel very superior....
Plus, no one has had the guts to take on my argument that the proprietary downloads are ridiculously EXPENSIVE. The worst thing about the Kindle...
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