Killing The Magic In Apple

Last decade Apple was largely known for a cadence of hit products. You had the iPod in 2001, the iPhone in 2007, and the iPad closing out the decade in 2010. Steve Jobs passed in 2011. From then on, we’ve had the Apple Watch and, most recently, the Apple HomePod. The Apple watch is nowhere near the hit the iPad was and realize that the iPad itself seemed to go into decline shortly after Steve Jobs passed. The HomePod is too early (surveys don’t look great for it at the moment but it is early) into the market but given it is running against the dominant Amazon Echo which does more for about half the price prognoses isn’t very good for this product which, like the watch, broke the model of creating something that Apple could make look like everyone needed one. At the core of this problem I think is a sharp pivot from a CEO who was a product guy and a CEO who is more of a process guy and a change in focus from product/customer, to Margin/Investor particularly large investors. Let me explain because Apple is hardly alone with this. For more information, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Apple and the Dangers of Lock-In

I’m wading through the Qualcomm answer to Apple’s lawsuit against it and when I hit page 46 (item 4 bullet 4) I had an “oh crap” moment. Qualcomm is alleging that Apple is intentionally crippling certain iPhones so that users can’t tell they are using inferior parts in some of them. It seems Apple has gone to a dual-supplier model in an apparent attempt to force Qualcomm to drop its prices, but the second supplier apparently builds a significantly inferior product—so inferior in fact that even after Apple cripples the Qualcomm-based iPhones they’re still significantly better. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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…Battle Royal for the Creative Desktop Future

Your PC is just about to become obsolete. Back in 2014, I wrote about a no-longer secret project at Dell to rethink the desktop and based on a recent post on Dell’s site that quietly went live it looks like this concept is getting much closer to reality. What is interesting is this product and the recently announced Microsoft Surface Studio are both targeting a group of users that Apple has a history of embracing and recently taken for granted. But, then again, users don’t like change and there could even be method to their madness. There are advantages and disadvantages for each approach. Let’s explore them. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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…PCs – Microsoft Flies, Apple Flops

Last week’s launches of new and/or updated workplace endpoints by Apple and Microsoft resulted in more controversy and contentiousness than either company likely imagined. That was especially true for Apple due to radical changes the company made in its venerable MacBook Pro line. As a result, Microsoft came off looking like a more innovative hardware vendor, as well as being better attuned to the needs of business end users. Considering how crucial corporate sales are to both companies, it’s worth taking a deeper look at what Apple got wrong and Microsoft got right, along with what that means for both companies. To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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Apple’s Irish Tax Problem…

Earlier this week Apple was effectively given an overdue tax bill from the European Union’s anti-trust commission for around $15 billion. Apple can certainly pay one $15 billion bill. However, this would also eliminate its related tax breaks from Ireland, which protected Apple profits across the EU and that will have a lasting, painful impact on its financial performance. Why I think Apple is screwed is that this massive tax is very material to every Irish citizen—about $3,000 per person—making it very likely that those that support Apple and are currently fighting the EU will be politically motivated to change sides or lose their elected jobs. For instance, assuming you are in the US, if you were told that finding against Apple would reduce our own personal Tax bill by $3,000, would you support Apple or—like most—figure Apple kind of owes you the money because it made so much off you over the last few years (Apple does have something like $500 billion in reserves). To read the complete article, CLICK HERE NOTE: This column was originally published in the Pund-IT...

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