Comments on: Apple and the mobile industry http://hkanji.com/2009/09/22/apple-and-the-mobile-industry/#utm_source=feed&utm_medium=feed&utm_campaign=feed Musings on venture capital and the inefficient private markets Thu, 11 Aug 2011 19:47:04 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Bonitacio http://hkanji.com/2009/09/22/apple-and-the-mobile-industry/comment-page-1/#comment-1963 Bonitacio Sat, 23 Oct 2010 06:04:37 +0000 http://hkanji.com/?p=133#comment-1963 Great perspective Hussein! but I actually think that Apple has reached its pinnacle in the wireless space. As in the beginning of the 80’s very fast success clouded the best judgement of arguably the best leader of the technology industry – Steve J., and in my view if Google can find (not the current!) leadership on par with Bill Gates, we could easily see a repetition of the Wintel squeeze out of Apple with the Android. If I was those HF’s I would be very focused as to how the iPad performs and its transformation of the space between smart phones and tablets – not reaching the target as predicted by some (Pipper J.) and with looming competition in the space, it is just a question of loyal the content really is…<br><br>In summary, I believe your underlying thesis is spot on – mobile computing will cannibalize the PC / laptop world, but with regards to Apple, I’m afraid that the insistence on the HW+SW package and the premium can again see the emergence of the left field player which produces a “just enough” appealing environment to the masses in the smartphone space. <br> Great perspective Hussein! but I actually think that Apple has reached its pinnacle in the wireless space. As in the beginning of the 80’s very fast success clouded the best judgement of arguably the best leader of the technology industry – Steve J., and in my view if Google can find (not the current!) leadership on par with Bill Gates, we could easily see a repetition of the Wintel squeeze out of Apple with the Android. If I was those HF’s I would be very focused as to how the iPad performs and its transformation of the space between smart phones and tablets – not reaching the target as predicted by some (Pipper J.) and with looming competition in the space, it is just a question of loyal the content really is…

In summary, I believe your underlying thesis is spot on – mobile computing will cannibalize the PC / laptop world, but with regards to Apple, I’m afraid that the insistence on the HW+SW package and the premium can again see the emergence of the left field player which produces a “just enough” appealing environment to the masses in the smartphone space.

]]> By: RevelMob http://hkanji.com/2009/09/22/apple-and-the-mobile-industry/comment-page-1/#comment-1091 RevelMob Tue, 15 Jun 2010 20:03:20 +0000 http://hkanji.com/?p=133#comment-1091 I just stumbled on your post and wanted to re-tweet it, but couldn't see the date, when it was published. Then I realized it's 9 months have gone past, but apart from the graph - the info in your post is as timely as ever. Apple goes from strength to strength and since you have written the post, Apple Inc has overtaken Microsoft by market cap. Incredible stuff :) I just stumbled on your post and wanted to re-tweet it, but couldn't see the date, when it was published. Then I realized it's 9 months have gone past, but apart from the graph – the info in your post is as timely as ever. Apple goes from strength to strength and since you have written the post, Apple Inc has overtaken Microsoft by market cap. Incredible stuff :)

]]> By: taige http://hkanji.com/2009/09/22/apple-and-the-mobile-industry/comment-page-1/#comment-12 taige Wed, 23 Sep 2009 05:17:07 +0000 http://hkanji.com/?p=133#comment-12 Too bad I can't blog about Apple. But the accounting rule may change which will be a big factor and the China entry is also huge. Seriously no one in India really bought the iPhone cuz it's just not their style. Apple has been trying to entry India forever, but Indian love value and Apple is just luxury+premium. ,But China? They love their apples. Too bad I can't blog about Apple. But the accounting rule may change which will be a big factor and the China entry is also huge. Seriously no one in India really bought the iPhone cuz it's just not their style. Apple has been trying to entry India forever, but Indian love value and Apple is just luxury+premium. ,But China? They love their apples.

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