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The Macalope Daily: Argument recycling

The Macalope | Nov. 30, 2012
[Due to technical issues The Macalope is currently available to all Macworld readers, not just members of Macworld Insider.]

... it has no products for the highest growth segments ...

Which happen to be the lowest margin segments.

... and it has lost volume leadership to Samsung.

The Macalope doesn't know the exact number, but Samsung makes somewhere around 800 million different kinds of phones. It's not that surprising it's managed to ship more. But that's not Apple's game, and it definitely doesn't have to be.

The popularity of Apple devices amongst consumers have led some enterprises to adopt a BYOD (bring your own device) policy, but we do not believe that this model will have legs.

Analysis is easy when you just accept the trends that fit your preconceived ideas!

iOS requires expensive proprietary hardware ...

Which users love and are willing to pay for.

... it is closed to customized software development ...

Buh?

... it does not support legacy enterprise software ...

As opposed to all those modern phones with robust platforms that do.

... and the company has little experience with enterprise customers.

True, but it's worth pointing out that IDC does not exactly agree with this negative assessment of Apple's chances in the enterprise.

Let's look at the options. BlackBerries? HAHAHAHA. Android phones? Sure! As long as you don't care who else gets access to your corporate information. And then there's Windows Phone, with its whopping 2 percent market share.

Hmm. Which? To? Choose?

Sagawa goes on and on but the problem with his analysis--well, the biggest problem with his analysis--is that he can only look at existing product lines. So, terrific, you've outlined how markets mature and most vendors race to the bottom. Congratulations. You've rewritten the same argument the Macalope's read about a hundred times.

But that's not what Apple, the company you're supposedly talking about, does. Its speciality is that "paradigm shift." Apple reinvents markets, stakes out the high end and then takes all the profit, leaving the bottom for other companies. That's its M.O. That's how it's been so successful.

If Apple never remakes another market again then, yes, its best days are behind it. But the unspoken supposition here is that Tim Cook can't do what Steve Jobs did, which we know because he's had a whole year to do again what Apple's done just four times in its entire existence.

While the horny one realizes patience is not a virtue exemplified by our modern pundit class, that's what it's going to take to see if the ol' magic is still there.

 

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