Saturday, August 04, 2012

Apple Slowing Down?



You can put out only so many iterations of the iPhone and the iPad. And I don't think an iTV is in the works. So what's next? Is there no next? Has Apple reached its pinnacle? Is Apple going to now see a lost decade?

I'd not count out Apple so fast. It is an amazing company, it has been. And the iPhone and the iPad still have a few years' of air in their sails. But it is hard for me to see what fundamental product it might bring out in, say, three years that might be as much a departure as the iPhone was when it came out.


Apple’s revenue growth slowdown is fast – and global
Everyone knew that those growth rates simply had to come down, but the speed of the slowdown is a shock. .... not only is Apple falling off its March quarter growth faster than expected, the rapid cooling is evident simultaneously in North America, Europe and Asia — all major regions .... Perhaps the phenomenal strength of the Samsung Galaxy S III in June and July finally dented Apple’s smartphone momentum measurably. Samsung hit the 10 million unit sales mark in two months this summer ... Apple is now facing the Skylla and Charybdis of the European debt crisis and Samsung’s emergence as a real rival. We may well finally see some real iPhone price aggression from Apple in emerging markets come next winter

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I Told You So: RIM To Android



A few days back I blogged saying if RIM wants to survive it should consider switching to Android. (RIM's Options, RIM's Waterloo)And now news is they are doing so. I am not saying I am the reason. Although it is mainstream practice for companies to follow chatter around them in the blogosphere and elsewhere. And it is not even that novel a thought. I am sure many people on the RIM team might have brought it up in internal meetings a long time ago. But I am glad to be in consonance.

It could modify Android if it wants, although why would you? Just because Amazon did it for the tablet does not mean.

Wait I wore the hat all wrong. It is past sense. RIM considered a switch to Android. And decided against it.

RIM CEO says company ‘seriously’ considered switch to Android
RIM took a long, hard look at migrating to Android before deciding to plow forward with BlackBerry 10. .... “We took the conscious decision not to go Android,” Heins told the Telegraph. ”If you look at other suppliers’ ability to differentiate, there’s very little wiggle room. We looked at it seriously — but if you understand what the promise of BlackBerry is to its user base it’s all about getting stuff done. Games, media, we have to be good at it but we have to support those guys who are ahead of the game. Very little time to consume and enjoy content — if you stay true to that purpose you have to build on that basis. And if we want to serve that segment we can’t do it on a me-too approach.”

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