Comments on: Apple – On the beat

By: windsorr

windsorr — Mon, 12 May 2014 06:38:28 +0000

Maybe..if it was badly executed…… the rationale is there….execution would be EVERYTHING….

By: windsorr

windsorr — Mon, 12 May 2014 06:37:42 +0000

Thats the whole point. Apple makes all its moeny from hardware. It must develop services that are exclusive to its hardware in order to maintain differentiation. Thats how long term margins will stay high. If it does not do that Marhins are going to 10%.

By: 186k

186k — Fri, 09 May 2014 09:48:33 +0000

Apple buying Beats (if true) is bad enough but Yahoo!!!!! that really would be a truly gigantic of-the-chart mistake

By: Jarno Pelkonen

Jarno Pelkonen — Fri, 09 May 2014 07:47:43 +0000

Isn’t the focus on Apple-only-HW Apple’s biggest barrier for significant growth in services? Horizontal services like Spotify, Dropbox, etc. run on any client platform, while Apple’s services require Apple HW. The share of All-in-Apple customers is very small out of the whole iOS installed base. And even one is an all-in-Apple user, it is a small chance that her friends and family are too. This limits the social experiences on Apple services and plays for the horizontal vendors.

Since Apple’s services are not real differentiators (except App Store), opening up services to competing client platforms could a move to consider. Although, the track record of HW companies in developing and running cross-platform services is not that great…

By: Tim Nash

Tim Nash — Fri, 09 May 2014 07:35:39 +0000

Correction to previous reply. HTC sold the last of its investment in Beats last year.

By: Tim Nash

Tim Nash — Fri, 09 May 2014 07:30:17 +0000

This sounds very much like HTC needing a profitable exit from their investment in Beats and trying to flush out takeover interest. Tim Cook doesn’t believe in overpaying.