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Subtitle: The iPad is letting Apple succeed at business without really trying
From the second page of the article:
For companies considering tablets, the main alternatives are devices that run Google Inc.’s Android operating system. Many chief information officers are concerned that Android isn’t as secure as Apple’s iOS software, said Santiago Becerra, CEO of MeLLmo, a corporate app developer.
Companies also have to go through a lengthy testing phase before letting a device access its networks, and it’s easier to qualify the iPad than each of the many Android tablets on the market. For now, MeLLmo only makes apps for the iPad.
“There are so few CIOs looking… Continue reading: Apple Goes Corporate – Businessweek
It’s easy to succeed in business; every company simply needs to be more like Apple…
“With the valuation Amazon is carrying, you got to perform,” said Colin Gillis, senior technology analyst for BGC Financial. “You’ve got to be like Apple — smash through the numbers people are afraid even to whisper. Instead, they’re only making slightly over a penny on every dollar in revenue. That’s pathetic in any industry.”
Other analysts were more optimistic.
“The long-term story is very much intact,” said Scott Devitt of Morgan Stanley, although he noted that investors might not be buying the stock for the next six months or so.
Amazon Shares Drop as Revenues Fall Short – NYTimes.com
tbd if this will turn out to be a one-time pop for Apple, from the combination of the iPhone 4s release and having multiple service providers offering iPhones, but Samsung is clearly refuting the recent Android-in-crisis meme; it’s Apple and Samsung smartphone competitors that appear to be in crisis mode
Samsung Electronics Co. was the only smartphone maker partnering with Google Inc. that found holiday cheer competing against Apple Inc.’s iPhone.
Apple led the smartphone market in the fourth quarter after unveiling the iPhone 4S in October. Of the 9.4 million devices activated by AT&T Inc., the second-largest U.S. wireless carrier, 7.6 million were iPhones. Verizon Wireless, the largest provider, said 56 percent… Continue reading: Android Falls Out of Favor as Holiday Buyers Pick Apple’s IPhone – Businessweek
Excerpt from an Amazon snapshot; also see Tablet Sales Will Increase Fivefold Over Next Five Years
While revenue growth is impressive, the company’s profitability is being weighed down by losses from the $199 Kindle (which is not quite a break-even proposition), the construction of more warehouses across the globe (17 were added in 2011 for a total of 69) and other investments in infrastructure, like its cloud-computing services and media services, like video, music and e-books.
In contrast, Apple has a rich markup on its iDevices and doesn’t have much of the same overhead as Amazon.
Still, the number of consumers Amazon touches in just one quarter is staggering,… Continue reading: Amazon and Apple: Two Tablet Makers, Two Different Fourth Quarters – Tricia Duryee – Commerce – AllThingsD
Excerpt from another cogent Jean-Louis Gassée Apple reality check
Rev 1.0 of the meme held no hope for Apple: Android will kill iOS just like Windows crushed the Mac. (We’ll deal with the Windows vs. Mac part in a moment.) But where’s the evidence Android is in any way ‘‘killing’’ the iPhone? It’s certainly not happening in the US: The iPhone Accounted for 80 Percent of AT&T Smartphone Sales Last Quarter; for Verizon the portion was closer to 70%. Apple sold 62 million iOS devices last quarter; reports of Apple’s imminent demise are greatly exaggerated. (The actual numbers might include some statistical double dipping due to activations, but that applies equally to all… Continue reading: Apple Post-Quartum Thoughts | Monday Note
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