Jobs renovated entire industries according to his unique vision. Film music, mobile phones, media, computer, and now, its impact has been enormous. And a lot of rumors about the next new thing, a remake of Apple's traditional television.
One thing that might be lost in an avalanche of coverage of Steve Jobs, has been its impact on technology investments. Not all of the industry, but the overwhelming power that Apple has had a number of competitors. It 'obvious creative destruction.
While Apple 1.0 influenced the way we think about the user interface of PC, it was hardly the monstrosity worrying that Apple was 2.0. The Cupertino computer maker little benefit from its innovations - Apple has been a marginal player with a small market. Yes, we know that the original Mac was very influential and often torn by Microsoft. In fact, Mac-maker was kept alive by an investment of $ 150 million from Microsoft in 1997. With what could be Bill Gates keeps a weakened competitor, claiming that his company did not have a monopoly on operating systems. The irony is that the lifeline will be a competitor to reach the point where it is now a threat.
But it is much more than Microsoft. Today, the triple threat of the iPod / iPhone / iPhone has left behind a trail of business models overwhelmed, directors and shareholders alike misery. Look who was wounded - and helped - the perfectionist in Cupertino:
Destroyed
Hewlett-Packard: The printer company may still have some ink left in its cartridges, but its PC business badly, purified from the sale of the iPad. HP plans to sell its division 40000000000 dollar and the PC industry exciting. HP tablet input, touchpad $ 499, was an unmitigated disaster - Best Buy sitting on more than 200,000 unsold units - until the price was cut by 80 percent, to $ 99
Dell: About Apple, Dell, founder Michael once famously said: "What would I do? You close and return money to shareholders." When Apple's market capitalization increased from Dell in 2006, Steve Jobs, said the Barb employees by e-mail. Today, earnings from Apple ($ 29 billion) alone is greater than the entire market capitalization of Dell. And Dell does not seem to have answers to the challenges that Apple has launched its PC business as traditional.
Research in Motion/BlackBerry: RIM is a very instructive example of how a leader can be overthrown by an innovative competitor. RIM's long owned the market for mobile email and text messages via the MOVEMENT FOR 'CrackBerry. "Topping out at $ 144 per share in 2008, trades now $ 20s, and have a strong response to the iPhone.
Nokia: Not so long ago, Nokia had better than a market share of 50 percent of the market for mobile telephony. Today? Only 15 percent and forced to abandon its own operating system for taming Microsoft also ran-Phone OS, Windows Mobile.
Ericsson: I’m sorry, but the name doesn’t ring a bell.
Damaged
Microsoft: When the monopoly of evil and hated, Mister Softee is currently led by Steve Ballmer. Under Ballmer, Microsoft has become vulnerable on several fronts. He missed almost all major trends in technology over the past decade, with Kinect is the only exception. Ballmer said so well he would not let his children use an iPod or Google is missing a quarter of the entire computer. As recently as two years ago, he said Linux was a serious competitor to Microsoft than Apple. Maybe Ballmer sale of 49300000 shares of his Microsoft stock at the end of 2010 - the $ 1.3 billion in cash - is a better telling that his proclamations stupid. Microsoft still has its cash cow Windows and Office, but I guess he could see a significant reduction over the next decade.
Sony: Previously owned portable music space, but the Walkman was replaced by the iPod and its well-regarded Vaio laptops are being replaced by iPads. It has a large consumer of e-business, film and television, but it is a slap in the face of Koreans under and above Apple.
Intel: A mixed bag, to say the least. Intel starts on Mac and some other chipsets in Apple products, but its PC business appears to be in danger.
Challenged
Google: Like a giant, Google acquired Android, and turned it into a legitimate competitor to the iPhone. But does not sell OS - gives it away for free, and to preserve the rights of research (the bread and butter).
It was smart to develop the mobile not to be eclipsed in this space, but also created another set of headaches: the exposure of patents. Apple dominates not only space but also the acquisition of a great treasure of Nortel's patents, in order to isolate and challenge all comers. This has forced Google to pay for a comparable portfolio, entering (former partner of Apple) Motorola's $ 12.5 billion. The jury is still out whether it will be to isolate some of the tests based on Apple technology to Android.
AT&T: It was desperate enough to let Apple dictate the terms for the iPhone, transforming the industry. When the iPhone dropped calls in large numbers, Apple could have saved from an ignominious death.
Verizon: It could be argued that the telephone giant could be a number of categories: challenged? Benefited? Perhaps the foot in each camp?
Undoubtedly, the first sales of the iPhone from AT & T had a market share of competitors. But Verizon's reputation for reliable network coverage has been strengthened. His expertise in advertising has also limited the damage. Once the exclusive AT & T ended, Verizon was there to become a iPhone4/iPad2 seller. Both products are well sold to the company. Verizon Android sales meant they were also in a good position for negotiations with Apple for contracts. This is something that most other mobile phone companies can claim.
Benefited
Samsung: Similar to Verizon and Foxconn, Samsung benefits from Apple as a major supplier but is also a competitor in its own right. The Economist recently reported that Samsung makes 26 percent of the component cost of the iPhone. Indeed, there is litigation between the two firms over designs and patents, but so far, Samsung is a net winner in the new Apple econosphere.
Sharp: Apple invested billions of dollars in Sharp to ensure a stable supply of LCD laptop and its ongoing relationship seems to work well for the Japanese multinational.
Corning: “Gorilla” Touchscreen Glass is the supplier not only to the iPod Touch/iPhone/iPad but also to an entire industry. The i-line and its many competitive inspirations have been a boon to Corning.
Sprint: Will reportedly begin selling the iPhone 5 later this year.
Foxconn: Manufacturer of many Apple products continues to benefit from the relationship with Cupertino.
STMicroelectronics: Makes the Accelerometer and Gyroscope in iPods and iPhones.
Qualcomm: Produces the wireless baseband chips in iPhone4 and to be in iPhone 5.
One day, a new competitor comes in and do for Apple what Apple did for others. It is the nature of creative destruction that these innovative companies are temporary, lasting from years to decades. Survive as IBM and GE are the exception not the rule. That's why investors should always be on guard against loss. There is no such thing as an eternal stock.
Credits: Bangor Daily News
