“Yes, it could. That is the contrarian point made in a research note from Steve Milunovich, a veteran computer analyst who joined UBS as a managing director in May,” Lohr reports. “‘It could hurt Apple,’ he writes, ‘because the real threat is not a competitor beating Apple at its own game but instead changing the game. The likelihood of Apple being leapfrogged or a rival creating a new category is greater if they have to think outside the box. If they just copy Apple, like Coke, Apple can claim to be ‘the real thing.’”
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