To explain why Apple won’t be cracking the enterprise market anytime soon, Rob Enderle writes for TechNewsWorld, “It doesn’t matter what Apple does to the product. Until the company can address the need for a multi-year roadmap that businesses can refer to, get a stable platform that will be deployable over a long period of time, and designate multiple hardware vendors clients can bid against one another to ensure the lowest price (as well as to avoid getting nailed by internal audit), enterprises simply won’t buy Apple broadly.”
Our Take: Enderle’s right: Apple probably won’t be offering multi-year roadmaps and offering Macs through multiple vendors. That’s simply not how Apple does business. Apple seems to understand that this is what enterprise customers would want and is clearly unwilling to take such steps to woo that business. Apple’s focus lies elsewhere. If enterprise clients have people on staff that can see what they can do with Apple’s Mac OS X Server, XServe G5, Xserve RAID, XSan, and other such products, more power to them; otherwise, it’s off to Dell.com for them. Apple isn’t shooting for the enterprise market, so you can’t criticize them for not offering what enterprise clients want. It’s like criticizing Lexus for not selling dump trucks:
“It doesn’t matter what Lexus does to the product. Until the company can address the need for a multi-ton dump truck that businesses can drive, get a stable drivetrain that will be deployable over a long period of time, and designate multiple heavy equipiment vendors [that] clients can bid against one another to ensure the lowest price (as well as to avoid getting nailed by internal audit), earthmoving enterprises simply won’t buy Lexus broadly.” See how smart we are? Hey, look at us, we’re “Automotive Pundits” now!
Enderle then goes on to explain a comment from a previous article, “One other thing: Several folks questioned my comment that Apple demand was dropping like a rock and referred to past sales performance to refute this. Demand is measured by surveys of buying intent and I rely on surveys done for the financial firms who follow Apple. Unfortunately I don’t have the rights to share the results. But the financial reports you have seen are based on sales before Apple announced the Intel move — and the impact of that development won’t show up in the financial reports until after this quarter ends. If the studies are to be believed, the fourth quarter, in particular, should be ugly for Apple. Granted, forward-looking studies are often unreliable, but the study I’m now using did accurately predict that last quarter would be very strong.”
Full article here.
It sounds like Enderle is referring not to Apple’s fiscal fourth quarter (Q4 05) which ends on September 25, 2005, but the fourth quarter of 2005 (Oct. 1 – Dec. 31, 2005). We’ll be very interested to see if Apple’s Mac demand “drops like a rock” during 2005’s holiday shopping season. If it does, we’ll gladly credit Enderle for breaking the news.
Related MacDailyNews articles:
Enderle: ‘Surveys indicate demand for Apple’s products is dropping like a rock’ due to Intel switch – August 01, 2005