“Steve Jobs heralded yesterday’s Macworld keynote address with the words, ‘We are going to make some history today.’ While the introduction of Apple TV and the multifunction iPhone certainly are a new direction for Apple, we believe that Apple’s marketing muscle will have a big effect on the rest of the consumer electronics and telecom industries will be just as profound,” Carl Howe of Blackfriars Communications writes for SeekingAlpha. “Just how is that? Here are nine effects we see:”
1. Apple TV is a wake-up call to cable TV companies for unbundling
2. If it doesn’t have an Apple deal yet, TiVO should camp out at Apple looking for one
3. Nokia and Motorola just got Excedrin headache #15
4. Microsoft’s Windows Mobile now looks dated
5. Mac OS X software development got a huge shot in the arm
6. Microsoft’s Zune marketing just had its legs cut off
7. AT&T’s acquisition of Cingular now looks like a huge advantage — sort of
8. Skype voice over IP client will make its way to the iPhone
9. Apple will create huge competitive changes in consumer electronics
Full article here.