“Here is a test for investors. Where is most of the value added in a computer? If you answered the hardware or assembly, you’re wrong. Most of it comes in the software and the marketing,” Dana Blankenhorn writes for TheStreet. “Controlling the platform is the key to long-term financial success.”
“The move from the PC era with a TV for output, a keyboard and mouse for input, and spinning disks for storage, to the tablet era with a TV for input and output, spinning disks replaced by memory chips and wireless networking, gave Asia a huge opportunity to grab the top of the stack. Asian companies made the parts and assembled the devices. All they needed to do was take control over what they had,” Blankenhorn writes. “The big technology story of 2012 is how America’s computer companies, at some risk to their margins, aren’t letting them.”
Blankenhorn writes, “The story is centered on Apple, whose new CEO, Tim Cook, failed with his ‘new iPad’ launch in March… Cook did two things to bring the value back: 1. He found a new source for the bright “Retina” screen, easily visible on a clear sunny day, through a combination of Japan’s Sharp and Korea’s LG, as 9to5google.com reported; 2. Apple engineers also perfected a new assembly technique, borrowed from aerospace, enabling flat screens to be crisply attached to a flat bank of chips, resulting in a device that’s lighter and thinner than anything that came before.”
Read more in the full article here.
MacDailyNews Take: Tim Cook didn’t “fail” with his “new iPad” launch in March; not by any stretch of the imagination.
I bet I could make a living spewing assinine words out the ass like an analcyst.
Having read what you write … I bet not.
With 100 million in sales so far plus millions more to come, Apple is in a very good position to expand on the iCloud data centers for the users access of informations anywhere & anytime!
iOS + iPads + iPhone + iPods + Macs
Apple’s strength is in Cupertino and its employees with millions of loyal customers 🙂
Let the competition catch up if they can!
When will AAPL shares go back up?
I would like to know that too. This kind of roller coaster I can do without.
Apple’s numbers increased every quarter year over year in all categories except iPod. More iMacs, more laptops, more iPhones more iPads sold. More revenue made, more profit made year over year each quarter.
The only thing that fell was the stock value and that can be blamed on The Street just as easily as on Apple’s numbers.
The traitors, Microsoft, Google and Amazon are selling their souls to the devil. They are willing to prostitute themselves on the cheap, even going to the extent of giving a free f*** for the price. In the long term America is going to forego its advantages and Samsung will be able to hire Americans for a pittance! Beggars cannot be choosers, you know!
The New iPad launch in March was a failure? Really?
“The story is centered on Apple, whose new CEO, Tim Cook, failed with his ‘new iPad’ launch in March…”
I wish I could fail like that!
Actually kind of embarrassed I read the article. Crap like this makes the world a dumber place.
Blankenhorn is resident Doofus Emeritus at Seeking Alpha.