Saturday, March 6, 2010

From Win Vista to iPad: is it a strategy?

I just had an interesting conversation with my friends.


- What do you think will happen to Apple if Steve Jobs dies? 
- Yeah. Apple depends on Steve Jobs too heavily. 
- After Bill Gates leaves the heading position, Microsoft still runs well. That Ozzie guy and another person were quite famous priorly right? And Win 7's success showed some good work from them.
- Ha ha, maybe Bill Gates knew that Win Vista will failed so he ran away beforehand. 
- Hey, btw, I read somewhere that people suspected that Win Vista might be a dev product Microsoft published for people to test it for them? Win 7 is very similar to vista, and it's even lighter.
- Maybe iPad is also published to test the market?
- No way, Apple is famous for the quality of their product! No way it will sacrifice its reputation.
- True. Compared to Microsoft and its products, ha ha.
- Now people expects a lot of any product from Apple. Even a standard product will be considered a failure.
(ranting about expectation and real value of products)
.....
- Hey, what if iPad is really a Dev Product? Steve Jobs knows that he will die soon so he published it!
- Why? it will destroy (deteriorate/decrease) his reputation?
- So that the next ones to succeed him can provide a perfect product that will gain him some reputation! Steve knows that customers think Apple depends on him greatly, so by playing fail customers will lower their expectation of Apple's product. When the real thing come out, it will succeed and customers will trust the ability of the successors!
- Wow. Interesting. Maybe? Maybe!

13 comments:

  1. What do you think will happen to Apple if Steve Jobs dies?

    Apply share price will fall. :-)

    I think iPad is the right idea. It essentially adds 3G capability to a laptop. We don't have 802.11 everywhere, but we do have 3G everywhere.

    I think a device that can switch seamlessly between 3G and 802.11 will be a winner.

    Anyone wants to drop out of school to start a company that creates iPad apps? :-)

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  2. What we meant was that iPad didn't really the 'killer product' of Apple yet. The next one will be, and it's will just like iPad upgraded version (like win7 and vista). But its success will builds reputation of and trust towards the successors of Steve Jobs. That's the strategy.

    Next, why dont we change the final project from facebook to iPad, prof? and laugh each group will receives an iPad to test the app.

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  3. About iPad, what about adding 3G to a netbook and increase the strength/power of handphone / pda?
    (I think) its design is not really suitable to carry around as an iPhone / PDA, and hard to type and read at the same time. Netbook is better for that and it will become more and more powerful over time.

    http://gigaom.com/2010/02/22/video-reality-tv-iphone-the-future-of-technology-why-its-all-a-game/

    I found an interesting idea in this talk about iPhone and iPad: it's like a clumsy big Swiss Army iPhone.

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  4. Yeah. Apple depends on Steve Jobs too heavily.

    Apple's numbers suggest otherwise. True, Apple's stock took a 6% dive when Steve Jobs announced his medical leave. But when he returned, Apple's stock had risen by 68% vs Nasdaq's 24% increase during the same period. All this while COO Tim Cook was running Apple.

    reuben

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  5. I don't think iPad is a sure win product yet, but maybe that's just me. Maybe it's a good product with the general consumer.

    It's missing USB ports (really useful for a product its size) and a camera.

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  6. @Reuben: I don't get your point? The number seems to show that Apple depends on Steve Jobs, as stock decrease when he leaves and increases when he comes back.

    Actually at the end we (not explicitly) concluded that Apple DOES have talents to replace Steve, just that people BELIEVE that Apple depends on Jobs, so goes this strategy to build trust towards the successors.

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  7. @Wai Hong: speak of which, someone spotted that iPad's design has a place for camera, however Apple didn't install the camera there.
    http://www.9to5mac.com/ipad-camera-5674745

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  8. Yeah, pretty weird. I was thinking this would be a great product to bring with while travelling. You don't want the bulk of full laptops but you probably wants to blog when back at hotel and upload photos. An USB port or two allows transfer of photos from camera (and then upload from iPad) and an attached keyboard. Maybe you want to check out how to go to some tourist attractions too. The size of the screen is comfortable enough to be used as a map while walking around.

    I was talking to Haocong about it. It seems kind of unwieldly to hold it at your ear when you do have a phone call, so I was suggesting in the future everyone would be doing video call instead (it does have a speaker). Then Haocong told me that it didn't have a camera. Weird.

    If you have an USB port, you could have attached your own web camera instead.

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  9. Actually at the end we (not explicitly) concluded that Apple DOES have talents to replace Steve, just that people BELIEVE that Apple depends on Jobs, so goes this strategy to build trust towards the successors.

    I agree.

    My earlier point was that during Steve Job's absence, Apple's share price climbed 68%, up till the day he returned. This could be interpreted in a number of ways.

    - Investors weren't worried about Jobs' absence.

    - Investors were excited by Jobs' return, hence the climb in share price.

    If i remember correctly, they had one earnings call, and it was a blowout quarter all the same without Jobs. Of course these numbers reflect performance a few quarters back, but you get the point: the public, as reflected in Apple's share price, do not seem too concerned by Jobs' absence.

    reuben

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  10. It essentially adds 3G capability to a laptop. We don't have 802.11 everywhere, but we do have 3G everywhere.

    @prof: The Thinkpad W500 already has that.just need to get the network card from lenovo and build it in ourselves. the sim card slot is already there. they are planning to roll out stock laptops with this feature in the near future, possibly this year.

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  11. @Reuben: It's not only about running company. It might be well because of the appeal products Apple is offering that time (iPhone, iTouch, etc.) I remembered that when Jobs was kicked out of Apple on 85, the company ran well for a period of time, revenue increased and stuff:
    http://en.wikipedia.org/wiki/Apple_Inc.#1986.E2.80.931993:_Rise_and_fall
    But then its downfall come!
    The problem is that all the successful products by Apple are somewhat inspired by Steve Jobs, because of his vision / ability to foreseeing and setting trends.

    So people's concern about Steve's leaving is whether Apple can create the next big thing or not.

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  12. BTW, take a look: microsoft's courier tablet
    http://www.engadget.com/2010/03/05/microsofts-courier-digital-journal-exclusive-pictures-and-de/

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  13. The problem is that all the successful products by Apple are somewhat inspired by Steve Jobs, because of his vision / ability to foreseeing and setting trends.

    Don't buy into all the media hype that Steve Jobs is the one and only guy behind these products. It's true to a certain extent. Due to the history of Apple and how long he's been at the helm, it seems like Apple is Steve Jobs and Steve Jobs is Apple. That's part of marketing. He has great appeal.

    However, great CEOs like him probably spend huge amounts of their time on succession planning. If I were an investor in Apple, i wouldn't be rushing to dump my stock should Steve Jobs announce that he's retiring tmr. In fact, because of the probable dip, it's probably a good time to load up on more :D

    reuben

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