Free Newsletter

QUICK POLL
  • Which training workshop is of most value to your organisation?
  • Preparing your business for the Internet of Things
  • The Internet of Things and Cloud computing
  • Radio technologies for connecting the Internet of Things
  • Smart Cities and intelligent infrastructure
  • WebRTC and the end of the telco
EVENTS
Meet the leaders of the mobile app economy ? Open Mobile Summit, London, June 8-9
Navigation Strategies Europe 2011
ITU Telecom World, 24-27 October 2011 at Palexpo, Geneva, Switzerland
Ubiquitous Location and Positioning Technology, 6th-7th December 2011, Chicago
Advertize your telecoms job

A get well card to Steve Jobs – from everyone

There is very little to be said by us at Faultline, that you won’t have already heard about both Steve Jobs new health problems and Apple’s first quar

By PETER WHITE

Published: 20 January, 2011

READ MORE:

There is very little to be said by us at Faultline, that you won’t have already heard about both Steve Jobs new health problems and Apple’s first quarter figures. But since everybody else has given their opinion, it’s probably fair that we give ours.

First thing to say is that we have followed Jobs since the Apple II (33years ago) and wish him well, not only in his recovery, but in getting back to revolutionizing the planet. It’s fun to watch, although, as we have pointed out many times, it can sometimes be a frustrating experience and mostly it involves very little new of substance, mostly new style. But Jobs makes our job fun and shows the world how much can be done with technology which already exists.

At Faultline we have always backed Apple, since 2003, to become a Consumer Electronics behemoth and it has, and we have always credited it to the way Steve Jobs ignores the traditional ways of doing things, and tries to change the rules. It doesn’t always work, but he always tries it and when it does work, you get results like the latest quarter (see elsewhere in this issue), which has Wall Street talking up Apple as a $100 billion revenue business, and if it does four quarters like that one, Wall Street is right.

Very few of us felt initially that the iPad really did create a new product category, but what is $4.6 billion of revenue in a single quarter, a quarter where the Tablet is still in ramp up mode, if it does not signal a new product category. Most financial analysts looked at the way in which it came on the scene and felt that people didn’t NEED to have one, and that during a recession they would replace their smart phones, replace their laptops, but NOT buy a Tablet. At Faultline we FELT they were wrong, but couldn’t come up with a solid reason why. But that’s what happened. (Our report Tablets 2.0 – This time Think Bigger details the future growth and usage of Tablets globally, email peter@rethink research.biz for an executive summary).

It’s like anything else that is new. People sense that it is new, that they will like being part of something that is new, and they find the money for it, regardless of their financial condition.

The first question everyone is asking is whether or not Apple can continue to shake up the world if Jobs leaves completely or even dies. First off we don’t have a concrete idea of what Jobs’ health problem is, so we don’t know whether that is likely to happen. People are trying to read huge amounts into the precise selected wording of his departure notice. We think it is fairly safe to say that the departure of Jobs from running things day to day is largely irrelevant. That fact that he remains alive and well enough to chew out the rest of his management team, even if it is only once a week, is enough to continue his dynasty. That was shown when Tim Cook led the team in Jobs’ absence while having a liver transplant.

Pages: 1 | 2

COMMENTS

Add Comment
No comments yet. Be the first to add a comment!
MARKET PLACE

    European Carrier Mobile Broadband Network Performance

    Analysing and comparing the data speed, latency, network quality and smartphone penetration for 94 mobile carriers in 28 European countries....

    Next Generation Haptics: Market Analysis and Forecasts

    An in-depth study of the growing popularity of haptics-enabled tactile feedback on mobile devices to augment UI interactions and enrich...
WHITE PAPERS

    Satellite Phones: Will Dual Mode Help the Phoenix Rise from the Ashes?

    Satellite phones have followed an arduous path since their much-hyped launch more than a decade ago. The hype was followed by an e...

    Mobile Widget Platform Market Analysis: Understanding the Business Case and ROI

    This white paper presents an analysis of the mobile widget platform market, as well as metrics supporting a mobile carrier?s busin...

POST COMMENT

You must be a registered user to post a comment. or
Username *
Email *
Comment *