The One Threat to Keep Apple Investors Awake at Night

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Read/Post Comments (7) | Recommend This Article (11)

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  • Report this Comment On September 05, 2011, at 6:03 PM, tzmmtz wrote:

    Sorry guys but you have no idea what you are talking about. There is no revenue here worth worrying about in the short term. Anything down the road Apple will be there to capture whatever amount they feel then need.

    By the way, they do make money in other ways. If this is what you worry about at night.... find another line of work!

  • Report this Comment On September 05, 2011, at 7:29 PM, TMFRhino wrote:

    Did you.... watch the video? The whole point was that there isn't a short term revenue concern (as you indicate the opinion was). The "keep Apple investors awake at night" part was HTML 5 diminishing the "moat" App Stores have created in the long run.

  • Report this Comment On September 05, 2011, at 9:21 PM, tzmmtz wrote:

    Yes.... I watched the video, which by the way could have been stated in 60 seconds vs 6 minutes. The consumers making money for Apple don't give a hoot about the Financial Times. Content such as this and for that matter most other forms of it will never be able to charge much, if anything, to the general population. They simply won't pay for it. Now or years from now. There is no money in selling paid apps such as the Financial Times on a mass level.

    If publishers want to survive the electronic age, as paper becomes a dinosaur, they better find other ways of delivering their information for free or for very little. I'm surprised so few in the advertising world haven't adopted to targeting the individual with the commercials they are interested in watching.

    Someone will do it and that's when we will see the big money roll in.....

  • Report this Comment On September 05, 2011, at 10:35 PM, reeshau wrote:

    Very interesting to see someone from "old media" say enough is enough. Also poetic to see Apple hoisted by their own HTML 5 petard, while Adobe seems unconcerned about a Flash competitor and is getting on with what they do best--making great design software.

    Apple is still formidable, of course, but it is interesting just to find a boundary to their power. It is also interesting to speculate that Google may be steering this back to their core business

  • Report this Comment On September 05, 2011, at 11:11 PM, TMFDukenewkirk wrote:

    This is precisely the biggest aspect of Jobs' led AAPL that I have personally despised as a 'potential' (hardly though) customer. I often refer to the blind love of Apple being a great mystery to me. One of the greatest things to have hurt Microsoft over the last decade, well particularly up to the anti-trust attack on them was this attempt to control everything. While Microsoft was a constant target of attack for this modus operendi, Jobs, clearly displaying a special talent, has been able to convince the world that Apple is somehow the good guy giving the people what they determine the people need. I'd say we'd be seriously ignoring some not too distant history by simply dismissing these concerns. Microsoft wasn't always the hated, evil giant, and certainly isn't the one walking around with the big stick these days.

    The attitude of ....

    <The consumers making money for Apple don't give a hoot about the Financial Times.> better not be the attitude Apple is taking, as they will eventually rue the day they became too big for their britches, if that's already the case.

  • Report this Comment On September 05, 2011, at 11:32 PM, TMFMoby wrote:

    tzmmtz - Our primary point is that the revenue Apple generates from the apps is meaningless next to the damage losing big name publishers like FT does to the platform.

    In other words, if there's a mass exodus of publishers on Apple's platform, they may not be able to sell the next iDevice as readily, because the content providers are not there to fill up the platform.

    Jeremy

  • Report this Comment On September 12, 2011, at 8:14 PM, mixtup wrote:

    Very interesting and insightful thoughts here. Personally it took me a long time to get into smart phones, because I felt and still feel that apps are just crippled versions of web counterparts.

    Sort of reminds me of AOL, which I didn't ever use, but sounds like it was a flitered pseudo-internet that the company controlled.

    In the end the open way won out and now we can do a lot on our browsers. I finally see a way this can happen on smartphones (HTML5).

    From an investing perspective, though, I agree it's not an immediate danger, but a trend worth watching and investing in.

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