Historically, Apple seems to be a little late to every game, but enters with a product that takes the mindshare and the product segment’s profits. What’s the latest game where Apple is late? Analyst Brian White:
More and more companies are trying to control some content to enhance their ecosystem. Apple has a billion people in its ecosystem, and I believe this is just table stakes to keep that ecosystem very, very robust… What you’re starting to see … is other ecosystems start to bring in content, and Apple really hasn’t done that in a big way.
Amazon, Netflix, and even Verizon and AT&T are doing the content thing. With a billion customers Apple is following. Again. Anybody else on the horizon?
I think you’ve got to think about what Microsoft does longer term. I mean, they’ve got a huge percentage of the desktop PC and mobile PC market, and where are they going to go?
Apple’s content will be exclusive to Apple’s products.