According to David Siegel, the consumer’s electronic world as we know it today is shared between Apple, Google, Facebook, Twitter, and a handful of other popular brands. Most offerings must ride on these platforms and play by their rules. Yet I believe our current interest in—and use of—this ecosystem will peak in 3-6 years, and what awaits each of these companies on the other side must be a completely different business.
In this article, I will focus on Apple’s transformation. I want to lay out some areas where Apple is weak and some trends that threaten the business model and some trends that threaten the business model… .
Just as Apple is wondering what to do with its mountain of cash, the company may want to dedicate a paltry $1 billion to building a company that eventually will replace the Apple we know today…
Read all about it at http://www.xconomy.com/san-francisco/2012/04/06/apple-cloud/
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