“I hate to say it but Apple may end up reliving [with iPhone] its nightmare experience in the personal computer market — that is, arriving ahead of everyone else (in 1984) with a device that was really cool and really well built and really showed what the platform could do, but then keeping everything closed and thereby ending up a niche player.”

— Daniel Lyons

Thoughts on G1 and Apple http://realdanlyons.com/blog/2008/09/23/thoughts-on-g1-and-apple in RealDanLyons.com (23 September 2008)

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Daniel Lyons 10

American writer 1960

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“Given that background, I was interested in what Steve Jobs might say about the future of Apple. His survival strategy for Apple, for all its skill and drama, was not going to propel Apple into the future. At that moment in time, Apple had less than 4 percent of the personal computer market. The de facto standard was Windows-Intel and there seemed to be no way for Apple to do more than just hang on to a tiny niche.
In the summer of 1998, I got an opportunity to talk with Jobs again. I said, "Steve, this turnaround at Apple has been impressive. But everything we know about the PC business says that Apple cannot really push beyond a small niche position. The network effects are just too strong to upset the Wintel standard. So what are you trying to do in the longer term? What is the strategy?"”

Richard Rumelt (1942) American economist

He did not attack my argument. He didn’t agree with it, either. He just smiled and said, "I am going to wait for the next big thing."
Source: Good Strategy Bad Strategy, 2011, p. 14; Similar story in Rumelt (2007)

“Apple's move to vertical integration with processors could end up killing the iPhone, and the benefit just doesn't warrant the risk.”

Rob Enderle (1954) American financial analyst

Two Risky Strategies Could Threaten Apple's Long-Term Survival http://technewsworld.com/story/82536.html in Tech News World (28 September 2015)

“If you don’t say what you’re thinking, you end up lying when you really need to speak up.”

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“Apple's big weakness is its control-freak nature and insistence that there is only one way to make a smart phone. No matter how many carriers sign on to carry the iPhone, in the long run, Apple has again set itself up to be a niche player in smartphones, just as it is in PCs.”

Daniel Lyons (1960) American writer

The Verizon iPhone Is Too Late http://www.newsweek.com/2011/01/12/the-verizon-iphone-is-too-late.html in Newsweek (12 January 2011)

“Apple's emphasis on short term greed instead of long-term investment will end up hurting the company and its shareholders and customers over the long haul. … What Apple does not seem to understand … is the fate that almost all niche platform providers eventually succumb to — gradual loss of influence, power, and profitability, followed by irrelevance.”

Henry Blodget (1966) American equity research analyst

Apple Is Being Shortsighted — And This Could Clobber The Company http://www.businessinsider.com/apple-is-being-greedy-2013-9 in Business Insider (12 September 2013)

“I don't really need to stand out, there's room for everyone. Although I haven't built a niche yet, I'm just writing love songs.”

Adele (singer) (1988) British singer-songwriter

as quoted in Adele - The Biography (2011), by Chas Newkey-Burden.

“This will be a difficult year for Apple, and the iPhone could be more of a drag on earnings than a help. … Apple is clearly not going away — but this year, compared to last, will be really nasty for the company.”

Rob Enderle (1954) American financial analyst

2007: Apple's Bad Year, Vista Launch Countdown, CES Cool Stuff http://technewsworld.com/story/55271.html in Tech News World (22 January 2007)

“C'mon, people, you can't show the player a really big bomb and not let them blow it up.”

Gabe Newell (1962) American computer programmer and businessman

Valve, Valve Software, Valve Software, 2010-06-09, 2010-06-09 http://www.valvesoftware.com/company/people.html,

“I listen to the wind
To the wind of my soul
Where I’ll end up well I think,
Only God really knows”

Cat Stevens (1948) British singer-songwriter

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“The transition from proprietary architecture to open modular architecture just happens over and over again. It happened in the personal computer. Although it didn’t kill Apple’s computer business, it relegated Apple to the status of a minor player. … You also see modularity organized around the Android operating system that is growing much faster than the iPhone. So I worry that modularity will do its work on Apple.”

Clayton M. Christensen (1952–2020) Mormon academic

"Why Clayton Christensen Worries About Apple" in Forbes (7 May 2012) http://forbes.com/sites/stevedenning/2012/05/07/why-clayton-christensen-worries-about-apple
2010s

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