“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

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)

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American writer 1960

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“Once again, Apple has seized the early lead, launching a revolutionary product that is taking the world by storm. … In its short life, Google's Android operating system has captivated developers and stolen mindshare from Apple… [Apple] is coming under increasing scrutiny for being a domineering control freak hell-bent on secretly undermining its competitors … the movie is starting the same way. And so far, at least, Apple is showing no signs of doing anything differently.”

Henry Blodget (1966) American equity research analyst

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“[Apple] needs the support of the U. S. government in the way that BlackBerry has the support of the Canadian government. If not, it needs to think about moving phone leadership and operations to a country that will supply it with that defensive support. If it doesn't do this soon, it will eventually have its phones compromised and that could be the end of much of Apple's iPhone business.”

Rob Enderle (1954) American financial analyst

Apple vs. BlackBerry vs. The FBI vs. Bill Gates http://itbusinessedge.com/blogs/unfiltered-opinion/apple-vs.-blackberry-vs.-the-fbi-vs.-bill-gates.html in IT Business Edge (1 March 2016)

“We like our model, as we are evolving it. In every category Apple competes, it's the low-volume player, except in tablets. In the PC market, obviously the advantage of diversity has mattered since 90-something percent of PCs that get sold are Windows PCs. We'll see what winds up mattering in tablets.”

Steve Ballmer (1956) American businessman who was the chief executive officer of Microsoft

Ballmer's New Mission for Microsoft, 29 October 2012, 2014-02-28, The Wall Street Journal http://online.wsj.com/news/articles/SB10001424052970204789304578087112202063912,
2010s

“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)

“[W]hen Apple wanted the name "iPhone" and it was owned by Cisco, Steve Jobs just took it, and his legal team executed so he could keep it. It turned out that doing this was surprisingly inexpensive. And, as the Apple Watch showcased, the Apple Phone likely would not have sold anywhere near as well as the iPhone.”

Rob Enderle (1954) American financial analyst

Yahoo and How You Know You Have a Bad Legal Team http://itbusinessedge.com/blogs/unfiltered-opinion/yahoo-and-how-you-know-you-have-a-bad-legal-team.html in IT Business Edge (5 October 2016)

“The case for dumping iPhone, or at least threatening to do so in order to renegotiate Apple's subsidy requirement away, seems pretty open and shut. Apple has things all its own way right now — skimming the lion's share of the profits off the carriers' business without having to shoulder their risks. But this is an unstable situation, because the carriers' investors won't tolerate it indefinitely. What happens when they revolt?”

Eric S. Raymond (1957) American computer programmer, author, and advocate for the open source movement

The Smartphone Wars: The market share scramble and Apple’s long con http://esr.ibiblio.org/?p=4128 in Armed and Dangerous (8 February 2012)

“Nobody can deny that Apple is fashionable, and most iPhone users buy the newest so they can be fashionable. To do this right, Apple needs a new phone every quarter.”

John C. Dvorak (1952) US journalist and radio broadcaster

Giddyup, Apple! http://pcmag.com/article2/0,2817,2406546,00.asp in PC Magazine (29 June 2012)
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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

“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 (1960) American writer

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

“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)

“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.”

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