“[Google's] coming blend of Android and Chrome, coupled with Apple's move to emulate Surface, could result in a devastating outcome for Apple. … I'm reading rumors that Apple is creating an Amazon Echo clone and I think it will be the world's next Zune. Ironically, this would likely make Ballmer really happy because the ghost of Sun Tzu will stop slapping him around and start focusing on Tim Cook.”

— Rob Enderle

BlackBerry and the Lesson That the Technology Market Fails to Learn http://itbusinessedge.com/blogs/unfiltered-opinion/blackberry-and-the-lesson-that-the-technology-market-fails-to-learn.html in IT Business Edge (28 September 2016)

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Rob Enderle 48

American financial analyst 1954

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“Apple is balancing on a knife edge. I think we're looking at the end stage of a successful technology disruption on the classic pattern. The question is no longer whether Android can be stopped, but when Apple's market share will fall off a cliff. I think that could easily happen as soon as the next 90 days.”

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

The Smartphone Wars: multicarrier breakout fail http://esr.ibiblio.org/?p=3152 in Armed and Dangerous (21 April 2011)

“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

Hey, Apple, Wake Up — It's Happening Again http://www.businessinsider.com/henry-blodget-hey-apple-wake-up-it-2010-1 in Business Insider (5 January 2010)

“With phones moving to technologies such as Apple Pay, an unwillingness to assure security could create a Target-like exposure that wipes Apple out of the market.”

Rob Enderle (1954) American financial analyst

How to Spot a Tech Company That's About to Lose http://cio.com/article/2686157/leadership-management/how-to-spot-a-tech-company-thats-about-to-lose.html in CIO (19 September 2014)

“Android and the DROID X are, warts and all, already neck and neck with the iPhone 4. It's scary to think how one-sided this would be if Google just put a handful of UI experts on the [Android app] marketplace. Game over, Apple. Game over.”

Paul Thurrott (1966) American podcaster, author, and blogger

Droid Attack Spells Doom for iPhone http://winsupersite.com/article/mobile-computing-devices/droid-attack-spells-doom-for-iphone in Paul Thurrott's Supersite For Windows (21 September 2010)

“Confirm [the age of Apple is over]. We know what a smartphone looks like and does. It's not the fault of Tim Cook, but it's not an area where there will be any more innovation.”

Peter Thiel (1967) American entrepreneur, venture capitalist, and hedge fund manager

Confirm or Deny: Peter Thiel http://nytimes.com/2017/01/11/fashion/peter-thiel-confirm-or-deny.html in The New York Times (January 11, 2017)

“I was recently at a meeting of analysts and vendors, and got into a conversation about Apple with one of the ex-Apple executives at the meeting. I got the sense that Tim Cook was hired because he was good at everything Jobs didn't like to do, and Phil Schiller was basically Jobs' internal fan club chairman. In other words, you really don't have a viable company without someone doing what Jobs did.”

Rob Enderle (1954) American financial analyst

No magic, no Apple: Cupertino's identity crisis in the fading afterglow of Jobs http://digitaltrends.com/opinion/no-magic-no-apple-cupertinos-identity-crisis-in-the-fading-afterglow-of-jobs in Digital Trends (10 August 2013)

“My opinion is that the only two computer companies that are software-driven are Apple and NeXT, and I wonder about Apple.”

Steve Jobs (1955–2011) American entrepreneur and co-founder of Apple Inc.

As quoted in Fortune (26 August 1991)
1990s

“The Author to the Reader
I’ve read that Luther said (it’s come to me
So often that I’ve made it into meter):
And even if the world should end tomorrow
I still would plant my little apple-tree.
Here, reader, is my little apple-tree.”

Randall Jarrell (1914–1965) poet, critic, novelist, essayist

epigraph, p. vi
A Sad Heart at the Supermarket: Essays & Fables (1962)

“The cause of [Apple v. Qualcomm] appears to be an effort by Apple to pressure Qualcomm into providing a unique discount, largely because Apple has run into an innovation wall, is under increased competition from firms like Samsung, and has moved to a massive cost reduction strategy. (I've never known this to end well, as it causes suppliers to create unreliable components and outright fail.)”

Rob Enderle (1954) American financial analyst

Apple vs. Qualcomm Litigation and the Nuclear Option http://itbusinessedge.com/blogs/unfiltered-opinion/apple-vs.-qualcomm-litigation-and-the-nuclear-option.html in IT Business Edge (14 April 2017)

“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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Rob Enderle 48

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