“Microsoft fully understands it can't beat Apple, Amazon or Google by chasing them, but it can beat them if it both revisits its old embrace and extend strategy, and then pulls a Steve Jobs to change the market.”

— Rob Enderle

Microsoft Build 2015: Final Thoughts http://itbusinessedge.com/blogs/unfiltered-opinion/microsoft-build-2015-final-thoughts.html in IT Business Edge (1 May 2015)

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Rob Enderle 48

American financial analyst 1954

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“With the tragic death of Steve Jobs, Apple has lost its ability to innovate.”

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“Creative things have to sell to get acknowledged as such. Steve Jobs didn't really set the direction of my Apple I and Apple II designs but he did the more important part of turning them into a product that would change the world. I don't deny that.”

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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?"”

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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."
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“Steve Jobs is the Ronald McDonald of Apple, he is the face.”

Rob Enderle (1954) American financial analyst

Can anyone replace Steve Jobs at Apple? http://telegraph.co.uk/technology/apple/4249095/Can-anyone-replace-Steve-Jobs-at-Apple.html in The Telegraph (15 January 2009)

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Context: To master the virtue of the long sword is to govern the world and oneself, thus the long sword is the basis of strategy. The principle is "strategy by means of the long sword". If he attains the virtue of the long sword, one man can beat ten men. Just as one man can beat ten, so a hundred men can beat a thousand, and a thousand men can beat ten thousand. In my strategy, one man is the same as ten thousand, so this strategy is the complete warrior's craft.
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“Microsoft fully understands it can't beat Apple, Amazon or Google by chasing them, but it can beat them if it both revisits its old embrace and extend strategy, and then pulls a Steve Jobs to change the market.”

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Rob Enderle 48

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