Apple 3.0 Message Board - Msg: 29627026

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Technology Stocks : Apple 3.0

AAPL 268.42

-0.5%

3:59 PM EST

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To: spitsong who wrote (1)	7/16/2014 2:41:37 AM
From: spitsong	of 157

Another development that bears repeating … is Apple's rapidly growing presence in the enterprise. This was highlighted dramatically after Tuesday's market close when news broke about "IBM MobileFirst for iOS": "IBM and Apple said they have forged an enterprise pact where the two companies will collaborate on exclusive industry-specific applications built on iOS." c\|net: Apple, IBM cozy up on iOS business apps Apple gets a big leg up in enterprise courtesy of IBM's vast army. IBM gets to show off its analytics and industry specific apps running exclusively on IBM. My guess is that this is the sort of announcement that will move the stock tomorrow, in part because Wall Street just doesn't think of Apple as having a credible presence in the enterprise, in contrast with Microsoft. To a large extent this is true, but by some measures Apple has made significant inroads already, some of which I was writing about years ago and which Apple CEO Tim Cook has been trumpeting for months to what has seemed a largely unimpressed press and market. Examples: Business Insider \| Tim Cook: Apple's Sales In The Huge Enterprise Market Are 'Unbelievable' (1/28/2014) ZDNet \| Apple maintains enterprise dominance; Windows Phone lags (2/12/2014) Summary: Good Technology's fourth quarter mobility index shows Apple's iOS activations in the enterprise remain strong with Android No. 2 and Windows Phone failing to make a move. Apple Daily Report \| Study: Windows is no longer the platform of choice in the enterprise (the Mac is) (7/4/2014) This enterprise foray is just another piece in the across-the-board Apple 3.0 platform strategy I see being unveiled this year in a so-far piecemeal fashion, and one which must have its competitors scrambling to pre-announce various half-formed responses of their own. Competitors who don't already have a response strategy well along in their own pipeline will doubtless search for partners to announce consortiums with. And/or replace their CEOs, restructure, and announce their need for new strategic directions.

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