Why i'm betting(at least till WWDC in June) that AAPL is not "all over again, like Win3.1," :
IMHO it should be expected to take time - even a year or two more - for the 'enterprise' to catch up to AAPL's winning consumer model. But the big corporations willing to adopt more-agressive competitive strategies will not stick with 1990's legacy internal software with the Windows apps that you now see everywhere.
It takes time - lots of it - and skill to bring such a new software project up to snuff.
One such model that easily comes to mind would be in megastores like Walmart. Have ubiquitous (very securely mounted!) screenstations thruout the store, with buttons telling folks where to find the cookware department, creatively displaying pics of what they have, a clear map of how to get there from where they are standing, how many are left, etc. That would be just ONE of the initial buttons. One could even imagine that the customer pays for it right then and there with NFC, bypassing checkout stands on the way out. More buttons could lead to all sorts of tempting ads, offers, etc., etc. And on the other side of the system is a realtime, up-to-the-second inventory of everything in that store, for its managers to observe.
Interfacing this brand new mode of operation to existing entrenched, sophisticated-in-its-own-right legacy software that that has existed for decades with, say, x86Windows at the outer edge, isn't easy, and would certainly take all of the time that i said above. An example I'm old enough to recall is how long it took some of the slower big corporations to give up on COBOL and magnetic tape.
As a long AAPL investor, I'm hoping to see hints of this sort of thing. It would likely lead to growth.
So i'll wait ... (at least till WWDC in June!) |
