asterisk2a + commoditization + lenovo   5

What I Learned This Week About Tim Cook’s Apple | Re/code
[ always along the motto: extension of you, part of you. The new Apple under Jobs was NOT an overnight success! It build on its differentiation, strong base, a cult, a Tribe, 1000 True Fans, and build on it stride by stride. Most capitalistic company out of SV, no counter-culture out of largest corp on world. & can pull of iAd coup because it has monopsony! & Duopoly w Android. ] Many people love Apple, others despise it. But, even without Jobs, it cannot be ignored. There simply is no other company that combines such a high-quality hardware line with such well-regarded software platforms. A faltering Samsung has the former, but not the latter. A strong and admirable Google has the latter, but not the former. If you didn’t believe that before, this week’s event made it crystal clear, with once-bitter rivals like Microsoft and Adobe showing up onstage to boast about how well their products worked with new Apple hardware and software. [ sw & hw iteration = leverage comp advantage ]
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september 2015 by asterisk2a
Samsung’s Latest Galaxy Note 5 Could Be the End of the High-Priced Phablet | Re/code
“The data is showing that unless there is a brand pull (and only Apple is in this category), the device game has become a price game,” said wireless industry consultant Chetan Sharma. “This is especially true on the high end. Given that some good devices are available at half the price makes it hard for Samsung, LG, Sony and similar players to be successful with a device on the high end.” One need only look at recent financials from Samsung, HTC and Sony to see the impact that this is already having on both sales and profits. There is another big trend hurting Samsung and others trying to sell premium devices. Until very recently, consumers have been able to snap up even the priciest phones for as little as $200 with a two-year contract. But in a trend started by T-Mobile and increasingly true across the U.S. wireless industry, carriers are no longer subsidizing these devices.
HTC  Samsung  Android  Lenovo  Motorola  Sony  LG  Wireless  Carrier  Xiaomi  commodity  business  commoditization  differentiate  differentiation  category 
august 2015 by asterisk2a
DLD NYC 14 - Winners/Losers in a Digital Age (Scott Galloway) - YouTube
Apple knows that competition is catching up faster and faster in terms of design and functionality etc etc. They hired 2 fashion people already (burberry and from LVHM). And to differentiate the brand further (price/status symbol - above middle class) and to keep selling it's Apple Products ... including wearables (Watch & Headphone) they hired those key people or b(r)ought them into the mothership. They could have long ago bought personal cloud storage companies and other stuff to add to its portfolio bla bla bla.... but that 'Software', you can't display - show off - walking around downtown manhatten. Wearables, phones, tablets - you can. ... Apple focuses on their core competencies - software like iTunes is only 2nd class, that is why it still doesn't stream. >> “They want Jimmy and they want Dre,” said the source. “He’s got fashion and culture completely locked up.” ( http://techcrunch.com/2014/05/22/apples-beats-deal-is-happening-and-its-a-dre-acquihire/ ) + !!! v=NP0P2BT0vTc !!!
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may 2014 by asterisk2a
"The main thing that has caused companies to fail, in my view, is that they missed the future," - Larry Page At TED - Business Insider
"The main thing that has caused companies to fail, in my view, is that they missed the future," Page said. This is why Google is going full steam ahead working on a variety of projects.  "When we bought Android, it was small and I felt guilty working on it, but it was smart, it was the future," he said.
Google  entrepreneurial  entrepreneurship  entrepreneur  Start-Up  SMB  SME  management  Amazon  Apple  Microsoft  IBM  Lenovo  commoditization  commodity  business  Facebook  Twitter  YouTube  Digg  Reddit  Dell  Samsung  Nokia  Motorola  Siemens  AOL  Yahoo  Yahoo!  Larry  Page  ericschmidt  people  management  business  cycle  business  model  creative  destruction  innovation  innovator  value  creation  job  creation  creative  creativity  Inspiration  inspirational  workplace  Kodak  Porn  Music  Industry  Hollywood  Entertainment  Industry  TV  Television 
march 2014 by asterisk2a
Lenovo to buy IBM's low-end server unit for $2.3 billion | Reuters
It would not be easy for Lenovo turn around the server unit, however. IBM's low-margin server business has posted seven quarters of losses as clients move to the cloud. "To generate costs synergy, Lenovo will need to move most of the manufacturing from IBM's existing facility in Virginia to Asia while keeping some R&D in the U.S.," Lau said. The server business being sold by IBM, which produced low-cost x86 servers, competes with Hewlett-Packard Co and Dell but lags both in market share. + http://www.bloomberg.com/news/2014-01-23/lenovo-to-buy-ibm-server-unit-for-2-3-billion-amid-pc-slump.html "[S]egment’s gross margin -- the percentage of sales remaining after taking out production costs -- also is getting squeezed. It fell 3.5 percentage points to 36 percent last year. That compares with an 89 percent margin for its software business."
IBM  Lenovo  Cloudstorage  cloudcomputing  margin  commoditization  commodity  business  SaaS  Service  Industry  Enterprise  Services  IT  Industry 
february 2014 by asterisk2a

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