Wow, I really liked that article. I thought it articulated some really important insights, first that Apple could reasonably be seen as abandoning the core computer user market, and second an acknowledgement that the market they are leaving in favor of the consumer market is probably immaterial to their current business model. It is clear that there are two "kinds" of users of computation platforms, the "apps only" u…
Apple is fighting too many competitors at the moment. It used to just be Microsoft, but Google's dominance in smartphones and slow but constant pressure in tablets and "good enough for most people" laptops is causing the company to lose focus. Microsoft also traditionally didn't have a credible hardware story, giving Apple a complete vertical integration story. Now both major competitors are vertically integrating (M…
The too many competitors I don't buy. The question about where their products are positioned in the market is imho. a valid one.
Apple tends to leave last years product available at a somewhat lower price to measure what pricing the market bears. This works well for a continuous change of conditions. Such strategies can end up in local optima - high margin niches that are shrinking.
On the iOS side after moving upwards all the time Apple recently came out with the iPhone SE - a powerful device in a less fancy package with smaller screen - to complement the portfolio on the lower end. On the MacBook side such discontinuous thinking seems to be missing. Even more worrying they are not lowing prices for the older architecture enough to properly gauge the demand on the lower end side.