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No Easy Path
Enderle has consistently said that Cook was never the right choice for the job. Jobs chose Cook because he thought he would return from his illness. Enderle characterized him as the "anti-Steve Jobs" in that he was good at all the operations Jobs didn't like to do.
"Expecting Tim to do Steve's job would be like pulling a mechanic out of the line of an F-1 race and having him replace the driver. It's just not going to end well. And by the same token, the driver couldn't be the mechanic," Enderle said. "Steve wouldn't have been good at Tim's job and Tim is not good at Steve's job."
So what's the answer? Enderle said Apple needs to think strategically about regaining some control. And if Apple can't gain more control from the carriers, the company may have to move into the carrier business and compete head on.
"Apple needs to figure out a way around the carriers or gain more control away from carriers on smartphones or find something else to give them control as a hedge against the smartphone, much like they had with the iPad and the PC," he said. "None of those paths is easy."
Posted: 2013-07-26 @ 12:14pm PT
What is Enderle smoking? No one, repeat no one has more control over carriers than Apple. The only way they could have more control is if they owned them. He is wrong on about every level. Every one but Enderle knows there are new products to be released this late summer and early fall as announced at WWDC in June. Where was he? Everyone is waiting for iPad mini with retina display (late 2013 or early 2014) iPhone 5s anytime. The rumors alone about some sort of wearable and Apple television like product would tell you he doesn't know what he is talking about. I agree with the other poster Enderle is an idiot!
Posted: 2013-07-25 @ 5:03pm PT
"What do I think?" I think Enderle is an idiot.
It isn't about whether the wireless carriers decide they like someone else better. It's if their customers
decide they like someone else better. At least at the moment, people like iPhone better.
Heck, look at Verizon. Do you really think that Verizon doesn't like Droids more than iPhone? But as long as customers walk in and then walk out if they can't get an iPhone, Verizon will keep selling iPhones. And iPhones accounted for something like half of Verizon's sales. How many of those customers would have gone elsewhere if they couldn't get an iPhone?