I should read Harvard Business Review more often. There, Juan Pablo Vazquez Sampere offers insightful and fresh perspective in post: “We Shouldn’t Be Dazzled by Apple’s Earnings Report“. Of course, I would agree, having written something similar in past BetaNews posts. Point is the same, just the context changed. I lack his prestige and venue, and that’s okay. The observations we both make aren’t rocket science, or shouldn’t be.
Simply stated: Atop the pinnacle of success, Apple stands at the precipice of failure. The scrappy innovator is gone, replaced by the, ah, Establishment cofounder Steve Jobs and his renegades challenged with years of guerrilla tactics. Apple has in this decade achieved huge success. But managing success is challenging, if your business model is innovation. The two objectives often work cross-purposes.