Van Baker
Van Baker
company sauce special steve
Steve is the one thing no other company can duplicate. He's the special sauce at Apple.
directions growth lines move product successful sustain tackle
Ultimately, for them to sustain their growth and be successful in the long term, they're going to have to move in new directions and tackle some new product lines that they don't have and haven't historically done. That's going to take significant investment.
loss
I think this is going to be a loss for Apple.
accessory basis bring cherry lots pick truly widespread
The accessory market, I don't see them going into that in a widespread basis with lots and lots of products. They are going to cherry pick where they think they can bring a truly differentiated product.
added appeal aspect both capability content listen mp3 shifting time
The appeal is the portability, the time shifting aspect and the added capability to listen to both the Sirius content and their MP3 collections,
choice safe
That's the safe choice, because that's what you already know and that's what you've got,
bad business buyer consumer correct hardware manage point postage small versus view
I think Stamps.com is well positioned versus their competitors. They approached this from the point of view that hardware is a bad thing when it comes to postage, and I think this is the correct assessment. The small business buyer and the consumer do not want to have to manage a postage meter, even if it is a dongle on the PC.
bad business buyer consumer correct hardware manage point postage small versus view
I think Stamps.com is well positioned versus their competitors, ... They approached this from the point of view that hardware is a bad thing when it comes to postage, and I think this is the correct assessment. The small business buyer and the consumer do not want to have to manage a postage meter, even if it is a dongle on the PC.
hard might
It's hard to say what he might do; it could be anything,
changed game players rival rules
They just changed the rules of the game completely. Rival players are going to look big and clunky by comparison.
apple bold companies peak product shoot
Not very many companies are bold enough to shoot their best-selling product at the peak of its popularity. That's what Apple just did.
changes rules
It's very important for Apple. It changes the rules of the game.
adding bringing computer consider good happen living mini people room small transition
The Mini is small enough that people will consider adding it to their living room consoles. The transition of bringing the computer into the living room won't happen overnight, but this is a good first step.
available breaking content notion particular screen tied
The notion of a particular screen being tied to a particular kind of content is breaking down, ... It's what kind of screen is available to me right now, and that's what I'll use.