Monday, June 23, 2008

Itunes, apple and the road ahead.

Apple has just passed the 5 billion-download mark. Who wouldn’t be happy? However, what is more interesting in these numbers is that growth is stagnating at 2 billion downloads per annum. Perhaps a bigger iphone more storage and cheaper access may provide part of an integrated strategy to refresh growth it’s hard to say. Apple does hardware like no other and no doubt, itunes has helped shift some stylish tin but it may be time to find a new trick.

Perhaps the battle will be joined with blackberry, but then apple doesn’t have a great record in levering out installed dominant suppliers and not much history in enterprise support. The G word keeps resonating, and with stories of android running late and potentially missing the holiday 08 market, you have to wonder.

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