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Old 25th September 2012   #30
Dean Roddey
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Joined: May 2008
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I agree that there are differences. They were a computer company then, and they are more of a consumer electronics company now. That obviously does change things. My arguments for congruency are more oriented towards the overall way that they are structured, which is very similar to before (i.e. closed, vertical, upscale pricing being necessary to drive the R&D engine.) It sort of requires that they stay pricey, so if a reasonable competitor comes along for a better price, particularly if it's some company that is marketing savvy and manages to position Apple as the now staid status quo, they could be very vulnerable.
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