Apple's playbook centers on looking at the market, finding product categories that are proven but can be exploited with significantly better execution. It was not first to music players; Sony was. It was not first to the cellphone market; dozens of others beat it there. It was not first to the tablet; Amazon beat it there.
But in each and every category, it brought a product to market that was so superior it left the competitor without a ride home from the dance. In essence, Apple shows up late to the prom but it understands that when you do, you have to be prettier than everyone else.
In October, Microsoft is finally coming to market with an operating system that is optimized for the tablet. The challenge is that it's not only late on this one, it is going to have to compete against Apple, which takes a vertically integrated approach where it controls every element of the products it builds.
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