Apple 因為推出 iPod，讓整個公司起死回生，Steve Jobs 班師回朝，重掌 Apple 的大作，的確在幾年前，蔚為一股風潮，在 PDA 市場征戰過後，所有的主要市場玩家都已經變不出新把戲，紛紛退出市場時，這位在公眾認知度上高於 Bill Gates 的老神童，成功地利用了 PDA 的剩餘價值，加上敏銳的市場觀察力，將 PDA 轉型為「數位隨身聽」，成功地幫助瀕臨倒閉的 Apple 再度站起！
然而，iPod 推出後的這幾年來，除了號稱在不同的世代的 iPod 產品，一次次推出了無新意的「新」版本，利用市場及消費者對 Apple 的好評，成功地撈了不少錢，iPod 這盤棋下了五六年，我們看到 Apple 的另一個危機：變不出新把戲來。 （繼續閱讀…）
It’s definately making sense for MSFT to acquire AOL. Microsoft has been struggling for almost a decade to win the battle of Internet standard but failed. Their prior success is “Internet Explorer" – in 1995 they bought the source code from Mosaic led by Marc Anderson, the predecessor of Netscape (Marc Anderson as its CEO). And then to pay AOL a bunch of money (so-called “investment") to abandon the marketing development of Netscape that cause it to die in the long run.
It’s now another great chance for MSFT to acquire AOL. ‘cuz both AOL and MSFT have losing their competence. But with the merge, it’d be indeed a good synergy, and absolutely a good story to tell to the market.
What can MSFT do with such an acqusition?
They’ve definately losing a lof of chance in the battle of portal. They bought CNBC (now called “MSCNBC") and trying to get more traditional “content" but soonly prove it’s failed. They also bought Encarta, a terrific encyclopedia with both online and offline (DVD) versions but no new story and synergy at that moment. They even bought Hotmail and to even build a portal called the Microsoft Network (MSN actually) but with no success in the portal market.
Their popular MSN Messenger has prove itself a success story around the world in the past few years. And now is a great chance for them to prove they also have great content and great sense of providing a compelling portal services with different properties Internet users would possibly need.
Moreover, Apple is going to enter x86 market very soon (there’s already an un-official copy of x86 compatible Mac OS X under alpha testing). That being said, MSFT is going to face a hard time with a great competitor that they’re stealing ideas from 2 decades ago. Windows Vista (“Longhorn") was postponed for many times. Before it released to the market, Apple is definately able to attract a bunch of users to switch to its Mac OSX (“Tiger"). So to get Longhorn release ASAP and to acuqire AOL would becoming a great chance to stop from losing their competence in the Internet market, moreover, losing the market in the consumer OS platform and even applications.