The rivers and lakes behind jobs: who leads the circle of enemies

An unconfirmed recent photograph of Apple's original CEO Steve Jobs (Steve) has been unveiled on the Internet. In the photo, jobs changed his turtleneck and jeans, wearing a long black shirt and black shorts, gaunt and extremely emaciated. In fact, this is only one of the many "gossip" after Mr Jobs's resignation.　　Then there was talk of the authenticity of the photo, and even the media had found its Syrian-born father, adding a touch of sensibility to the opening of the post-jobs era. U.S. time August 24, Apple announced that Jobs formally resigned as CEO. In a matter of weeks, news and comments about jobs and Apple floated. In addition to the above descriptions of their personal status, more content is focused on the future development of the entire IT market.　　It contains the industry's view of the "new Apple", the competitor's understanding of "new opportunities", and the "new lakes" of it in the eyes of capital markets. Since the reins of Apple in the 13, jobs has become a whole with Apple, and its impact on Apple has even surpassed the creation of the company. The 2001 ipod has grown to the point where Sony's veteran music player brand WL A K MA N continues to lose its market, leaving Microsoft's Zune without a chance. The 2007 iphone redefined mobile phones, driving Nokia phones off the "arcade" altar, making the big-screen touch the absolute mainstream of smartphones. The 2010 ipad has turned the Half-dead tablet industry into a new gold mine in the eyes of mobile terminals around the world.　　Innovative software Store a PP store mode, led the mobile internet industry into the first round of development climax. In the eyes of many Apple fans, these Apple's successful products are essentially jobs.　　The apotheosis of jobs has added a dazzling aura to Apple, which has made Apple the world's largest company by market capitalisation. Today, the halo disappears, fans sigh, enemies ring. While the capital markets still show absolute confidence in Apple, how long will this confidence last?　　This is Apple's most important subject under the new CEO Tim Cook. Coming into the September, the rumored new iphone is getting closer, and the phone's product line, which contributed more than 40% revenue to Apple in the last quarter, still retains jobs's "D-N A", which attracts the industry's attention as a major product. 76 billion dollars in cash, as another chip in the post-jobs era, how to use it to keep Apple in the "top of the World" is also very interesting. On the other hand, the Internet business model has evolved to a new stage, the wireless internet industry curtain opened, jobs behind the rivers and lakes show the situation of the warlords. Google, Microsoft, Samsung, Amazon ... Every one of them is a challenger with a strong power.　　Even in individual areas, they are more powerful than apples. New products, possible acquisitions, competitionOpponents ...　　Any angle, is a scene cannot be missed. Post-Jobs era suspense 1 [acquisition] Nortel, the next target is who according to statistics, this July Apple's cash and securities more than 76 billion U.S. dollars, or even more than the U.S. government's cash reserves, the real "wealthy." At the moment, the 0-indebted and highly cash-saving company can further refine itself by acquiring other companies. But the premise is that Apple itself needs to be convinced that the acquisition is meaningful.　　This also from the angle of the capital market, to the Apple company's future direction has laid the foreshadowing. From the capital markets, Mr Jobs's response was calm. Last week, although Apple's share price had been shaken after Mr Jobs's departure, there was no "meltdown", and Wall Street analysts were speechless at the moment.　　After the close of last week's U.S. stock market, Apple again overtook Exxon Mobil's $353.18 billion trillion in market capitalisation by 3556 to 100 million dollars, its first name in global market capitalisation. Apple's takeover action, the latest in the "Nortel Network acquisition case." From 900 million U.S. dollars to stir up to 4.5 billion U.S. dollars, eventually Nortel's patent by R Ockstarb Idco buy away, this company is Apple, Microsoft, E MC, Ericsson, R IM, Sony six of the Alliance.　　According to the South reporters understand that in 4.5 billion of the acquisition amount of Apple accounted for about 57 8%, paid 2.6 billion dollars.　　If the acquisition of Nortel temporarily satisfies Apple's demand for patents, who is the next target for Apple to look at other links? The first thing you can eliminate is the hardware brand. Unlike Google's acquisition of Motorola, Apple also has its own software and hardware, and has been unrivaled by this. So Apple has absolutely no reason to buy rivals. Moreover, Apple's acquisition of a hardware brand is unlikely to keep the latter's independence as Google's takeover of Motorola. Because in the market, Jobs's attitude towards his rivals has always been "cynical", which has also become Apple's style.　　It is hard to imagine a parallel between a Lenovo notebook and a T-Hinkpad that will appear on Apple. Second, the acquisition of upstream components manufacturers or downstream products may also be directly excluded.　　At present, Apple's handheld terminal chip is designed by other manufacturers to work in the form of computer chips are directly using Intel's products, the model has proved that Apple has the absolute dominance, and most of the profits left at Apple. In this way, the "move" to Apple is something that is not yet available, but is crucial in the future mobile Internet competition, such as content makers like Sony's SPE. Or the search engine, application development company and the key point of lbs (location-based services) Business ——— Map Company. 2008, Nokia spent 8.1 billion dollars to acquire digital map supplier N AVTEQ Company. It turns out that even inIn the midst of adversity, the eco-chain that surrounds L-B is still an imaginary space for Nokia's future.　　Post-jobs Suspense 2 [new] not only the new iphone, but also the TV ... As this newspaper said in his resignation report last week, it is certainly the right time for Mr Jobs to leave the front lines of Apple.　　The main factor comes from the market's anticipation of a series of new Apple products, a sort of "crazy" expectation. Despite the company's constant secrecy, the industry is focused on a possible new Apple fall launch next week (September 7). Apple plans to officially release the final version of IC loud, IO S 5 and the latest series of iphones and ipods on September 7, according to Odaw Arisan, a Japanese website. On the other hand, the comments from Boyg Eniusr Eport, a vice president of a T & T, say that in the next 35-50 days, the company will be very busy because of the arrival of IPhone5.　　Another T & T employee said the company's head had canceled any vacation requests for the second half of September, probably because of the iphone 5 release. The speculation is not groundless, the South reporters from Apple in some of the domestic manufacturers authorized accessories, some of the development based on the new iphone shell, protective film and other peripheral products have entered the production chain.　　Also close to Apple's people told reporters in the south, the next week, Apple will be held in Beijing, the content of the media will be unknown, but certainly with the hardware. On the "suspense", Apple's next product trend is also carrying new C E o Tim Cook (T im C ook) the future. 2006, Apple released a TV set-top box A P Plet V, later renamed it V, it can facilitate users to use TV Internet.　　Mr Jobs called the product a "hobby", and in fact its dismal market reaction proved that the product was "amateur".　　U.S. market research Company C C S in-sight analysis, Apple is very likely under the leadership of the It v project, if successful, Cook will prove that in addition to operating skills, he also has enough foresight to lead the development of Apple. In fact, the possibility of a "restart" of the Apple TV program is great. On the one hand, domestic and foreign TV manufacturers have launched internet-connected television, including the use of Google a ndroid intelligent operating system products, market atmosphere is gradually forming. On the other hand, once the "TV" is occupied, Apple will really have a terminal-covered product line, capturing every screen in front of the user.　　That's why the industry is guessing that the new IT v will no longer be a set-top box, but a real TV. On the future of Apple products, another crucial "insurance" comes from Apple's senior vice president, chief architect JonahSen Aivy (Jonathan Ive). He is the main designer of M Acbook, IPod, iphone and ipad. The foreign media rated it as "someone who can turn jobs ' ideas into perfect reality".　　The implication is that even if Mr Jobs is relegated to the second line, his ideas can be hatched into reality through Ivy. Post-jobs time suspense 3 [rival] Samsung is closest to Amazon's fastest-growing Google Microsoft eyeing the smartphone OS, Google is undoubtedly Apple's biggest competitor. Under the background of multi-brand support, Apple a ndroid has now become the world's highest-share mobile operating system. By acquiring Motorola, Google has now implemented the Apple-style "hardware + Software" architecture, which makes two companies more "confrontational". But more than a week ago, there was a big difference between Apple and Steve Jobs, but Google didn't.　　Now, with jobs resigning, Apple and Google, both at the ends of the scale, have become more balanced and more interesting. At the same time, as Jobs retreated, who was the most promising IT industry in the world? The industry has not looked at Cook, but they think Google's Zhang Meixiali Pecs (Larry) more interesting. All along, a ndroid, Google Maps, Web rankings, Chrom E browser ... Page almost dominates all of Google's most important innovations.　　This is a long time, Google has a weight. In addition to Google, Apple in the operating system also has a hidden in the shadow of the opponent ——— Microsoft.　　Although Microsoft has never tasted victory in mobile terminals, the strength of the alliance with Nokia remains to be reckoned with. Mentioning "head-to-head", Apple also faces a strong challenge from Samsung in the area of consumer electronics hardware. Whether it is the flagship smartphone G a l A X Y S series or Tablet PC G A l A x YT a B series, Samsung's products are the most direct competition with the iphone and ipad. In addition, Samsung is now the world's largest smartphone shipments, the momentum is fast.　　In addition to the two companies have business dealings, but the recent patent mutual complaint, the relationship gradually deteriorated, the same powerful Samsung is regarded as the most likely and Apple "head-on" brand. Because of its mediocre performance in China, Amazon, another competitor to Apple in post-Steve Jobs, is apt to be forgotten.　　However, in the United States, the voice of public opinion is mostly that Amazon is the most can make Apple "headache" opponents, its killer is content and cloud computing. The financial data released by Apple last quarter showed that its App store (a Ppstore) offers more than 350,000 apps, downloads over 10 billion times, and third-party developers get 2 billion dollars in revenue; Entertainment online store it unes the best quarterly results in history, Online bookstore IBookstore 17000 new e-books, download more than 1Billion times. Amazon, however, is eroding Apple's market space at a rapid pace ——— Amazon, like Apple's ipad, owns the Kindle, a tablet hardware device. In the past, Apple was one of the digital music sectors, and Amazon occupied the online book market. Now the two business cross obviously, the competition heats up. Amazon, for example, has started selling a ndroid app on its own platform, launching M usicstore into online music distribution.　　Not long ago, in an effort to counter the IB Ookstore competition, Amazon also launched its own digital publishing ecosystem, bypassing Apple's Indlec LOUDR Eader, which could circumvent Apple's rules. In addition, Amazon is Apple's biggest competitor in the cloud computing sector, which is seen as the next gold mine.　　It's worth noting that Apple's more approachable icloud is a signal that it is launching an offensive against Amazon in the cloud computing world. Special interview: South Fangnan