Jean-Louis Gassée's iPhone = Mac 2.0:
We know how the first reading of the equation continues. The Mac had immense promise, a much better personal computer than the 16-bit clone of the Apple called the IBM PC. But Apple’s arrogance beleaguered the platform. Instead of following the Microsoft model—focusing on software and letting licensees create a prosperous ecosystem—Apple repeatedly nixed Mac clones and was marginalized, with the Mac market share sinking as low as 2%.
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First, shall we agree that Microsoft “open” model is the exception rather than the rule? How many other examples of the Microsoft platform licensing model, with its caveats, prohibitions, and insistence on fealty, do we see? Have we forgotten that Microsoft’s methods led to a conviction of being a monopolist?
Second, there is the Mac’s rebirth. Last year, its US market share approached 10%, with a 90% unit share in the $1k-and-greater segment. For the past five years, Mac unit sales have grown faster than the PC industry.
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