Cloud Computing and LCO • Sustain the low costs of operations – Everyone‘s TOP prio! • Markets may not grow as projected • Trend to last for years • We have to pay our debts first!
FPI Methodology • • • • •
People, Process and Profits How to manage costs? Jettison Assets or Keep? Buy more or stay put? Our measurements: Revenues vs Assets
Winner and Whiners
Scores Apple
Amazon
2 and 3 Places nd
• • • • •
rd
Amazon Nokia … ….. We will monitor the status and give you SWOTs on all the players in upcoming series
About that “LCO balance point” bit… AAPL
GOOG
AMZN
So the winner = Apple • Kingdom of commoditization cometh! • Steve Jobs: One-man army, National treasure, a genius? • Goods: Quality , commodity and still socially/environmentally responsible • Competitors: Dell, HP, Telcos, Mobile firms, Microsoft
Strengths • Powerful brand image: You just want it! • Excellent financial results [Even in a crappy economy] • Media content • Product diversification • True innovator • Feels the consumer [literally]!
Weaknesses • R&D on decline • Too expensive? • No debt: Vulnerable to stock acquisition by larger groups • Careful with experimental stuff: Mac Air
Opportunities • Cloud devices: smartphones, iPads, telepute devices…they’ve just go to pick it up! • Musis industry booms: • Increasing PC, Laptop and peripherals market share: MSFT’s loss is Apple’s direct gain! • What next: Printing?
Threats • • • •
Mad competition: HW, SW, Telcos Dependent on set of suppliers Patent infringement issues Watch out for Dell and others: El-cheapo Smartphones may be coming • Exchange rate dilemma in troubled global economy
LCO, coz world is going mobile‌
Source: Butler Group
In Closing • Plan to move to Clouds isn’t enough • Moving to Clouds may not be enough either • Investment Dilemma: M&A, R&D, Nothing, Lending, Adjacent Technologies??? • Teleputing: Its just the beginning
Thanks for your time! • Tarry Singh: tarry.singh@gmail.com • Blog: http://www.ideationcloud.com • Connect: http://www.linkedin.com/in/tarrysingh • Discuss: http://www.linkedin.com/e/gis/45655/497A0 2061BB5 • Sources: FT, Business Week, Butler Group and other sources on the Web