モービル戦略におけるアップルとグーグルの違い投稿日: 2009年 8月 13日
〈The Real Issue Between Apple and Google〉
Last week, Google Chairman Eric Schmidt received a lot of press as he stepped down from the board of Apple because it highlighted to the investor community that the two companies’ businesses were converging. This is true, on the surface, as both now have operating systems for smart phones and computers. However, there is one very stark difference in their strategies–Apple has created a different experience for mobile users while, to date, Google has not. And, as a result, investing in Apple is to invest in a secular growth trend, while investing in Google today is to invest in a business cycle recovery. Let me explain.
Apple’s ( AAPL – news – people ) iPhone applications deliver services that users want. Users “opt-in” by downloading applications on their iPhones that they want, and services are delivered by tapping an icon on their iPhone screen. This is a dramatic contrast, particularly on a mobile device, to searching for information or services. Think about it: Using an iPhone app, one can touch an application like OpenTable and make a dinner reservation. The alternative in a mobile environment is to go to your Internet browser on your phone, “Google” restaurants in your area, scroll down (if you can even read the microscopic text) and then call to make a reservation. Search is cumbersome on a mobile device. Delivery of desired information will change user behavior and expectations.