Sunday, December 14, 2008

How Apple's iPhone Reshaped the Industry - BusinessWeek

A timely snapshot; read the full article – and ponder the implications, as Apple has inadvertently created new “disintermediation” opportunities for RIM,  Nokia, Microsoft, Google, and other vendors.

"It's remarkable the impact [Apple] has had," says Jim Balsillie, co-CEO of BlackBerry maker Research In Motion (RIMM). "They exposed a lot of disintermediation risk in the industry." Balsillie says when RIM proposed application stores a couple of years ago, the carriers were hostile. But Apple's success is forcing the carriers to play. "Now everyone wants [an app store]," Balsillie says, and RIM will oblige next year, offering terms that will give carriers some of the action. Google (GOOG) has the Android Market, and Microsoft (MSFT) is considering an app store for Windows Mobile.

How Apple's iPhone Reshaped the Industry - BusinessWeek

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