Another perspective on Apple’s potential trajectory. I expect Apple will make it possible for other platform vendors to get involved (and, to be fair, Steve Jobs did clearly explain, during the keynote yesterday, that PCs will be iCloud clients), but with some subtle second-class citizen limitations.
The various Internet services Jobs introduced will only work with Apple’s mobile devices. That improves the chance customers will stay within its ecosystem of gadgets and services, said Gene Munster, an analyst for Piper Jaffray Cos. in Minneapolis.
“Apple is increasing the likelihood that consumers buy multiple Apple devices,” he said in a note to clients.
At the same time, Apple’s closed approach presents an opportunity for rivals, including Google and online file-storage service Dropbox Inc., said Marc Benioff, CEO of Salesforce.com Inc. in San Francisco, which offers cloud services to businesses. Those competitors can offer services that will work with different platforms, not just Apple’s, he said.