Barron's alerted me to a very long, worthwhile piece by the author John Heilemann on Apple (AAPL) in the latest issue of New York magazine. Among other things, Heilemann looks at the growing competition for Apple in the digital music business, and considers whether or not the iPhone will be a success. It also quotes an unnamed person asserting that - get this - Jobs might want to sell Apple to another very large company with which you are familiar.
I've been talking this up for a while. There's also a third company in the mix.
As a user of both brands, I've already experienced the merger. I have no inside information but need to disclose that I receive income from both companies and have studied Google's plan for world domination which is openly white boarded in their headquarters for all invited guests to see. Both brands have provided competitive advantages to my business and enriched my life in extraordinary ways. I hope someday you'll experience the difference it makes when technology serves people where for most people the experience has been the other way around.
Most dismiss the possibility that Google would buy Apple looking at traditional metrics. And thinking about operating systems and software in desktop devices. But consider that every Microsoft customer is an Apple prospect and a Google user. Make software and storage available as service and Google becomes the hub of all activity. Your served-based work space with all the tools you need is accessible and shareable from any device, anywhere, any time. No downloads, no updates, no bandwidth issues, no platform restrictions. Use any software you like Microsoft, Apple, SAP, Salesforce.com, etc. Imagine Google charging a fee for use. The Apple connection makes it possible. And newly formed alliances with salesforce.com make it more probable then not. It won't kill Microsoft. It will make Microsoft's access and experience better and its shareholder richer for delivering it.
But don't take my word for it. Listen to Eric
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