Most people likely think Apple has a very sticky relationship with its customers.
But Alec Ellison, chairman of technology investment banking at Jefferies & Company, thinks Apple is more vulnerable to changing consumer tastes than Amazon, Facebook or Google.
Ellison says that although Jeffries is “bullish” on all four companies, Apple has the least “stickiness” with consumers. What he means is that Apple has to continue rolling out hot new products if it wants to keep its lead. It would be much harder for a competitor to unseat Amazon, Facebook, or Google, even if they don’t offer any new innovations.
Monday, November 12, 2012
Oddly Enough, Some Think Apple's Relationship With Consumers is "Not" Sticky
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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