Risk
1/21/2010
07:49 PM
Bob Evans
Bob Evans
Commentary
50%
50%

Global CIO: Will Steve Jobs Ban Google From AppleWorld?

An imaginative Apple investor says Steve Jobs is preparing to rock Google's world.

"The moral of the story is that Steve Jobs is not someone you want to depend on for your livelihood... I'll bet that in one of those Apple board meetings that Google CEO [Eric] Schmidt used to attend, he realized that Jobs was on the verge of building AppleWorld and he's been scared ever since." Concerned, sure--but is almighty Google "scared" of anything?

That opening quotation comes from a zealous Apple investor and money manager Jason Schwarz, who holds a long position on Apple and therefore is not exactly an unbiased source. But I've read a lot of Schwarz's analyses in the past year (you can find many of them here) and while he can sometimes be more cranked-up than a Jolt-chugging and deadline-stressed programmer, he also offers some unique and compelling perspectives on Apple and its singular CEO.

Here are the two full opening paragraphs from his blog entry yesterday on SeekingAlpha.com in which he lays out his theory for why Google is, indeed, scared:

"Steve Jobs is walking the same path as Walt Disney," writes Schwarz. "As soon as California's Disneyland was completed, Walt knew he had made a terrible mistake by not securing the surrounding real estate. He had built this wonderful destination but his oversight allowed hotel chains and restaurants to come in and make more money off his customers than he did. So Walt immediately went to Orlando, FL and built Disneyworld the right way.

"The moral of the story is that Steve Jobs is not someone you want to depend on for your livelihood. His goal is to build a closed digital neighborhood where Apple controls who makes money and who doesn't. I'll bet that in one of those Apple board meetings that Google CEO Steve [Eric] Schmidt used to attend, he realized that Jobs was on the verge of building AppleWorld and he's been scared ever since."

Now, as I said, Schwarz has a big dog in this fight via his investments in Apple. But the DisneyWorld metaphor was intriguing enough that I wanted to share it, particularly as it relates to the oncoming explosion of mobile computing that Schwarz says lies at the heart of Jobs' desire to build AppleWorld. As Schwarz puts it:

"Apple quickly realized that apps would one day overtake .coms. They knew that mobile devices would overtake PCs. And last but not least, they knew that they had a two year head start to completely control this mobile community. This did not sit well with Eric Schmidt."

Will the mobile phenomenon be powerful enough to rattle companies of the size and significance of Google? Can Steve Jobs--or any tech CEO in these days of the primacy of openness--create a business ecosystem in which that CEO determines who makes money and who doesn't? Can such a narrow construct survive in these days of near-unlimited choice?

Global CIO
Global CIOs: A Site Just For You
Visit InformationWeek's Global CIO -- our new online community and information resource for CIOs operating in the global economy.
Schwarz clearly has his opinion on that, and whether you're an Apple zealot like he is or a Google devotee, I think you'll enjoy his piece and the premise he lays out for how the next few mobile-madness years might shape up.

The significance of this for CIOs, of course, is the inexorable move toward more mobile devices and more mobile applications, and along with that the remarkable rise of the iPhone and the AppStore as the richly connected and fully capable device of choice for professionals.

In that context, if Steve Jobs is able to build the AppleWorld of Schwarz's imagination, and if Jobs is able to dictate who's in and who's out, then Google might very well have good cause to be concerned. And maybe even a little scared.

RECOMMENDED READING:

Bob Evans is senior VP and director of InformationWeek's Global CIO unit.

To find out more about Bob Evans, please visit his page.

For more Global CIO perspectives, check out Global CIO, or write to Bob at bevans@techweb.com.

Comment  | 
Print  | 
More Insights
Register for Dark Reading Newsletters
White Papers
Cartoon
Current Issue
Flash Poll
Video
Slideshows
Twitter Feed
Dark Reading - Bug Report
Bug Report
Enterprise Vulnerabilities
From DHS/US-CERT's National Vulnerability Database
CVE-2015-4293
Published: 2015-07-30
The packet-reassembly implementation in Cisco IOS XE 3.13S and earlier allows remote attackers to cause a denial of service (CPU consumption or packet loss) via fragmented (1) IPv4 or (2) IPv6 packets that trigger ATTN-3-SYNC_TIMEOUT errors after reassembly failures, aka Bug ID CSCuo37957.

CVE-2014-7912
Published: 2015-07-29
The get_option function in dhcp.c in dhcpcd before 6.2.0, as used in dhcpcd 5.x in Android before 5.1 and other products, does not validate the relationship between length fields and the amount of data, which allows remote DHCP servers to execute arbitrary code or cause a denial of service (memory c...

CVE-2014-7913
Published: 2015-07-29
The print_option function in dhcp-common.c in dhcpcd through 6.9.1, as used in dhcp.c in dhcpcd 5.x in Android before 5.1 and other products, misinterprets the return value of the snprintf function, which allows remote DHCP servers to execute arbitrary code or cause a denial of service (memory corru...

CVE-2015-2977
Published: 2015-07-29
Webservice-DIC yoyaku_v41 allows remote attackers to create arbitrary files, and consequently execute arbitrary code, via unspecified vectors.

CVE-2015-2978
Published: 2015-07-29
Webservice-DIC yoyaku_v41 allows remote attackers to bypass authentication and complete a conference-room reservation via unspecified vectors, as demonstrated by an "unintentional reservation."

Dark Reading Radio
Archived Dark Reading Radio
What’s the future of the venerable firewall? We’ve invited two security industry leaders to make their case: Join us and bring your questions and opinions!