Cramer: "Sansa Lacks Knockout Punch"
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Re: Cramer: "Sansa Lacks Knockout Punch"
Ulisses Pereira Escreveu:But then turn to the back page. You will see something that tells you about the success, or lack thereof, of this new venture: A heart made up of iPods and two lines: "100 million iPods sold. Thanks to music lovers everywhere."
It's called "installed base." It tells you all you need to know about where Yahoo! stands. Which is nowhere.
pois é, e este paragrafo resume 1 coisa simples, que é mto bem lembrado:
uma coisa, é as coisas como sao; outra coisa, é alguem dizer algo (por exemplo que yahoo tem determinada implantacao no mercado, ou potencial de...) e nós nao irmos ver o outro lado...
mto bom artigo; serve de exemplo para outras empresas, outros mercados, outros (novos) produtos e respectiva competitividade...
beijos e abraços-
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Cramer: "Sansa Lacks Knockout Punch"
"Sansa Lacks Knockout Punch"
By Jim Cramer
RealMoney.com Columnist
4/9/2007 6:49 AM EDT
"Yahoo!'s (YHOO - commentary - Cramer's Take - Rating) next to fall on its music sword. The downloading of music wirelessly, something that Microsoft (MSFT - commentary - Cramer's Take - Rating) does too, will make a splash as still one more tech company tries to overthrow Apple (AAPL - commentary - Cramer's Take - Rating). It will have similar results to all the other challengers. Why?
The morning paper gives you the best reason why. Check out this one for irony. On the front page of The Wall Street Journal's B section, the headline is simple: "A New Wireless Player Hopes to Challenge iPod."
That's all well and good. Yahoo!'s got a big installed base. SanDisk (SNDK - commentary - Cramer's Take - Rating), its partner, has some clout.
But then turn to the back page. You will see something that tells you about the success, or lack thereof, of this new venture: A heart made up of iPods and two lines: "100 million iPods sold. Thanks to music lovers everywhere."
It's called "installed base." It tells you all you need to know about where Yahoo! stands. Which is nowhere.
No matter what people say or do, no matter how well funded the challenger, that installed base is what propels Apple away from all competitors. Plus, the ease of use of iTunes makes the wireless option a moot point. People don't, in a vacuum, download songs. They don't walk down the street and download songs. They like to listen to the snippet on iTunes, browse other songs and then buy something. I am confident that if wireless were a really big deal Apple would just put in a wireless chip and call everyone even. The iPhone probably will make all of this stuff happen if Apple chooses.
No one ever writes about the installed base in any of the myriad articles about the competitors of Apple. It's almost as if they are just rewriting the press releases of the entry.
It's hard to understand why they do that, some underdog predilection I guess.
Still, it's part of an overall sloppiness that they don't. I can recall the endless positive pieces about the Zune but you could tell quickly from online services that it was not a factor. I bet in a couple of weeks the same will be said about this new entry.
One hundred million iPods is an invested class. It won't switch easily, if at all. This is not a situation like a new phone line where you already have an installed base of both cable and hardline. That's different and can be successful in overturning the incumbent. In fact, it proves the point there is Yahoo! incumbency. Just some Web site not doing as well as it used to with some flash drive company not gaining much traction. It won't matter. Apple has won the space already.
Random Musings: We are seeing the same kinds of stories about Google (GOOG - commentary - Cramer's Take) and how it's not doing well with YouTube because of the lawsuits. The lawsuits will cause a headache but the technology wins. Intellectual capital has lost its capital. Go ask the newspapers and the music companies. "
At the time of publication, Cramer was long Yahoo!. "
By Jim Cramer
RealMoney.com Columnist
4/9/2007 6:49 AM EDT
"Yahoo!'s (YHOO - commentary - Cramer's Take - Rating) next to fall on its music sword. The downloading of music wirelessly, something that Microsoft (MSFT - commentary - Cramer's Take - Rating) does too, will make a splash as still one more tech company tries to overthrow Apple (AAPL - commentary - Cramer's Take - Rating). It will have similar results to all the other challengers. Why?
The morning paper gives you the best reason why. Check out this one for irony. On the front page of The Wall Street Journal's B section, the headline is simple: "A New Wireless Player Hopes to Challenge iPod."
That's all well and good. Yahoo!'s got a big installed base. SanDisk (SNDK - commentary - Cramer's Take - Rating), its partner, has some clout.
But then turn to the back page. You will see something that tells you about the success, or lack thereof, of this new venture: A heart made up of iPods and two lines: "100 million iPods sold. Thanks to music lovers everywhere."
It's called "installed base." It tells you all you need to know about where Yahoo! stands. Which is nowhere.
No matter what people say or do, no matter how well funded the challenger, that installed base is what propels Apple away from all competitors. Plus, the ease of use of iTunes makes the wireless option a moot point. People don't, in a vacuum, download songs. They don't walk down the street and download songs. They like to listen to the snippet on iTunes, browse other songs and then buy something. I am confident that if wireless were a really big deal Apple would just put in a wireless chip and call everyone even. The iPhone probably will make all of this stuff happen if Apple chooses.
No one ever writes about the installed base in any of the myriad articles about the competitors of Apple. It's almost as if they are just rewriting the press releases of the entry.
It's hard to understand why they do that, some underdog predilection I guess.
Still, it's part of an overall sloppiness that they don't. I can recall the endless positive pieces about the Zune but you could tell quickly from online services that it was not a factor. I bet in a couple of weeks the same will be said about this new entry.
One hundred million iPods is an invested class. It won't switch easily, if at all. This is not a situation like a new phone line where you already have an installed base of both cable and hardline. That's different and can be successful in overturning the incumbent. In fact, it proves the point there is Yahoo! incumbency. Just some Web site not doing as well as it used to with some flash drive company not gaining much traction. It won't matter. Apple has won the space already.
Random Musings: We are seeing the same kinds of stories about Google (GOOG - commentary - Cramer's Take) and how it's not doing well with YouTube because of the lawsuits. The lawsuits will cause a headache but the technology wins. Intellectual capital has lost its capital. Go ask the newspapers and the music companies. "
At the time of publication, Cramer was long Yahoo!. "
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