This morning’s Observer column.
Companies go where the commercial opportunities are. The inescapable conclusion to be drawn from Apple's recent history is that the spectacular growth opportunities are in mobile devices, not deskbound computers or even laptops. The iPad is selling at a rate of a million a month. More than 1.4 million of the new iPhones were sold in the first four days. And the pace seems to be increasing. It took the first iPhone 74 days to reach its first million. The iPad got there in 28. Only things like the Nintendo Wii (13 days) shift faster. Then there's the small matter of the 40% contribution the iPhone now makes to Apple's bottom line. In those circumstances, if you were Steve Jobs, what would you focus on?
I’ve just had an email from a reader who, many years ago, switched to the Mac on my advice. He writes:
I’ve just read your piece in the Observer New Review. I suppose I have to prepare for the end of civilisation as I know it!