How’s John Dvorak Doing? ⇥

Excerpts from John Dvorak’s March 28, 2007 piece entitled “Apple should pull the plug on the iPhone”:

Now compare that effort and overlay the mobile handset business. This is not an emerging business. In fact it’s gone so far that it’s in the process of consolidation with probably two players dominating everything, Nokia Corp. and Motorola Inc.

During this phase of a market margins are incredibly thin so that the small fry cannot compete without losing a lot of money. […]

The problem here is that while Apple can play the fashion game as well as any company, there is no evidence that it can play it fast enough. These phones go in and out of style so fast that unless Apple has half a dozen variants in the pipeline, its phone, even if immediately successful, will be passé within 3 months.

There is no likelihood that Apple can be successful in a business this competitive.

I’ll be over here.