Apple

[Grieve]

A question for you. Do you think the Apple watch will dent revenue numbers? I dont know of anyone, even appleites sworn to the cult, that are actually wanting to buy one.

In the short term, probably not.

But what I think the doubters (not mentioning any names... :wink don't take into account is the power of a sticky ecosystem. The more cohesive the overall experience, the more people are likely to stay in the Apple world, and buy more Apple products.

It's like ApplePay. That's never going to generate more than a rounding number in terms of overall revenue/profit, but it makes owning an iPhone more attractive - especially with all the banks and stores pushing it. Same with the watch. If all your friends have it and it's really cool, it makes you want one, which means you need an iPhone. So Apple sells a watch AND an iPhone that maybe they wouldn't have otherwise.

Plus you know those $10,000 gold iWatches are going to sell like crazy to the rich in places like China, Russia, and India...

You can say the same of Google apps, which makes owning an Android more attractive. That's the real battle going forward - the services and ecosystem, more than incremental increases in the hardware.