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Entries in Fantasy Merger (9)

Monday
Jul072008

July Apple Fantasy Merger: Google

(Each month we weigh the pros and cons of a particular potential merger for Apple. Please note the "fantasy" part of this speculation: Many times the mergers mentioned couldn't or wouldn't be realistically possible. But put all that aside and enjoy this month's edition of Fantasy Merger.)

Last month, we talked about the wonders that would come from an Apple/Nintendo merger. This month, we dare you to dream of iTunes libraries searchable by lyrics, AdWord supported iWeb documents, and web-based OS X. Yes friends, imagine if you will, an Apple/Google merger. Clearly this month's merger leans more toward the fantasy side than others.

Rather than the advantages for each company, the real question is, what would happen to the rest of the tech industry? Would the Dept. of Justice allow such a merger between an internet powerhouse, and a hardware manufacturer? Could the two companies combined maintain Apple's legendary secrecy while also maintaining Google's "do no evil" philosophy? And what would happen to Microsoft? Beyond spending billions of dollars to oppose the merger, what would become of them in a world in which the "most advanced" operating system would be available to all?

Of course both companies are doing fine on their own thanks, and would have little interest in the other beyond their working partnership now. Still, once a month, we stop to wonder, what if...

Tuesday
Jun032008

June Apple Fantasy Merger: Nintendo

(Each month we weigh the pros and cons of a particular potential merger for Apple. Please note the "fantasy" part of this speculation: Many times the mergers mentioned couldn't or wouldn't be realistically possible. But put all that aside and enjoy this month's edition of Fantasy Merger.)

Apple has been on a tear conquering the worlds of portable music, cell phones, and computers. There are two areas though, where Apple continues to meet resistance: The settop box (Apple TV) and gaming. This month's fantasy merger would solve both of these problems overnight: Merge/Buy Nintendo.

The Wii has been a success in large part due to the (here it comes) "think different" approach they've taken to game control. From the outside, it seems like there would be several workplace culture similarities between the two companies, more than say Apple and Sony.

Apple would immediately have a gaming hit on its hands, and a device in millions of homes (millions more than Apple TV) in which to stream TV, movies, and music.

Will it happen? As if with all these fantasy mergers, probably not. But not letting little things like company valuations, international ownership issues, and ego clashes get in the way, it looks like a great match.

Wednesday
Apr022008

April Apple Fantasy Merger: Adobe

(Each month we weigh the pros and cons of a particular potential merger for Apple. Please note the "fantasy" part of this speculation: Many times the mergers mentioned couldn't or wouldn't be realistically possible. But put all that aside and enjoy this month's edition of Fantasy Merger.)

For this month's edition of Apple fantasy merger, I went with an old standby: Adobe. Why? well, because frankly time may be running out on this merger rumor. There was a time when controlling Photoshop may have seen like a golden ticket to allow Apple to grow an even larger share of the creative community. However, with the release of Aperture, and most recently the 2.1 Aperture update supporting 3rd party plugins, the feature gap between the two programs continues to shrink.

However, there is one other Adobe property that might just make it all worth it for Apple: Flash. Flash has been widely accepted as the standard for internet media. Sure QuickTime (and Windows Media) provides a far superior picture, Flash, thanks to it's near-100% install base has become the streaming media format of choice for Youtube, Metacafe, and just about every other online video site.

And if you follow iPhone news, it would be hard to miss the back and forth struggle of bringing Flash to the phone. Some people think it's the missing piece to completing the feature set of the phone, while others see it as a nuisance. Yes, the code can seem bloated. But imagine what Apple could do under the hood... While all web video is slowly migrating to the h.264 open standard, think of the interactive possibilities if Flash and QuickTime became one. You could create interactive slide shows with iPhoto, giving people the ability to add their own features. You could make the full feature set of Photoshop available online for manipulation and adjustment of the pictures. As we move past disc-based media, the winner in online content might be the first format that allows for stunning playback and ease of purchase, as iTunes and QuickTime already do, coupled with the authoring tools, and universal install base Flash provides.

There would still be a big "get" for Apple in the creative market as well. While they would acquire Premiere, a Final Cut Pro competitor, they would also get After Effect, which is far and away the most popular/most used effects software for video production.

Apple could make even greater in-roads in the consumer market with the Flash/QuickTime combination, while simultaneously bringing another important product into their pro software portfolio.

What do you think? Let us know in the comments,

Tuesday
Mar042008

March Fantasy Apple Merger: Comcast

(Each month we weigh the pros and cons of a particular potential merger for Apple. Please note the "fantasy" part of this speculation: Many times the mergers mentioned couldn't or wouldn't be realistically possible. But put all that aside and enjoy this month's edition of Fantasy Merger.)

With Apple's revamped Apple TV, or more specifically, the "Take Two" software enhancements, critics seem to universally agree that Apple TV is better than it was. Many though, lament that there's still no way to record shows to the box, and that it cannot serve as a cable box replacement. Another box to have to hook up, and one without a dvd player is a barrier for many people.

It has also become clear in the past few weeks that Apple does not offer nearly the movie selection for rent as other outlets. Take Comcast's OnDemand movie offerings, for example.

Apple's plans seems set on a world in which the concept of networks disappear, and people are free to watch whatever they want to, whenever they like. Tivo has been but a small taste of Apple's ultimate network-free model.

Of course, there are a few problems with that future. For one, the cable companies have been doing just fine providing traditional network television. And, for those who enjoy live programming like sports and news, the cable connection is key to getting those programs as they happen. 

But now, go down the rabbit hole.. to a world in which Comcast and Apple are one. For the sake of this discussion, we'll assume Apple was able to outright purchase Comcast (not financially possible, but that's why we call it fantasy merger!). Now imagine that all those Comcast boxes in the universe are replaced by Apple TVs, or given Apple TV features. The resulting service would create a seamless experience: whether you want to watch podcasts, rent movies, or buy TV shows, it would all be handled by one device. And with Apple as an internet provider to millions, the possibilities to enhance/fix .mac become incredible. Personal photo albums from iPhoto/.mac could be made easily available to family members all over the country. And because Apple would control "the pipe" to the home, they would have tremendous leverage in dealing with the major networks, maybe dismantling the whole concept of networks, for better or worse, in the process.

What do you think? What other pros and cons would come from this merger?

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