Wednesday, May 4, 2016

AAPL GOOGL FB INDIA



Remember:

Back in 2013 I wrote

Apple and Facebook should buy aol Time-Warner CNN.  The concern?>  Buy content. They didn't.  Today, the industry is gobbling up content like Raisinettes(r)  at the movie theatre.

I also wrote several articles about Apple and the Corporate Success Parabola.


Remember when Xerox almost became a verb?  When IBM was synonymous with computers. Today? Not so much.

As Cell-phone sales taper off in China, and Tim Cook appeared on Mad Money with Jim Cramer I had a flashback to Bill Ackman selling Penney Stocks as JCP was on the skids. And to defend Ron Johnson.  I felt validated when someone on CNBC illuminated Cook's response on sales by expanding the analysis to a two year data report.  All I heard was Jim Cramer asking Tim Cook about Cell phones and Tim Cook responding with Q4 and Q1 financial data.  Warning, Will Robinson.

Now, India is the target.As Tim Cook ;pointed out: 50% of India's population is 25 and under. By 2020 a short 4 years from now, India will be the most populous nation on the planet. 
Please check my numbers. I wasn't listening too closely.

Content:  Bollywood is bigger than Hollywood.  One would think that rather than trying to convince the consumers to buy what the company wants to sell, tech would sell what the consumers want to buy.  Op Cit Ron Johnson.

If Apple and Facebook could team up, they could create a platform for Bollywood.  (How many years ago did I write: India: The Facebook Evolution and other articles about India?

Then we have National Pride.  China has technology, a cost effective labour force, a large consumer market, and the outpouring of National and Cultural pride, i-phone sales in China can transform into C-phone sales.  And the same can happen in India.  Will Apple be left out?  Will Apple continue to ignore content?  Will Google?  When will the i-phone sales in India give way to I-phone sales in India.  For the slow folk:  India-Phones.

Every corporation has a success parabola.  The way to avoid the doom is to transform to meet demand.  That comes from marketing not advertising.

Advertising: convince the consumers to buy what you want to sell.
Marketing: sell what the consumers want to buy.

 The definitions of Slim Fairview  Marketing:  Find a need and fill it.  


Warmest regards,

Slim.





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