Apple Inc. (AAPL), Google Inc (GOOG), Amazon.com, Inc. (AMZN): Ecosystems are widening moats — from insidermonkey.com
Apple smartphone strategy: It’s the ecosystem — news.investors.com
The strength of Apple’s ecosystem remains its greatest asset and will secure customers and profits despite slowing growth and margin dips — from tbrnewsommentary.wordpress.com by Beau Skonieczny, Analyst
iPad continued to fuel growth and healthy margins for Apple despite headwinds
From DSC:
Those of us working in the tech side of the house know how difficult it is to navigate this space. The targets are always moving, and determining which tool to go with has changed through these last few years. It used to be about individual tools (and sometimes still is). But increasingly, one needs to fly at the 50,00-foot level and ask how the ecosystems are playing out and how an individual tool fits into a greater ecosystem or platform. Some ecosystems that come to my mind right now include: Apple, Google, Amazon, and Microsoft.
