Adobe – there is too much overlap in products. Final Cut/Premiere. Aperture/Lightroom, etc, etc. Adobe has a great portfolio of applications but overall the line isn’t close enough to Apple’s core competency. Plus the two companies aren’t getting along that well anymore. Adobe is also pricey. Tivo – It is a great technology for the next 3-5 years. Soon though, networks will be broadcasting their content over the net by themselves. The technology to leverage advertising will make them more than the currently falling costs of broadcasting over the net – so it won’t matter. As someone who has to watch college football on a slingbox, I say hurry the fsck up. Nintendo – great idea, but they are too expensive. Any buyout of Nintendo would have to be more like a merger. Can you see Steve Jobs agreeing to a merger and taking in top management? Us neither.
So, we’ve come up with three companies that Apple should buy – and which they actually have a shot at. Yep, telecoms:
Will Apple put its feet into the telecom world? $15 billion is a whole lot more fun to spend than distribute to shareholders. Maybe we’ll get some news at Macworld on January 14-18. OH btw- the telecom auction is on Jan 17. ;)