Business Models Apple and HP Link

I don’t want to add to the echo chamber of Apple blogs so just go read Horace Dediu at Asymco. That’s one smart man:

Consider how HP and Apple faced the changes in the PC market almost exactly a decade ago.

• On September 3, 2001, HP announced that they would acquire Compaq.
• On October 23, 2001, Apple announced the iPod.

The rest, as they say, is history.