NEW YORK (TheStreet) -- The PC revolution of the 1980s and the Internet revolution of the 1990s moved more slowly than the present device revolution, but created lots of after-market opportunities. Hardware, software, peripherals, services and accessories all boomed.
The device revolution, by contrast, has mainly been good for one company -- Apple (AAPL)
That's by design, but I'm wondering if it is even good for Apple?
So far, most of the "after-market" plays in Apple have been around peripherals such as Skullcandy (SKUL) earbuds and covers from companies like Zagg (ZAGG). The software profits have mainly gone to existing players, including Adobe (ADBE), which adapts its products for the new platform, as 9to5Mac reports or to games outfits like Zynga (ZNGA), which were born on other platforms.Moves this summer by Apple indicate that's the way they like it.
When Nuance (NUAN) found traction in the voice dictation space, Apple placed its own version inside its Mountain Lion operating system, notes 9to5Mac.
Apple is changing the connectors on its new line of products, for which it will be the sole source, writes 9to5Mac.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV