First, be honest ... do you ever see young children crowded around a device -- other than a gaming platform -- they way they are this iPad. These kids were entranced until they realized I was taking their picture.
Go into an Apple Store like John suggests. See for yourself. The iPad Air is the real deal. It blows anything Samsung, Microsoft (MSFT) or Hewlett-Packard (HPQ) has put out or will put out this holiday season and beyond.
While HP is busy boring us with repackaged television commercials that show a laptop becoming a tablet and then, viola, with one awkward shift and click, the tablet becomes a laptop again, Apple focuses on devising, refining and owning an experience the "competition" feebly co-opts with equal parts confusion and incompetence. Hey Meg!, the laptop-tablet hybrid didn't work in 2011 or 2012, it's not going to work in 2013.
Apple dictates the experiences -- with precision and nuance -- people end up wanting. That's what matters. Not some poorly generated number a retail analyst pegs as the number of iPads, iPhones or MacBooks Apple "should" sell.This experience fuels Apple's two most important weapons. Two things that matter more than market share ever will: the inextricably-linked halo effect and upgrade cycle. Whether you buy a second Apple product because the experience of owning the first own blew you away or you replace your iPhone with a new iPhone every two years is what's important. Apple keeps a significant number of people coming back for more, while adding new customers, who are not, by and large, the low-hanging fruit, Samsung, HP and others go after. All of this to say, Tim Cook has done a fantastic job housesitting for Steve Jobs. But, as we know, sadly, the homeowner isn't coming back. So Cook must find a way to not only maintain this mansion, but make it his home. Cook needs to turn into the person we have complete and total confidence in. As I note in the video, that means he has to -- in his own way -- become a better entertainer (for desire of a better word), but, more importantly, carry Apple into its next stage of evolution. Hopefully, dominant evolution. We waste our time discussing how the company with, hands down, the best-in-breed products will perform over the holiday season. We spend our time wisely nodding and obsessing over Cook and an Apple without Jobs's ability to create or kill another category. That's what will keep the halo effect and Apple upgrade cycles alive and kicking for another 10 years. That's what will maintain the company's unparalleled dominance, while ensuring Tim Cook remains Apple CEO. Follow @rocco_thestreet --Written by Rocco Pendola in Santa Monica, Calif.
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