The Highway That Makes Turnarounds Possible

Product life-cycles are shortening, with newcall to rally round the iconic company, Apple is
products hitting the market faster and faster. Atalive and very well. Its amazing recovery owes a
the same time, consumers are spending morelot to its out-of-the-blue dominance of portable
time on the Internet looking for products anddigital music players, a product category that
services, and seeking out suppliers who canbarely existed in 1997. In the first quarter of
deliver them with maximum value at a2006 Apple shipped 8.5 million iPods, some 60%
competitive price. This is a tough, challengingmore than in the same quarter of 2005, taking
situation that should scare complacent businesses.total iPod sales to 50 million worldwide since 2001.
But it offers exciting opportunities for smartWith iPod sales bringing in $1.7 billion in Apple's
business people who recognize the need tosecond quarter, the iconic music player now
understand the external business environment andgenerates more money than Mac computers at
have the internal processes to enable them to$1.57 million. And now that it has started producing
quickly turn changes in the market into newMacs with an Intel CPU, Apple is expecting the
products and services.Rapid History of Rapid"halo effect" of the iPod to lure Windows users
Growthinto buying Macintosh computers.That's not all.
Back in the 1980s the notion of an InformationApple, who's product dominates the market
Superhighway was touted around the mainstreamthrough their approach to partnering and brand
media. Over the next few years thisdevelopment, also dominate another category
mind-boggling notion went from a science fictionthat didn't exist in 1997 - downloadable music. In
scenario to a slow but functioning reality.A fewthe space of just over two years, since Apple's
far-sighted manufacturing businesses installed fastiTunes Music Store was launched, broadband
always-on connections and some createdInternet users worldwide are now spending more
websites, although most of them were little morethan $1bn a year on song downloads. Apple has
than online brochures. A few also saw thesold more than 600 million songs in two and a half
benefits of e-mail but most dismissed the flexibilityyears, and in the US iTunes ranks as one of the
of the Internet as irrelevant to their business.leading music stores alongside major
Many invested significant amounts in alternativebricks-and-mortar retailers. It has also added
'fixed' technology that quickly became outdatedPodcasts and Video downloads to its
such as EDI (Electronic Data Interchange)offering.Industry analysts reckon that iPod and
networks that connected two companies throughiTunes have not only added to Apple's bottom
a single dedicated line. Even the mighty Microsoftline, they have also given a significant boost to
seemed to regard the Internet as a sideshow; itthe company's computer brand. In short, Apple's
allowed Netscape to become the dominantfortunes have been turned around by music, yet
Internet browser of the early Internet and wellmusic wasn't mentioned in any of the 101 ways
into the mid 1990s before realizing that it wasto save Apple in 1997. There are few magazines
missing a trick.In many respects consumers weremore switched on than Wired magazine yet
quicker to embrace the Internet, even with thenobody there suggested music as a route to
limitations of dial-up access. In 1990 there weresalvation - it was down to the insight of the Apple
around 2.6 million people using the Internet, with 2management and their ability to size up an
million of them in the United States . By the endopportunity and deliver a solution which saved the
of 1997, there were 99.96 million Internet usersday.Before iTunes and the iPod, the music
worldwide . Two years later there were 280industry had been fighting a rearguard action
million worldwide, and within another two years itagainst illegal file sharing - millions of people
almost doubled to 530 million, with 16% of thosecopying each other's music for free through
accessing the Internet wirelessly. In 2005 globalpeer-to-peer systems such as Napster and Kazaa.
Internet users tipped over the magic billion toFor many analysts, the music industry was
reach 1,080,000,000 users . It's largely thanks to"broken" with no prospect of fixing itself. Its only
consumer uptake that companies have beenrecourse was to track down and prosecute
forced to recognize how the Internet can be usedfile-sharers. Then along came Apple, a complete
as both a marketing and a sales channel to reachoutsider, to show the way forward and put
huge marketsBecause of the speed of thistogether the first site to offer a really wide range
change, many businesses, and not justof legal music downloads.Not bad for a company
manufacturers, have not been able to keep upthat looked ready to die in 1997.So What?
with developments - missing out on opportunitiesAt the heart of the Apple story were two new
to find new collaborative partners, actively markettechnologies - MP3 (or similar music compression
their products or develop new services forsystems) and broadband Internet; without them
customers. A wide range of business have seennone of its success would have happened. More
market share (and profits) slump as productsimportantly, Apple's management were able to
become outdated faster than new products andrecognize that their experience in developing digital
services are introduced. They have seen coststechnologies would enable them to rapidly break
slashed by competitors producing in lower-costinto digital music - and they used this expertise to
countries and buying low cost technologies, as wellmarket and launch a leading edge product before
as the introduction of alternative products andtheir competitors were able to recognize the
technologies.According to one e-manufacturingchange that was coming.Broadband and MP3
site, the critical issues that need to be faced upenabled Apple to go from nowhere in the music
to include:- Reduced consumer switching costsindustry to become a highly-influential industry
with the Internet making it easier for an existingplayer in a few short years. The underlying
customer to find, contact and collaborate withtechnologies have existed for some time -
competitors- Rapid comparison of prices,high-speed Internet, file compression codecs and
particularly low value or commodity items, allowingever-higher-capacity, smaller data storage
customers to drive costs down faster thansystems. Yet any industry analyst forecasting this
companies can improve performance- Anscenario back in the late 1990s would have been
increasing number of customers are placing theirdismissed as a dotcom-crazy fantasist - but that
requirements and posting tender opportunities viadid not stop the Apple management.For decades
the Internet, making it likely that organisationsbig music companies dominated the music
who are not linked to portals relevant to theirbusiness. They looked after the promotion of the
industry will miss out on sales opportunities- Theartists and their music, and the distribution of their
Internet provides opportunities for enhancedLPs and later their CDs. It was only through them
customer service (such as online updates forthat artists could reach big audiences. But once
delivery etc) which in turn allows for organisationsthe Internet was established and file-sharing was
to differentiate themselves more easily-flourishing, the big music companies could see their
Recognising that there will be a need to invest asgrip on music distribution slipping.All this had serious
much in developing brand and services as thereimplications for all the traditional players who are
will be in leading edge production technology tobetween the artists who create products, and
enable businesses to 'stand out'- Lastly, thetheir audiences who consume them. And beyond
Internet is driving the desire for consumers tothe music business it has serious implications for
place smaller orders, in shorter timescales whilstany business who can size up a change in the
expecting a greater number of options -market. Apple's innovation was recognizing the
something which manufacturers with inefficientshift from physical to digital product would (and
systems will find significantly increases theircould) continue and that they were well placed to
production costs and reduces profitsOpportunitycapitalize on it.The iPod+iTunes case history
Bitesshows that there are probably existing
However, for other businesses, the rapid changetechnologies waiting to be configured and
in technologies has offered significant opportunitiescombined by smart entrepreneurs in such a way
to turn things around. Take the case of Apple.Inas to make current business models irrelevant.
1997, when it was already clear that the InternetAnd it's absolutely certain that
was here to stay, Wired magazine ran ansoon-to-be-invented new technologies will be
alarming cover story about Apple Corporation,applied to leverage the Internet in ways that defy
asking readers to "Pray" under the headline "101prediction today.So here's a closing thought, the
Ways to Save Apple - An assessment of whatApple story tells us that a key skill for
can be done to fix a once-great company." In littlemanufacturing businesses in the 21st Century is
over a decade Apple had gone from being athe ability to spot trends early enough and to
pioneer of mass personal computing to being aconvert those trends into market-leading products
niche player serving a dwindling band of loyaland services, backed by effective marketing, as
users.And now, just eight years or so after thequickly as possible.What do you think?