I think this is going to be a loss for Apple.
More Quotes from Van Baker:
The appeal is the portability, the time shifting aspect and the added capability to listen to both the Sirius content and their MP3 collections,Van Baker
In many ways, I do view portable media players as a technology in search of a market. If I'm carrying music with me, chances are I want to carry something that's a little smaller than a personal music player.
Van Baker
Ultimately, for them to sustain their growth and be successful in the long term, they're going to have to move in new directions and tackle some new product lines that they don't have and haven't historically done. That's going to take significant investment.
Van Baker
Aside from the competition, the company's first challenge will be to teach consumers how to use the service. Many consumers are uncomfortable trying to figure out how to print envelopes on their printers, ... And the alternative of printing the postage on the letter itself requires a window envelope, which most consumers are not using.
Van Baker
To the degree this is perceived by consumers as a format war, everyone's going to vote by leaving their wallet in their pocket. If any of these guys are expecting to go mainstream, they're going to have to come to agreement, or else someone has to win.
Van Baker
This is just people hedging their bets, ... They don't want to sour the business relationship if the other side wins. It all reinforces the idea that there will be a format war, and with a format war, nobody wins.
Van Baker
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