This is MacOS Ken.

Another antitrust shrug from Wall Street,

news of an apple Silicon exploit, and Apple Vision Pro heads

to China this year. It is Monday, the 25th of March 2024. I'm Kanray and this is news from Maco-S Ken brought to you by yours truly and supported by people like you

patrons through Patreon find out more and that your support at patreon dot com slash macoWest can.

Another Apple watching analyst is sort of shrugging off the DOJ case against the

Cupertino Company.

Apple 3.0 ran part of an o Friday by B of A analyst Wamsi Mohan, while acknowledging

that he and his are not legal experts, they have a problem with the idea that Apple has boxed out competition, at least in terms of hardware.

For example, writes Mohan, Apple lost Sheared a Samsung when the Fablet was introduced many years ago and regained share when it

introduced a larger screen phone reflecting customer willingness to switch for

compelling access to innovation but not necessarily for products that have an equal footing

that are not as well integrated into the broader ecosystem. As things stand now

the note argues that customers often choose Apple products, despite several alternatives existing,

because of the perceived quality of the products and experience, rather than a lack of choice of alternative products.

What happens then if the suit forces open enough access to Apple's hardware and APIs

to make using a phone made by Apple or a phone made by another company

practically indistinguishable. That could hurt sales but Mohan isn't sure

it can actually happen.

Quoting his note again, it remains unclear whether just enabling cross-platform apps or

allowing competing apps on the platform wouldn't to much user migration, given users preference

for the brand and overall quality and usability of Apple products and integrated ecosystem. Pointing out that the DOJ prompts no change to his firm's estimates.

...