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Why the Walkman did not give rise to the Sony iPod

A decade ago Apple launched the iPod with the slogan “1,000 songs in your pocket”. The claim encapsulated seamless integration of content and delivery. The launch of the iPod mattered not just for what it did, but for what it implied for the future. The age of the personal computer was ending, giving way to an era in which a single handheld device would be the gateway to every service that could be delivered electronically.

So why didn’t Sony do it? The company created the Walkman, the analogue predecessor to the iPod. For a generation, Sony was the world’s most successful consumer electronics company. It developed a vision of integration of devices and content long before Apple dreamt of going into the music business. The route Sony followed was acquisition. In 1987, Sony bought CBS records. Two years later the company purchased Columbia Pictures.

Sony had seen the future. And it worked, but not for them. Apple went on to dominate the new markets, transforming itself from a computer company into both a leading consumer electronics company and a major retailer. Sony didn’t even come close. (In his biography of Steve Jobs, Walter Isaacson recounts a discussion with the Apple founder on this issue. )

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約翰•凱

約翰•凱(John Kay)從1995年開始爲英國《金融時報》撰寫經濟和商業的專欄。他曾經任教於倫敦商學院和牛津大學。目前他在倫敦經濟學院擔任訪問學者。他有著非常輝煌的從商經歷,曾經創辦和壯大了一家諮詢公司,然後將其轉售。約翰•凱著述甚豐,其中包括《企業成功的基礎》(Foundations of Corporate Success, 1993)、《市場的真相》(The Truth about Markets, 2003)和近期的《金融投資指南》(The Long and the Short of It: finance and investment for normally intelligent people who are not in the industry)。

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