I am very concerned by Apple’s stance on application platform control at this point. They are at the point when the competition is actually caught up technologically and in the price segment with Android. In my opinion, their next step should be to promote VMs on iPad platform thus allowing better hardware AND choice for enterprises. That would really drive iPad acceptance by enterprises as it would allow clean separation of business and consumer functions. I would argue it is needed to allow Apple to sustain the price war and command a higher price without really driving the quality of the hardware in the ground.
How long can you keep the lock on the platform? My 11 year old son rooted his iPhone 4 within a week after getting it, so did all his classmates. And he is probably one of the most loyal Apple fans I know with most of his toys running on OSX platform.
So far virtualization of iPhones and iPads was not practical – those were underpowered devices built for a very short lifespan. Android on iPhone 3 performs really bad, but it is almost usable on iPhone 4. With iPad 2 and iPhone 5 we can expect 2+ years of service before being forced to replace these devices, which is enough for the enterprises to consider them as viable business tools.
For the first time in the last 3 years I am unloading Apple stock – almost all of it – as I believe that their current strategy is slowing the long lasting success. There is the point when the pride of job well done turns to hubris and Apple is crossing that line.