Monday, June 2, 2014

Chase, Cut to the: "The Winners and Losers at Apple’s WWDC Keynote" (AAPL)

From re/code:

...The Losers

  • Dropbox: Apple SVP Craig Federighi seemed a bit surprised by the cheers for iCloud Drive. But if the new cloud storage program works as advertised, it’ll be competition for cloud companies like Dropbox, which is already beset with big-company competitors undercutting its prices.
  • Hightail: Also on tap in file sharing: A new service called Mail Drop that makes it easier to send large files, like photos, without hitting up against the recipient’s mail server. Transferring heavy files is the specialty of services like Hightail, formerly known as YouSendIt.
  • Snapchat and WhatsApp: Apple is getting serious about its messaging app, integrating it more tightly with the Messages app on the Mac and adding new features like quick voice and video chat, as well as pictures that delete themselves after a certain amount of time. If that sounds an awful lot like messaging juggernauts WhatsApp and Snapchat, well … WhatsApp agrees....
...MUCH MORE