Gary Kasparov became the World Chess Champion in 1985, following
his second match against reigning champion Anatoly Karpov. The
first match (started in 1984) had been abandoned inconclusively,
under unusual circumstances. The rules for the first match were
that the first player to win 6 games would be declared the
winner.
For Karpov, this first match began very well. He won one game,
then another game, then another, with most of his wins being
separated by drawn games. At this level of chess drawn games are
frequent. It seemed that Karpov was destined to win after he had
won 5 games without Kasparov winning any. They had played 27 games
in total, at that point. Then in game 32 Kasparov won.
I remember reading Kasparov's account of this 32nd game. He said
that during the game “he felt the electricity pass from
Karpov to him”. After that Karpov was unable to win the final
sixth game that he needed for victory. The match was abandoned when
Kasparov won the 48th game, with Karpov declaring himself unable to
continue (even though he still led 5 games to 3). Another match was
arranged later in the year under slightly different rules and
Kasparov won it.
In my view, Kasparov's account of the 32nd game describes a
phenomenon, which I think of as “the spark”. In the
32nd game, “the spark” moved from Karpov to him and,
despite the situation at the time, the reign of Karpov was
over.
Think of any contest for dominance and this phenomenon seems to
be present—so much so that whoever has the spark appears
bullet-proof for a while. Xerxes lost the spark to the Greeks at
Thermopylae. Caesar gained it when he crossed the Rubicon. Hitler
lost it in the ruins of Stalingrad. It's easy to see in retrospect,
of course.
But this is exactly how I think about Apple's current run of
success. Clearly the company was rescued from oblivion when
Steve-this-time-it's-personal-Jobs returned. He may have galvanized
the company, but that didn't guarantee dominance by any means. The
iPod breathed financial life into Apple, but it didn't guarantee
dominance either—after all it was just a 21st century
Walkman. The spark moved to Apple when it delivered the Tiger
version of OS X and then, in short order, moved to Intel chips.
What am I thinking? Simply this. Apple is going to dominate home
computing (in the developed world) for the foreseeable future and
it's too late now for Microsoft, Dell, HP, Toshiba or anyone else
to change this. It hasn't happened yet, but it will. There are too
many straws in the wind for me to believe otherwise. The spark
moved to Apple about a year ago.
I personally became an Apple user before then, with the release
of Tiger. (I was sick of losing days of my time to Microsoft). The
buzz around Apple at the time was not high volume, but since then
the drum beat has been sounding louder. Many people who would never
have dreamed of buying a Mac are now in the market for one. Many
will buy Apple next time around and after that they wont switch
easily. No matter how much noise Microsoft makes around Vista, it
isn't going to dent this. Vista is a “Tiger catch-up”
and by the time it hits the streets, Microsoft will be behind yet
again, and trying to catch its breath. It's too late.
The market stats are beginning to show this—but only just.
Apple now has 12 percent of the laptop market and about 6 percent
of the desktop market in the US. But if you focus only on the home
PC market (about 60 percent of the US PC market is corporate) the
market share is bigger than it appears. Apple's growth is running
at roughly 30 percent—about 3 times the industry growth.
Microsoft got the spark when it began to divorce itself from its
joint OS/2 project with IBM, just after 1990. It seemed
inconceivable at the time that it could challenge IBM's dominance
of the industry. Microsoft had revenues of just over a $1billion.
But Microsoft had already won—just as now, it has already
lost.
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