Two years ago I published a post titled: Will Apple Survive until 2021?
Apple is not unique. I published other Vendors Long Term Survival posts e.g. Google, Microsoft, HP, Software AG, SUN, EMC.
My conclusion was: "My answer is that the probability that it will not survive is higher than the probability that the other vendors (not including Software AG and obviously not including SUN) I discussed will not survive".
My habit is to Revisit, when a significant event occurs.
Waze acquisition by Google is a significant event, which should need Anti-Trust clearance. Perhaps this event, is more significant for Apple than for Google. Apple's costly and unsuccessful Maps application is lagging behind Google Maps.
Many Web pages pointed out on two losers, who tried to acquire Waze and failed:Apple and Facebook.
Perhaps, there is more than one loser, but The Loser is not Facebook. Your guess is correct: it is Apple.
Maps Business Value Proposition
Smart Phones and Tablets based technology may enable fulfillment of a an ancient dream of Location Based services and advertisement. Appropriate Maps application is a necessary condition.
Waze uniqueness is its Social Mapping. Social Mapping could be a key for success in providing services beyond roads and traffic services.
No need to change my 2011 conclusions: "My answer is that the probability that it will not survive is higher than the probability that the other vendors (not including Software AG and obviously not including SUN) I discussed will not survive".
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