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Apple's HTML5 bet against Android extermination

The Register - Matt Asay - Open ... and Shut -  Harvard professor Clayton Christensen has more than 500 billion reasons to think he's wrong to suggest Apple is in for rough sailing, but he's not backing down. The father of disruption theory - a theory that Apple's former chief executive Steve Jobs claimed had a huge impact on his thinking - believes that Apple's end-to-end, integrated approach to innovation is susceptible to disruption from a more modular, open approach like that of Google's Android.

He could be right. But then, we've heard this before. (Proving that I can be consistently inconsistent, I've argued both for and against Apple's strategy.)

It takes a bold person to predict Apple's downfall even as it continues to grow from strength to strength, but Christensen is comforted by having the weight of history on his side:

The transition from proprietary architecture to open, modular architecture just happens over and over again. It happened in the personal computer, and although it didn't kill Apple's computer business, it relegated them to a minor player.