Is Apple Vulnerable?

When asked this question, Motolola Mobile CEO Sanjay Jha gave a most interesting answer because he talked about culture rather than limitations of the iPhone4 or iPad2.  He noted that companies have a tendency to adopt a defensive mindset when they have had a run of market successes.  He did, however, suggest that Apple is well aware of this problem, which is one of the most difficult in strategy (“Victory makes you stupid,” attributed to the elder von Moltke).

You might also note an interesting take on zheng/ qi (cheng / ch’i) near the end of the interview.