Yeah, a hypothetical Aetna customer wearing an Apple watch who falls asleep and drives off a bridge would take little comfort in being able to view her photo album one last time as she sinks to the bottom of a river.
Now don't get me wrong....Apple is great. But besides the all important database you mention that allows the CURA ecosystem to deliver better and better results, no one else has created the original algos to do what myCadian does to begin with....as far as we know. Second, the new Apple watch will be autonomous and untethered to the cell phone. But there's a battery problem with that, and you need long battery life for a monitoring system. Ultimately too (warning, this is spec), CURA may someday be an app on Apple devices anyway, pending proper optimization and market acceptance.
As I said, Apple is great, but almost all of us use Google instead of Apple search and no one is looking to Apple anytime soon to deliver them a revolutionary hydraulic pump. My point is Apple doesn't do everything. Another example, in today's WSJ, they write how the Garmin watch is thriving in the fitness space despite competing with the Apple watch.
Finally Artguy, do you remember Kaplan using Parker Hannifin as an example of a possible relationship partner at the annual? My point is, it's not only about CAT; but CAT, like Apple, could be a potential firm to be in biz with.
