You're so missing the bigger picture. 'Healthcare' is just a subset of 'health'. Go back to first principles: #1 people have always cared about their personal

You're so missing the bigger picture. 'Healthcare' is just a subset of 'health'. Go back to first principles: #1 people have always cared about their personal health and have always been willing to spend a lot of time and money to improve it, and individuals are ultimately the ones responsible for their health. #2 Apple is a computer company, and computers are the primary means of personal empowerment that exists today. What you pay attention to, how you organize your thoughts, and what you do is increasingly influenced and mediated by computer interfaces and data. Combine #1 and #2 and you get an increasingly powerful personal health market that is on a collision course with the healthcare market. Ask any doctor - patients are more informed than ever, and how medicine is practiced is changing as a result. This isn't news. The other dynamics you're not considering are that healthcare is much much larger than whatever enterprise tech deployments exist today. Sure, Apple isn't going to sign a service contract to customize an EMR for some hospital's specific needs, but that's such a tiny part of what Health and Healthcare are.