Hello All,

As I have posted to this list, I am a big fan of Apple Pay, electing to use
it whenever possible.  It facilitates the most convenient, transparent, and
independent in-store purchasing experience I've ever conducted.  I use my
iPhone 6 Plus to buy items via Apple Pay no fewer than twice a week the last
time being yesterday, at a grocery chain called Whole Foods Market.  

I came across this article that was mentioned but was not written by Mac
Daily News.  They simply linked to the original article.

So, I have pasted the entire article below at the bottom of which you will
find the original URL.

Enjoy,

Mark

Apple Pay: Why CurrentC Is No Threat
by Mark Hibben 
Apr. 8, 2015

Note from Publisher:
The author wrote this article themselves, and it expresses their own
opinions. The author is not receiving compensation for it (other than from
Seeking Alpha). The author has no business relationship with any company
whose stock is mentioned in this article.

Summary

.A consortium of retailers has announced that mobile payments system
CurrentC will start operation in mid-2015. 
.CurrentC is a merchant-oriented payment system designed to circumvent the
current credit/debit card system. 
.The lack of focus on CurrentC users compared to Apple Pay probably dooms it
from the start. 
With Apple (NASDAQ:AAPL) Pay becoming ever more widely adopted by card
issuers and more widely accepted by retailers, mobile payments was bound to
see new entrants. The latest to emerge is CurrentC, backed by a consortium
of retailers such as Wal-Mart (NYSE:WMT) and Best Buy (NYSE:BBY). It will go
live sometime in the middle of the year. Does CurrentC pose a threat Apple
Pay? No, it's hardly credible competition.

Cobbled Together
Whenever Apple comes out with a ground-breaking product, there's an
immediate scramble by its competitors to cobble together a solution that
superficially resembles the Apple product. The lack of attention to detail,
and the creaky, unreliable nature of these "competitive" products is usually
immediately apparent. Such is the case with CurrentC. CurrentC represents a
direction that Apple might have gone if it hadn't come up with the better
approach of Apple Pay.

CurrentC basically takes the iOS Passbook approach for gift cards, boarding
tickets, etc., and applies it to debit card payments. In Passbook, you show
a scannable bar or QR code that corresponds to some prepaid card, the
merchant scans this, and the value of the purchase is deducted. CurrentC
works the same way, except that purchases are deducted from the user's bank
account via ACH transfer.

In effect, the CurrentC app user (there'll be apps for iOS and Android) is
authorizing the CurrentC consortium, Merchant Customer Exchange (MCX) to
make an ACH transfer from the customer's account to the member retailer's
bank. So MCX has to have stored your bank account information, and is
involved with every transaction the customer makes with CurrentC.

In every important respect - ease of use, privacy and security - CurrentC is
inferior to Apple Pay. Let's look at each of these areas.

Ease of Use:

Passbook kind of made sense if you had a lot of gift cards or prepaid cards
that you didn't want to carry around with you. However, the process of
presenting the scannable bar code in CurrentC doesn't appear to be
significantly easier than just swiping a debit card. Either way, you have to
enter a pass code, and the time it takes to scan the bar code is about what
it takes to swipe the debit card.

As an alternative, CurrentC merchant terminals can present a bar code to be
scanned by the customer's phone. Then, the CurrentC app sends the ACH
authorization request to MCX. This has all the pitfalls of smartphone
photography: the customer has to orient the smartphone camera properly, get
the bar code in focus, hold the camera steady, then take what amounts to a
picture of the bar code. Simple.

While one might argue that this is no less convenient than swiping a debit
card, it's certainly less convenient than holding your iPhone over an Apple
Pay terminal.

Security:

The key pillars of Apple Pay security are ignorance, and ignorance. Once a
credit or debit card is added to your Apple Pay-enabled Passbook, Apple
deletes your card information from its servers, which was encrypted anyway.
>From that point on, it's just between you and your bank, and Apple doesn't
know anything more about your card or your purchases with it.

Ignorance is bliss. Ignorance means that Apple's vulnerability to hacking is
very low. Most of the time, there's nothing to hack.

The other important form of ignorance for Apple Pay is in the user's phone.
The iPhone doesn't even carry the card information around. Instead, it
carries a device ID (essentially, a random number string) that the bank
associates with your account. In addition, the device ID is stored in a
special chip called a secure element, which no other component of the iPhone
- hardware or software - can access.

These safeguards are mostly lacking with CurrentC. MCX does store customer
account information. It has to, for the system to work. MCX assures us that
the data is encrypted and secure. Makes you feel so much better, doesn't it?

The CurrentC app doesn't have a secure element to make use of, so that layer
of security is missing as well. CurrentC does probably use a device ID
system similar to Apple's, but then, that can be sent (in encrypted form)
over wireless networks to authorize payment when the smartphone scans a
CurrentC terminal bar code.

Privacy:

MCX is very upfront in its pitch to merchants about customer privacy. There
is none. Merchants will have the opportunity to exploit customer purchase
history, in order to offer special targeted discounts and promotional deals.
Your purchase data is an important product to MCX members.

Merchant Benefit
This is a product architected not for the benefit of the consumer, but for
the benefit of the merchants who are members of MCX. Unfortunately for MCX,
the key feature most appealing to merchants will be the downfall of
CurrentC. CurrentC is all about circumventing the current debit/credit card
authorization system and the fees that merchants are required to pay for
each transaction.

For that reason, it does not support bank credit cards, except for
merchant-supported cards. This makes CurrentC relatively inflexible compared
to Apple Pay. Apple's decision to offer Apple Pay as an augmentation to the
current credit card authorization system was the smartest thing the company
did. It meant that card issuers got on board with Apple Pay with no
reservations. Apple now has more than 180 card issuers.

Adoption of Apple Pay by retailers has been slower primarily because of the
cost of the new NFC terminals. Not needing NFC is the sole advantage of
CurrentC, but it will prove short-lived. In the end, CurrentC is just
another example of a group of businesses trying to fight the future.
NFC-based digital payments are the future, and Apple has skated to where
this puck will be.

The MCX merchants will try to force customers to use CurrentC. They'll bar
Apple Pay, as some member companies already have. They'll offer incentives
such as discounts, rewards points, "free" gifts in order to encourage
CurrentC use. It may work for a while. Large retailers such as Wal-Mart and
Best Buy have some clout.

MCX also has indicated that it might adopt other technologies in the future,
opening the door to some form of radio-based (Bluetooth or NFC) payment
system. In that case, they'll be starting well behind the curve. In any
case, NFC-based payments will eventually replace all magnetic stripe card
readers.

Impact to Apple
It almost doesn't matter whether CurrentC or any other competing mobile
payments system is successful. Although we don't know much about Apple Pay
monetization, we know that it probably doesn't work like conventional credit
cards. Since Apple doesn't track user transactions, it's unlikely to collect
a per-transaction fee, which is the norm for participants in the current
credit card payment authorization system.

The most likely point where Apple can collect a fee is when an Apple Pay
user adds a credit or debit card. We know this doesn't cost the user
anything, so if anyone is paying Apple, it would have to be the card issuer.
Judging by the level of support by card issuers, that fee, if any, must be
very reasonable.

Judging by Apple's SEC filing for the December 2014 quarter, those fees are
probably negligible. Apple Pay revenue is booked under the Services
category, and Apple Pay came on-line in the December quarter. The Apple
Services segment booked only a 4% sequential gain over the September
quarter, going from $4.6 to $4.8 billion. Hardly a cash cow.

The importance of Apple Pay is as a value-added service similar to iCloud
for iOS users. It enhances the value of the iPhone, increases sales, but
doesn't of itself generate a lot of revenue. From a revenue standpoint, it
almost doesn't matter whether CurrentC or any other mobile payment system is
successful.

As long as Apple offers the best mobile payment service, and the service
finds widespread support through NFC terminals, Apple Pay will achieve its
primary mission of making the iPhone even more desirable.

Original Article at:
http://seekingalpha.com/article/3056906-apple-pay-why-currentc-is-no-threat


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