Category Archives: Macintosh

State of the Apple December 2016

The time has come to check in on Apple. This last year is the first time since the iPhone launch that Apple has had a down year. That’s how good they are that it has been a long run, but it’s also because the smartphone a la iPhone has been such a giant in the market these last years. I’m going to go through some of Apple’s key products and the ones they are rumored to be working on and comment on how good they are and what is likely to happen in future. How good are Apple’s new products and what does that look like as things change in the next 2 to 5 years.

iPhone

We must talk about iPhones because the vast majority of Apple’s profits and revenue come from the iPhone. Smartphones are an incredible moneymaker for Apple in both respects.

Has the iPhone Peaked?

Let me look at the facts and my tea leaves. Apple’s 2015 results starting in October 2015 and ending Sep 30 this year for the first time shows a downturn. Sales in Q1 2015 (Christmas season) did manage to beat sales in Q1 2014, but not by much. Q2-4 were disappointing but not unexpected. Still, I’m cautiously optimistic.

There are 6 or more key factors here:

1. China has been a huge driver of growth for Apple these last few years, and China has been struggling some this last year. Apple’s iPhone sales dropped considerably in China last year. With growth there showing vulnerability, we saw a lot more sales of cheaper Android phones. Apple dominated the high end everywhere, however. And its smartphone profits have been stellar.

2. The Global Economy had a rough year after several up years in a row. Not nearly as bad as Donald Trump said, but bad enough to help dampen the upgrade cycle. A bit troubling in the last month is that the stock market is up, but Apple stock is pretty flat.

3. Pent up Demand for Larger iPhones. There was a lot of pent up demand for a larger iPhone when the iPhone 6 Plus came out in Fall 2013. This pumped up the numbers for Apple in 2014. With giant spike in 2014, it was hard to top that.

4. 2015 was an “s” year. Our comparison year (2014), was the iPhone 6 year. This last year was the 6s year. Generally, the whole new form factor gives sales a boost in that year.

5. 2016 is an “s” year — again. Apple’s stock has been beaten up all year on the expectation that we were not going to get a real fresh form factor iPhone 7 but essentially iPhone 6s2 or something. That’s pretty much what happened but Apple called it iPhone 7 anyway. Awesome, but the same form factor. Sales have been very good but word in the tech press recently is more iffy on Christmas. If iffy wins, Q1 2016 — the biggest quarter of the year — might be disappointing — or not. Somehow Tim Cooke’s Apple has come through in Christmas season and maybe he will pull a rabbit out of the hat once again.

6. Smartphone sales are slowing except at the low end. Prices are rock bottom in some of the less affluent markets. No one really makes money at those prices, but market share does give you something to brag about and Google (maker of Android) can profit from ads on even the cheap smart phones that themselves don’t make money.

iPhone 7 and 7 Plus

I love these iPhones! They are super fast, gorgeous and 3D Touch rocks the house. Apples 3D Touch and force touch elsewhere keeps getting better and more transformative. Apple keeps upping the ante and other folks have to play serious catch up.  Cameras unbelievable especially on the Plus with its 2x! Wide color. Best smartphones in the world without question.

iPhone in 2016

iPhone 10. Apple has Concocted an iPhone 8 with a new form factor for the year of 2017 – the 10 year anniversary of the iPhone. If the rumor mill is right, and I think they are, new iPhones and iPads are going edge to edge in 2017. The screens are going to be better again! And bigger with the same phone size in your hand. I think this will be very popular. The 5.5″ iPhone 8 Plus will go up to 5.8″! The 4.7″ iPhone 8 will be just under 5″.  Everyone expects the iPhone 8 or 10 to sell really well. 2017 isn’t likely to be a down year.

iPhone Beyond 2017

I wouldn’t place a lot of bets on iPhone 9 being a banner year just because it is going to be hard to top iPhone 8. Which will be an s year. And, the headwinds against the iPhone may stiffen a bit more. All I know is that Apple is making almost all the profit in the smartphone space. They make incredible and jaw-dropping products at regular intervals. And the question would be who can beat them? They might lose some share, but not the crown would be my bet.

Other Products and Services in the Current Mix

None of these other products and services are likely to take the place of the iPhone any time soon if ever. But there are a bunch of them that are important. Here’s what Apple has already out there.

MacBook 12 and MacBook Pro

I am a big fan of both the MacBook 12 and the MacBook Pro 13. I’m writing on the Pro 13 as we speak. Apple’s trackpad is far better than PC trackpads to date. Apple’s screen while not as high Rez as some is as good or better as any other screen out there. This is a laptop, not a hybrid laptop tablet like the latest from Microsoft and other Windows products. But, you now have the beginnings of a very cool touch bar that is Apple’s answer to a full touch screen. Apple is way ahead on the high end generally, but we have seen better quality on the PC side. There has been a delay of the release of new MacBook Pros which I chalk up to the ambitions of the touchbar, the considerable slimming down of the MacBook Pro. I love having a 3 lb MacBook Pro. It’s very powerful, yet thin and light. The MacBook is a close competitor at 2 lbs. You can’t beat that. I must say, having 4 ports instead of 1 on the MacBook 12, is luxurious and welcome but that extra one pound is the price.I expect to see a return to grown on the Mac side of the house. Including the iMac.

iPads

iPad Pro 12.9. I’m a fan of the iPad Pro for its delivery of a huge screen in a 1-1/2 lb form factor. It’s fabulous for reading news like reading a magazine and for any other application where size matters. This guy is scheduled to grow larger with the edge to edge plan Apple has in the works and may show up in that size in Spring. There is a lot of room for improvement on the iPad side of the house. Not in the hardware so much, though, edge to edge will be great. Software needs to get more love from Apple and I think it will if not perhaps as fast as I would like. Developers see the writing on the wall and write first for the iPhone and give their second best to iPad in many cases.

iPad Pro 9.7. This wonderful-sized iPad is still great. I like the bigger iPad partly because it is a new form factor and is exciting because of that. But this 9.7″ number soon be be either lighter or same weight with a bigger screen, is awesome. Can do lots for you and the smaller size is pretty lovable.

iPad mini 4. The mini has gotten second shrift as far as I can tell. Processor lags the other sizes for some reason. Is that an avoidance of the iPhone perhaps? Don’t know. I’m to the point where the mini is the odd man out. But still great when I use it. It does get serious competition from the iPhone 7 Plus right now which is faster with 3D Touch and fits in my pocket (kind of). If the size is right at the time, you get iPad apps that often have extra features that the iPhone is denied. Example would be Scrivener for iOS where the iPad version has a corkboard and the iPhone doesn’t.

Apple Watch. I’m an Apple Watch fan and think it could be better. I wear mine every day. I upgraded to the Series 2 when it came out. Mine is rose gold with a black Sport band that I bought because I wanted the black (this is a black year with the black iPhones) rather than navy blue. Love the look. Definitely upped my exercise game since buying my first watch. Use it much more as time has gone on as far as fitness goes. Also, speed bumped up a lot when Watch OS 3 came out and then with the faster new processor in Series 1 and 2. Plus GPS! This is the wearable of choice and will be positioned beautifully as time goes on and wearables get more and more important.

Apple TV. Have the 4 but not really using it much. Never have done much with Apple TV but I’m not really a TV person. Seems sexy enough. But TV is stymied due to Cable and all the regional controls that Steve complained about. Still waiting to be compelled further.

Rumor Mill

Self-Driving Car

I heard the rumor Apple had 1000 employees on the car project and they probably need that many or more as they ramp up to get into this market. As software becomes more important than hardware in this space and disruption occurs presenting new opportunities for new players, Apple has a great shot here. I am very excited about but not so sure I could afford an Apple car. I can afford iPhones and MacBook Pros but cars are kind of steep when they get as cool as Apple likes to do.

Augmented Reality and Virtual Reality

Tim Cook is talking about this and I believe we can count on entries into this emerging field. Augmented means you have some kind or another of heads up display such as on your windshield in a car, in your contact lenses or glasses. This stuff is closer to real and coming soonish (1-2 years).

Eventually, Virtual Reality will follow and Apple will be there.  But one thing at a time, although, I’m sure R&D is already well underway here to.

 AI, the Cloud and Services

This is Apple’s Achilles heel compared to Google, FaceBook and Amazon and even Microsoft. Apple is structured for selling hardware and software as its main gig and that structure deemphasizes these important services of all kinds. All I can say for now is Apple has its work cut out for it and they realize they have to put the pedal to the metal here to make sure their weakness isn’t a deal-breaker down the road. Apple is touting rapid growth in services. They are acquiring really cool AI companies and people rapidly.

Health and Fitness

Apple doubled down on fitness when introducing Apple Watch Series 1 and 2 this September. Some of the other great features like notifications, and simply having a connected computer on your wrist were not reemphasized. Healthcare is the kind of market Apple can sink its teeth into. It’s giant-sized and has a strong consumer element not just business to business hospitals and such. Apple needs to leverage consumer, it’s longtime strength. There is lots of room for innovation with health. If I knew more real time information about what’s going on in my body, I could do things that would help my health not hurt it. For example, if I can see that the candy bar I just ate spiked my insulin and made me start storing fat, I would think twice. If I could consult the unpleasant impacts my dietary adventures were having over time, I would be less tempted and Apple could throw in medals for diet, sleep who knows what not just steps, stands, exercise and movement calories. I could take charge of my health. Much of that could happen from my wrist but I’m not sure we won’t venture into implants pretty soon. If your dog has a gps tag implanted and humans have large pacemakers implanted without harm done, what’s to stop this trend from going into much wider adoption?

The Home And Beyond

Amazon Echo and Google Home. Yes, the home is coming and Amazon is ahead here. Google Home is pretty weak by comparison. And Apple isn’t on the board yet. Apple TV is the closest thing you have if you don’t count Apple Watch and iPhone which I do count to an extent. But home is a slow lumbering beast. I still have my smart lightbulbs in their packaging. I hear it’s a hassle to get these things working. However, all the devices in the home, office, street, clothing will be smart as time rolls on and Apple will be making sure they are there innovating their hearts out but making sure their entries are awesome not just adequate.

State of the Apple 2012

A lot has happened in the world of Apple this last year. Apple has released new Macs including powerful MacBook Airs, OSX Lion, iCloud, the iPhone 4S with iOS 5 and just announced a strong OSX Mountain Lion release coming for Summer.

Along the way, Steve Jobs died – on October 5. A tragic loss to millions around the world. Even so, Apple is on a roll of immense proportions and is showing no signs of slowing down. Its stock valuation is larger than any other corporation in the world, but you know that already.

If you’ve been here before, you know that Apple is a passion of mine. I bought my first Mac in 1986 (the Mac Plus). That was a big commitment at the time. Back then, I was an up and coming computer professional just starting my own business. The question was do I go with my strong attraction to the Mac or go with the already dominant and rapidly growing IBM PC? I went Mac then and have stayed the course. At the time it looked like the innovative and easier to use Graphical User Interface of Macintosh would overtake the PC, but that didn’t happen. Even now, Mac represents only 10% of the Desktop PC market.

What has happened for several years now is that Mac is growing at 25-30% per year and PC sales are flat. The reason for Apple’s success has not been the Mac, but the introduction and massive success of the iPod, then the iPhone in 2007 and now the iPad. We live in a world swimming in mobile devices with people bumping into each other as they pay much more attention to their phones than their whereabouts. Mobile has begun to dominate the market and looks hell bent to take us all into a Post PC world where the PC is more of an after thought (actually, the PC as we know it may become part of the scenery literally as walls and glasses become screens). Just last week it was revealed that Apple sold 155 million iOS devices in 2011 which exceeds the total number Macs sold in its 28 year history (122m).

Even though Apple lost the battle between Mac and PC, they drove the computer industry forward, even in the Eighties and Nineties. Bill Gates could see that Apple’s Macintosh technology and graphical user interface was the wave of the future. So Microsoft created Windows using the Mac as a point of reference. Microsoft’s dominance systematically drained Apple and by the mid-nineties Apple’s future was in doubt. Steve Jobs returned to Apple after a hiatus of over ten years and revived Apple and led it to where we are today.

I’ve been doing blog posts here on the state of Apple for several years now. I’ve predicted Apple’s success, but no one could have predicted the current situation. Apple has been moving computers forward by leaps and bounds and taken computer tech far beyond the graphical interface, desktop/laptop into whole other categories. With Apple’s rise, the computer and associated technology industries have exploded into uncharted territory. We’ve gone from a computer on every desk to a computer in every pocket.

So, where is Apple with Tim Cook at the helm, without Steve Jobs to drive it forward? So far so good. Apple has not stopped innovating but I don’t think anyone expected it would. Apparently Steve Jobs worked with Jony Ive and other Apple executives on at least a four year product timeline. I’m hoping those four years will march like clockwork to not only improve the Mac, the iOS platform and devices, but create whole other platforms and initiatives. We know from the biography of Steve Jobs by Walter Isaacson that Apple is working on major initiatives in education (iBooks Author) and the Living Room (Apple TV). From the looks of Mountain Lion and iCloud, lots more is in store.

As a technology professional, my job is to invest my time (R&D) and efforts (software development, consulting and writing) in the right places so I can, through early adoption, R&D and experimentation, stay ahead of this unfolding curve. I have acquired Apple’s latest technologies early including the first iPod, the first iPhone and iPod touch. The first iPad. I’ve since upgraded first thing as advances in these tools were made. I don’t buy every model, but have purchased every iPhone model on its first day, the Nov 2008, Nov 2010 and July 2011 MacBook Airs. I’m on the case and study the iPhone and iPad apps as they pertain to my target users: designers and the broader group of professional knowledge workers like myself (see my Independent Knowledge Professional blog that evolved from my Tech Ronin blog started in 2003).

The Mac, iPhone and iPad are #1 in their categories (the latter 2 are number 1 in sales, while Mac is agreed as the better desktop/laptop machine for those who have a choice. They are going gangbusters and I see no reason to doubt that will continue for the foreseeable future. Of course, nothing is forever, so Apple will have to find it’s way on its own (without Steve Jobs) to continue its success as time goes on. It’s not easy to do what they’ve done and it won’t be a slam dunk to continue it. IBM has done pretty well. Microsoft has seen better days, but I wouldn’t count them out by any means.

With Apple’s size now, they have to make big markets. I have no doubt that iBooks Author will succeed (and have written a recent blog post about it over at my Independent Knowledge Professional blog). Same for Apple TV. Who can do it better? They have all the money in the world ($100 billion at last count). They have Jony Ive as head of design which is a central, defining role at Apple. They have the ultimate Operations guy in Tim Cook. This should be fun to watch — and participate in.

My bread and butter work is the development of custom FileMaker Pro database applications for businesses – I call them decision support systems. I’ve built a FileMaker-based software product called Studio Manager for the creative services industry so do most of my consulting there, but I do a certain percentage of my work with a variety of other businesses from solopreneurs to corporate work groups.

Technology consulting comes along with the territory. I advise on what hardware and software to buy as part of my help in developing solutions to business challenges. I’ve had a web presence since 1995, so do a little consulting re blogging and social media. I’m a big Twitter fan (I’m @tokerud) but could live without Facebook. I love the Kindle and have recently acquired a Kindle Fire. It’s pretty good. Amazon is the other A company I believe in.

My generic advice to you without a personal consultation? Get a MacBook Air if you don’t already have one as your main computer (it’s OK to have a larger desktop machine when needed but such a machine is rarely versatile and mobile enough to be your primary machine). Get an iPad 3. Use an iPhone. Right now these are your best bets for hardware/software technologies to use in your knowledge work. Use them for staying current, managing, creating content, communicating, thinking.

You need to place bets with your hardware and software investments, and most importantly with your time. Every minute spent with these devices is know-how acquired – progress along key learning curves. Technology investments elsewhere will have smaller returns. Obsolescence and the avoidance thereof is a reality any knowledge worker must take seriously and manage him or herself to.

Apple Everywhere, Where Next?

I follow Apple closely every day. I own multiple Macs, an iPhone 4 and an iPad 2. The biggest chunk of my income comes from building software and custom systems with FileMaker Pro – also owned by Apple. I was pretty thrilled last July when FileMaker announced FileMaker Go for iPhone and iPad. The latest upgrade to my Studio Manager product supports iPhone and iPad access.

The second biggest chunk of income comes from advising and consulting with my Mac clients on technology decisions. Apple is my home team. I’ve been writing about Apple since System 7 came out in the early nineties. Here’s what’s going on now:

1. iPad 2. The iPad 2 and enormous success of the first iPad last year is the biggest thing. The iPad is the third big industry-changing new device after the iPod and iPhone. This triple play puts Apple in the catbird seat in the technology scene. They are making truckloads of revenues and profits and their biggest problem is figuring out what to do with all the cash they are accumulating.

I love the iPad and and am on cloud 9 with the new thinner, lighter and faster iPad 2. The iPad is such an easy device to use. iPhone delivered the wonders of multi-touch in an exquisite little package. iPad raises the ante by expanding the screen to handle most digital documents at full size and doesn’t do half bad with video. There’s plenty of room for controls and content.

Apple is building for the future though. Things we are used to like USB and the Finder aren’t in iOS. Apple views the iPad as a game changer. They are reinventing the PC and are very serious about it. Expect to see better replacements for these standards as they get completed to the satisfaction of Steve Jobs. Apple made a judgement call on how far they could get us to stretch into new territory with the iPhone (no copy and paste?) and now with the iPad. They gave us all sorts of inducements to make the missing pieces worth waiting for. See more on this in yesterday’s post Have iPad, Will Travel on my Independent Knowledge Professional blog.

You may want to get an iPad just so you can start the new multi-touch *pad* learning curve. Gestures are in and they are being phased in over time. It helps to get on board so that you don’t have to learn 15 gestures all at once 2 years from now. There are rumors of a possible, more cloud-based iPad 3 this Fall. I’m so happy with iPad 2 that I don’t care one way or the other. But, of course, you would probably find me waiting in line then too. Apple hasn’t disappointed me for quite a few years now.

2. iPhone 4 and 5. Apple finally delivered a Verizon iPhone in February. The iPhone 4 is a killer device with its absolutely gorgeous 960 x 640 pixel screen. The early hubbub about the antenna had little to no negative impact on this juggernaut. However, the iPhone 5 may not be released in June. In fact, it seems pretty clear that an Autumn release is the earliest we can expect. I guess Apple isn’t done yet with whatever they are cooking up. So far we are hearing more cloud-based, a very powerful voice control component based on Apple’s acquisition of Siri. Apparently Apple wants to keep ahead of the pack so expect more on this next iPhone. By the way, the iPod touch should continue to gain iPhone features as time goes on and be an incredible wi-fi-only device. As free wi-fi spreads further, which it has been doing quite nicely lately at places like Starbucks, Peet’s and even MacDonalds, the iPod touch increases its value.

3. OS X Lion is nearing completion. We’ve already seen a preview and it will be morphing closer to iOS, taking on various inventions there. More gesture-based. An app store already out. A bunch of little icons on the home screen too. And more. The Mac and OS X look to be in a great position to continue their long upward climb in marketshare. It’s getting to the point where some people are starting to think that adopting the Mac platform is a step on the way to the future rather than a step off the path onto a niche OS. Many are saying Microsoft’s days in the sun are numbered. I think OS X and Mac will continue to grow. That’s all that matters from my perspective. If the PC platform is plateauing and Mobile and Cloud are ascending, it may not matter too much which way that goes.

All these three initiatives are selling like hotcakes. Apple’s massive multi-billion dollar server farm facility in North Carolina may be completed this Spring. Rumors of a new, much-improved MobileMe are afoot. Rumors of iPhones and iPads that depend more and integrate with an Apple Cloud are gaining traction.

There used to be a solitary Macintosh platform that worked pretty well with Windows. Now we have a different ball game with the two new iOS offerings on iPhone and iPad. I think it is clear there is room between the Mac and iPhone and that spot is being forged with great promise with the iPad and now the iPad 2. You need to be thinking in terms of all three working together. Apps need to be purchased in that context in many cases. Prefer the App that can interoperate all else being equal.

I didn’t mention the continuing success of Apple stores. The 4 in China have proven exceptional. It seems that retail presence is one of Apple’s strategic advantages vis a vis Amazon, Google and Microsoft.

And what about the livingroom and Apple TV? That’s still a hobby as Steve calls it. Apple is probably going to find a way there as well. The latest moves look like they may hold promise. Things like Apple TV 2.0, iPad 2 mirroring to HDTV, home sharing and streaming between iDevices, Macs and Apple TV 2 look good. There are serious obstacles on this front. Google TV ran straight into them in the Fall. Sooner or later things will open up here or a mitigation of differences will be struck between Cable and Digital. Don’t hold your breath but keep an eye out.

State of the Mac (and iPhone) Nov 2009

Time is flying by as usual and it is time to give you my take on what’s up at Apple. This is easy since they are doing so well. I’ve been writing about Apple in one way or another since the early nineties. Back then I was writing a paper newsletter once or twice a year.

Snow Leopard has been great for me. The only hassle was that quite a few things broke and weren’t fixed for a few weeks. Apple had said Snow Leopard in September and all the developers thought that meant September 30. Apple got crazy and introduced Snow Leopard on August 28. How rude!

iMac27

The main thing to know about Snow Leopard if you haven’t upgraded yet is that (1) it makes your machine noticeably faster and (2) the screen pops and dazzles in a way Leopard doesn’t. Apple rewrote the Finder in Cocoa and put the full horsepower of their core graphics engine under it. Now windows pop like you’ve never seen them. As soon as you install Snow Leopard there’s no going back. It’s too lush and enjoyable — and did I say fast!

Then in September we had the new iPod touch and iPod nano. I covered them in my last post, so will skip those here. I still think the Nano makes a fantastic Christmas gift for anyone who likes music or gadgets the least bit. The iPod touch is for all those people who can’t do iPhone due to contracts, crumby reception or exhorbitant data plan charges. iPhone-less college students are perfect mates for the iPod touch because wi-fi runs rampant on a college campus and money isn’t all that plentiful in most cases when you are a student.

Then came a *mightier* Mac mini upgrade, a fast, battery-laden $995 white Macbook with everything but firewire and a crazily ginormous iMac 27. Apple rocks! They do not let up. They drive the tech world.

I only have two tiny complaints at the moment. I wish Apple had knocked Mac prices down a little more somewhere to increase Mac marketshare. But if they did, they could not wow us as well with things like the 7-hour battery life of the white Macbook. Second, where’s my iPad? Lots of people have shiny little netbooks and I want a mini-tablet as an alternative. Lots of Apple owners *had to* go out and buy netbook PCs. Since I have a Macbook Air, I held the line. I highly recommend Apple’s video about the new iMac – there’s a lot of Apple’s amazing industrial designer, Jonathan Ive, on there.

Windows 7 is here. As an after thought, I’ll mention the big W from the North country. I haven’t seen a screen with Windows 7 on it. I go by my tech reading. What I see is that Windows 7 is a great boon to Microsoft’s bottom line. Since a lot of the good things about it are already in OS X, Mac lovers need not be concerned. We know who the innovator is between Apple and Microsoft. Since there is an incredible inertia in favor of Windows, Apple will have to hustle. Glad of that.

State of Apple – July 2009

I see AAPL is at about $147 per share today. Not too shabby for a deep recession. Steve Jobs is back at the helm after a successful liver transplant! That was a surprise for everyone but seems to have come out for the better. I’m relieved and hope to see him live a long life. He’s only 54 after all.

While Steve was on a leave of absence, the Apple machine showed no signs of distress. Perhaps this is because, Steve remained involved on major decisions and he’s hired an amazing team to carry out Apple’s groundbreaking initiatives.

iPhone_3GS_400px

The new iPhone 3GS is looking to be a big success. I absolutely love mine. The improved camera hardware and software was worth waiting for. I don’t feel bad leaving my point-and-shoot at home anymore. The increased speed and extra memory mean you can flip between web pages and apps without a pause in the action. Voice control and the new compass add even more to the package. Don’t get me started on iPhone OS 3.0 which works on all iPhones and iPod touches. Did I mention the App store?

MacBook_Pro_13

The Amazing new Macbook Pro 13″ was a wonderful surprise. Starting at $1199, this Mac can’t be beat. And they gave us back the Firewire they took away when the unibody MacBook was released last October. Plus much increased battery life and a better screen. If I weren’t in love with my MacBook Air, I would have run to the Apple store for this one.

In spite of some credible initial efforts from the Blackberry, Android and now Palm, Apple seems close to attaining the crown in the Smartphone space. That’s not bad after only 24 months in the market. Keep in mind that mobile is the next computing platform.

We have Snow Leopard and new iPods coming in September. Rumors of a mini-tablet in October tantalize. Really glad to have these amazing technology treats to look forward to in these challenging times.

State of Apple – April 09

It’s about time for an Apple update. The Expo is well behind us now and new Macs have been recently released. We know that iPhone 3.0 will be out by July. Here are the recent high points and things to look forward to.

The Return of Steve Jobs? At Apple’s Annual Meeting on Feb 25th, spokes people seemed to hint that Steve was returning and was in communication on a regular basis with Apple’s board and key execs.

Steve_Jobs_Jan_08My take is that Steve’s health situation is serious enough that we can’t count on him to fully recover. In fact, he may not make it. But, he can afford the best medical care and is making his health priority one. He has a lot to live for. If his health is good at all, he’ll be champing at the bit to get back full-time to Apple. I sure hope he comes back soon.

iPhone Update. The iPhone is still unrivaled and is moving smartly towards a dominant position in the mobile market. All I know is that:

There are iPhones everywhere I go.

There are bajillions of iPhone apps and some of them are quite good like Tweetie, Evernote, Fieldrunner and Todo.

Apple keeps improving it – they are finally releasing cut-copy-paste.

I love my iPhone. A new, faster, more capacious (32gb) iPhone with a better camera is rumored for release in June or July.

Here’s the competition in order of strength: Blackberry, Palm Pre, Google’s Android phones like the G1, Nokia, Windows Mobile phones. Palm Pre looks hot but pre-release, so Palm has a lot to prove. The Blackberry Storm, released in November, was a disappointment. The first Android phone, the G1, is OK but development of the platform has been disappointing to observers like engadget and gdgt. Nokia’s Symbian platform lags technically even though Nokia dominates the smartphone market.

mac_mini

Mac Update. Yay for the upgrade of the Mac mini. The updates of the iMac and Mac Pro were good but mostly speed bumps with decent pricing. A lot of people hoped for even lower prices to suit the economy but that didn’t happen. I look at that as a sign of strength on Apple’s part.

New iPod Shuffle. I do like the new iPod Shuffle, by the way. What I like is the introduction of which_ipod_are_youadditional functionality via voice feedback. This innovation opens up a whole new avenue for gadget-human interaction. I hear it is well-implemented too. Multiple playlists are now supported.

Rumors of a mini-tablet or 10-inch notebook. I vote for the mini-tablet but since it is a new form factor am afraid the odds favor a smaller version of the macbook air that somehow manages to be cheaper. Not sure that is possible. Maybe it will be more like a small version of the Macbook. What I want is something the size and weight of the Kindle for $800 or less — hopefully less. Rumors have it that a device like this might possibly appear between August and October. Or maybe a netbooklike device will come out. I’m happy with my full-sized Macbook Air, so am not netbook-inclined.

State of Apple — August 2008

iPhone3G_AppStoreiPhone 3G + App Store + Booming Mac Sales. Despite turbulence at the simultaneous launch of the iPhone 3G, App store, iPhone 2.0 and MobileMe, Apple is going gangbusters.

But, the number of problems occurring in recent weeks may be a new record for Apple.

A lot of people (including me) believe that Apple was getting overconfident. They started believing they were infallible. Now they know better.

On the bright side, though, Apple is disrupting and raising the bar in the industries they’ve chosen to participate in. They are making a difference that I and many others appreciate. Ultimately, I attribute the innovation Apple has achieved to: opportunity, vision, people and passion.

In the late 90’s, after Steve Jobs came back, Apple started a concerted effort to gain marketshare for the Mac. This wasn’t easy but they attacked the problem with relentless gusto and creativity. Steve assessed his competition (Microsoft) as formidable due to extreme marketshare dominance. But, he saw a long-term opportunity when comparing the technical potential of OS X vs. Windows.

Jobs bet on Apple’s technology, team, vision and design sense. The least that could be achieved was survival as the BMW to Microsoft’s Ford.

The massive undertaking of launching and realizing the potential of OS X was carried out successfully. The iPod, a whole new product initiative, was orchestrated to great success and segment dominance. Apple’s success with the iPod gave them the wherewithal to try an even more ambitous project: the iPhone.

iPod_Nanos

It took three years to bring iPhone to market. In the meantime, Apple pulled off a complete switch to Intel processors from the PowerPC chip architecture. Steve said Apple needed Intel’s planned low-powered chips to drive growth in smaller computer devices. We are still seeing the fruits of this transition.

The MacBook Air is an example of a smaller device that uses Intel’s low-power chips. Lots of people are hoping for a tablet Mac or a large iPod touch in the next year. This seems likely now as other smaller devices are gaining some traction. The EEE PC, Nokia’s N810 and the PSP all may be carving out a spot for better devices made by Apple.

MacBook_Air

Right now, the iPhone has center stage and looks poised to radically alter the cell phone industry as we’ve come to know it. Leading tech pundit, Walt Mossberg, has taken to calling the cell phone, the device formerly known as the cell phone. The phone part of the iPhone is the tip of the iceberg.

Apple announced in March that it will begin a campaign to sell the iPhone into corporations, supporting Exchange and addressing the issues corporate IT deem deal-breakers. The App store introduced in July with over 1300 applications at last count seems to make the iPhone into a platform. The battle for dominant mobile platform is not over, but Apple currently occupies the front-runner slot.

Lastly, Macs are selling 3 times faster than PCs these days. Apple is taking PC marketshare quarter by quarter. There’s more to say but you get the idea. I’ve got some gripes with the stability of iPhone 2.0 software and MobileMe, but I’ll get over it and those problems will be addressed. Meanwhile, I’m absolutely in love with the App store.