Category Archives: Steve Jobs

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 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.