AMITIAE - Wednesday 23 May 2012
Cassandra - Wednesday Review - The Week in Full Swing |
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By Graham K. Rogers
Opening Gambit:A quiet week as it was Memorial Day on Monday in the US. Tim Cook's low salary (don't be fooled by the share grants). Notes on Malware for Macs. Greek debt restructuring: there is an App for it. Apple stock manipulations. New Apple store in Hong Kong. New Foxconn factory in China. Digital Camera RAW Compatibility Update 3.13. Samsung upset when its Siri clone was cloned (Soree?). Kodak loses patent case to Apple and RIM. Notes on an open Android and China.
Apple StuffTim Cook of Apple began his talks with the CEO of Samsung (see below) but as yet not much is known about what transpired and, as Florian Mueller notes on Foss Patents, the lawsuits are still in full swing. More on this to come for sure.
Why is Cook such a good investment? Because he delivers. He is now CEO of a company that secured 22.5% of the mobile PC market last year. Consider that: there was a major recession and Macs -- this is what we are talking about -- are always thought of as being at the expensive end. For example, I saw a MacBook Air 11" this week for 32,900 baht, while a mini Acer I looked at briefly (as I went past) was under 10,000 baht (and you don't get much for that). So if the cheap ones are not selling, why are the expensive Macs going out of the door faster than ever before? Those sales figures appeared in an item by Don Reisinger who also pointed out that when it came to tablets, Apple still has 62.8%. Not bad for a company that Michael Dell thought should be sold off. As a note, Timothy Prickett Morgan on the Register tells us (in stark contrast to the above) that "Slowing sales of notebook PCs, sluggish markets in Europe and Asia, and tepid buyers in the public sector all combined to shave Dell's revenues and give its net income a serious haircut in its first quarter of fiscal 2013." Odd that sales are not slowing in the Apple arena.
An odd video appeared linked in a story on Huffington Post when a German magician, Piero, demonstrates pouring beer from an iPad. As the beer is poured, so the level on the screen goes down. A lot of fascinated people -- I was highly amused by this -- including a lot of Asians on holiday in Germany. On a similar note, we have all seen the "will it blend" videos which are excruciating to watch, but sure prove how good that blender is, but now we are told by MacDaily News that there is a video on will it freeze: a company is hoping to promote its cases. Well, they just got me to have a closer look. They put it in plastic then covered it in water, freezing it. [Do not try this at home.] Did it still work? You will have to look for yourself. Other uses for iPads: save Greece. Philip Elmer-DeWitt reports on how Bob Apfel completed the debt restructuring of the country using 100 iPads with a special app -- debt restructuring: there is an App for it. The whole article makes for interesting (and sobering) reading. Maybe I should get some of that software. And just as I finished writing that (this is weird -- seconds only) I spotted an article by Sarah Perez on TechCrunch about ReadyForZero which is actually a service and not related to the Greek dept app, but was significantly put in front of me at the same time.
I do not agree with everything Woody writes in the article, but it does not pay to be complacent. If you were to follow his suggestions your computer would indeed be much more secure. Not that this has not been suggested before of course, it is just that no one takes any notice. As a note, that page on Phuket Gazette will not load on an iPhone: 404 not found; and I know some people down there have iPhones. Another article by Ellyne Phneah complements some of the points that Woody makes and we all note that there is a level of complacency that may well end in tears.
I have been questioning the way Apple stock has been forced downwards a great deal of late. First, when the Q2 figures were imminent and were expected to be record-breaking (as they were) and then again since -- despite indications that while a lot of the rest of the IT industry is creaking and certain handset makers are having problems -- growth is still expected from Cupertino. And yet, down go those shares, even though some analysts are making predictions of 4-figure prices for them sooner or later. My suggestion has been that a number of pundits -- as well as some traders -- have been talking the shares down. With continued negative sounds, people shy away and that makes the possibility of a killing for those investing at the lower prices much more likely (and far more juicy). I thought I was a bit of a voice in the wilderness, but Kim Klaiman on Seeking Alpha also looks at the way the stocks have been rising and falling and shows how this can happen. There is a fair bit of business vocabulary in there, but it makes a lot of sense.
This update adds RAW image compatibility for the following cameras to Aperture 3 and iPhoto '11:
Half and HalfDoes Samsung not stop? We mentioned earlier in the week how the phones and tablets look just like iOS hardware and installations, but now we are told by MacDaily News that a Samsung Siri (what will they call it Soree?) has leaked and owners of other handsets are installing it, so Samsung is blocking them. They block a cloned clone? That is some gall. OK to copy Apple, but not if someone copies them. Hypocrites.
Other MattersAhead, not once, not twice, but. . . . (Actually it is a lot more than that, but usually no one notices as the truth outs several months down the line). What did I write on Monday? I noted that China wanted Google to keep Android open for 5 years and I wondered how this was to be done in the light of court decisions against Google with the possibility of more to come. I am pleased to write that Florian Mueller whose expert output on Foss Patents we follow closely here, is thinking along the same lines but adds a lot more concerning the way Android has been developed.
Of course, since the IPO everyone has been watching the stock price like hawks and every micro-movement is commented on. Unfortunately, most movement is downwards, but this is not unknown for new stock and demonstrates the way that many investors ignore the advice of Warren Buffett on investments: long term. If it is down in a year or so, I will be convinced, but talking the stock price down before the public company has been able to get into its stride is cutting your own throat. Sit back and wait. There was also an analysis that I found on Huffington Post after I wrote that, by Pallavu Gogoi and Barbara Ortutay, that has a far better analysis of the short term reasons for the drop, but makes no predictions as to the future.
Local ItemsThere was an unfortunate incident on the suburban railway line that runs parallel to Petchaburi Road for a while. On Monday, where it crosses Asoke, an 18-year old girl was killed by a train. Believe me this is not nice: when I was a policeman I saw this. Early reports said that she walked onto the track when the barrier was down and stopped there. A later report said she was walking across and "did not hear the train" because she was wearing ear buds. Expecting a host of "girl dies because of iPhone" reports I thought about this. I do not know how witnesses can say what the girl can hear: she may not have appeared to have taken any notice, and may have been wearing earbuds (or headphones, that was not clear).But another point concerned me more over the volume as I wear earbuds a lot and while certain sounds (or more specifically frequencies) are reduced, I can still hear traffic. And trains. I was going to test this out as I live only a few hundred metres from a line that has several trains a day. I can hear the horns normally as the trains leave or approach the station here and was sure that I had heard them when listening to the iPhone while walking down in that section. I have now decided I do not need to go down to the tracks. On Tuesday evening, in my 9th floor apartment, just after I had come back from business and shopping, I kept the iPhone on as I wanted to listen to a couple more tracks of my selections. This was electronic music, and I had it fairly high, but not at maximum volume. With the window open, I heard a train approaching long before it was in sight: and that would be some 500 metres or thereabouts away from the soi. I am not drawing any conclusions -- all very unscientific -- but I would reserve judgement on any suggestion that the unfortunate girl did not hear the train.
Graham K. Rogers teaches at the Faculty of Engineering, Mahidol University in Thailand. He wrote in the Bangkok Post, Database supplement on IT subjects. For the last seven years of Database he wrote a column on Apple and Macs. |
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