AMITIAE - Friday 5 October 2012
Cassandra: Friday Review - The Weekend Arrives |
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By Graham K. Rogers
Opening Gambit:iChange. Apple, analysts and the reality. Pundits, analysts and why they are more often wrong than right on Apple. Apple management prima donnas. The mythical iPad mini coming soon (or not): Enderle forgets there is an App Store. Apple, processors, TSMC and dropping the Samsung pilot. OS X hints and tips. OS X Updates. Apple offered to licence Samsung patents: not enough says Samsung. Driving a Formula One car through the Lincoln Tunnel.It was nice (sort of) to see the Bangkok Post using "Opening Gambit" on its website for an intro to an article on the South. I just checked: I first used this on 5 January 2011.
Apple StuffA reminder that the BBC is showing a program on the BBC Knowledge Channel entitled, "Steve Jobs iChanged the World" at 8:55 PM Thai time. It is also on Saturday at 1:30 am and 10:50 am
What a lot of analysts are really complaining about is not the point that Apple shares hit all time highs and are now dropping is that they are not going past the $700 mark spoiling all their rash predictions. As the company has grown phenomenally since the 2007 iPhone launch with the iPads, MacBook Air, expansion of iOS and OS X installed bases, when almost all the rest of the industry is contracting, Apple has done fairly well. Commentators are too quick to see disaster when one slight problem occurs, such as the Maps app and have read far more into that than the situation warrants. Likewise, the first weekend of record iPhone 5 sales was somehow turned into another disaster because the record 5 million did not reach the lofty predictions that some -- who have been wrong over and over again -- suggested. Along with the "woe is me" brigade there have been criticisms of the Apple management. When these guys turn the same magnifying glass on to Microsoft, HP, Nokia and others, then they will have earned some right to go for Apple. The drabness up at Redmond, headed by a chair-throwing, sweaty, foul-mouthed Ballmer, the sell-out at Nokia by a Ballmer proxy and the dictatorial regime at Samsung (see below on Samsung's FRAND rejection) are rarely criticised in the same way as Cook & Co. RIM and HP went through the wringer a bit (only Jim Dalrymple consistently called RIM out) and the pundits still smile when CEOs announce job losses, lower income and no profits. Talking of which, on Tuesday it was announced that Google's Motorola is going to have more job losses than was first predicted. The report from MacDaily News has some suitable comments. When Apple exceeds its own targets, that is a problem as the estimates from the analysts were not beaten. Most analysts have been wrong for the last few years on Apple figures -- more of these coming in a couple of weeks time -- and yet people still listen to what they say and act on the words they write. Interesting then that a number of sites, like Dave Caolo on TUAW and Mikey Campbell on AppleInsider, report that Apple has been named as Number 2 Global Brand. Coca-Cola is first; Microsoft is 8.
However, like so many, Martin falls into the trap of equating market share with success: with the ecosystem Apple has from design, manufacture through to software and services, there are pieces missing from this equation. A careful analysis by Mohamed Abdirahman has a guarded confidence in the future for Apple but is wary of the limited product range and its refresh cycle while expressing some optimism for the rumored iPad mini and whatever the Apple iTV may be and also has some good expectations for the China Mobile deal: an awful lot of consumers there.
That may not have got through to those like Forestall, sometimes referred to as min-Jobs and who is known to have a burning ambition. Maybe he thought he could do the job better than Cook. Machiavelli wrote, "Men rise from one ambition to another: first, they seek to secure themselves against attack, and then they attack others." It appears that there is now some infighting at Apple with certain VPs not attending meetings with Forestall unless Cook is there. One of those is Bob Mansfield, who announced his retirement a while back, but the replacement nominated was so unpopular that Cook had to make an offer that Mansfield could hardly turn down: $2 million a month plus stock options. I first read this in a report from AppleInsider, and there were several others carrying this, including Josh Lowensohn. I would be happy with 2 million a year: and I mean baht, not $$$.
You can always guarantee two people will come out of the woodwork when Apple decisions are being discussed: Steve Wozniak and Rob Enderle. Enderle comes later, but Woz has a few minor suggestions (iTunes for Android) and thinks that lawsuits have been overdone -- Steve started down that street -- Mike Schramm reports on TUAW.
And then this piece of fantasy from Enderle, "The killer apps are pretty much already on the Kindle and the Nexus 7, which is going to make it much tougher for Apple to break in": which I guess means he has missed the App Store. I asked Tim Cook (not really) who said in the recent Apple Event for the iPhone 5 that there are now 700,000 apps in the App Store with 250,000 tailored for the iPad. However, the iPad mini is apparently on track for a release in October several sources report, such as Rene Ritchie on iMore who writes that the "7.85-inch -- non-Retina -- iPad mini has begun mass production in China". This rumour seems to have legs, especially when Katie Marsal on AppleInsider reports that headphone jacks for the device (why different?) have been spotted. If that report is right, then the new device has been designed from the ground up and is not simply borrowing parts from other iOS devices.
Now we hear from Neil Hughes on AppleInsider that there has been some deliberation of a move to in-house chips after the success of the A5 and A6 chips. Not imminent but being considered. That is not a surprise to me. To add to this, Johnny Evans on ComputerWorld sees this as another step on the road to remove Samsung from the supply chain, which will cost that company dear. For this he cites the iPhone 5, the iPad mini and a recruitment plan that is aimed at the heart of chip design and manufacture and moving Taiwan Semiconductor Manufacturing Company Limited into first place. This is not Steve Jobs legacy, but Tim Cook, CEO.
If something goes wrong with the boot partition in Mountain Lion Topher explains that there is a neat way round resetting the password that requires some work in the terminal to create a Debug menu in Disk Utilities and then a bit more work later. This is worth bookmarking as this is never needed until it is needed. There is also information about earlier versions of OS X. Having set it there is also a way to uncover it in the Admin account (needs the sudo command in Terminal) using Calculator of all things. It is not as straightforward as that sounds and Topher's outline of the process takes a fair amount of setting up and entering data to uncover this. But if someone has your Admin password, you are already dead in the water. While we are on hints, Topher Kessler has another on how users can connect to Windows machines from OS X. I suppose someone might want to.
I have noticed that too. I was on a bridge over the river last week and while I had the Nikon, loads of people were recording their events with iPads; and their use is quite common in other parts of the city. It looks a bit awkward to me, but if it works. . . . Remember, the best camera is the one you have with you (Chase Jarvis). A quick look at the app on the iPhone Tuesday evening suggests this is a star.
Half and HalfAn interesting piece of news concerning the Apple/Samsung patent problems was revealed in an item by Steven Musil this week. Apparently Apple did offer to licence the 3G FRAND patents that are in dispute over the iPhone but Samsung thought the offer was too low and rejected it. FRAND = fair, reasonable, and nondiscriminatory but Samsung may not really appreciate what those words means.
Other MattersSome tend to get duped by offers that they cannot resist. If it looks too good, it probably is. Zack Whittacker reports on a scam that the FTC shut down that pretended to be technical support providers. The idea was that cold callers would dupe users into thinking they had a virus on their computers and then obtain the user account details and charged for the honour as well. This appears to have been a Windows only problem and Microsoft assisted federal authorities.
Zynga (ZNGA) has resumed trading following its Q3/2012 warning. Shares are down 16.5% to a new post-IPO low of $2.35, leaving the company with a market cap of less than $2B. There was some more on this from Kim-Mai Cutler on Tech Crunch who also fills in some of the background, the problems and the possible future.
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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