AMITIAE - Monday 5 November 2012
Cassandra - Monday Review: It will soon be Friday |
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By Graham K. Rogers
Opening Gambit:Cook consolidation at Apple post-Forestall. Apple innovation: if you know where to look. Knee-jerk journalism: ah, the hit's the thing. Proper analysis is the key. Fusion Drive comments. Apple fixes the UK ad again: the iPad is still cool. Korean hypocrisy on island names in Maps app: no problem if Google does it. Android security: mutually exclusive terms? Google and French taxes: plus, s'il vous plaît. Poor Windows 8 take-up by business. Thailand reaches Apple favoured nation status: iPhone 5 and the iPad mini (at least in the online store).
Apple StuffAt the end of the week Apple made available a number of upgrades to its software. While I did manage to update iOS 6.0.1 and the Safari downloaded OK, I decided not to risk the two fairly large downloads of Aperture 3.4.2 and iPhoto 9.4.2 which together weighed in at 1.38 GB. I did that when I arrived home on Saturday evening after a relaxing cup of tea. Although after uploading the day's photos to Facebook, I realised my lids were already beginning to feel heavy.
An interesting point came from Electronista who had the news that Forestall, was left out of iPhone design meetings held by Jonathan Ive. We were already aware of the acrimony there, but this was unexpected, and the source adds that this was even before the first-generation iPhone shipped. If that is the case, Steve Jobs would certainly have known, which makes it all the more interesting that Cook was designated as The Man. As part of the reshuffle, Eddy Cue, who has been almost invisible in some ways although is known to be a master fixer, has come to the fore and Greg Sandoval provides a look at who he is and what he does. The list of achievements is impressive: a reliable man and a team player who is well able to act independently and decisively. I wish I knew more people like him.
As soon as the iPhone 4S was released that was a "failure". But it wasn't. It was the same with the iPhone 5 (sold out) and the iPad (try and find one). The new iPad mini was seen immediately as a failure. Why doesn't someone tell the customers so that they stop buying these things? Maybe the customers have a better idea of what they want. How about that iPad mini? Sold out in two hours at the NY Apple Store, Eric Slivka reports on MacRumours with apparently "more customers than turned out for the iPhone 3G, iPhone 3GS and iPhone 4S." The article concluded, "A similar pattern was seen in online pre-orders, with the white models selling out in just 17 minutes and the black models taking a few days to run out of availability." Not bad for a failure. Philip Elmer-DeWitt on Fortune comments that, despite the turnout, he was reading headlines of disappointing crowds and suggests that some of these reports may have been premature. Or slanted. A point made by MacDaily News in comments on "Yellow Journalism" and Apple, was that the first day only had the wifi models and that the LTE versions of the iPad mini were not coming for another month. The report calls out Bloomberg, Reuters and Agence France-Presse, but is positive on Wall Street Journal and Jessica E. Lessin. One group apparently excited by this release is the physicians who, Neil Hughes reports on AppleInsider, see that the iPad mini is the perfect size for a lab coat. And I thought that doctors were happy carrying around clipboards and the like because it makes them look important.
My confusion is increased when also on Ars Technica, Andrew Cunningham looks at that A6X processor which has "twice the processing power, twice the performance". As I suspected, this processor has now been examined more closely by Chipworks (not AnandTech as I had expected) who show that it has four GPU cores, and a dual core CPU. Ah, no innovation. Hold that thought. . . . There were several bleats from all manner of people when the iPhone 5 appeared and then when the iPad was updated, the iPad mini released, iMac and Mac mini updated and a Retina display MacBook Pro 13" added to the line up. And there were new iPods in there too somewhere. And Fusion Drive: that caught everyone by surprise and they are still pulling that apart (see below). As is often the case, the immediate shout is that Apple is dead, finished, no innovation. Most don't even bother to look at the Apple product presentations which are always available for download. But as I wrote twice in the last month, and last year with the iPhone 4S, these people are only looking at the surface, just wait till these things are pulled apart, then come back and talk to me about innovation. And examining the devices leaves out the advances Apple has made in industrial processes (with one or two slip ups of course), which will lead to better products and increased profits way, way in the future sometime. Of course no one listens, and by the time people like iFixit, Chipworks and AnandTech do look inside, the erroneous ideas that those like Trip Chowdhury (as reported by Zach Epstein on BGR) are already in circulation and eagerly taken up by the yellow journalism that is a sign of the times. Fortunately, not everyone is convinced and there are some other analysts who take a longer, slower, deeper view. One of these is Ashraf Eassa on Seeking Alpha who comments on Apple "innovating very heavily on the engineering side, even if it isn't putting out a radically new form factor or device." What I said: under the surface. He advises users and investors not to buy into the hype about loss of innovation. And regarding that idea of investment, Mikey Campbell on AppleInsider reports that another teardown of the iPad mini suggests that gross profit margins on the device are 43%. It costs $188 to build the 16 GB version it is suggested and that sells for $329.
There is a lot of tech detail on the page -- interesting for some -- and the idea that "the two physical devices (the HDD and the SSD) are grouped together into a single Logical Volume Group, which in turn contains a Logical Volume Family made up of a single Logical Volume." As I read that, it is two disks, but in a single unit and the OS sees it as one basically. There will be more on this as Ars Technica do a more detailed analysis.
I cry foul here. If you do a search in Google Maps for "Liancourt Rocks" the territory appears with no alternative name. Do a search using the Korean name "Dokdo" and you get Liancourt Rocks. Alternatively, search using the Japanese name (the Japanese are not objecting to Apple's triple naming of the islands) and what do you get? Liancourt Rocks. Nationalism or hypocrisy, or both?
Half and HalfLegal cases for Apple, especially with Samsung, are dragging on and on. The case in North California which has some rerunning to do is entering a new stage with depositions to be made by Apple execs, Electronista reports, including Phil Schiller. They will be allowed to question him for up to 3 hours and Samsung think they will be able to trip Schiller up on a couple of things he said.
Let's be specific here. Not all smartphones are affected and later in the article it is mentioned that these are Android devices. Remember Apple's walled garden?
Other MattersGoogle has had some problems over the last few months and they should be aware that sooner or later people find out. To add to other woes in Europe, the French tax man has been digging and Romain Dillet on Seeking Alpha expects that the company will be ordered to pay $1.3 billion. The company has been using tax-optimization strategies but the analysis by the French authorities has produced a different picture than the one Google paints. Other companies (Apple, Facebook) may also have revised bills coming soon as governments are increasingly disturbed by the way companies shift money about to avoid paying tax: that comes out of my pocket and yours.
They might just as well make the leap to OS X as that will also give the integration with tablets and mobiles that many demand, as well as covering security aspects they are concerned about. My source for this item was MacDaily News.
Local ItemsIn China, there has been some assertion of control by Apple over its distribution with a reduction in the number of licensed retailers there, Patently Apple reports, telling us there are "only two companies in such distribution deals with Apple" in China. Oh that this would happen in Thailand.
I also had a look at the iPhone 5 pages on the Apple Store for Thailand, and these are actually a couple of thousand baht cheaper than I expected. Hmmm. . . . That battery on the iPhone 4S is getting a little tired these days. Looking through I see there is a Lightning to 30-pin Adapter for another 1,090 baht. That would be useful. Late News
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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