AMITIAE - Monday 12 November 2012
Cassandra - Monday Review: It will soon be Friday |
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By Graham K. Rogers
Opening Gambit:Apple and HTC make up, sort of, for a price. Who is making money out of low Apple share prices? Finding problems where none exist. Apple and patents and the courts. Fixing Messages; setting up Time Machine. Steve Jobs did have a heart after all. Apple donates $2.5 million to hurricane relief. The Surface and quality and space. IT companies and low tax payments: big pharma and no tax payments.
Apple StuffA couple of surprises this weekend, apart from the Myanmar earthquake that had me thinking I was going through a dizzy spell. I was at a wedding on Sunday and when I made my way after this to Siam Paragon, I stopped and checked messages, several of which told me that HTC appeared to have caved and that the company had entered a 10-year licensing deal with Apple. Along with the one they already have with Microsoft, they are taking a far easier route than many companies using the free Android (irony alert there).The first report -- and a quite lengthy one too -- comes from Florian Mueller of Foss Patents who details the lead up to the agreement and the conditions. He also discusses the implications. Another item appeared on Ars technica authored by Joe Mullin. Apple put out a brief PR statement on the settlement: "HTC and Apple have reached a global settlement that includes the dismissal of all current lawsuits and a ten-year license agreement. The license extends to current and future patents held by both parties. The terms of the settlement are confidential." There was also a statement from HTC included in the PR document: "HTC is pleased to have resolved its dispute with Apple, so HTC can focus on innovation instead of litigation."
There are an increasing number of analysts -- not directly technical themselves -- who are also noting the same. Among these is Ashraf Eassa, whom we have mentioned before, of Seeking Alpha. This weekend he had an interesting article on why the shares keep going down, and his analysis falls close to my knee-jerk comments, with him concluding that Apple is still a worthy stock for investors. Also coming to the same conclusion is Doug Kass -- much more irony here -- who is one of those apparent gurus whom the TV companies like to have on. He is buying Apple. Now. But he is being called out by several commentators as he was really against it before he was for it. We are reminded of what he said in October in an item by Philip Elmer-DeWitt on Fortune when he convinced many investors that Apple had "lost its mojo" (a quaint phrase from the 1960s). Since then $130 billion has been lost and, as I have predicted, now it is time for the ride up again. And Kass is eager to join. For now.
One of the real problems with the iPhone has been supply: there just are not enough to go round. Of course some interpret this as a way that Apple has developed to make sure the supplies are short, so the demand appears artificially high: which leads to publicity and desire. And to stupid articles of course. An article that is not stupid comes from Neil Hughes on AppleInsider in which he reports that supplies are now catching up with demand. Think about it, Apple is in the business of making money, so they want to sell as many phones as possible, so an artificial shortage just shoots themselves in the corporate foot.
In another patent case, Apple is being sued for the automatic switching from landscape to portrait mode. I thought that was . . . . Oh never mind. Mikey Campbell on AppleInsider outlines the case being made by MobileMedia Ideas (apparently a patent troll) and the point that the judge will not dismiss the case outright.
In other maintenance news, Leah Yamshon on MacWorld has an article on how to set up Time Machine in Mountain Lion, which does have some differences, including the ability to use more than one disk for backups. There is some more information on this in the article I wrote for this part of System Preferences in September.
He lined up at a restaurant and missed getting a table. The last couple who did offered to give up their place, knowing who he was, but he wouldn't hear of it. And now Mikey Campbell reports on AppleInsider the story of Tim Smith, Principal at Applied Design Group whose girlfriend lived at the house next door to Jobs. His old Sunbeam broke down outside the Jobs house and . . . Well the story is worth reading. Also worth reading is a tale on 9 to 5 Mac by Seth Weintraub about a donation to relief for Hurricane Sandy by Apple to the tune of $2.5 million.
Half and HalfApple did not please the judges in the UK over its decisions around the placing of an advertisement (as ordered) after it lost its case in the UK: Samsung not cool. Well the first advertisement that Apple put up was wrong; and the second was hidden a bit too well and we are told by Charles Arthur on The Guardian that the Appeal Court judges were really not amused.The courts later released an analysis of what they regard as Apple's misleading public statement and they are making it clear that in the statement, Apple was wrong (Patently Apple).
Other MattersAnother company supposedly innovating, although I will reserve judgement on that, is Microsoft. The new Surface and the latest versions of Windows are exciting folks in the IT industry: some of them, anyway. Electronista has some first impressions of the pair and do make some negative comment about the storage, which we mentioned a couple of weeks ago: the 32 GB version has 17 GB of space (earlier reports said 16 GB) for apps and data. No wonder, they write, there is no 16 GB version. (Do the maths.)Also on the Surface is a report, which MacDaily News links to, concerning those expensive covers for the surface which a number of consumers are reporting have split and expose wires because of this. The report (apparently on the Verge) says that Microsoft is expected to sell millions of the devices, so MDN lets rip. It also lets rip on the cover design as there is stress when people bend it back. Isn't that what people do? Hardware may be a new concept at Redmond so the idea of quality control may also be novel. After all, it was never needed with the software.
Local ItemsI was sitting in my eyrie, high above the streets of Thonburi early Sunday morning typing on the MacBook Pro when it felt as if my head were spinning. I stood up but it continued. Surely not the apartment, I thought? It was. I was experiencing some of the residual shock from an earthquake in Myanmar.
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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