AMITIAE - Friday 30 November 2012
Cassandra - Friday Review - The Weekend Arrives |
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By Graham K. Rogers
Opening Gambit:New version of iTunes (v.11) at last. Sales of iPads and market shares. iPhone 5 good to go in China. Apple and the move away from Samsung processors to TSMC. Intel's Haswell processor and Apple. The Financial Cliff: Apple must give to the rich. A hint for those who insist on using iPhones in meetings. The BB is not a smartphone for Yahoo CEO. HP almost junk (Moody's rating). A real Apple store in Bangkok?
Apple StuffI saw an interesting Tweet earlier this week that compared iTunes with an actor in a certain genre of movie. You will have to find this yourself; this is a family column. However, Steven Musil does sugest that the update to version 11 of this application could be with us today (Friday). It is long overdue and if it does miss Friday, it only has a couple more days to creep in to the promised december release. On iMore Rene Ritchie adds to this and reports that it was apparently delayed by "engineering issues that required parts to be rebuilt". Others like AppleInsider have that release as Thursday: it was released overnight (Friday here, Thursday there) and is for Windows as well as OS X.Also released was a Digital RAW Accessibility update (4.02)
According to information in the Mac App Store page for the update and Apple's Downloads pages,
There is a "first look" at this new release by Dan Moren and Lex Friedman on MacWorld: "It's going to feel awfully different . . . because it is awfully different". And it has a new icon: the first for a while. The one in the Dock changes the first time the new version is started. They are right, heavens it IS different. Oh, and if you want the Sidebar, look in the View menu.
With confusing sales figures and market shares being released all the time, we read in an item by Katie Marsal on AppleInsider that sales of tablets in China are growing with Apple reported to have 71.4% of the figures of 2.6 million sales. And while we are on China, Michael Kan on MacWorld reports that the iPhone 5 has been cleared by regulatory authorities for sale there.
He also reports that British Airways and Delta should be supporting Passbook soon. But not Thai airlines.
A further article on this by Sam Oliver on AppleInsider suggests that any move in this direction is likely to have a number of serious effects on the industry. Mainly, I would think, panic. While we are on processors, an item by Loyd Case on MacWorld suggests that, despite the rumours of in-house chips, Apple is beginning to look to the Intel next generation, Haswell: "a new architecture that focuses more on improving efficiency than on raw CPU performance." The article has a number of interesting points about the way performance is likely to be enhanced if these processors are adopted, especially with the transition from an apparent sleep state to fully active.
An article by Tom Bernis on Market Watch explains some of the pressure, but fails to note that of the $120 billion, most is outside the US and that if Apple brings it back in under current laws, it will lose 30% to the tax man. Much better to invest lots of that overseas, like in better retail outlets in countries that don't have these yet. My link for that was from MacDaily News. Another article making the case for the special dividend for Apple shareholders -- and remember these are sites that specialise in investment opportunities; a sort of amoral approach to what companies are -- comes from Kofi Bofah on Seeking Alpha who also fingers the $121 billion but forgets to mention the overseas component, but does explain a bit more of the context surrounding these tax changes which were apparently delayed by sunset legislation introduced by President Bush: for the current administration this gives then a damned if you do, damned if you don't situation, and using the term Financial Cliff (a cliff for certain members of the population only it seems) there is an added hysterical soundbite to suggest peril for all. And then this, "Amid recent volatility, Apple shareholders are now well within their rights to advocate for a one-time $30 special dividend to be authorized and paid out at some point during the next eighteen months." Within their rights, eh? Well, I am within my rights to ask every person who reads a page on the site to contribute $10 to the make Graham rich campaign. There: right exercised. Whether or not I (or they) will get anything is a different matter. Immediately after that, he writes that Apple would "risk significant losses to its own investment portfolio" which is what I said earlier without a degree in economics. Investment creates jobs, and makes more money if done properly. Investors in shares should not join the party unless they are willing to lose all and taking more than their fair share of the pot, is not to be encouraged.
Half and HalfWe had reported a couple of weeks ago that Yahoo's new CEO, Marissa Meyer, had decided to let employees choose the type of phone they would like: Apple iPhone or Android; but not RIM, BlackBerry. In an interview with Fortune, as reported by Nicholas Carlson, she explains why: "moving the company from BlackBerrys to smartphones". The BB is not a smartphone for her. Ah. Well, can't disagree with the CEO.
While we are on Samsung, we were reminded of allegations against Huawei concerning backdoors that were considered so serious that certain Western governments have put an embargo on the purchase or use of the equipment in certain circumstances. Now we read in an item by Lucian Constantin on PCWorld that certain printers that Samsung makes, "have a backdoor administrator account hard coded in their firmware". There are all manner of implications here, but Samsung will apparently be releasing a patch for this, later this year.
Other MattersThe PC crowd are in a panic as Intel is apparently looking to change the way the CPU is connected to the motherboard, Brooke Crothers reports. And he provides a nice pic too. While end users, such as PC makers, can attach their own chips to their own designs, the changes suggested follow processes in the mobile world where these are soldered directly to the circuit board.And not just the mobile world as anyone who has seen the recent Macs will have noticed that exactly the same has been happening there too, and this may be what Intel is following. While repairers have complained bitterly about the inability to fix such assembled boards, the repair is quicker (perhaps more expensive if not under warranty) but the process of making the computer is completely controlled, cutting costs and ensuring a better finished product. Mind you (see above) the Intel change may not affect Apple at all.
As expected the British Press itself did a lot of commenting on this, but the Prime Minister rejected the key findings, the Independent in a multi-authored article reports. In this, as well as the comments on the major findings, I was surprised to see that Leveson thinks there was no undue influence on politicians and that the News International bid for a TV channel was likewise not affected. Murdoch (son) was criticised, but not the father. While the Independent Editorial agreed with much of what was in the report, it is not a surprise to find that it disagreed with the need for any legislation, but although this IS a dangerous path, public opinion may not agree as many are sick of the cavalier way in which some journalists go about their work. Local ItemsThere may be no truth in the rumour but a Tweet sent me to a Thai webpage that seems to indicate that come April next, there will be a real Apple store here in Bangkok. My initial reaction -- if this is true -- is hoo-bloody-ray. Way overdue and Cupertino has been kow-towing to local distributors for far too long: customers here are less than pleased with the current iStudio and iBeat set up with staff who may not all be as well-informed as they might be and who may be more interested in gossiping with their friends.The setup of the shops was a sort of legacy from the distributor system of the 1980s and 1990s when a few held the keys. Some of the names that figured back then -- with Microsoft distribution too, as well as other companies like Logitech, Acer et al are the same families that are now in charge of some of those shiny iStudio outlets. Only comseven broke the mould a little by being its own distributor and shipping Apple things straight from Singapore, although they were still locked into the same prices that others were able to charge (controlled by Apple). Now, an Apple store: a real one? There will be some weeping and wringing of hands this week. The location of this rumoured store (opening 30 March) is to be the new Central Embassy which is that plot of land on the corner of Chidlom and Wireless Road where Queen Victoria's statue held sway for many years.
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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