AMITIAE - Wednesday 9 January 2013
Cassandra - Wednesday Review - The Week in Full Swing |
|
By Graham K. Rogers
Opening Gambit:Q1 results coming soon. Will the feds get their hands on Apple's $28 billion? Sales of iPads should be good. Some recent apps discussed. Skeuomorphism, design and Apple. Tim Cook off to China again. Apple granted solar energy patent for MacBook. Haswell for Macs; low power Intel chips for Asus and Lenovo hybrids. Car makers get apps. Chinese trader lured to US and prosecuted for $100 million piracy: may be allowed to stay in the US for 20 years. Lenovo's 27" tablet: a good idea writes Ewan. TrueVisions cutting costs, cutting prices: too little, too late?
Apple StuffWe have a couple of weeks to go before Apple's next Quarterly financial report, so there is plenty of time for the doom merchants to paint it black; and the analysts to pitch the expected results far too high. Apple themselves have predicted that they expect revenue of about $52 billion. Note that number.Earlier in the week we examined some of the tax liabilities (and payments) that Apple had made. I made a particular reference to the amount of cash that Apple has sitting outside the US - it does most business outside, after all - and that the Federal Government was resistant to the idea of a tax amnesty. If Apple (and the other companies similarly affected) were to bring it all home now, they would be liable to a flat 30% on all of it: several billion 30 per cents. Needless to say, the corporations have this on hold. It has been known for a while that Apple has been pressing the government - indeed before his death Steve Jobs asked President Obama about it, with little response. Ryan Tate on Wired enlarges on some of the points I made early in the week and has a figure of $28 billion that it could cost under current rules. What the government might do next, or what Apple might do, is speculative; but it is worth looking at the options as they appear now. [My link for this was MacDaily News.]
Also selling like hotcakes are the iPads and in an interesting snippet on the CNN Money site, JP Mangalindan writes that if that part of the business were to be spun off, it would be the 11th largest company in the US also coming in at 98 on the Fortune 500 list. [My link for this was MacDaily News.]
Still in short-supply however, according to AppleInsider, is the newest iMac, even though as we reported on Monday the Fusion Drive can now be ordered with the low-end (21.5") version. Waits of between 3 and 4 weeks are shown on the Online Stores and that is the same for the Thai Store.
Other apps also being written about are from Griffin and Crayola, whose crayons we scribbled with and in some cases chewed, many years ago. John Virata on AppleInsider writes about the tie-up between the two and the creative tools for the iPad that are coming from this collaboration. On TUAW Leanna Lofte tells us about an app that uses a proximity sensor to lock the Mac as the user moves away. As some of my students are creating a project using RFID tags to remind users if they have left their keys behind, and another is looking at ways to unlock a door using wifi as the user approaches, I sent them a link to the article.
Related? Who knows? But Tim Cook is reported to be on his second visit to China in 10 months currently, apparently meeting with the head of industry and information technology to discuss the tech industry Sam Oliver reports on AppleInsider. There is something about Tim Cook. Really nice guy on the surface, but clearly an effective head of Apple for those who watch the company: his way of dealing with Forestall made some people sit up and take notice, for example. But the press won't leave him alone: there was some discussion of replacement, and others have been waiting for mistakes, leaping on the Maps app when its shortcomings were revealed. "You would think that Apple CEO Tim Cook is the enemy", Gene Steinberg writes in a comment on how the press - particularly the financial press who are far more interested in Apple nowadays - treat Cook. They are usually more interested in the doom and gloom than real advances. [My link for this was MacDaily News.]
Half and HalfThus far, CES has been a non-event for me with a couple of minor exceptions. First off, Intel has some new processors in the pipeline. Fed up with ARM taking the limelight (and the money I bet), Intel have some lower power chips that run 7 watts and are expected to be in tablet-laptop hybrids from Acer and Lenovo, Brooke Crothers reports. That sounds as if Acer and Lenovo cannot make up their minds and are trying to back both horses: proven iPad and perhaps empty Surface promises.At the same show there were some new processors from Intel that Apple is expected to be interested in. AppleInsider reports that Intel Vice President and Manager of their PC Client Group, Kirk Skaugen, spoke about the 4th generation Core series lineup: Haswell.
Other MattersWait, it's CES this week? Apart from a couple of minor announcements, this show demonstrated why it seems to have outlived its time. There were some things from Intel, Ford and Hyundai that I mention above, but the whole thing up to now was condensed for me into a one page report by Jennifer Guevin. Why do major companies still come to such conferences with concept items and mockups when Apple keeps showing them the way by keeping quiet until the product itself is ready to roll?One that may roll (if you can lift it) is the Lenovo tablet. It is actually referred to as a table tablet and has a 27" screen, which is a bit of a contradiction I feel. Someone called Ewan who founded Mobile Industry Review, and who may be the new Rob Enderle, writes on Mobile Industry Review that this is a smart idea and he writes that he can think of of a ton of different applications for huge tablet form factors, but doesn't think they'll sell trillions. I would agree on that last point, especially when one looks at the screen shot he has of a woman carrying one of these about in the house. Comments at the end of the article are perhaps the best part.
Local ItemsI reported my own disgust with True and their trimmed down TV guide, and it seems things are not going that well. The Bangkok Post reports this week that the company is to offer its bottom of the line service for 40% off (no relief for us higher up the chain). Problem: it doesn't have enough customers. Reason, apart from high charges and poor TV guides, content. The channels provide little but repeats, and it is even harder now as we do not know when they are on. They lost the contract to transmit the English Premier League football although have others.This is a company that misses long-term opportunities over and over for the short term gains. Years ago in my last place I had real cable TV which is what the company started with before it was seduced by Shinawatra and fell in love with satellite dishes. The cable was a reliable service (no signal loss when it rained unlike here) and under used. When I asked about internet connections using the system, I was told I could have it one way, but would need a modem to send my data which defeated the object. It was years before ADSL came into more full use, and True sat on the direct links it had all that time doing nothing. The report in the Post tells us that the rise in revenue the company experienced was due to its reality show Academy Fantasia Season 9 as well as the new hit programme Voice Thailand and growing advertising revenue. The TV guide is pretty much only advertising and they won't keep the Pizza Company happy when they realise it is only used for the bottom of bird cages now.
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. |
|
For further information, e-mail to