AMITIAE - Monday 18 March 2013
Cassandra - Monday Review: It Will Soon be Friday |
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By Graham K. Rogers
Opening Gambit:New iPhone, new iWatch, new decisions. The eroticism of Apple's cash: Wall Street's slavering anticipation. Apple, patents, trademarks and class action suits: speakers, the Mexican iFone and the Retina display. Updates sometimes stretch a computer's weak points. CCTV pays stars to say bad things about Apple. A new Samsung phone thing: good for Apple; bad for Apple; depends on what you read. Backstabbing and copycatting. Samsung disses Microsoft too. Surface and Windows 8 not living up to expectations. Swatting attack on security journalist. Complacent DTAC: time for a change in carrier.
Apple StuffAnother day, another analyst drops Apple's share price. Neil Hughes on AppleInsider reports that a Wall Street pundit has been reading the tea leaves and thinks supply chain reports suggest a new iPhone is on the way and Apple will not reach the higher guidance figures it suggested, so has dropped his target price. Note that in the article Hughes mentions Tim Cook's specific warning against reading too much into supply chain figures, but normal rules do not apply to Wall Street; nor to Apple.
A portfolio manager named Bill Miller says that Apple is about to do something big [my italics] with "some of the cash pile" [an emotive use of pile suggesting it is just sitting around]. Cadie Thompson reports for CNBC (with a video) that the portfolio manager of Legg Mason Capital Management seems to massage his connections with Apple ("I talked to them about this a few weeks ago. . . .") in making this claim. One can almost imagine slavering and licking of lips. [My link for this was MacDaily News.]
From Patents to trademarks (I am teaching about this later in the week, so this is useful): a short while back there was a problem with the iPad name in China which was solved by cash; and then there was the ownership of the iPhone name in Brazil, which was solved; and now, in Mexico, the Supreme Court there has decided that the name "iFone" is owned by a company there, Mikey Campbell reports on AppleInsider, and has been using it since it was registered in 2003 (4 years before Apple's iPhone). There is a difference, as this is a service and not a product, and Apple will have to pay up here. There is also a class action lawsuit on the Retina display MacBook Pro and its ghosting issues which i mentioned on Friday when a student contacted me. An article on this from Casey Johnson on this matter makes the interesting point that displays come from Samsung and LG but only the displays from one of these (LG perhaps) have the problem.
To check further, he tried a Safe startup (hold down the Shift key), but that did not work: suggesting other problems. He has downloaded the Combo update to install over the top of the recent download, but is really looking to make a clean install. He did not do this when he bought the machine in the US a few months ago and is regretting this now. As it is a spare, with all data backed up on external sources, he is not going to waste too much time. Also having problems was a Bangkok user who seems to have pushed his 5-year old iMac to the brink. His MacBook Pro was OK. He reports that he did all the usual to try and bring the iMac back to working life, like the combo download, a wipe of the disk and reinstall, nvram/pram reset, disk chk; but nothing is working and all he gets is a white screen. Like the Phuket user I would suggest Disk Warrior, but neither user has this. While the Bangkok man tells me that the SMART report in Disk Utility suggests all is OK, this has all the flavour of a failed hard disk: the OS update probably pushed it over the edge. Other Bangkok users also reported iMac problems. I have yet to update mine at the office.
I could not resist this, so clicked on the link and made my investment, plus $15 for mailing. The Kickstarter site, links its payment system to Amazon where I have an account, so signing up for the charger was done in a couple of minutes. The project funding closes in 38 days and is already way-oversubscribed, so will probably fly.
Half and HalfLate Sunday evening I read a report by Liz Carter on TeaLeafNation - with what appears to be a screen shot provided by local writer, Jon Russell - concerning a program on CCTV (the Chinese network) in which there was an apparent exposé on Apple, causing thousands of complaints. However, it was soon revealed that CCTV had paid celebrities to post anti-Apple remarks. This came out as Samsung star spokesman, Peter Ho, made a posting that seems to suggest all was not above board. He denied it and claimed his phone had been stolen, but failed to delete the damning part of the message, the instruction, "Post around 8:20." Although people started posting criticisms, these were quickly censored. [My source for this was MacDaily News.]
Discussing the hype, Neil Hughes on AppleInsider suggests that this is not a game-changer for Apple and cites Gene Munster and Brian White of Topeka on this, but I was amazed to read White's comment, "We are amazed by how analysts and the media have turned on Apple during the recent stock downdrafts with statements that Samsung is 'out-innovating' Apple" as White is not untarnished by this either. Munster added, that it is "unlikely to meaningfully impact iPhone share of the high-end over the full year, but do expect it to take share from other Android phones" It is not only the normal pundits who are commenting on this device as Koreans, who are normally partisan and hate the iPhone because Apple is the enemy, are also making lots of negative noises, Philip Elmer-DeWitt reports on Fortune. Patently Apple is also somewhat critical of Samsung sugesting that its backstabbing and copycatting traits are in its DNA, adding "when Samsung's leadership has to stoop to the level of actually robbing Apple's philosophy it truly demonstrates just how twisted and deluded they've become of late." A comprehesive and balanced examination of the event - and of the phone - was provided by Rene Ritchie on iMore and this is well worth taking time over. He ends with the sage comment on smartphones that "They're already almost all great. Now everyone is trying to make them better." On that note, it was not really a surprise to see the attention-grabbing headline from Matt Honan on Wired that the S4 is "Completely Amazing and Utterly Boring". The show was absurd, the phone is delightful, but it is a smartphone and all smartphones are boring; and at the end he manages to bring in the iWatch and Google Glass. Maybe some tech journalists should get out and about a bit more. On 9to5 Mac, Jordan Kahn looks at the various opinions of Apple analysts and their "wild insights" including Gene Munster and Peter Misek from Jefferies: the former thought it was not bad for Apple but expects the iWatch to launch next year (I don't quite see the connection); while Misek thinks it will be "incrementally negative for Apple". Shaw Wu lowered his price, while Ming-Chi Kuo of KGI Securities tells us that the cheapo iPhone will be coming soon. A fair supply of tea leaves and chicken entrail readings there. Also writing on the effect this launch will have on Apple is Charles Cooper who suggests that Apple shareholders will be saying thank you (the shares did rise a bit) as after all the waiting for the device he says that it is nothing for Apple to worry about. Was it ever? Only in the minds of analysts and pundits perhaps. And then right away (I am choosing the order to highlight the absurdity), Lorraine Luk on Digits - a Wall Street Journal source - writes that "analysts are saying it's likely to snatch more market share from Apple" (using the same analysts as others - above) and thus, she argues, this will put pressure on Apple's Asian supliers. And then . . . AND THEN, "The only hope for Apple and its suppliers is the possible launch of a low-cost iPhone". The only hope? Perhaps the only hope for Lorraine Luk to get enough hits. What has she been taking? Anyone reading that without an understanding of the size (or potential) of Apple would think the company were in a state of imminent collapse.
That fits well with a report from Ian King and Dina Bass on Bloomberg who report on the relatively low sales figures for the Surface and the device along with the latest version of Windows, that are falling short on predictions (which MC Siegler wrote about a couple of weeks back).
Other MattersI like to keep up to date with security matters and read on Friday in an item by Seth Rosenblatt, about what is called a swatting attack. This is not something that happens to your computer, but happens to you when someone makes a false call to the police and a SWAT team descends on the house. This happened to Brian Krebs, whose articles I have cited in Cassandra on occasion as he has a good knowledge of security and systems. He was actually expecting this to happen as he had upset some hackers and they seem to have exacted revenge. Anyone writing online is likely to attract nutcases from time to time (believe me) and their warped views take priority. Krebs got out of this without any harm and I am sure efforts are being made right now to track down the criminals.
Of course, the government is going to appeal.
Local itemsFor the fourth time in recent weeks I went to the Siam Discovery Center in central Bangkok where I have a set routine: clean teeth ater lunch, sit on Floor 4 opposite iStudio, catch up with podcasts, check email, look at other internet stuff. However, once again, I found that there was no 3G and that the wifi signal was so poor that it was useless. I was left with EDGE and checking out music I have just heard on the iTunes store with these speeds is like having your legs broken.I phoned DTAC again. This was the third time, but while other staff had been polite, this young lady was a bit snappy, ignoring the point that these are continuing faults and that the customer is not getting the service. Indeed, when I mentioned the wifi I was told that I had to phone another number. I was left with the feeling that this was my fault. I mean, I know it wasn't but some help calls don't help. At home I wondered about calling again, but decided to email DTAC and also posted on Facebook where I had a number of useful comments, including the suggestion that it may well be time for a change. My colleague from work who wrote that is perhaps biased as his wife works for True, but there was a clear difference in pricing and currently I am paying for services that are not there. I had a boiler-plate reply from DTAC a couple of hours later, apologising for the inconvenience and adding that the problem will be forwarded to the engineer team for checking as soon as possible. Which is what the nice person told me when I phoned three weeks earlier.
Trying to find what I could still access using that iPad app that True now have instead of a real TV guide made me realise how limited a tablet device is for certain reading functions. Books are fine - indeed I have used the iPhone for some reading of ebooks - but trying to map out wide areas of data, such as the spreadsheet of TV programs is, does not make life easy. You can get the news on a device, but it is nothing like standing up, reading the double pages of a broadsheet newspaper spread out on a table.
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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