Labels: 3G iPhone, Apple Tablet, Steve Jobs

I honestly feel that tomorrow is going to mirror the Macworld keynote. During that event Phil did an excellent job of introducing products that were, lets face it, boring. If Steve had been in full health I don't think he would've been able to make those announcements anymore exciting than Phil made them. Tomorrow's likely to be the same. Phil can introduce us to Snow Leopard and iPhone OS 3.0 without ever introducing a new piece of hardware. We've seen the iPhone OS and we've heard what's in Snow Leopard. I'm suspecting that this is what poor Phil is going to be stuck with tomorrow.

If I was in his position though I would ensure that I had one surprise, but what surprise could the Vice-President of Worldwide Marketing pull out of the bag that would get people talking? There are really two. The first would be a rehashed version of the iPhone hardware. Maybe it will have Video editing, larger memory and faster processor. It's Phil level exciting, I don't mean that as an offense to him of course I simply mean that due to the timing he's not going to get THE BIG announcement. He can announce that it will go on sale at the end of June.

His second announcement, and the real surprise, should involve Mr Jobs. Not his actual return at WWDC because it's not the right setting or timing. He needs to announce the next event. A "One More Thing." that is simply a date and a location on a black screen with the Apple logo above it. That will be Steve's return. That will be the new major hardware announcement, probably a totally new iPhone for Verizon and maybe just maybe the Tablet.

So don't expect too much tomorrow in the way of new products. Maybe a new iPhone but it'll be no more than a rehash of the current one. The big announcement is going to be the return of Steve at the end of the month. In that keynote we will expect something major. I must say though that personally it will be great to see Steve return and I'm really happy that if this is a sign that his health issues have been sorted out. The Tech industry is a much better place when Steve's around than when he isn't.

Labels: Apple, iPhone, Phil Schiller, Steve Jobs, WWDC 2009

The Wall Street Journal reported some great news for Apple fans, Steve Jobs is still making the big decisions.

Chief Operating Officer Tim Cook runs the day-to-day operations at Apple, these people say. But Mr. Jobs has continued to work on the company's most important strategies and products from home, they say. He regularly reviews products and product plans, and was particularly involved in the user interface of the new iPhone operating system that Apple unveiled last month, these people say.

This sounds like great news doesn’t it? Steve may not be well enough yet to return to the day-to-day operations of the company but he’s certainly well enough to stay involved. Even if he never returns to the day-to-day operations he can still take on a roll of Chairman with oversight of product, or something like that. This news story prepares us nicely in fact for such an announcement in a couple of months in WWDC.

As with every story though there is another way to look at this one. I got a feeling that a lot of the current good feeling towards Apple was extending from the fact that the company was managing to produce well rounded products without the need for input from Mr Jobs. If he could not return then Apple would be OK because the management team were proving that they could more than handle things on their own. Even the argument that the products being released now were conceived and developed in Mr Jobs’s time could be countered with the fact that the product had to be brought successfully to market by the rest of the team only.

That’s no longer the case. Apple were not being lead by their management team minus Mr Jobs. Steve was still in control of the company the whole time. The article even pointed out how involved he was in the new iPhone OS. If I was an Apple investor I’d be worried about Steve’s apparent lack of ability to let the others take credit. He should’ve left the situation as it was and then appear at WWDC and announce his return to Apple in a full time roll, even if it’s not as CEO. I feel that this was a mistake. I now don’t think we’ve any proof that Apple can grow post-Jobs anymore.

Labels: Apple, Steve Jobs

Labels: Apple, Steve Jobs, Tim Cook

The following is taken from the Wall Street Journal:

Team,

I am sure all of you saw my letter last week sharing something very personal
with the Apple community. Unfortunately, the curiosity over my personal health
continues to be a distraction not only for me and my family, but everyone else
at Apple as well. In addition, during the past week I have learned that my
health-related issues are more complex than I originally thought.

In order to take myself out of the limelight and focus on my health, and to
allow everyone at Apple to focus on delivering extraordinary products, I have
decided to take a medical leave of absence until the end of June.

I have asked Tim Cook to be responsible for Apple’s day to day operations, and
I know he and the rest of the executive management team will do a great job. As
CEO, I plan to remain involved in major strategic decisions while I am out. Our
board of directors fully supports this plan.

I look forward to seeing all of you this summer.

Steve

Labels: Apple, Steve Jobs

The Wall Street Journal are carrying the story that Apple CEO is taking a medical leave of absence until June:

Apple Chief Executive Steve Jobs, in email to employees, said his health issues are more complex than thought and is taking a medical leave until June.

Tim Cook is going to take over the day-to-day running of the company. Apple shares are currently down over 7% as of 22:06 GMT.

At this stage I’m not going to guess what’s wrong with Steve. All I’m going to say is that I truly hope he makes and full recovery from whatever is wrong and my thoughts and prayers go out to him and his family. We look forward to seeing him back on stage introducing us to new iPods in September.

Labels: Apple, Medical Leave, Steve Jobs

Labels: iMac, Mac Mini, Macworld 2009, Mobile Me, Netbooks, Snow Leopard, Steve Jobs

Apple announced this week that the keynote at this years Macworld Expo will not be delivered by Steve Jobs. There’s no doubting that this is a disappointment and has killed a lot of interest in the conference but to be honest it is probably one of the most intelligent moves Apple have made in a while.

The media is full of talk of Steve being too ill to deliver the address this year but I don’t believe this for a second. I think there are probably four reasons why Apple are toning down their participation Macworld 2009, their final Macworld. The first reason is pride. You have to remember that large companies such as Adobe have already pulled out of the event. Steve Jobs does not take part in second rate shows and I’m afraid after watching others withdraw that’s probably how it was beginning to look. This years show will probably be pure sales figures and some marketing but not much else.

The second reason is Bill Gates, or more accurately no more Bill Gates. The Jobs keynote always competed with the Bill G keynote at CES for media time and Jobs had to have a certain amount of satisfaction watching Macworld get so much hype. With Gates now gone however Jobs is free to pull out knowing that the competition on that front is over.

The third reason is a possible lack of any major announcements. Since Steve’s last two event’s of 2008 have produced little to no surprises he probably has no intention of walking out on stage and basically delivering a state of the company address to people who have paid a lot of money to hear an, “and finally…”. Steve doesn’t do disappointment.

The forth reason is the most important reason of them all, the element of surprise. With Apple being forced to show new products in the first week of January each year people would begin to start searching for product information in December. Removing these sort of shows from the calendar allow the Cupertino company to deliver products at any time of the year with very little notice. Bringing back the element of surprise will bring back one of the strengths that Apple lost recently.

image from atsuki.net

Anyway you look at it there are plenty of good business reasons for Apple to pull out of Macworld before you look anywhere near Steve’s health.

Labels: Apple, Macworld 2009, Steve Jobs

Steve Jobs has admitted in an email to the company that Apple made mistakes with the launch of MobileMe. The email makes a few very fair points and shows the Apple is willing to at least admit their mistakes. We'll see soon if they're learning from them too. The email was published in it's entirety on Ars Technica and I've copied it below:

Team,
The launch of MobileMe was not our finest hour.  There are several things we could have done better:
– MobileMe was simply not up to Apple's standards – it clearly needed more time and testing.
– Rather than launch MobileMe as a monolithic service, we could have launched over-the-air syncing with iPhone to begin with, followed by the web applications one by one – Mail first, followed 30 days later (if things went well with Mail) by Calendar, then 30 days later by Contacts.
– It was a mistake to launch MobileMe at the same time as iPhone 3G, iPhone 2.0 software and the App Store.  We all had more than enough to do, and MobileMe could have been delayed without consequence.
We are taking many steps to learn from this experience so that we can grow MobileMe into a service that our customers will love.  One step that I can share with you today is that the MobileMe team will now report to Eddy Cue, who will lead all of our internet services – iTunes, the App Store and, starting today, MobileMe.  Eddy's new title will be Vice President, Internet Services and he will now report directly to me.
The MobileMe launch clearly demonstrates that we have more to learn about Internet services.  And learn we will.  The vision of MobileMe is both exciting and ambitious, and we will press on to make it a service we are all proud of by the end of this year.
Steve

Image from Ars Technica too.

Labels: Apple, Mobile Me, Steve Jobs

Labels: Apple, Enterprise, Microsoft, Steve Jobs

Labels: Apple, Steve Jobs

With only 19 days to go until the Steve Jobs Keynote at WWDC I thought it would be fun to post video from YouTube covering some bloopers from past keynotes. Bill Gates, enjoy :)

Labels: Apple, Bloopers, Keynote, Steve Jobs

From Greg Matter's blog:

THE WORLD NEEDS ONLY FIVE COMPUTERS

And, no, I'm not paraphrasing something that I bet Thomas J. Watson never uttered in 1943 anyway. But he should have because, ultimately, he might turn out to have been right.

Let's see, the Google grid is one. Microsoft's live.com is two. Yahoo!, Amazon.com, eBay, Salesforce.com are three, four, five and six. (Well, that's O(5) ;)) Of course there are many, many more service providers but they will almost all go the way of YouTube; they'll get eaten by one of the majors. And, I'm not placing any wagers that any of these six will be one of the Five Computers (nor that, per the above examples, they are all U.S. West Coast based --- I'll bet at least one, maybe the largest, will be the Great Computer of China).

I'm just saying that there will be, more or less, five hyperscale, pan-global broadband computing services giants. There will be lots of regional players, of course; mostly, they will exist to meet national needs. That is, the network computing services business will look a lot like the energy business: a half-dozen global giants, a few dozen national and/or regional concerns, followed by wildcatters and specialists.

Let me back up and explain what I mean by a Computer, and then why I think this is inevitable. I mean "Computer" as in the "The Network is the ...". These Computers will comprise millions of processing, storage and networking elements, globally distributed into critical-mass clusters (likely somewhere around 5,000 nodes each). My point in labeling them a Computer is that there will be some organization, a corporation or government, that will ultimately control the software run on and, important to my argument below, the capitalization and economics of the global system.

These Computers will be large for a number of reasons. It seems that the successful services are most definitely growing faster than Moore's Law. That is, in addition to upgrading to faster systems they are adding more of them and the compound growth is getting pretty spectacular in several cases. A company like Salesforce.com sees hypergrowth not in the form of some intrinsic demand on CRM (within an average company, definitely not growing close to Moore's Law --- Enterprise CRM is overserved by systems performance improvements), but rather the sum of consolidation of CRM systems across thousands and thousands of companies. Live.com is likely to fall into this camp, too. The growth seen by a Google or Yahoo!, on the other hand, is more directly a function of their pipe-filling roles: the greater the end-user bandwidth, the greater the demand on their infrastructure.

Moreover, there is most definitely an economy of scale in computing. To the extent that there is a scalable architectural pattern (cluster, pod, etc.), the per-unit engineering expense gets amortized over increasing capital volume. So, more and more engineering can be invested in driving higher and higher efficiencies at scale.

Our bet (meaning Sun's) is that, like the energy, transportation, telecommunications and power utility businesses, most of these companies will realize that they can become even more efficient if they rely upon a few, highly competitive and deeply technical infrastructure suppliers (think GE, Siemens, ABB for power systems, Boeing and Airbus for commercial aircraft, Ericsson, Nortel, Lucent/Alcatel, Nokia for telecom, etc.).

All this being said, a large enough enterprise (say, a big financial services firm) still have some pretty compelling reasons to build their own Computers. My only advice here is to approach the problem as one of latent scale. That is, think that you are building one of the world's five, but you just haven't quite grown into it yet! Same advice goes to start-ups: because either you will grow to become one of the big Computers, or you'll be acquired and be Borg-ed into one of them!

Naturally, we aim to be the premier infrastructure supplier to the world's Computers. Blackbox is just the beginning (More on Blackbox in a previous entry). Whatever its form (or color!) the emerging infrastructure will be far more efficient than what we think of for conventional enterprise computing. And, just as a reminder, that doesn't mean its piles and piles of cheap boxes, any more than you'd design a power plant with piles and piles of cheap portable generators. In the latter case, the little problems of noise, pollution, reliability and conversion efficiency are scaled into some really nasty ones.

Similarly, the cheapest computing is not necessarily obtained by lashing together racks and racks of the cheapest computers you can find. Engineering for scale matters. Really matters.

It's a very interesting read and he makes some very interesting points but I have to wonder if this is the world the consumer really wants though? I'm not sure if I want my whole desktop online and more importantly I don't want to lose the choice. I want the option to choose email provider, office application, media players and other services and not have them thrust upon me by an overpowering force. It's not what the net is about and I can see the EU fighting such an idea tooth and nail. Here's a question to consider though, where does Apple fit into the grand plan above? I can't see Steve Jobs surrendering any time soon.

Labels: Apple, Google, Greg Matters, Microsoft, Steve Jobs, Sun Microsystems, Yahoo

Could the peace between Apple and Google be coming to an end. In this quote from an interview Steve Jobs gave, it looks as if he's making the first threat that the war is approaching.

"I actually think Google has achieved their goal without Android, and I now think Android hurts them more than it helps them. It's just going to divide them and people who want to be their partners."

http://bits.blogs.nytimes.com/2008/01/15/the-passion-of-steve-jobs/index.html?ex=1358226000&en=dc35254b0fcd5490&ei=5090&partner=rssuserland&emc=rss

Would you regard Apple and Google as virtually partners at the moment because I would.

Labels: Android, Apple, Google, iPhone, Steve Jobs

First news from the Keynote and it's the release of a new device called Time Capsule. Used for backing up computers. Server grade hard drive and 500Gb for only $299. A terabyte version released too. Seems like a baby version of Windows Home Server but I suppose it is wireless which is good.

Here's a picture from SlashGear:

Labels: Apple, Keynote, Macworld 2008, Steve Jobs

Here are my predictions for what is going to be announced in today's keynote.

1. Apple TV2

2. Movies on iTunes

3. iPhone SDK

4. Slimmer Notebooks/Tablets

5. Takeover of Adobe (hence the Air reference).

6. Best sales figures ever

7. Number of iTunes downloads/iPhone users/iPod users

8. Apple takeover by Google (probably not but live in hope)!

Labels: Apple, Google, iPhone, iPod, iTunes, Macworld 2008, Steve Jobs