Walt Mossberg’s All Things Digital, aka D5, has posted video of the Gates and Jobs fireside chat. It’s unfortunately in 9 chunks of FLV; there’s no stream, no MOV or WMV that you can download of the entire event. That shouldn’t stop you, however, as the chat is excellent. Jobs and Gates are relaxed, affable, and make jokes throughout, and it’s frankly great to watch both of them. They talk openly about the mobile space, where “post-pc era devices” (Jobs’ term for devices like Zunes, iPods, GPS, and other catch-all convergence or divergence devices) are headed. It’s an investment of time — roughly an hour — worth its weight in gold.
One of the best parts, for me, is that Jobs confirmed they’re still working on 3rd party applications for the iPhone, how to do it right; how to do it without making the device crash twice a day. A more in-depth article should follow this afternoon or evening.
In any regard, D5 has posted a highlight reel, but I’d personally recommend just watching the individual flash videos. Read on for the links.
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Analysts from UBS met with executives at Apple to talk about earnings, stocks, units shipped, and the like. Its relevance? Apple’s confidence in being able to ship enough units to meet iPhone demand. I hate product launches that use artificial scarcity to drive up demand, so I’m glad to see that this isn’t supposed to be one.
MIT’s Technology Review has a great article on the history of design principles at Apple. It goes in depth as to why Apple is so focused in on it.
Apple without design focus:
And, Norman adds, the consultative process could take a toll on the product line as a whole. Look, he says, at the 70-odd Performa models Apple churned out between 1992 and 1997–models that varied only in hard-drive size, in whether they had modems, or in whether they were sold directly or through a retailer.
And Apple with design focus:
One direct result of that sharpened focus is Apple’s unique ability to create simple products. Though the idea of a simple high-tech device seems counterintuitive (why not offer more functionality if you can?), it’s worked for Apple.
“The hardest part of design, especially consumer electronics,” says Norman, “is keeping features out.” Simplicity, he says, is in itself a product differentiator, and pursuing it can lead to innovation.
Rolston agrees. “The most fundamental thing about Apple that’s interesting to me,” he says, “is that they’re just as smart about what they don’t do. Great products can be made more beautiful by omitting things.”
I’m a big believer in the idea that simplicity is a part of good design. My understanding of design isn’t vaunted or anything, but I know what I like. I don’t want a phone that looks like my remote.
According to Walter Biscardi, one can install a lite version of Final Cut Studio on the iPhone if one already has a license, and capture and edit movies in the Apple ProRes 422 video codec. There are only two audio and video tracks, that’s it, but still, it’s video editing. On the iPhone.
I have no idea if the story is true, there’s no video of it in action; it could be a photoshop, it could be false, it could be a brazen lie by Walter Biscardi to capture traffic. But if it’s true, it should quiet the doubters worried about the application ecosystem a bit, especially if it’s a sign of things to come.
[via My iPhone]
Apple remains #1 on Businessweek’s top innovative companies list, followed by Google and Toyota. They handily beat out 2nd place Google with twice as many votes, and claim #1 for the 3rd year in a row. Here’s the whole top 50 extravaganza.
Businessweek’s top fifty is determined by a poll of 2500 executives — it’s not a customer poll, or a internet poll, it’s a poll of movers and shakers. This poll isn’t as subject to the usual online poll hijinx. Who knows, though; maybe they admire Apple as #1 because they think Steve Jobs’ paycheck is innovative. Over $600 million! It helps explain the so-called “Apple Tax,” for sure.
At any rate, not just one, but two #1s in one week. Congratulations Apple.
Think Secret has posted a speculative story about who will carry the iPhone in Europe. Orange and Vodaphone are listed as the top contenders.
The article doesn’t mention the most important thing about the European carrier, however (important, at least, to North Americans). There are businesses who make it their work to take advantage of foreign economies to purchase an unlocked mobile device and then resell it in a different nation. Some nations, like Belgium, mandate that all phones are sold unlocked. So, one might be able to buy an unlocked iPhone via Belgium, for example. The purchaser may end up with a European warranty, sending their device across the Atlantic to have it serviced, or an outright refusal to service the warranty.
The idea is that the purchaser gets an iPhone on Rogers or T-Mobile, etc, instead of Cingular. It’s not possible to get an iPhone on Sprint, Verizon, or Alltel, unless you can get one of them to give you a SIM card, which you likely can’t. We will, of course, post updates as they come.
According to a survey by Markitecture (via Ars Technica), only 6% of people polled plan to buy an iPhone in the next year. Only six percent, they say! You know, if they follow through, that could put Apple in front of Microsoft in market share, currently at 5.7% (via Canalys). The article doesn’t say if it was a global or national survey, however.
Markitecture notes that the RAZR had about 6% of the phone market at its peak. Ars Technica doesn’t note the margin of error, but 6% of the global phone market (around 1 billion phones) is 60 million phones. At $500 each that’s 30 billion dollars. Granted, not net profit. If Apple is looking for 20% profit margins, as they’re wont to do, it looks like they’d potentially grab about 6 billion dollars.
It’s starting to look like Jobs set the bar low in January when he announced he was looking for 1% of the global phone market. Of course, one doesn’t like to set goals and then miss them, it makes one look bad. But, that’s part of what makes watching Jobs fun. When they destroy the 1% goal, he’s going to act like the most astounded person in the world. Whaaaa?
In a recent interview with USA Today, Steve Ballmer (CEO of Microsoft) stated several things, none of which are really news. He promised to not come out with a Zune phone, he made some claims about what a great CEO he was, etc. This quote interested me, though: “There’s no chance that the iPhone is going to get any significant market share.” That’s really interesting. He thinks they’ll see “2% or 3%, which is what Apple might get.” Really, really interesting. According to Steve Jobs in his keynote this January, Apple is aiming for 1% of the phone market one year after the iPhone comes out. Pishposh! That’s just 10 million phones! At $500 each that’s just… oh wait. That’s $5 billion. By Ballmer’s own estimates, it’s $15 billion. And this is likely a zero-sum equation — people that get the iPhone probably won’t get a Windows Mobile phone.
Update:Macworld.co.uk seems to assert Microsoft only has about 5.6% of the mobile market. This puts another quote of his in perspective — “Would I trade 96% of the market for 4% of the market?” He doesn’t have 96% of the market, not in this segment anyway. He’s sweating bullets in this market segment.
In other news, he promised to not release a Zune with phone features, stating “It’s not a concept you’ll ever get from us.” I’m not sure I believe him — if Linux phones really have 3 times more market share than Windows Mobile, I’d be surprised if he didn’t have a team on it already.
Technorati Tags: Ballmer, editorial, Microsoft, news, Zune
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New York Times columnist David Pogue has published an ammended blog entry containing a second round of FAQs everyone seems to interested in finding answers to. This is definitely worth the click, as it paints a clearer picture of this “micro” OSX platform. I found one comment from Steve Jobs to be rather dishy…
Markoff: “And what are you thinking about Flash and Java?”
Jobs: “Java’s not worth building in. Nobody uses Java anymore. It’s this big heavyweight ball and chain.”
Markoff: “Flash?”
Jobs: “Well, you might see that.”
Markoff: “What about YouTube–”
Jobs: “Yeah, YouTube—of course. But you don’t need to have Flash to show YouTube. All you need to do is deal with YouTube. And plus, we could get ‘em to up their video resolution at the same time, by using h.264 instead of the old codec.”
Err..I hate to break this to Steve but YouTube’s embedded video playback feature is based on Flash, so I’m not sure whether he understood the relevance of Markoff’s line of questions regarding Flash and its inclusion in the iPhone. Partnering with YouTube isn’t going to enable playback of YouTube content on the iPhone unless that partnership involves said company building a portable Flash package for Apple’s new phone. But I digress.
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