PK de C'ville

What's Happening at Apple: Who Could Replace Steve Jobs?

I think it's Fadell.

Jobs and the executive team have a year to be creative with Fadell's 'special advisor' time. He isn't a line manager any more.

I don't know if the secrecy of the succession is normal, but it does give Apple a 'try and buy' year to look really hard at Fadell's proposed succession.

If I'm right, Apple, Jobs, and Fadell have a year to develop Fadell's new responsibility as the next man who calls the shots, develops his leadership team, and represents Apple to the world.

It will give a year to Fadell and Jobs to develop and empower Fadell as the new Apple Ceo leaving Jobs to chair the board.

JMHO

Apple's Next Big Content Push?

This has to be big, given Joel P's level of achievement.

I think he will spend a year or two innovating a totally new turbocharged distance learning educational model. I imagine it would include 'live' video chat classes and team meetings.

From all parts of globe: On Macs/PCs AND iPhone/touch

- Prof and class sees every student via iChat,
- Slides, docs, screens. media shared w/ students being able to mark these up in real time.
- Teams able to work together and 'cloak' themselves from other teams.

- Advanced record keeping of class grades, tuition, purchases
- Advanced support of testing
- Easy creation of ad hoc team chat rooms (video face to face)

- Continued R&D to make the experiences as real and easy as possible.

Is Apple Set to Make Its Own ARM Chips for the iPhone?

Seems to me, Apple knows sw is the hardest thing to do and they OWN and EXPAND the "bestest" OS.

All Apple is doing is leveraging it's unbeatable OS through phenomenal creation, integration and marketing of great products and systems.

(If you ever been to Apple's NYC 5th Ave glass box, you've also experienced a strong dose of Apple's temple architecture marketing on the side.)

"Apple is a one trick pony," says Ballmer, but what a pony!

Who Will Win the Home Entertainment Battle?

I think Apple TV looks weak in its current release, but I'm betting on the Apple DNA for hugely successful innovation.

I believe the next release will include the same integrated nVidia GPU we find in the MacBook line. (They might even include a DVD, but not BD.)

And then, their own 'Tivo' functionality.

Apple TV 3 (my guess here) would support downloaded content, Walmart content, DVR content, reliability, security, ease of use, and

GAMES as in the Wii genere.

If Apple delivers this, we'll have a whole new ball game. Why?

They'll deliver with brilliant marketing.

Apple's FY09 Gross Margin Expectations Are Too Low

Turley,

Thanks. You, along with Andy Zaky at bullcross.blogspot.com and Daniel Elger at roughlydrafted.com are the three musketeers in the Apple blogosphere.

I welcome the heightened attention you three are getting from the MSM. Congratulations.

You're getting my Pulitzer.

Jobs Has Sold His 10 Million iPhones

Joel,

Ouch! You really blew it here.

Better luck next time.

Practice. Practice. Practice.

Revisiting the iPhone’s Browsing Market Share (Part II)

"I also received hate-mail from iPhone-junkies."

Easy to say. It's a meme. On your 1 you did receive 3 aggressively expressed comments from Apple fans, 1 from a Windoze guy, and 7 well behaved folks expressing skepticism with your mistaken conclusion.

I commend you for correcting yourself on the significance of AdMob, but I really didn't see much 'hate mail'.

Apple's 'Real' Earnings: Up Almost 125%

Great article. Jobs rolled out the 'adjusted' numbers and you filled the picture out very well. Thanks.

I'm wondering if this will be the last quarter where aapl adjusted numbers are ignored by MSAs (mainstream analysts).

I'm guessing some of them will ignore these adjusted numbers for several years hence.

What passes of for analysis is astounding! Ain't it?

Apple's iTunes Chump Change for Hollywood

Yup. Chump change today.

Andrea,

Can you fill us in on how Apple revenues compare to competing download or streaming generated revenues?

These competitive numbers would be very interesting to consider.

Thanks.

Research in Motion's Storm: Why It Matters

Larry,

Any information on the Storm OS and how it compares to iPhone's OS X would be appreciated.

Big Hairy Question: Will the Storm ecosystem be competitive with Apple's iApps store relative to ease of use, reliability, security, low cost apps, total app downloads?

If not, the Storm will be stuck in the domain of a feature rich 'smartphone'. It will not be a platform ala Mac and Windows and, if that's the case, why are you even referring to the Storm "a rival to Apple's (AAPL) iPhone 3G"?

Amidst Market Turmoil, Apple Has Unique Opportunity

Zach,

$30B? I've only heard an estimate of $21B. (Did they invest in gold at $600?).

Another Salvo in the Apple vs. Microsoft Ad War

"Please name me just one thing a PC can't do, that a Mac can."

Here's a start:

Easy, intuitive editing of:

- movies
- photos
- music (GarageBand)

Superb and easy creation of beautiful multi-media keynotes/lessons/slide...

Easily and reliably download and play all types of multi-media from the biggest (by far) media store in the world (iTunes on Windows is an Apple sw.)

- Set and forget reliable automatic backup, recovery, and global time spanning retrieval.

- Synching email, calendars, tasks across multiple iPhones and iPod touches, multiuple PCS, multiple Macs.

- Set and forget complete backup and restoration of multiple iPhones and iPod touches to Macs and PCs.

I think there are at least 10 to 20 more things to add, but I'll leave that to some others.

Disclosure: Of Course I'm Long Apple!

Does a Mobile Internet Devices Market Exist?

Seems to me the iPod touch w/ its 3.5" screen expanded to 5" would be perfect and dominant in the MID space:

- added 3G connectivity to ATT and tMobile
- Expanded graphic keyboard
- More Multitouch gestures
- Wifi (Skype) phone/video capability
- All the iPod touch functionality, reliability, security, usability, coolness, and 100s of Apps

No one else can go there. Instant executive, mobile, college, teen (and military patrol!) must have device priced at $150 above current touch pricing.


Got iTablet killers? Not for a couple years, my friends.

Disclosure: OCILAP (Of course I'm Long Aapl!)

Revisiting the iPhone's Browsing Market Share

"US/WW Share of smartphone traffic" - NOT.

Seems like the other mobiles are going to special mobile websites audited by AdMob.

"Oh. Isn't that cute? They can access the internets!"

Well, it's true in the sense that the other mobiles are true 'smartphones' while the iPhone is really in a class by itself - the only pocket <standard> web browser.

Apple as a Target

"Ah, ya know, I remember, a decade ago, when Microsoft was in every company's cross hairs and Apple was basically irrelevant. The world has turned upside down."

Yeah. It's a wonder, but we do see a strong difference in responding to the challenge then and now.

Msft knifed Netscape and was found guilty of monopolistic 'malpractice'.

Apple will take these guys out by out innovating w/ products, ecosystems, quality, security, and marketing. No contest.

DECE will either die and go away or succeed in being adopted by Apple.

And then they'll still need to deal with trying to make money in Apple's iWorld!