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  • Apple Is Cool Again; $110 By October Driven By News, Rumor And Value  [View article]
    I read down the comments looking for a BlackBerry nut dissing because the iPhone 6 won't have a chiclet keyboard and won't be secure enough. Nada! What is the world coming to?
    Aug 13, 2014. 09:23 AM | Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets  [View article]
    The premise that Microsoft is operating on is that a single OS can serve both touch-driven usage and Mouse-driven usage. The reason for this approach is that the entire outfit remains on the Windows curve. So everything has to run Windows. They just can't accept this is a war they've already lost. It's a classic case of the encumbent unable to respond to the revolution going on all around them.

    Their answer is to Band Aid a touch UI onto Windows and then cobble together some hardware to run this spaghetti.

    They'll get some traction from PC users who love their Windows, but this will only prolong their agony as they shuffle off into irrelevance. It's hard when your world is disappearing. But you can't hold back the tide.

    They've still got time to fully embrace the new paradigm but there's no sign they accept this is necessary.
    Aug 8, 2014. 07:52 PM | 4 Likes Like |Link to Comment
  • 2 Big Elephants Afraid Of A Mouse: What Apple Is Not Telling You About BlackBerry  [View article]
    This is spin at turbine velocity.

    Problem is, as rotational speed increases on a non-resilient structure, bits start to fly off and once this process starts, total destruction is usually rapid.

    Take my advice: duck whilst you can.
    Jul 30, 2014. 09:52 AM | 4 Likes Like |Link to Comment
  • The Mind Of A BlackBerry Long: 'My Heart Bleeds' For Apple/IBM Alliance  [View article]
    I don't think you get the point. IT will make available corporate-specific mobile apps (written by the IT department) that are permitted to access data previously restricted to desktop PCs running Windows. These apps will certainly run on devices from the majority BYOD device supplier: Apple. They may (though this is not certain) may run on Android devices too. There is very little chance IT departments will be able to provide support for 3 platforms for these apps, so unless a BlackBerry device runs the IT department's Android app unchanged, this will rule out BlackBerry. There is, of course, no chance BlackBerry will be able to run an iOS app.

    In the case of the IBM/Apple partnership, the apps will be written by IBM and Apple and will only run on Apple devices, of course. This too will rule out BlackBerry.
    Jul 28, 2014. 12:37 PM | Likes Like |Link to Comment
  • The Mind Of A BlackBerry Long: 'My Heart Bleeds' For Apple/IBM Alliance  [View article]
    For what it's worth, I agree BlackBerry can gain traction, which in this case would mean stemming the outflow from its platform. Its chances of reversing the flow must be much lower, but it could at least stop further defections.

    But to do this, it will surely have to be on more than its messaging security (obviously I don't agree with your idea that BlackBerry security is better, but to an extent, that's not the issue here). BlackBerry will have to respond to the real needs of corporate IT, which today means addressing the reality that BYOD is a phenomenon that probably cannot now be stopped and therefore, BlackBerry will have to co-exist with the major platform BYOD embraces, which is Apple. Is there any sign this is their strategy? You tell me. It seems to me BlackBerry's strategy is to bang the drum that 'we're better, stay with us'. This, I fear, is not so much drum banging as a death knell.
    Jul 28, 2014. 09:38 AM | Likes Like |Link to Comment
  • The Mind Of A BlackBerry Long: 'My Heart Bleeds' For Apple/IBM Alliance  [View article]
    I think you make a very good point. It is indeed amazing that the UK is rolling out so-called 'smart-meters' with no security at all. Totally bewildering.

    As I said elsewhere, security isn't a product. It's a process. When you talk about mobile apps in corporates the process has to include consideration of the apps themselves and the data they read, store and manipulate. BlackBerry's security architecture was designed to protect its messaging. Ho hum. That's it. Where's the architecture to stop a user accessing corporate data from an approved app on his/her mobile device and passing that data to an unapproved app where it can be stolen or misused?

    That issue is a fundamental part of Apple's security, because unlike BlackBerry, Apple doesn't think mobile begins and ends with messaging. Messaging was the big deal back when BlackBerry counted for anything. The world moved on whilst Balsillie and Lazarides bought sports franchises and the suchlike. Take your eye off the ball in IT for 6 months and you could be toast: these guys were ignoring what was happening for years.
    Jul 28, 2014. 08:54 AM | 1 Like Like |Link to Comment
  • The Mind Of A BlackBerry Long: 'My Heart Bleeds' For Apple/IBM Alliance  [View article]
    There haven't been constant iOS hacks. You have to separate fact from fiction. For example, the latest spurious claim that Apple permits risky exposure of user data through its diagnostic services is simply incorrect. It got a lot of knee-jerk reaction from know-it-all bloggers who rushed precipitously into print without doing any fact checking.

    The problem is, there are thousands of click-bait artists who scour the Internet for anything critical of Apple, which they immediately seize upon in an article or a report, and which usually turn out to be at best, a misunderstanding, and at worst a deliberate lie. Apple tends to keep its mouth shut most of the time in these cases, on the basis of why give the goofballs more air-time?

    The underlying truth to all this is that 'security' is not a product. It is a process. You can't just patch 'security' onto a system, to be as good as it can be it has to start as low in the order as possible. That's why Apple's chip level crypto is fundamental. It means there is a solid, unbreakable point at which you can trust what you see and then work up through the layers to find the problem. Without this, you just have to assume that everything is fine at the point your own security architecture chimes in. That semi-secure architecture was not good enough for Apple.

    The objective of a security architecture is not simply to lock out malfeasance, but to mitigate its effects whenever a breach occurs and to respond promptly with appropriate measures. Have you isolated functions so a breach cannot ripple out system wide without detection? Do you have strong crypto in place wherever data passes out of one part of the system into another? Are you monitoring system activities to look for anomalies? Is your system well-documented to you can respond promptly without inadvertently breaking something else.

    The question is not: does Apple have perfect security? Nobody can ever have perfect security because in the end, there's always the end-user who can inevitably compromise whatever security you put in place. And with millions of lines of code in place, the idea that this could ever be error-free, whoever designed it, is a false hope that mankind can achieve perfection.

    The question is, does Apple have a well-thought out security infrastructure, resilient to attack and capable of detecting issues and correcting them when needed? The answer is, it does. Read its documentation to understand its architecture. To say it's formidable would be an understatement.

    If you have suggestions for improvement, contact Apple. They listen.
    Jul 28, 2014. 08:41 AM | 5 Likes Like |Link to Comment
  • The Mind Of A BlackBerry Long: 'My Heart Bleeds' For Apple/IBM Alliance  [View article]
    First it was the absolute necessity for a chiclet keyboard. Then it was that no serious business user would use a touch screen. Then it was that nothing could possibly displace BlackBerry messaging. Later we were treated to dismissals of the iPad and assurances BlackBerry's tablet (without a chiclet keyboard incidentally, and obviously touch driven) was the ONLY solution business and consumers would buy. And of course, iOS was a spaghetti of uselessness and QNX was a thousand times more powerful and would sweep Apple away. At about this stage, Apple had about 300,000 apps in the AppStore and BlackBerry had about 10 so the refrain was 'nobody needs apps on a phone'. Later there was a desperate attempt to port the malware-ridden Android app portfolio to BlackBerry (who cares about security anyway?). And now, of course, we've got the Amazon app partnership to obliterate Apple's AppStore.

    And all along we've had the persistent whine that ONLY BlackBerry has the level of security corporates must have.

    Since this meme is clearly not believed by corporate IT who have abandoned the BlackBerry platform in unprecedented numbers, one wonders what further flights of fancy are going to surface that will prove, finally and irrevocably that BlackBerry was the right solution all along!

    Talk about faith overcoming all obstacles!

    Apple's layered security model for iOS begins at the chip level where device specific crypto is burned in in such a way that even Apple can't deconstruct it. There's nothing like this foundation on BlackBerry or anywhere else for that matter. Crypto is applied at all successive firmware and software layers, up into the application interfaces (APIs) and out into iCloud, and now TLS end to end encryption for email services. Combined with a rigorous app white listing infrastructure and Unix-based sandboxing, this forms a carefully designed and (so far) perfectly executed security architecture that is in a class of its own.

    And that's not even mentioning IBM's own powerful security infrastructure. Since this is implemented already in almost every corporate you can think of, you'd have to believe this meets the demanding needs of its customers.
    Jul 28, 2014. 06:06 AM | 7 Likes Like |Link to Comment
  • Apple And Me: Why I Finally Bought Some Apple Shares  [View article]
    I read similar analyses on RIM as its stock continued its inexorable decline in the face of Apple's strategy. There was always tomorrow's 'awesome' new product that was going to blow Apple away. It might have been that unlamented paperweight of a tablet they rushed out to beat the iPad (the one that has to be strapped onto a BlackBerry phone to use email - what were they thinking?). Or it might have been some 'wunder' handset replete with an irresistible chiclet keyboard. It didn't matter: there was always something in the works that was going to turn the tables.

    We were treated to a similarly facile 'analysis ' on why RIM shares were a 'better buy'. I think this went along the lines that shares which had tumbled from 100 to 15 only had to climb back up to 25 and that was a bigger % that you'd get buying Apple shares.

    It was all make-believe of course.

    The ONLY way anyone is going to beat Apple is by being better. Do that, and you have a chance. Talking the talk won't do it, mind. You've got to walk the walk, because people see through the flim-flam. They're not as dumb as some people make out.

    There's absolutely nothing I can see in Nokia or Microsoft that stands a prayer against the relentless advance of Apple's all- round excellence.
    Jul 27, 2014. 05:47 PM | 19 Likes Like |Link to Comment
  • Apple Earnings: Gross Margin Drives The EPS Beat  [View article]
    There should be no concern over iPad numbers. The time to become concerned is when there is factual evidence of real usage decreasing compared to usage on 'competitive' devices. Fact is, Apple's share of real usage is VERY high (75%+) - real usage being online purchases, browsing, media consumption etc.

    All we are seeing is the reality that iPad is a device with a longer renewal cycle than iPhone. A time had to come when this reality started to impact total growth, as % growth is mediated by longer retention from a large installed base.

    Compared to the total PC installed base, iPad is still small so there's a LONG way to go before we could even begin to think the sector has more limited potential.
    Jul 26, 2014. 06:45 PM | 5 Likes Like |Link to Comment
  • Amazon Is Not Worth Your Analytical Firepower  [View article]
    Amazon is a considerable logistics achievement. And a brilliant online fulfilment operation. That's it.

    It doesn't have a sustainable business model at 1% profit margins. It never had one.

    It's only still in business because big investors cling to the mistaken belief 'you can make it up in volume'.

    This is the classic Tulip Mania company. One day, enough folks will realize this outfit only remains in business because of the tax breaks it has received (sales tax breaks), its predatory business practices that drive well-run businesses out of business (they need to make a profit!) and the ability of Bezos to convince investors to hang in there.

    Once air leaks out of the bubble, the knife-edge it has always run on will be clear even to the currently-blind investors and it will be hasta la vista.
    Jul 25, 2014. 04:10 PM | 10 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart  [View article]
    Black is white. Up is down. Right? It's an Alice in Wonderland world in BlackBerryland.

    Ignoring Apple's penetration of corporates is typical behaviour from the BlackBerry camp. Like when that comedy duo Balsillie and Lazarides dismissed the iPhone as a toy that no serious user would be interested in. 800 million iOS devices later, how's that prediction looking?

    IBM is a serious outfit. They wouldn't have gone the Apple route without serious thought. They probably considered the option of going with BlackBerry... for about a New York second, I would say.
    Jul 23, 2014. 07:56 PM | 10 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart  [View article]
    You're clutching at straws here. This isn't a security breach. It's a deliberate design decision in response to corporate IT demands for more pervasive control over devices they deploy. The implementation is robust as it stands, but if experience shows greater control is required, it can be done. Right now you can only access the diagnostics from an iOS device physically tethered to a trusted computer. How on earth do you imagine a hacker is going to be able to get hold of the device (and know its passwords) AND the trusted computer (and know ITS password)?

    Apple's security architecture for iOS is in a class of its own. It begins right at the chip level where device unique crypto keys are burned into the chip using a method whereby even Apple cannot deconstruct them. There's nothing like this foundation on the BlackBerry platform. A layered security model applies robust crypto at every layer right up through the apps and into iCloud, and now embraces TLS end to end mail service security.

    The meme of superior BlackBerry security isn't bought by corporate IT who have abandoned BlackBerry in droves, so one wonders why the meme peddlers persist.

    7 years ago Steve Jobs observed that in order to respond to iPhone, RIM (as it then was) would have to turn from a hardware company into a software driven house. "This is no easy task" he observed. It seems as though Chen buys this argument, but it's 7 years late. Possibly too late. The world has moved a long way in 7 years.
    Jul 23, 2014. 07:45 PM | 11 Likes Like |Link to Comment
  • Apple Earnings: Ecosystem Contraction Playing Out; Regulatory Risk Looms In China  [View article]
    I'm lucky enough to be in love with a spectacularly good looking woman. She's got perfect skin and a lot more. Speaks 3 languages, is a sparkling conversationalist, and a wonderful chef.

    The other day I heard someone say about her "her feet are a bit too big" and I thought to myself, "you idiot.. here you've got near-perfection personified, and you spend your time trying to find fault". I thought this must be the dumbest comment I could experience.

    This was before I read this article you understand.
    Jul 23, 2014. 12:06 PM | 2 Likes Like |Link to Comment
  • A Breakdown Of Apple's ROE Tells A Cautionary Tale  [View article]
    There's a yawning gulf between number jugglers and those who 'get' Apple.

    That's some hubris to say you know certain actions the company needs to take. The assumption must be Apple's leadership doesn't know these things. Really?

    So far as I'm concerned, Apple can just go right on truckin' .. it's doing insanely great
    Jul 21, 2014. 07:38 PM | 12 Likes Like |Link to Comment