AI, Mobile, and Eveything Around the Cloud

There's been a rumor going around that Apple will make the switch from Intel's chips in Macbooks and switch over to the ARM architecture by around 2013.  There are a lot of posts on the Web about it.  Some think it'll happen and some think it'll never happen.  I'm in the camp that says "never say never".  However, you have to wonder why would Apple do such a thing? Here begins my speculation and let me say that in no way do I think this will happen.   Arstechnica laid out a good argument that while Apple can make the switch, there is no good reason why it would.  So, in what case would Apple use ARM chips over Intel?   How about this?  The Macbook.  The low-end Macbook.  Apple can begin to use the ARM chip in the Macbook.  One of the selling points about the Intel-based Macs is that they are Windows compatible.  It's less likely that Macbook buyers is likely to use Bootcamp and switch over to Windows.  And let's not forge...

According to EA, it's mobile revenue is $70 million while DS and PSP pulled in $28 million and $16 million respectively.  Not bad right? It's hard to say since the margins can vary.  EA probably makes more from DS and PSP sales considering how much more expensive those games are but it more than makes up for the smaller margins on mobile sales through volume.  All in all, not a bad quarter. Now consider this.  Apple's popular iOS devices, iPhone, iPad, and iPod touch, dominates the app store revenue with about 80% of the market.  Taking a bit of a leap and extending that to EA's mobile revenue, Apple's ecosystem could be helping EA generate $56 million of total mobile sales. That means the iOS platform is taking in more sales than DS and Sony combined!   Of course, this is just some fuzzy math I'm throwing out there but I am pretty sure I am not that far off.  Without knowing the margin, we won't know if developing and selling games for the iOS is more...

With the huge iPad 2 launch that began in March and we just finished up April, Apple "only" managed to muster up 82% of market share. Okay, not being sarcastic or nothing like that.  I thought Apple would have wiped the floor with everyone else.  I think there might be two reasons for this.   First, despite what folks think, Apple does face meaningful competition from the rest of the tablet market as a whole.  You add in all those Android devices, Xoom, Galaxy, and other minor players, you can probably come up with 10-15% of the tablet market.  Then on top of that, you've got a few Windows versions that are just basically laptops without the keyboards. Second, Apple was still running into supply issues.  I've had to wait 10 days for our latest 3G iPad.   So, 82%?  Pretty good but I think Apple could have done better if supply issues did not come into play.  Love to see what May looks like and when Playbook from RIM has had more time on the ma...

I think when my T-Mobile contract ends at the end of May, I'm gonna fight really really hard not to get the white iPhone from Verizon. It's gonna be hard. In trying to help my retired dad and his wife save money, I've decided to take on their mobile bill. However, I am forced to go with Verizon because both ATT and T-Mobile have horrible coverage where they live. Still, I've got a couple of weeks left. I might even be able to hang through June. I figure I've got a month until we hear something more definitive on what Apple has planned. It is beginning to look more and more like there will not be an iPhone until later in the summer or early fall. Now, there are smart folks over at Apple running the company. I'm not talking just about Steve Jobs and the top echelon of the executive team but the folks who are forecasting sales. Obviously, Apple is continue to do well with the iPhone 4 and it doesn't appear they will be in a hurry to rush out the ne...

According to a healthcare survey, 75% of physicians owns an iOS device, iPhone, iPad, or even an iPod.   30% Of docs own an iPad.  I reckon this number will be higher soon enough. Brilliant and amazing.  In the past, a patient would look at the doctor's diploma to rate his or her qualification.  Pretty soon, we're gonna want to know if they use an iOS device.  After all, how can anyone trust the man or woman with his or her welfare if they don't use an iPhone or iPad? More at MacDailyNews

It was Sunday when the Americans and much of the Western Hemisphere learned about Osama Bin Laden getting what he deserved.  This is one of those events in our lives that we will always remember where you were when you found out.  I was at home when I started up the browser and shocked to read about it.  This was a day that many of us would not think we'll see.  At least, now that I've read up on how the special op went down, not in the way that was so dramatic.   Like I said, I was at home but it was earlier when my AP app on the iPod touch informed me that the President will be making an address.  This was around 1900 PST.  Yeah, President Obama wanted to talk to Americans on a Sunday night.  This could not be good. When I got the notification, I was in my drive way on the way to go get dinner.  I immediately went back into the house to grab my mobile hotspot just in case I needed to read up on what's going on.   Went to the supermarke...