Apple's Dec Shipment Costs for iMac or iTablet?

Here, I’m going back to the last financial call between analysts and Apple executives. Specifically, the part about the December transportation cost being higher than normal. I visited this in past posts but I think it’s time to do it again since we have some new developments.

The first likely theory is that the transportation costs to air freight products is related to the iMacs. Apple in its wisdom has anticipated the popularity of the iMacs. Hence, we’re seeing a 2-week delay in shipment. I did a couple of walkthroughs myself and haven’t seen one in stock. In trying to satisfy its likely high net-worth customers, Apple is shipping backordered iMacs by air.

Okay, that was the more likely scenario for the higher cost associated to shipment. Now’s less probable scenario. Apple has been stocking up on the iTablets. And once that announcement is made at a time and venue of Steve Jobs’ choosing, which most people agree it to be in January, he will also say that you can rush out and pick one up right away.

Improbable but not impossible. Apple has been able to secure new product into production and shipment without anyone getting a whiff of it. The most recent example in memory was the iPod Touch. No one had any idea, including partner ATT, that Apple would be shipping a, now very successful, phoneless iPhone.

But it makes sense that this is something Apple has the resources to pull off and is capable of scaring its sourcing partners into silence. Remember when Foxconn set up on the employee who lost an Apple preproduction device? Yeah. I do too.

Now back to reality. I don’t see this in our hands until the February or March time frame. That might not be a bad thing for Apple as many folks may be awash in tax returns.

Will Apple Being Butt of SNL Joke Make Jobs Abandon ATT As Exclusive Carrier?

It's hard to imagine Steve Jobs doing what others want because of external pressure.  Well, that pressure was upped a couple notch as Apple became the punchline and punching bag of a SNL skit.



But I think this kind of publicity isn't what Apple looks for and this is compounded by the fact that Apple is unable to control the message.  Suffice to say, the iPhone continues to outsell everyone else without the need for special deals like Blackberries, Pres, or Droids.  So that says a lot.  Nevertheless, any bruising of Apple's image as far as Cupertinonites are concerned is a worrying sign.

So I wonder if this will put back on the table any works that Apple might have to to move the iPhone onto another network something that is now pushed to the forefront of the mobile agenda. I think more likely, any deal to have the iPhone on Verizon or T-Mobile has already been worked out long ago.

Still, that can't come any sooner.  I think any debate about ATT's worth as a viable network for the iPhone is useless until we've got something to compare it with, say Verizon's claim of having a more reliable network.

More at Appleinsider.

Three Issues That Needs To Be Addressed In iPhone OS 4.0

We're at the about the half way point of the a new iPhone release.  It's incredible how the iPhone 3GS has come so far in the marketplace.  More than 7 million iPhones sold in the last quarter and we're headed for another record sales.  For iPhone and Apple fans, things can't be better.

Well, it can actually.  I've identified two things that Apple needs to Address in iPhone 4.0.  I'm talking specifically just about the OS.

App management and navigation.  It's time Apple come up with a new innovative scheme to address this.  I've got all the desktops filled with apps.  I've ran out of room.  Fine.  I can deal with that.  Except all the swiping.  It gets kinda old, you know?  I can think of a couple of ways to deal with it but I'm sure Apple's talents have come up with 10 better ways to do deal with app management and getting from one app to another.

I'm okay with swiping but as Apple is likely to increase the number of apps that the user can install, swiping through 15 or even 20 desktops to get to the right app can get tedious.  If I'm VW or Sprint, I'd make fun of this fact in a commercial or something.

Furthermore, iPhone and iPod Touch are due for another doubling of memory in about six months' time.  The iPod app will also needs to be addressed.  I'm all for more room to put my video, music, audio books, and podcasts on my  upcoming 128GB iPod Touch but maybe Apple needs to make navigating between contents easier.

I'm predicting that the iPhone will get a better and bigger screen with higher resolutions.  That can make things easier for Apple to address management of apps and other contents on the iPhone and iPod Touch.

Answers to widgets.  I've discussed "skins" and widgets in past On Apple posts as others like the Cliq, Hero, and the Pre all have an easy access to contacts, e-mails, and messages.  I like to see Apple address in the form of a Dashboard function that runs in the background like what we've already got in the Mac OS.

Wouldn't that be neat?  Here is another post regarding how Apple can do this.  And Apple must employ a new scheme but in its own way.  I think we'll see that in iPhone 4.0 and it'll be awesome.

Why do I have such faith?  It took Apple to release iPhone 3.0 to include copying, cutting, and pasting.  It's about getting it right.  iPhone 4.0 is a good time for Apple to release something to wow us all in terms of UI.

Background processing.  It's about audio.  I'm no for someone crunching a spreadsheet in the background but gosh, push notification doesn't address the fact I can't listen to live broadcasts or streaming audio.  I think Apple means well as it tries to balance the mobile experience between access and battery life.  Too much address like the Android and Pre and you end up with crappy battery life.  Right now, the iPhone is on the other extreme.  Pretty good battery life but it is life with a lot of switching back and forth between apps and not being able to enjoy music.

With these three issues addressed, Apple will go a long way in putting more distance between the iPhone and the rest of the field.

Where Is the New Product Associated With Apple's Higher Freight Cost?

During the last financial call, Apple executives hinted at a higher than usual cost for air freight charges.  Immediately, the Internet was buzzing for what it could be for.  Added to the mix was that Apple said it was not for the iPhone.

What can it be?  the iMac?  It is the most recent prodct Apple refreshed that's out on the market.  And it seems like supplies should be more than adequate for the other items in Apple's product line.  No issues with the iPods.

It seems the Macbooks are selling well but also no reports or hints of tight supplies at the store.

For Black Friday, foot traffic in the Apple stores were lighter than last year but sales online were up by a large margin.  So, things seem alright with having enough stock to sell for this quarter.

Still, we're still left wondering what specific Apple product is impacting the shipping cost.  It's nearly the middle of December so nothing new is about to come on to the market from Apple.

So, it has to be one of the existing products, right?  If I have to guess, it is likely the Macbooks.  It was one of the heavily discounted items by authorized third party sellers online with some models being offered $100-200 off Apple's retail price.

We'll know for sure in January when analysts inquire about it.  So far, this is all that I can think of.

At the time when we all heard it, we noted it in our blogs but what no one said was that we secretly hope that it'll be the fabled iTablet, as improbable as it was for Apple to spring it on us.

There is a possibility that the Apple TV can make a new presense though that is not going to happen.

With all that said, could there have been a new product that Apple was trying to get out the door in time for the Holidays?  If there is, I'm guess that was a last minute glitch and the launch was pushed back.

Glimpse to iTablet

Today, former Crunchpad, now called Joojoo, is unveiled.  And it won't be available for another 8-11 weeks, according the a news event unveiled and covered by Engadget reported.  It's no longer called the Crunchpad because of a legal dispute between Michael Arrington who first came up with the vision to develop a $200 Internet pad and Fusion Garage who Arrington picked to partner with.  If you want the gory legal details, you'll have to find it yourself.  It's interesting but ultimately, not worth knowing about.


Here are the specs the Joojoo unveiled by Chandra Rathakrishnan of Fusion Garage :

• Intel Atom Chip
• 12" Touchscreen
• HD movies
• 4GB storage
• Wi-Fi only - 3G access in the future is possible
• Accelerometer
• 5 hours of battery life - I am guessing it's less.  More like 4 hours.  My Macbook does better.  
• 2.5 pounds.  Heavy for a tablet.

Simple and straight-forward.  Almost downright boring.  Now, here are what I expect Apple's iTablet to be:

• Chip - unknown at this time but I don't expect Atom
• 10" Multi-touch
• 32-64GB SSD
• HD movies out with access to iTunes
• Wi-Fi with 3G option
• Acceleroter
• 10-15 hours of battery life.  This might be what Steve Jobs settle for but I think Apple will likely aim higher
• Runs a new variant of OS X or just the iPhone OS.
• Access to 100K apps in the App Store.
• 1.0-1.5 Pounds

This is easily a good look at that the iTablet competitors will look like.  I don't know what Joojoo runs on but it seems like something Chrome OS is claiming to do.  Other competitors will run Android or Windows.  The fact that Joojoo, it means "magic", can be rushed to the market in about two years' time is very impressive.  However, from the look of things, it feels a bit rushed.

Oh, the Joojoo will debut for $500.  Personally, I'll wait for the iTablet. And if by chance there really is no iTablet, I'll be sticking with my iPhone or get a new iPod Touch.  I'll also consider an Android tablet before I give the Joojoo a second look.

Why?  A number of reasons.

• It isn't an iTablet.  I've been spoiled by the iPhone and Android and knowing what I know is possible, the Joojoo falls short of that.  
• $500 for a keyboard-less netbook?  No thanks.  What ever happened to the $200 Internet pad?
• The legal issues between Arrington and Fusion Garage is going to be messy.
• Rushed.  Not a lot was said and to me, that's a bad sign.
• More legal issues - I get the feeling that there are patent lawsuits coming.  Call it my "blink"-esque feeling.

More at Engadget on the Joojoo and the live conference.

Note:  There is one that can change the game a bit and make Joojoo more survivable in the soon to be crowded MID market.  It runs Atom and it's possible that like the netbooks, it's hackable.

More Mean Ads From VW, Moto, And Google

You know those ads from Verizon Wireless?  They've been hitting ATT and Apple's iPhone pretty hard and it just got harder.

But you know what?  I absolutely love it!  It's like the PC-Mac ads Apple put out but without the humor.

I think this will get Apple, Steve Jobs in particular, pretty pissed off.  And you don't want Jobs pissed off.  I think the gloves are off as far as Apple and Google are concerned.

More at Onxo Mobile Society.

Apple, Please Let Us Do More With iChat (For iPhone too)

I don't know what to do with iChat on my Macbook. I've used it a few times. Mostly, I click it by accident when I'm in a rush to fire up Safari. Instead, I've been using Adium since I found out about it. With Adium, like Trillian on Windows, I can put together my MSN, Yahoo, AOL, Gtalk, and, now, Facebook contacts in one application. It's really efficient.

So far, I can use AOL and Gtalk with iChat but it doesn't let me do much else. Frankly, I'm not sure Apple really has any plans for iChat other than to just havesomething for the MobileMe crowd.

But if there is a way for Apple to include voice, VOIP, or something else, that would be fantastic. And with Google snapping up Gizmo5 and merging it with Voice, Appple's iPhone and Macs are really left at the mercy of their Mountainview neighbor who is increasingly more of a competitor on the mobile and desktop front.

I think it's about time Apple get serious about iChat and doing more with it. 30 Billion in the bank, I am sure Steve Jobs and company can put a couple of billions into some startups and catch up rather quickly. Hey, maybe even work with Cisco at the beginning to learn a few tricks about communication.

And the perfect time would be when iPhone 5.0 comes out. What happened to 4.0, you ask? While I hope to see the VOIP features in version 4 of the iPhone OS, I think it's too soon and Apple doesn't have to rush yet. They've got a couple of years before things get desperate. But I've got hope as there are evidence that Apple is working towards this end.

Since the release of iPod Touch, it has gained capabilities in hardware as well as other subtle features with each upgrade. First it gained the ability for Touch users to do voice (voice memo app). Then it gained small, albeit lame, speakers but speakers nontheless. It almost feels like Apple is using the current generations of iPod Touch users to fine tune a mobile device capable of so much more in a few years.

Note: I know that Apple probably gave the iPod Touch lame speakers as not to upset ATT or cannibalize the iPhone.

T-Mobile USA To Get iPhone Before Verizon?

Back in July, I began speculation about possibility of T-Mobile getting the iPhone some time in 2010.  Here's the low-down on why I had thought this was a possible, if somewhat improbable, scenario.  3G and GSM.

In the United States, if you want access to a GSM network, you've got one of two major choices.  ATT and T-Mobile.  As you know, T-Mobile is the smaller of the two.  It's in the 4th place as far as the major networks are concerned, behind Sprint.  As Apple as repeatedly said that there will be no CDMA version of the iPhone.  Conventional wisdom is that Apple will wait until LTE, the next generation wireless network, has sufficient coverage before the iPhone becomes available to Verizon's customers (both ATT and Verizon Wireless will migrate to LTE as their next generation wireless broadband network).

So why T-Mobile?  40 Million reasons.  More at Onxo Mobile Devices

Quick iPhone Musing

I recently downloaded a couple of blogging apps for the iPhone in an effort or become even more mobile than I already am. One is free while the other a new introduction from The Blog Herald. It's called "altBlogger". It gives writers the ability to create links to sites that many other more rudimentary apps don't allow. As you can see, I've included a link.

Of course, if you don't see it, then either I did something wrong or the app isn't working properly. I won't know until I publish this post. Well, we'll see, won't we?

Why two apps? Well? altBlogger doesn't allow me to save drafts but thend second app, BlogPress Lite, does. But BPL does allow me to create links, which is needed at times.

Anyway, many readers are interested in mobile blogging so I'll post my experiences about it later.

The second musing I want to share is that as I try to become more mobile while sharing my experiences, I ind the iPhone to be an excellent replacement for a standard laptop or netbook for basic computing. I've got an assortment of apps for office work, writing, creating and editing arts, and references. Anything that I might need are quickly and easily accessible through mobile Safari.

Plus I've got my music, games, and videos all with me as well.

I have to say that while push notifcation is great and all, omitting the ability, even a limited one, to allow some apps to run in the background has created inefficiencies. Hence, it's why I needed two diff blogging apps.

Plus I recent got a battery case for my iPhone that gives me three times more battery life. I think I am all set to run three or four apps simultaneously, Apple.

Posted with altBlogger.

iPhone - Great For Gaming? Nah...But Sega Thinks So

Is the iPhone and sibling, iPod Touch, for gaming as well as a countless of other multi-purpose functions? You know, a mobile computer?

Sega thinks so. In fact, according to IGN, they're more than just excited. They've got stuff cooking that they can talk to anyone about. The first game in a long time from Sega is Super Monkey Ball 2. It's not out yet but it certainly looks pretty good.

So, what are these developments that Sega cannot talk about? I guess we'll know shortly. No matter what they are, it's important to understand what's being said. Sega, creator of Genesis, Dreamcast, Game Gear, and tons of gaming properties, believes the iPhone is for real. Hey, if it's good enough for Sega, it's good enough for me.

At the moment, you'd think Gameloft and EA were the only two big development houses making games for the iPhone but you should take a look at the app stores and you'll realize Sega has 5 games already in the store.  But it's been a while since Sega released anything new and the games they released, besides, Sonic, are known properties, but they've created nothing new or port over their other their A-list games.

I'm talking Virtual Fighter, Phantasy Star, and Total War.  Sega has dozens more top games that can bring over to the iPhone.

To really make a splash on the iPhone, I'm hoping for Sega to create a new slate of characters like for the iPhone.  I'm looking for Sega to make history once more like they did with Sonic for the Genesis.

Personally, I think Apple has changed the dynamics of mobile gaming but I don't know if it has what it takes to take on Nintendo yet.  Maybe with Sega in Apple's corner, that just might really happen after all.

Now for some video on Sega's upcoming Super Monkey Ball 2.


More at IGN, and Touch Arcade.