Saturday, June 11, 2011

iMessage Versus Everyone Else; Developers Has To Evolve Or Become A Wiki Has-Been

One of the best examples of survival of the fittest, evolutionary pressure, or natural selection can be seen in how the mobile market is evolving. And with the introduction of iMessage in iOS 5, due this fall, we are seeing a lot of changes, or talk of changes in SMS, and how others like RIM's messaging implementation will be affected.

iMessage is already being herald as a winner. In the past couple of weeks, I have tried a few multi-platform messaging apps that served well enough. However, as with anything Apple, they can encroach at any moment into an field or function, that apps served, not previously available in its OS.

Developers of Whatsapp, Kik, KakaoTalk, and probably a couple of dozens others face a difficult choice this fall. Innovate or attempt to survive on other mobile platforms and leave iOS mostly to iMessage.

Like I've mentioned before regarding iCloud's impact on other cloud storage solutions, incumbents like Dropbox can see a silver lining in this. Apple competition does not necessarily mean the end of the world. There are positive examples of how Apple helped competitors.

  • Just like the iPhone brought a lot of attention to smartphones.
  • iTunes made it okay to download music.
  • iOS-based Apple TV has been great business for Roku.
  • iPad has developed a whole new mobile computing market that Microsoft previously failed to ignite on fire.  While sales of non-iPad competitors haven't caught on, it is only a matter of time before Android, Web OS, Playbook, and even Windows 8 begin to serve as strong alternatives to Apple's tablet offerings.

I am sure there are a couple of other examples. I reckon iMessage will force many innovate. And innovate goes both ways, doesn't it? Apple has a history of developing a great app only to allow it to languish. Sometimes, they come up with an incredible update such as Final Cut or allow it to due a quiet death (I am beginning to think iWeb and Ping will go down the latter path).

What of Blackberry Messaging, BBM? Word on the blog street is that RIM will release an app for both Android and iOS. And WSJ reports that Google is working on their own multi-platform messaging app or reinventing gTalk to compete.

So, I think messaging platforms will benefit from the attention that iMessage is going to bring. Instant messaging could also get a second wind as a result.

Everyone wins right? Wrong. iMessage, BBM, Google's offering, and the other messaging apps as a whole will put a big dent into the SMS growth - a cash cow for the wireless cartels across the world.

I don't have to tell you just what a rip-off SMS is. And I am safely in the majority as far as this opinion goes. While analysts do not see a sudden torrential shift in the messaging market, I think they are wrong. Dead wrong.

I predict a huge drop in the next 12-18 months as the revenue from texting takes a big hit. Just like the app developers threatened by iMessage, the wireless industry across the world will need to change. Somehow, I don't see that happening. Maybe a few can move and innovate quickly enough but most will wake up one day and wonder just where their steady and reliable billions in SMS profit went.

iMessage is both good for the wireless industry and great for mobile warriors regardless of whatever mobile platform your smartphone runs on.

Lion's $29.99 Price Reduces Owning A Macbook By $190 Compared To A Windows Laptop

Google offers Android for free (for now since an Oracle win against Google could mean billions in damage and Google may have to start charging for Android) is an incredible strategy that hardly anyone else can duplicate.  It puts Microsoft in a bind with respect to Windows Phone 7.  And with Google offering Chrome OS for free, it could one day rival and put a dent into Microsoft's Windows revenue.  

However, that is years if not decades away and from the looks of things for Chrome OS, that just isn't going to happen at all.  But Apple may have taken a page of the Android strategy and offer OS X Lion for dirt cheap at $29.99 against Microsoft's $80 to $220 price range with a new copy of the Pro version at $200.

Could Apple have offered Lion for free?  The answer is yes but it doesn't have to.  It's about making a statement against Microsoft's dominance in the PC market and debunking the myth that Mac costs more than a PC. It sends a signal to buyers if future versions of Mac OS will be cheaper to upgrade than Windows.  

And this is the most important point of all. By reduce Lion's price to just $30, Apple has reduced the cost of owning a Mac $190 compared to a Windows PC.  

Apple can do this because its core business is both software and hardware and it makes most of its money through selling hardware.  Apple's Mac sale growth has outpaced the PC market growth every quarter for the last 5 years.  With this $30 Lion move, Apple has made sure that its win streak will continue for years to come.

Don't look surprised if the OS X upgrade after Lion comes in at $20 or the one after that at $10.

Note: Apparently, Forbes has a similar idea.

Friday, June 10, 2011

Interesting Read On Twitter Integration with iOS - What It Also Means For Social Networking

Here's an interesting read on iOS integration with Twitter that was unveiled at the WWDC keynote on Monday. What was surprising was the deep level of integration that no one had expected Apple to do.  In one post I read, the blogger said Apple essentially gave Twitter  immortality Take the meaning as you will, this is a relationship that benefits both firms.

Also, I was listening to a podcast, 5 By 5, where John Gruber guessed that the relationship between Apple and Twitter is different from say Apple and Facebook, which is on the rocks, hence, its exclusion from iTunes, resulting in Ping's failure.

This came back to when Apple and Google broke their marriage.  Apple has learned from it.  Gruber said just as much and in the deal, there probably was a clause in which Apple would have the rights to veto any takeover of Twitter by another company or that Apple will have the first chance to purchase Twitter should the need arise.  Such a clause would provide Apple the confidence it needs to know that Twitter has no plans to become a competitor or be used by a competitor like Facebook, Google or Microsoft. 

Regardless, I can see some amazing things for iOS and the Mac from this.  Right now, the company with the most to worry about here is probably Facebook.  But relationship between Apple and Facebook can't be all that bad if is including fields in Contacts for Facebook (as well as a few other social networks).

Could Apple develop an app that serves as an umbrella platform for social networks the way Trillion, Meebo, or Adium does for the various instant messaging services?  Could that be what iMessage will one day evolve into?  Also, it would rock if we can tweet directly from iMessage as well.

iOS 5 is still in the first beta and I'm sure we'll see more about Twitter integration in the coming months.  The final version of iOS 5 will ship this fall, presumably with this year's new iPhone and iPod touch.

Source:  TUAW, Crunchgear

iOS 5, 1080p, And Apple TV As a Gaming Console

The following couple of points are what I've found most interesting from today's host of topics:

  • The iOS can display up to 1080p and even record at that resolution
  • And Apple TV is like to display video at 1080p should it get updated to using the latest custom chip used in the iPad 2.  Also, while we don't see evidence of this yet, it looks like Apple TV should gain some more apps and even access to the app store.
Knowing all this, I find it perplexing that this post from T3 automatically equate 1080p with 8MP.  By being able to record at 1080p, they assumed that this means the next iPhone will get 8MP.  While I sincerely hope that they are right, 8MP is still pretty new in the smartphone market.  Apple certainly does have an interest in making sure the next iPhone can go toe-to-toe with Samsung's Galaxy S II and giving the iPhone an 8MP camera would help for customers who only looks at specs to help them make puchasing decisions.

As for Apple displaying video at 1080p, it stands to reason that if the iPhone and iPad have the ability to put out 1080p, it isn't not a big leap to make that Apple will have the ability to do the same.  After all, Apple TV gains the ability to mirror what's on the iPad.  So at least with mirrowing, Apple TV allows users to watch video or play games on the big screen.  

However, this isn't my idea of gaming on Apple TV.  Consider what Nintendo is doing this week with Wii U and it's tablet like controller.  Now, add Apple's special magical touch to it.  That's Apple TV gaming for me.

More at T3, Cult of Mac.

Note:  Wii U has been given a vague 2012 release date.  Apple should have the second generation of iOS Apple TV out this fall.  If Nintendo's newest Wii console could be facing the Apple TV 2 if it's released between the first quarter and third quarter of 2012.  If it arrives in the fourth quarter, it'll likely be a Japan-only launch and it'll have to contend with Apple TV 3.

Speculation: Later Than Usual iPhone Launch Could Be A Back To School Thing

As expected, though disappointing nonetheless, there was no new iPhone announced on Monday at Apple's WWDC Keynote.  Steve Jobs did not reach into his pocket and pull out the next best shiny mobile device.  Perhaps, it pertains to something that Apple wants to do.  In past summers, Apple has a back-to-school deal that gives a student who bought a Mac credit for a free iPod or iPod touch.  Perhaps, Apple is trying to drum up sales for the iPhone 4, which despite being a year old, is still one of the best mobile computing device on the market.

If Apple does include the iPhone as a part of the deal, the iPhone 4 can continue to propel sales figures for Apple despite the lack of hardware refresh.  And this would give Apple a huge advantage over its competitors.   A back-to-school mobile deal is not something that easily be duplicated by its competitors.  Microsoft has given away an Xbox in the past but it is geared towards a subset of a PC market.  However, if Apple offered credit for an iPhone 4 with the purchase of a Mac, it means it'll be locking up a student for its traditional computing and mobile ecosystem.

How can Apple potentially implement this?  Apple provides the same credit it offered last summer for a free iPod touch, say $200, and have it apply to an iPhone 4.  So, essentially, Apple will give every student who bought a Mac a free iPhone if they sign up for a two-year commitment.  And since most students will go to college these days with a mobile device anyway, we are talking about millions of additional iPhone sales each summer without Apple lifting a finger.

iPod touch sales could be hurt but I think as far as profit margin goes, iPhone likely makes more money for Apple. There has also been suggestions that Apple should offered a $200 credit for the iPad 2 for students who bought a Mac.  Talk about killing off the tablet competition.  

If what I am speculating comes true and is successful, expect fall iPhone launches to be the norm.

iPad Orders Being Recalled Mid-Delivery For Some

Maybe this is something or not.  For some Verizon iPad buyers, their orders are being delayed mid-delivery for some reason.  My initial speculation is that there is some quality issue.  

If true, I am surprised that has not happened already or in the past.  Of course, there could be other reasons or that this is simply nothing more than a logistical thing.

Hopefully, this will be cleared up by Apple and Verizon.  Waiting for the iPad 2 order is agonizing at best but having it snatched away from just when you're about it get it is kinda cruel.

Thursday, June 9, 2011

iCloud: What Does It Mean For Storage Solutions? Probably Good Things

Steve Jobs always has a way to make sure the spotlight is on Apple and its visions.  And sometimes, this is bad for competitors.  Other times, it could be a good thing because Apple creates a mindset in the consumer that was not there before.  Take the iPhone.  Before the iPhone was introduced and sold in 2007, the smartphone market was very stagnant.  Then with the App Store, things just exploded.  And what does iCloud mean for Box.net, Dropbox, and others?

It does mean competition to some extent.  And that's what a free battlefield in every market means.  You've got established players and once in a while a new guy comes in and plays by a different set of rules.  The incumbents will have to decide a deal to deal with things.  Either innovate  and adapt or get wiped out.  The current crop of cloud storage solutions will have to find a way to provide value in ways that Apple's iCloud isn't.  And here's the thing to know about Apple:  they never try to be all things to everyone.  And that means opportunities for others to compete.  

Right now, I see Google and Microsoft definitely competing big time, even on iOS devices, Apple turf.  For someone like Dropbox, I definitely see some changes coming.  

Furthermore, iCloud will bring attention to the likes of Dropbox to the average mobile warrior that would otherwise not happen or will take lots of advertising dollars to make that happen.  iCloud could be more effective for competitors than any expensive advertising campaign can do.  Apparently, PC World agrees with me.

It all comes to down to how iCloud competitors want to deal with Apple.  Innovate and compete is the best way to go about it.  I definitely will continue to use Dropbox despite iCloud.  And also keep in mind that while iCloud will be a huge change for how iOS and Mac users deal with data, 75% of the market will not have access to iCloud.  That is hundreds of millions of users who can use third party storage solutions.


Collaborating with AI - Brainstorming and Feedbacks

The other day, I wrote an article and posted it to Gemini for critiques, have it asked me questions regarding my arguments, and point out we...