Thursday, July 26, 2012

Mobile: Upcoming Apple-Samsung Court Case Will Be Felt Beyond the Mobile Market, Could Have Far Reaching Effects On Other Industries As Well



Big news in the mobile struggle this week between Google and Samsung versus Apple isn’t which company sold what or release new products – although Nexus Q selling out at $300 is awesomely impressive (one has to wonder how many Google actually stocked initially).  It’s what happened in the courts and this could have far reaching ramifications in the next year or two.

First, a judge ordered a really prejudicial jury instruction in an Apple versus Samsung court case going to trial.  It stated that Samsung destroyed some e-mail (evidence) and that the jury has to assume the destruction of this evidence that could have helped Apple prove its case against Samsung. Oh, and Apple is asking for $2.5 billion in damages.  Not a big deal for Samsung's money printing machine but still, it's about pride, you know? (WSJTheDroidGuy)

Second, in a brief filed by Apple, which is very damning, it stated that even Google thought Samsung’s products were too close in resembling Apple products like the iPhone. The thing is that Samsung's counterclaims against Apple kinda don't have relevance in the case.  Essentially, Samsung was saying that if not for its technology, the iPhone would not exist.  The same can be said of anything that Samsung makes too. If not for other tech, it would not be able to make chips, HDTV, frigs, etc.  (CNetAllThingsD)

Obviously, we’ll have to see how it plays out in the courts, not the court of public opinion.  One has to wonder just where this leads.  Already, tech pundits and bloggers that favor one camp or another have jokingly (or not) stated that the design of the Galaxy S III was designed by lawyers.

Obviously, Samsung denied it.  Personally, I was underwhelmed by the design (but I do consider the Galaxy S III is the best mobile device on the market right now, iPhone 4S is dated by now).  As far as design on the Android side, the Galaxy Nexus is second to none.

Having said that, sales of the GS3 hasn’t suffered at all.  The ball really in Apple’s court next.  It’s next iPhone has not blow people away and it has to prove its case convincingly.

No matter who wins or loses, the trial and the eventual verdict will have wide-reaching effects on not just mobile but also other industries where patents and designs play a big part.

Wednesday, July 25, 2012

Retina Macbook Pro: Display Yield Improving Or Sales Stalling?

I've wondered when the supply and demand for Apple's new Retina Display Macbook Pro will equalize.  And it's happening quicker than I expected.  Others have wondered about the same thing and as Apple shorten the time to get the Retina Display Macbook Pro to about a week, you have to wonder what's going on.


Has supply and demand getting closer to equalizing or something more ominous ahead for Apple?  I started on this post over the weekend and there has been some new developments.

So, which is it?  Well, Apple reported earnings and, well, things are good but not "Wall Street good".  First, Apple did beat its own estimates.  Second, Mac sales did increase 2% from a year ago.  Together, that's great.

And on top of that, Apple only refreshed the Macbook line after the last financial quarter ended.  I reckon that the coming quarter could be huge.  And in the Christmas quarter, it'll be even bigger.

However, we cannot dismiss the fact that Retina Display Macbook Pro requires only a 1-2 weeks wait now.  China's economic engine is slowing while Europe is a mess.  Meanwhile, the US economy is barely hanging in there.


My guess is that the above as well as the higher price of the Retina Display Macbook Pro that is kinda dampening enthusiasm for the revolutionary new computer.  After all, what is there not to like about it?

Aside from the Retina Display, Apple managed to fit a powerful CPU, GPU, SSD, and huge battery into 0.71" unibody and weighing less than 4.5 lbs.  It's crazy!  No one else comes even close.

We'll have to see where this is headed as far as Mac sales goes.  We are in the middle of the back-to-school season so the refreshed Macbook line could help quite a bit.  And in the just ended quarter, Apple told a very telling tale:  one million iPads were sold directly into the education system while Macs account for half that. Keep in mind that if an user wants retina displayed device, they have the option of the new iPad that sports its own Retina display, which can be had for as low as $500.

So, pricing and global economic concerns might have dampened demand for the new Retina Display Macbook Pro.  However, as a mobile fan (who is waiting for the Retina Display to come to the 11" Macbook Air in 2013, I applaud Apple's drive to innovate and push the bounds of mobile tech.

Social: Foursquare Goes After Mobile Users With Sponsored



Source:  MacworldTheDroidGuy.

Looks like Foursquare is finally making a move to monetize all the data from the check-ins I've helped them amass.  Well, actually, not just me but twenty million mobile users who use the Foursquare app for the Android devices and iPhones over the years.  And this is a winning strategy that is more potent than anyone, even Twitter, has been able to come up with.

Exactly because of two things:  location and user willingness to share with Foursquare.

See below from my Facebook app.  This what what Facebook lamely came up with.




That's right, sponsored likes that I am never going to click on.  It's just awfully lame.

On the other hand, Foursquare's more social and mobile network offers a more targeted and potentially fruitful sponsor integration that gear towards mobile users who will actually be able to see value in the recommendations and ads - exactly because mobile users are "mobile" and will go places.

Twitter has had some success with its revenue model and Facebook is slowly down but it looks like Foursquare could be on to something there.  This is something not even Google can duplicate at this time.

I'm sure all will be watching Foursquare to see how successful local businesses find this opportunity to be.  One thing I like to see from Foursquare is the ability for sponsors and businesses to gauge the successes or failures of its targeted campaigns.

And Foursquare's link to Facebook as well as Twitter would help as well.  It'll be interesting to see where this is headed.  I've already used Foursquare check-ins to help me to some 15% off at Souplantation each time I visit.

Foursquare's new feature will benefit users because of its relevancy and proximity to a business.  Say I like Mexican food.  I would to see opportunties and deals based on where I go from Foursquare and its partners.  However, I wouldn't want to see salons and other businesses bombard me with things that I care nothing about.  And Foursquare will ensure this.

I definitely check in from time to time and am willing to give up a small part of my privacy if I get deals out of it.  This is definitely more beneficial to mobile users than Facebook's lame "sponsored likes".

When I first started using check-in apps likeFoursquare, I envision opportunities for users to explore and benefit through deals while helping businesses connect with them.  And it looks like it's happening.

- Posted using BlogPress

Apple Failed To Meet Unrealistic Wall Street Numbers: That's A Good Thing

As some of you may know by now, Apple failed to meet Wall Street's unrealistic expectation for the last financial quarter.  And you know what?  It's a great thing.  Here's why it's great for the company and mobile warriors in the long run.

Apple doesn't do things quarter by quarter but more of on an annual basis.  iOS devices are updated on an annual basis.  Macs now has a longer shelf-life than ever before.  Just as the folks waiting for new updated Mac Pro units how long they've been waiting and still are waiting.

iOS is updated on an annual basis as it OS X.

Oh, even Apple's hobby, the Apple TV, is updated on such a schedule.

So, it's clear that there will be quarters where numbers get blown out out of water and quarters where numbers are more muted.  However, by any measuring stick, Apple's disappointing quarters are the envy of its peers on exchanges and competitors.  Wouldn't HP, Dell, RIM, or Samsung want Apple's $7 billion or so in profit?

Wall Street will have to learn to deal with the new Apple under Tim Cook who will provide more realistic numbers.

What's the benefit of Apple beating its own expectations but not meeting insane Wall Street predictions?  The focus will be on products that Apple will release throughout the year and less on rumors that mostly don't pan out.  Apple will force more responsible reporting and, hopefully, more soul searching by bloggers and pundits and highly paid analysts who are often wrong anyway.  It'll force investors to stop listening to these guys.

And it'll force everyone to focus on what's at hand, that Apple makes insanely great products.  Stop focusing on rumors that are often made up what's available today.

As an investor who owns a few Apple shares, I want a steady rise in share prices and not the insane Wall Street numbers.

Tuesday, July 24, 2012

Apple Should Consider Enterprise Needs In Its iPhone Designs


Appleinsider has a post that Apple has widen its lead over Android in enterprise.  That’s great and all.  However, I wonder if Apple could do even better if it offers an enterprise version of the iPhone.  The reason is that it’s so pretty. And while the iPhone has a first rate design that not even Samsung dare copy, I wonder if it’s too nice.

What do you think?  Can Apple make a form factor that some in enterprise can use and perhaps more durable?

I think it can be done without Apple having to compromise over design.  Perhaps this is why many rumors in the Web being circulated are about Apple abandoning the glass back in favor of an unibody design.

Or if Apple doesn't go this route, it should at least consider enterprise users when designing future iPhones and other iOS devices.

Monday, July 23, 2012

Blastr: Bootleg Trailer for Man of Steel

According to Blastr, this is the full length trailer of Man of Steel.  So, watching it before it's gone.  It might be gone by now...unless it's not.

Enjoy!


Can't wait!

Gartner (Microsoft Ally) Has One Word On Window 8: "BAD" (Not In The Good Way)


Source: The Register.

"Bad".

That's how Gartner, a Microsoft friendly analyst firm, described Windows 8.  It looks like more and more people will be opting for Windows 7 and wait it out to see what Windows 9 will offer.

There's more.  Gartner tried to make the best of it.  Windows 8 could be good on a tablet but definitely horrible as a desktop experience.

This will give competitors, well, Apple, a very good opportunity to capture a larger segment of the PC market with its upcoming Mountain Lion which has many new features that both home and enterprise users will really like.  And Apple has retained the familiar look and feel of the Mac OS X even as it lightly peppered a few iOS features as not to annoy users - more like beta testing them to see how well they do.

To be fair, Gartner has been more wrong than right.  Only DigiTimes is worse.

Signing Into iCloud On iPhone Helps Get Around One iCloud Account Per Device Limitation

I have more than one iCloud accounts where I keep personal data separate from other more public facing data (blogs and other writings, codin...