Tuesday, October 21, 2008

Blackberry rocks! But...

RIM sold 5.4 million phones.  Valued at $2.1 billion.  Their best quarter.  This comes out to $389 per handset.  That's very good.

But Apple sold 6.9 million iPhones valuing at $4.6 billion.  I'll let you do the math...no wonder RIM is getting killed.  As good as the Storm is, Blackberries have not been able to hold serve since the iPhone 3G came out.  

One more thing...Apple stock was about to tank when the guidance looked bad but then Jobs show up during the financial call and stock jumped 10%...ended the extended session up 13%.  

Look at the analysts who commented on the iPhone  before it came out.

Also of note for Apple fans:
  • Wired reported the Android Marketplace, which I found virtually abandoned yesteryday and today, should be stock up with 50 apps by tomorrow.  the iTunes app store came ready with 500 at launch.   
  • The iPhone app store has ballooned 11X from when it debuted back in June.  Stands at 5,500 apps.
  • The 200 millionth app will be downloaded by tomorrow.
I guess I'll hold off purchasing Solar Baster until tomorrow.  Maybe I'll just get to be the lucky 200 millionth served.

Friday, October 17, 2008

New Macbook Benchmarks From Macworld and Other News

Macworld has been busy.  I didn't think they would be this fast but they've got benchmarks up for the new Macbooks.  It's ready for your consumption.

I just want to point out some things about the benchmark as it relates to the new Mac portables.

  • The 2.4Ghz MB more than held its own against the Macbook Pro.  Of the nine tests, it won four of them.  Adobe PS Suite, MPEG encoding, iTunes, and zip archive. With it's dedicated Nvidia 9600 GPU and larger cache, the new MBP won the Speedmark 5, unzip archive, and, obviously, the Quake 4 frame rate with 59 FPS.
  • The 2.4Ghz MB achieve a wonderful 39 FPS in the Quake 4 test, coming at 67% of the MBP number.
  • The 2.4Ghz MB with 39 FPS in the Quake 4 test is more than 5X the early 2008 Macbook.  The new 2.0Ghz MB also bested the early 2008 Macbook more than 5X.
  • The new white Macbook bested the 2Ghz Macbook in 4 of the 9 tests, likely because of the higher clock rate.
Personally, I'm still leaning towards the 2.4Ghz Macbook over the 2.0Ghz version but for folks who are debating between the 2.0Ghz and the new white MB, it's more difficult.  On one hand, the new white Macbooks have a faster chip and firewire while the 2.0Ghz Macbook has an LED screen and new body form.  
So, there you go.  This provides us a good reference and starting point for comparison.  Macworld promises more results soon.
Also, Microsoft is looking to deploy Silverlight on the iPhone and G1 to head off Adobe.  Getting it to work on Android is more likely to happen than on the iPhone.  Adobe has been talking about it for months, most recently in September, but nothing has come of it.  Wouldn't hold my breath there.
Note:  This weekend, I'll be looking into those leftover Macbooks and Pro ones.  There is a lot of value in there.  Right now, I'm torn between an early 2008 Macbook Pro ($1444, $1645) Amazon versus the 2.4Ghz Macbook. 

Wednesday, October 15, 2008

Macbooks Pull Double Duties

In keeping the white Macbook, we'll call it WMB, Apple has effectively created two lines of Macbooks along with the Aluminum Macbook, AMB.

Why the two?  This is simply beyond making Macbooks more affordable for the general public.  In fact, Apple may now finally have a corporate strategy, if only based on looks.

You may not well go into a client meeting with a WMB but going in there looking fresh with an AMB is definitely a plus.  Furthermore, corporations has already begin to realize the benefits of using Macs in their environment.  But Jobs did something brilliant in going after the corporate market.

How?  Steve Jobs said in the Macbook event, you can buy into the aluminum case, LED screen, and much improved graphics experience for $700 less for the low-end AMB and $400 less for the high-end AMB.  Just like Jobs is asking a lot of the boardroom-friendly Macbook Air, he is doing the same with the AMB.

On the other hand, the WMB will still appeal to consumers and educational buyers.  But let's make no mistake.  the WMB is no slouch.  One is still one of the top laptops on the market.  Apple will sell tons of those.

Apple will continue to push into the educational market.  Apple will still be competing with Dell using the best technology Intel can ship but not with the initial cost of the overhead.  The millions of the WMB Apple has turn out will also allow Apple to lower costs while avoiding sacrificing margins.

It's not the $800 some folks in the Internet thought it was realistic enough to pass around.  And $900 didn't happen either.  But with a lot of online stores offering rebates and bundles, we can be looking to pick up a WMB for closer to $950.

Note:  I am somewhat disappointed Apple has not made wireless broadband connectivity an option.  Perhaps when we see WiMax deployed, we'll see something then.

Tuesday, October 14, 2008

One Last Thing

Thee are a lot of rumors going around the Internet that we will not see a low end Macbook lower than $999.

I have to say that this is more consistent with Apple's behavior. They have crunched the numbers and this is the optimal scenario for them.

For those who might be disappointed with this news, I am going to throw this out there. The lack of change increases the chance that there is a better chance of "one more thing..."

Why do I think that? Consider this. Folks are now expecting what we already know. Nothing new will be offered, or so we think. We'll know in a few hours.

The word is that the some portable Macs will not be upgraded and the eventual upgrade may happen at Macworld. So this leaves Jobs something to talk about at Macworld and today to dazzle us with something totally new.


Posted with LifeCast

Monday, October 13, 2008

New Dawn In Macland

Whether it's $799, $899, or no change in the price of the entry level Macbook, we are in for another big shift in the underlying technology along with OS X that may change computing once again for Mac users.  Well, we should be in for a change.  Nothing is certain until Steve Jobs makes it so.

Tomorrow.  10AM PST.  The follow sites are offering live blogs since Apple issues press passes and has stopped webcasting their events eons ago.

  • Macrumors - via Twitter
  • Engadget - excellent.  If one of the other sites don't work, you can always rely on them.
  • Macworld - you get the bone.  They provide the meat later through the day after the event and into the next day.  
  • Gizmodo - excellent.  The best live site for Mac and other Apple events
  • CNet - it's good to keep in mind.  But they're generally one of the worst
  • Ars Technica
I think those live blogs are good enough.  There are many others and if you think I should include them, let me know.  Macrumors has put together a bunch of "expectations" and pre-announcement analysis.  Sort of like the pregame shows for sports.

Here's what to expect before you get into these live feeds.  Get your morning coffee, donuts, and unplug your phone. Just coffee.  And a lot of this occur while most of us are at work.  Go to work early and get most of what you need to do done.  Block out that hours (10-11 - I don't expect this to go for more than an hour.  And most of what we want to know will already happen in the first 30-40 minutes.  In fact, if this is just straight up Mac portable updates, this won't be a long event.

One of the thing that bug me about this event is that Apple notify the press a bit late.  It is hard to try and reason why is it so.  A matter of expectation?  Trying to not hype to event?  After all, many have been expecting a mystery product that would result in this quarter's lower profit margin.  A lot of folks are talking about price cuts.  Right now, there seem to be some dispute whether that is going to be the case.  

Here is what we should expect.  Jobs go onto the stage and assure the fans that Apple has a great lineup for the coming Holiday Seasons.  He'll tell us the event will be about Macs.  He'll go through the data, how Apple is kicking ass in terms of sales and dollar market-share.  

Before he finally introduces the new Macbooks, he'll might go through the evolution of the Powerbook G4s to the Macbooks and how that was a huge leap.  Now, Apple is taking another one.  Nvidia chipsets with Centrino 2 chips.  And then finally, the new Macbooks.  The audience is somewhat blown away.  And while seeing is believing for the media and bloggers, the enthusiasm will be muted because of all the leaks in the last week.  

Finally, one or two folks, probably Nvidia, maybe Intel, will be paraded onto the stage and talk up the honor it was to be walked all over by Steve Jobs.  After they are yanked off stage, Jobs comes back thanks us and asks us to fork over our credit cards.  

One more thing...well, maybe.  But I doubt it.

Now, there are things I want to see for the new Macbook and from Apple.
  • 3G connectivity.  At the very least, provide it on the Macbook Air and the Pro line.
  • Minimum of 2GB and expandable to 8GB on the Pro line.  If we are truly going to see the $799 price point, expect a mere 1GB.
  • Minimum of 4GB on the MBP.  If the Macbook Air does get upgraded tomorrow, give us 3GB.
  • Dedicated GPU across the board.  Maybe not the MBA but the Macbooks are just crying out for more power.
  • Eight hours of battery life.  
  • LED across the board.  While we're at this, keep the ratio at 16:10.  We know we won't have Blue-Ray drives so there's no need for 16:9 screens.  We will live with the black border when we watch movies.
  • Multi-Touch trackpads - and with more functionality.  Prepare us for the day when we will get Multi-Touch LED screens.  We all know that's coming.
  • Apple TV functionality on Macbooks.  It won't cannabalize Apple TV sales.  A lot of folks still have not experience it before.  Think of it as a way to market Apple TV.  If we like it on our Macbook, we will like it even more on our TV and we'll will go out and buy an Apple TV.
  • I love it if Apple can shave a pound off across the board.  I can live with 1/2 lb on the Macbooks.  
  • We already discussed pricing a bit at the top.  Nobody knows.  $799 is great but I double it.  $200 cut across the board is entirely doable.  
So, there you have it.  My wish list.  Looking forwards to have none of it happen.

Saturday, October 11, 2008

More Blog Momentum For Macbooks To Use Nvidia Chips

Not evidence.  We said momentum.

As you know, there is going to be special Apple event next week to introduce new laptops.
We can be sure that Apple will try to keep up with competitors using Intel's latest Centrino 2 mobile chips.  Beyond, that, it's all rumors and guesses.

We are feel that's valid to talk about the potential use of Nvidia video cards in Macbooks to offer more powerful graphics and game play, something that many critics have felt Apple failed to address since Apple introduced the Macbooks using Intel chips.

So, this is a welcoming news to me as a potential customer who feels it's time to upgrade.  I have been unable to find information that we average users can use to help us decide what to get, I did find this old post from CNet that offers the breakdown of these Nvidia chips.

Performance 



  • GeForce 9600M GT
  • GeForce 9600M GS
  • GeForce 9500M G
Mainstream
  • GeForce 9400M
  • GeForce 9300M GS
  • GeForce 9200M GS
Value



  • GeForce 9100M G
I'm almost certain the Pro line will gain the 9600 series while at least some of the Macbooks will use the 9300 chips.  Now, it's just a feeling but I think Apple will not give us the 9400M since it maybe be too close for comfort to the Pro line.

Now, I said some of the Macbooks will get Nvidia GPUs.  I think there will be a low end Macbook that will use Intel's X4500 to lower cost (not to mention saving-face for Intel).  I'm guessing the Macbook Air will also use Intel's chipset as well.

Here's something else that's likely to happen.  Apple may use LED across the board on all Macbooks and Macbook Pro.
For pricing, we've read anywhere from $800 to $999 to start at the low end.  The $800 entry point is possible.  But you're talking about 1GB (2GB is possible), LCD, and low-end CPU.  It just good enough to entice switchers.

Note:  I wonder about the Mac Mini as well.  Give me a Mac Mini with a discrete GPU and Apple can have my money.  But I doubt that'll happen.  If the Mac Mini does get an upgrade, it'll almost certainly use the X4500 IGP as well.  
Another Note:  I try not to traffic in rumors but the Nvidia link is coming from multiple sources on the Web.  The rest of the analysis comes from being an Apple nut who's been watching Apple's behavior all these years.  With that said, no mystery product next Tuesday.  Apple talks things up to generate media attention.  No more.  But I love to be wrong.  

Thursday, October 9, 2008

Mac-iPhone Update for October 9, 2008

With the Mac back in the news today.  Oh, sorry.  You heard right.  The Macbook is back to headline once again after ceding media and blog attention to its smaller mobile cousins, the iPod


Onxo Updates:
iPhone-iPod Update:
  • iSmashphone on iNotes for the iPhone.
  • TUAW on Street View and special features for Japanese iphone users.  Emoji should have been on the iPhone to start with.  Next step, make it easier for people to read enovels and comics, Jobs.
  • Touch Arcade on $10K prize for best iPhone/iPod game.
  • Small Wave talks about App Store.
  • iLounge on contract free iPhones in Mexico.
  • Macworld  reports owners very satisfied with their iPhone despite problems.
  • iLounge reports on iTunes store for Russia in 2009.  New Cold War is free market friendly.
  • Indy Star reprints Bloomberg article on iPhone in biz.  MacDaily News reports first Japanese corporate customer.
  • Keep an eye on this.  Judge allows lawsuit against iPhone ties to ATT to go forward.  Possible this may impact other devices and carriers.
  • iPhone Atlas reports French Iron Man Blue-Ray copy has iPhone features.
  • Macworld reports Norway demands Apple drop DRM.
  • Apple Matters explains App Store as a prison.
  • iPhone Atlas on take your iPhone overseas.

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