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Apple

Is Apple Telegraphing A Tablet Market as Large as PCs?

April 21, 2011

I'm Predicting 500,000,000 tablets sold by 2015 (updated - an eagle-eyed reader noticed I left out 3 zeros for the various iPad estimates throughout!)


Through informal research I have seen iPad owners not giving up on their PCs – in fact they generally use both machines at different times for different purposes. For example, website surfing to sites which utilize Flash often requires a PC or laptop as they may not work on an iPad. Moreover, iPads and iPhones require PCs which they must plug into to receive software updates, etc. Many people find that they need to type large amounts at one time or another and they often choose a PC or laptop for this task – either not realizing they can purchase a keyboard for their iPad or just not caring.

Another important point I have noticed is iPads are being utilized by younger users more often than comparable laptops or PCs because they are so easy to operate and the App Store makes it a breeze to try new software. And another plus for tablets is they also act as a book replacement - as Rep. Jesse Jackson Jr. reminds us.




Which Kills More Jobs - The iPad or US Politicians?

April 18, 2011

Rep. Jesse Jackson Jr. recently went on a rant discussing how the iPad is produced in China and is responsible for killing jobs and is responsible for Borders going bankrupt. He continued to rail against universities who have adopted the iPad instead of text books. He went on to wonder what happens to publishing company and librarian jobs in such an environment.

The question on our minds must be why is the iPad the focus of his concern and not the digital camera which caused Kodak to go into a tailspin and local photo shops around the country to close down? Why not target IBM for inventing the mainframe and making it possible to use vacuum tubes and later microprocessors instead of humans using pencil and paper.

Is Android Security Really an Issue?

April 15, 2011

Yesterday I showcased an interview with investing legend Roger McNamee, managing director and co-founder of Elevation Partners but what I didn't mention was the following comment he made, "I don't trust Android because some 16-year-old kid in the Eastern Bloc presses a button and erases everyone's hard drive."

McNamee also made a call to short Google as a pairs trade with buying Apple the day before the stock of the search leader dropped almost $50 or 8% after missing their earnings number.


But just as interesting is another big piece of news which has to do with Skype responding to an Android vulnerability which has to do with unencrypted SQLite information on the device which can be accessed by malicious software. Of course the challenge is - what software is malicious - it certainly isn't advertised as stealing data in its description in app stores. Moreover, in this case, the issue seems to be Skype not setting file permissions appropriately to avoid data from being hijacked.

Of course when I read about the controversy I thought of the comments about the 16-year-old kid.

And at a time when Android is so popular - in fact in South Korea there is an antitrust complaint against the company - one wonders, what happens if McNamee is right and the platform isn't so secure?

But then again, any platform with a degree of openness and massive adoption is a major target of hackers and if our experience with Microsoft products is a solid guide, we can expect more Android vulnerabilities to surface and potentially frequent patches to be released to counteract them.












Voice Carrier Wants a Big Piece of the SMB VoIP Pie

April 14, 2011

The business VoIP market has a tremendous amount of growth potential based on a recent FCC report I highlighted last week. And perhaps the most exciting aspect of the market is there is no single leading player which comes to mind – especially for the SMB. And losing and gaining marketshare in the segment can be done quite rapidly if you aren’t careful. Case in point are Comdial and Inter-Tel: two major players in the SMB CPE space just a decade-and-a-half ago.

HTML5 to Allow 15-year Post Internet Boom Mega-Cycle

April 14, 2011

Investing legend Roger McNamee, managing director and co-founder of Elevation Partners was interviewed on CNBC this morning and explained why he is bullish on the tech sector. He goes on to say Apple is winning and tell us why. He continues by saying companies are trading down from Windows to tablets and saving thousands per year on support. This will free up $100B worth of revenue per year in this category.


Moreover, there is a titanic clash for Internet control - will it be app stores or HTML5?


Photobucket Outage

April 13, 2011

Updated 4/14/2011, 4/15/2011 and 4/19/2011 - see below.

Originally posted 4/13/2011

Apparently my Photobucket account is one of the ones unavailable due to maintenance. I have come to rely on this cloud-based photo sharing service more and more as it works on iOS and the Sony Dash. There is an Android app as well which I have found doesn't display photos as well as it does on other operating systems. Here is the message the company gives when I try to login via the web.



Update 4/14/2011: Its been more than 24 hours and the site is still out. This is without a doubt one of the challenges of moving to the cloud - but that doesn't mean as a customer of a free service I feel I have such a strong right to complain.

Jim Goss, the company's VP of Operations expressed his apologies (see below) for the site being inaccessible via the Sony Dash, the web and iOS - I've tried all three.









Amazon Ad-Supported Kindle

April 12, 2011

The new Kindle with Special Offers costs $114 and shows ads as screen savers and so far has some high-profile customers - Buick, Olay, Visa, and Amazon.com Reward Visa Card (Chase Bank). Some of the offers are quite good, giving back an additional $70 if you get an Amazon Rewards Visa, a $10 credit on an Amazon gift card and more. The details are below:

  • $10 for $20 Amazon.com Gift Card
  • $6 for 6 Audible Books (normally $68)
  • $1 for an album in the Amazon MP3 Store (choose from over 1 million albums)
  • $10 for $30 of products in the Amazon Denim Shop or Amazon Swim Shop
  • Free $100 Amazon.com Gift Card when you get an Amazon Rewards Visa Card (normally $30)
  • Buy one of 30 Kindle bestsellers with your Visa card and get $10 Amazon.com credit
  • 50% off Roku Streaming Player (normally $99)
The question worth asking is why did it take so long for a mainstream player to come out with an ad-supported mobile device and will Google be far behind? How about Microsoft?

First the Unabomber and now Steve Jobs

April 8, 2011

You know you may have bad luck when you open up a package which was mailed by unabomber Ted Kaczynski and smoke starts to come out of it followed by a flash. Yale Professor David Gelernter survived a horrific attack from the deranged madman and the good news is the company he co-founded won a settlement for patent infringement from Apple worth $625M.

A happy ending to a terrible story right?

Not quite... Today TMCnet reported that the settlement was overturned and instead of having to pay $625M, Apple would have to pay a total of zero. This is an unusual occurrence according to Southern Methodist University law professor Bill Dorsaneo, overturning a verdict like this and eliminating instead of reducing the amount of an award is unusual.

This is a story of pretty bad luck it seems and the professor has vowed to fight on.





Bing For iPad: You Can Check Out But You Can Never Leave

April 8, 2011

Bing for iPad Home Page


The iPad gained a very valuable information portal today in the form of a new application from Bing which has impressed me a great deal. What is different about this software is it borrows from other well-designed apps and isn't afraid to throw in its own improvements and graphically appealing glue to tie it all together.

When you enter the app you are presented with the Bing image of the day and underneath the graphic are widgets which give you information about the weather, news, maps, movies, trends and finance. Many of these areas update, making this program a truly functional portal.

Bing for iPad Movies


You also have access to other information presented when you click at the top right of the menu. Some of these are repeats of the bottom widgets but items like images, shopping and history are unique.

Bing for iPad Map of TMC HQ Building


I've always been a fan of the Bird's Eye view of Bing Maps and you can use your iPad to pinch and zoom your way around the map like you would a mouse on a PC.














11 Reasons Why Google Needs Retail Stores

April 7, 2011

It is becoming clear the world is gravitating towards everything Apple sells and even worse for the competition is Cupertino is setting the tone for product launches, making the rest of the tech world play perpetual catch up. Even worse, Apple is buying up all available inventory on components forcing companies as big and mighty as RIM to push back the launch of their PlayBook tablet! Of course one of the most important parts of Apple’s success is the stores – those minimalist tech nirvanas attracting people of all ages to literally trip over one another as they touch and feel the latest gadgets and computers connected to huge flat-screens with the latest in audio equipment.

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