Reflections & analysis about innovation, technology, startups, investing, healthcare, and more .... with a focus on Minnesota, Land of 10,000 Lakes. Blogging continuously since 2005.

Tag: AAPL (Page 1 of 2)

This ‘Office Is Over’ Thing Has Been Coming for a Long Time

Marketwatch article headline

Article headline today (a recurring theme).

The media wants to make a huge deal about how going to work in an office is suddenly becoming passé — the media being mostly centered in New York City, I might add, which also happens to be the largest commercial real estate market in the U.S. But like many things the media gets wrong (or gets late), this trend has been going on for years. Especially for knowledge workers and those who work in the tech industry. They may try to pin it on “upstarts” like Airbnb and its cheeky CEO, Brian Chesky, in articles like this.

photo of Brian CheskyBut we all know this mentality, if you will, has been reality for millions of people for a decade or more.

I’ve been saying for years — ask my friends — that “my office is wherever my MacBook Pro is.” I don’t say it to be funny. It’s simply the truth.

Apple MacBook Pro M1

MacBook Pro M1 by Martin Katler via Unsplash

It’s a prime reason I’ve been an active investor in $AAPL for decades. That was even before it produced its first laptop — which, for you younger types, was called the PowerBook. It was life-altering.

That was my first Apple laptop, and I’ve owned more laptops from my favorite company than I can count since then. (Yes, I keep upgrading to the latest and best.) So, as a self-employed business

Apple Powerbook photo

Apple Powerbook, early 1990s – photo by Everyday Basics via Unsplash

owner, I’ve been doing this “office is anywhere” thing for a long, long time. Which makes me find this latest lament about the demise of the office to be quite amusing.

And who doesn’t get that this mentality/reality is hugely less costly than an office lease?

——-

p.s. To those of you who were smart enough to invest in $ABNB early on, my hat is off to you. Because it has certainly enabled a large part of the movement away from the traditional office, as it continues to do. And it has created no less than an industry of its own at the same time, enriching legions of property entrepreneurs.

Mobile App Developers Talk iPad and OS 4

IPad Been havin' a lot of fun with my iPad this this week, so much so that I almost forgot to post
this.  I started asking my local developer friends (some of them clients) what their thoughts were on the new device almost as
soon as I got mine last Saturday. So I’ve had this post brewing for several days
now.  Then, I’m finally about ready to post it, and Apple goes and
holds its “sneak-peek” media event Thursday.  So, natch, I had to ask
some of them for their reaction to that, too.

Here we go, then — five experienced Minnesota mobile app developers
tell me, straight up, what’s up with iPad as relates to them.  And,
after that,  I include some great insights from a couple of them about
iPhone OS 4 — coming this summer for the iPhone, and soon after for the
iPad. (Bring it on, Uncle Stevie!)

Joe Sriver, Founder, DoApp Inc. Joe, will your company be
developing iPad apps? DoApp-logo

“Yes, we do have plans for the iPad,
first for our real estate product, then our other products. No ‘made for
iPad’ apps are in the store from DoApp on day one, though.  But I did
preorder an iPad for the team.”  In a story our friend Julio
Ojeda-Zapata wrote in the PioneerPress on April 2, we learned that DoApp
was frantically at work on the iPad version of it’s “Home Kenex” app,
which is for home buyers and real estate agents.  Maps can be positioned
alongside lists or photos of homes to make navigation easier and more
intuitive than the cramped iPhone screen allows, said the story,
facilitating better house comparisons.  iPad becomes “a coffee
table-type of thing, with people in their agents’ offices cruising for
properties on the device,” said the story, quoting DoApp’s Wade
Beavers.  GPS capability will be added in an upcoming version of the
iPad, so home buyers or agents will be able to pull up listings in their
vicinity and “drive effortlessly towards them using satellite
navigation.”

Bill Heyman, Founder and Lead Developer, CodeMorphic.
Bill, what apps are you doing for iPad?  Redoing any of your
existing ones?

CodeMorphic-logo “No existing apps.  What we’re doing are new ones for various
clients.  Unfortunately, I’m not at liberty to say what they are.  I’m
also working on a new game app I’m publishing myself, but I’m not ready
to submit it yet. I’ll let you know when it’s getting close.” 

I assume you now have an iPad in your possession? “Yes, I
had one delivered to me while on vacation in Arizona this week.”

What are you finding in regard to how well your iPhone apps work
on iPad?
“They seem to work fine.
”

What about landscape mode?  Are you concerned that apps should
work either way on iPad?
“Apple has basically told developers that
they MUST support rotation in their iPad apps.  Unfortunately, it can
be a major PITA to support it well, but developers are going to have to
bite the bullet now.
”

Any other comment? “I think iBooks is the killer feature of
the iPad.  There’s been talk about the iPad developer gold
rush, but no discussion about the author and independent content
provider gold rush.  It’s going to happen — and I think it could be
every bit as exciting as some of the apps.”

Matt Bauer, Founder, PedalBrain.
Does the iPad fit in at all regarding your app? “Yes, it does —
from a coaching or team director standpoint, to track athletes.” PedalBrain-logo

I guess iPad isn’t too “mobile” as relates cycling, huh?
“It will be a new application than what we have.  Likely a different app
that we will charge for — probably like $20 or so.  I really see iPad
apps being sold for quite a bit more than for the iPhone.  It won’t be
till late summer we will think of doing an app.”

Your current app, of course, would work on the iPad, right?
“App, yes — but hardware, no.  Apple hasn’t given the okay for iPad
accessories from third parties yet.  Once they do, our hardware
accessory will work.”

Terry Anderson, Founder, Handcast Media Labs.
What’s up with you and iPad? “We also got our first iPad on
Saturday.  We’re within a few days of having our next release of the
SparkRadio app, which will HandcastMediaLabs-logo work on either iPhone or iPad.  In the
future, we will optimize a version for iPad that takes advantage of the
increased screen real estate in a cool way, but that’s further out
(maybe 45-60 days).  The visualizer screens on the iPad are stunning in
full screen mode.”

Did I hear you dropped your price
for SparkRadio on the iPhone from $5.99 to $1.99?
“The price drop
is temporary and is part of our experimenting with promotional tactics
and pricing to see the effect on demand.

“Ultimately, we’re likely to end up with this scenario:  A free
version called Spark Radio Lite that will be full featured, but will
only stream 200 selected stations (maybe two weeks away)
…  A full
version that will sell for between $5 and $6 (ultimately 30,000
stations) – so the price drop is temporary…  And note that both versions
will support iPhone and iPad equally –  the software will detect the
device and will load the appropriate interface… And we may come up with
an enhanced iPad version, which could be sold as a separate product, but
that’s down the road and still undecided.  Now that I see SparkRadio on
the iPad, I can imagine a scenario where the iPad is docked in a stereo
(many companies make them for iPhone and I assume we’ll see them
shortly for iPad), and Spark is streaming audio and providing a pretty
cool lightshow.  We think this will be a great way to expose the product
and the graphics to a larger audience.  Very excited.”

Bekki Freeman, Developer, TinyMission.
Please tell us about your firm’s experience, what kinds of apps you
do, and what types of clients you work with. TinyMission-logo

“Tiny Mission started as an iPhone
app development company.  Because of the high demand for applications,
and especially integration between web apps and mobile apps, we’ve
expanded to other mobile platforms, including iPad, and are eager to
integrate these with enterprise systems.  Two of our clients are On Impact
Productions
and Fraser
We work with both small and medium-sized companies, writing apps to
enable their corporate and customer visions.”

How many apps have you published, and in what categories, for
iPhone and other platforms?
“Tiny Mission has published one iPhone
application for On Impact Productions, and is preparing to submit a
second for them this month, in addition to a BlackBerry and Android
application.  We are submitting two iPhone applications for Fraser this
spring, and are part way through development on an enterprise
application that will be centered around the iPad.”

What are your plans for iPad apps, and what do you see as being
different or challenging compared to iPhone?
“We are very excited
for the iPad because of the endless possibilities for very feature-rich
applications.  The iPhone has been great for enterprise, but it is just
too small to do complex business tasks.  We plan to bring web apps,
smart phones, and the iPad together to fully integrate our clients’
business applications.  Our vision is for our clients to answer all of
their customers’ questions and needs without ever going to a desk.”

——-

So, enter the Apple sneak-peek media event on Thursday.
CEO Steve Jobs outlined what’s coming in the next version of the iPhone
operating system, called OS 4.  He highlighted seven new features:
IPhoneOS4 •    Multitasking
•    Folders to organize apps
•    A unified inbox
•    iBooks is coming to the iPhone
•    More features for the enterprise
•    A social network for gaming
•    Mobile advertising with iAds

I asked Bill Heyman of CodeMorphic, What’s your reaction to the
iPhone OS 4 sneak-peek announcement yesterday?
“Multitasking is a
great feature, of course, but still keeps the iPhone OS in control — to
prevent bad apps from monopolizing the feature. It’s probably not enough
for real-time, time-critical apps for the iPhone, but it’s a step in
the right direction. Apple’s drawn a line in the sand for how apps are
developed — Adobe Flash, Corona, and other platforms appear to be
screwed, as they’re currently architected.  Basically, Apple wants
native apps to use native code (Objective-C, C++, C, JavaScript).  So,
for these other development platforms to survive, they’re going to have
to ultimately be code generators for code types that Apple approves. I
suspect Apple is following up the release of the iPad with the new
iPhone OS to maintain momentum and to blunt criticisms of the iPad (and
iPhone) as new Android-based tablets and phones start to appear in the
next few months.”

I also asked Bekki of TinyMission, What are your impressions of
iPhone OS 4?
“Obviously, multitasking is huge.  We’ll be able to
offer our clients’ users so many more options for delivering
functionality, such as location-based notifications. Local notifications
will give many of our small business clients the ability to offer
reminders and user-specific content without having to manage external
servers and user databases.  We believe our clients will really benefit
from the new enterprise features.  The agility and flexibility of
wireless enterprise app distribution and the improved data encryption
are very exciting.  By breaking down barriers to enterprise deployment,
Apple is opening up a whole new market segment with opportunities for
companies like Tiny Mission to expand into.”

Finally, I wanted to ask Joe Sriver
of DoApp about the *other* announcement that came out at Apple’s media
event yesterday — that being their “iAd” platform — in light of DoApp
having its own such IAd-SteveJobs platform, called “Adagogo.”  Joe, what’s your
reaction to Apple’s “iAd” announcement?

“iAd sounds like a good product.  I haven’t delved too deeply into
it.  It’s another network that we will look at adding to our Mobile
Local News platform.   I guess I don’t see it as a big competitor to
Adagogo, since Adagogo is built into our products by default.   It will
become more of a competitor if we release an Adagogo API for developers
to add Adagogo ads into their apps.  Obviously, it’s a potentially big
threat for Google and Admob — or both together if that deal ever goes
through.  Google has the resources to compete, so I’m not going too
worried about them!”  Nice touch, Joe — spoken as a loyal former
employee of Google…

Macworld 2008: Thoughts and Images

It was a long, hard day at the office-away-from-home.  My feet sure hurt, I’m on mega-sensory-overload, and more people are definitely not something I want to deal with right now — trust me.  But, somehow, I seem to have survived Macworld Day One, as I blog here from Annabelle’s Bar & Bistro next to the hotel, just up the street from site of this huge gathering. Annabellesbistro_3

Watching the Steve Jobs keynote on the live blogs, starting at 9:00 am, was quite an experience again — even if it was uneven as far as connections go here on-site, on the press room wi-fi. (This is the first time I’ve tried to watch the keynote from the event itself.) All the bandwidth the techies could muster here was being challenged beyond belief, I’m sure.  I Twittered a lot while I was watching live blog updates from Gizmodo and Engadget (simultaneously listening to a fun, live discussion of the proceedings streamed from Mactalk in Australia) — though a few of my tweets somehow just disappeared into the ether, I later realized. I was pretty happy with Twitter up till then, though I later saw bloggers saying it was a big disappointment this day. Anyway, a few images I snapped last night and today are included here, and everything I’ve shot so far on this
trip is now up on Flickr.

Mosconewest_2

As I said on my Twitters, the market sure didn’t seem to like the keynote today — AAPL just kept trending down throughout the whole thing.  Counting after-hours trading, Apple’s stock had drooped more than 9%, or more than $16, on the day.  That sure went against what the pundits were predicting!   And it also was the opposite of what happened during most, if not all, previous Macworlds — at least those in recent years that I’ve heard about. And Forbes’ take later in the afternoon sure echoed what the market was saying — with this less than complimentary headine: Jobs Fails to Wow at Macworld.  Maybe the worshiped one is losing the magic touch, huh?

Ipodkiosk_2

I’ll be here at Macworld till 1:00 pm or so tomorrow, when I must leave for the airport, so I may grab some more images with my new Canon Powershot before I leave.

ThinnovationlineupMetreon

Aaplclose011508

Steve Jobs: ‘iFlubbed’ – I Don’t Think So!

So, have you heard about the term being applied to Uncle Steve’s move last week regarding the iPhone? Yes, you could have guessed — it’s “iPology” 🙂 …. There’s some interesting insight on this whole overblown thing on a great new blog called MarketingApple. This guy (also named Steve) I think really sets the record straight. An excerpt from that post:

Folks, you are living through what has to be the Golden Age of marketing and Steve Jobs is its king.  Enjoy the ride.

Stevejobsiflubbed

Then, a followup post yesterday on the same blog heralds the latest news that — you got it — one million iPhones have now been sold.

I was discussing this whole thing as it happened with my close colleagues — all of us huge Apple users and supporters — and I got a great summation from one of them over the weekend. He doesn’t want me to use his name, but he’s a very smart guy (serial entrepreneur), and I just have to share his recap and insights with you:

Jobs is the king of concept and design. It’s easy to market the coolest phone ever and the best MP3 player ever, but good luck conceiving, designing, and developing them.

By cutting the iPhone prices, Jobs created a problem, then conceived and developed a solution. Typical Steve Jobs.

When the first rumors surfaced about Apple getting into the cell phone market, people laughed and predicted instant failure. Before the iPod, the Diamond Rio had more than 50% market share, and they were dropping the price quarterly to meet new competition. Apple came out with the iPod (with a hard drive) at 3-5 times the price of the average price of MP3 players at the time and couldn’t make enough of them. Other MP3 players with hard drives came out shortly after at half the price, and those companies couldn’t sell the ones they produced for the launch, while Apple couldn’t make enough of theirs. Then, when you could buy flash MP3 players for $20, Apple released the Nano at $250 and the Shuffle at $150, and, again, they couldn’t make enough of them.

Steve jumped on 2.5″ and 1″ hard drive technology for the iPod and, later, on multi-GB flash, when they were both expensive, new technologies, and Apple’s volume alone drove the technology towards commodity pricing. Apple never dropped prices, they just come out with new models at the same prices with thinner designs and more storage.

They can’t release iPhones the same way, even though their prices have fallen, because they are using so much flash. It costs them less to make the 8GB today than the 4GB four months ago. They could drop the price to gain wider market acceptance, so they did. Adding more storage and making the iPhone thinner won’t be enough to release a new model. They need to bump up the speed, make the display as big as the case (40% larger), add faster broadband, and add a VoIP softphone. (Nokia has them and HP just released the new iPaq with more features and a VoIP softphone built in.) All the new cellular chips designs have WiFi embedded, so ALL new phones next year will have WiFi. The cellular carriers may block the SIP (the de-facto standard for VoIP, session initiation protocol) ports to disable VoIP, and there will be a new RTP (real time protocol) invented to transmit VoIP over any open port — maybe that’s what Steve is up to next? 🙂

People just keep laughing every time Apple does the unexpected, but their concept and design is so good that they become the market leader. I can’t wait for the iTV-LCD, the iDVR, the iCarStereo, and the iGameBox.

Now, does that nail the situation, or what? (And also raise some interesting new possibilites.) I told you I hang around with smart guys….

UPDATE: To correct a typo….sorry.

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