
mlayer
Mar 22, 05:29 PM
The tablet market is going to be large, with estimates of 50 million units or more this year. Apple may get 35 million of those sales, which puts the iPad at 70%. Add to the high number of hand-downs and secondhand sales and that further reduces the number of available customers for everyone else.
Let's say that the tablet market explodes and total sold is 60 million, with Apple getting 36 million. That's 60%, and it leaves 24 million for the others. One of the key market drivers for Motorola, Samsung, and the various Android manufacturers is the pace of iteration. Every quarter there's a new phone on one or more carriers. These manufacturers can't afford to iterate as quickly with tablets (maybe twice a year), and they don't have the subsidy model or 2-for-1's to help them while they are selling. That puts HP and RIM on much better footing compared to the Android manufacturers, and HP and RIM are leveraging their enterprise reach to get a foothold. Both HP and RIM could sell 2-3 million (5%) each.
Samsung/Motorola/LG/Acer/HTC will have what should be a growing number of Honeycomb tablet apps, but they're all priced the same making it difficult to differentiate. Motorola tried to be a first mover with Honeycomb. Samsung is throwing various sizes against the wall to see what sticks. LG's best claim is the first to 3D. Acer has its previous experience with Windows. HTC hasn't really played in the tablet market before. In the end it looks like they'll end up competing with each other, not Apple, for that 10-20% of the market. Whoever loses will be heavily discounted on Black Friday, and the market will settle by the next CES.
For Apple this isn't the iPod or the iPhone due to external factors. It's too early and the market is still figuring itself out. As long as Apple is setting trends and everyone else is responding, the iPad is in the catbird seat.
Let's say that the tablet market explodes and total sold is 60 million, with Apple getting 36 million. That's 60%, and it leaves 24 million for the others. One of the key market drivers for Motorola, Samsung, and the various Android manufacturers is the pace of iteration. Every quarter there's a new phone on one or more carriers. These manufacturers can't afford to iterate as quickly with tablets (maybe twice a year), and they don't have the subsidy model or 2-for-1's to help them while they are selling. That puts HP and RIM on much better footing compared to the Android manufacturers, and HP and RIM are leveraging their enterprise reach to get a foothold. Both HP and RIM could sell 2-3 million (5%) each.
Samsung/Motorola/LG/Acer/HTC will have what should be a growing number of Honeycomb tablet apps, but they're all priced the same making it difficult to differentiate. Motorola tried to be a first mover with Honeycomb. Samsung is throwing various sizes against the wall to see what sticks. LG's best claim is the first to 3D. Acer has its previous experience with Windows. HTC hasn't really played in the tablet market before. In the end it looks like they'll end up competing with each other, not Apple, for that 10-20% of the market. Whoever loses will be heavily discounted on Black Friday, and the market will settle by the next CES.
For Apple this isn't the iPod or the iPhone due to external factors. It's too early and the market is still figuring itself out. As long as Apple is setting trends and everyone else is responding, the iPad is in the catbird seat.

jkane08
Apr 6, 07:19 AM
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Popeye206
Apr 11, 02:17 PM
LOL at all of the people saying it's a big mistake and bad move on Apple's part. They know what they are doing. Why would they do something that would hurt their iPhone sales?!
They just put out the iPhone 4 verizon. If they refresh in June they will have to do both AT&T and Verizon. Otherwise, Verizon will always play second fiddle with updates. Dumb move. They are waiting for enough time to pass where it won't be just 6 months between verizon updates.
I don't think Apple is waiting because of the Verizon phone. I think they just are making more changes than just simple upgrades and it's going to take longer. I think they also see that iPhone4 sales are still heathy so why rush it?
Release iOS 5.0 this summer, then follow-up with the new iPhone5 in the fall. Keep up the momentum and slaughter the competition in the fall during the busiest season for gadgets.
I see nothing wrong with the iPhone5 in the fall. "Na sayers" can say what they want, but in the long run it does not matter as long as the iPhone5 is a healthy upgrade.
The only downside is, Apple may be so darn busy in the fall with new products, that you won't even be able to get in their stores!
They just put out the iPhone 4 verizon. If they refresh in June they will have to do both AT&T and Verizon. Otherwise, Verizon will always play second fiddle with updates. Dumb move. They are waiting for enough time to pass where it won't be just 6 months between verizon updates.
I don't think Apple is waiting because of the Verizon phone. I think they just are making more changes than just simple upgrades and it's going to take longer. I think they also see that iPhone4 sales are still heathy so why rush it?
Release iOS 5.0 this summer, then follow-up with the new iPhone5 in the fall. Keep up the momentum and slaughter the competition in the fall during the busiest season for gadgets.
I see nothing wrong with the iPhone5 in the fall. "Na sayers" can say what they want, but in the long run it does not matter as long as the iPhone5 is a healthy upgrade.
The only downside is, Apple may be so darn busy in the fall with new products, that you won't even be able to get in their stores!
Xeperu
Mar 22, 01:06 PM
My take on this.
The good:
1. Great specs
2. Great price
3. Great form factor
The Bad:
1. Looks plastic fantastic
2. Android (as in: bad ecosystem)
My verdict:
No thanks, I prefer the guarantee for fresh apps and business support that iOS provides me.
The good:
1. Great specs
2. Great price
3. Great form factor
The Bad:
1. Looks plastic fantastic
2. Android (as in: bad ecosystem)
My verdict:
No thanks, I prefer the guarantee for fresh apps and business support that iOS provides me.
gkarris
Apr 7, 10:34 PM
Gosh, over the many years, it's always been on then off then on then off as far as Best Buy selling Apple products....
Looks like we are approaching the "off" part of the cycle... :eek:
(no worries, after a year or so, it will be "on" again)
LOL...
Looks like we are approaching the "off" part of the cycle... :eek:
(no worries, after a year or so, it will be "on" again)
LOL...
X2468
Mar 31, 07:07 PM
That, right there, is one of the reasons why the Apple community is widely mocked. You should be ashamed of yourself. A complete lack of understanding on the most basic principles of technology.
Precisely, well said :)
Precisely, well said :)
kdarling
Apr 20, 09:17 AM
The key thing here from Apple's standpoint is "Trade Dress".
No one will ever confuse a Samsung F700 with an iPhone. Now way. No how.
However the Galaxy devices are so close to Apple's products in appearance and design, it's very hard to tell them apart. THAT is the problem.
It's ony a problem if the customer can't tell the Samsung is not an Apple device at point of sale.
As for the tablets, I think it'd be pretty hard to confuse a Tab with an iPad, or think that the Tab is made by Apple.
As for the phones, who knows. I have a Fascinate (Verizon Galaxy) and the stock live koi pond wallpaper kind of gives it away, but then I know that Apple doesn't allow that. The big "Samsung" printed on the front is also a major cue.
In either case, Apple could have to come up with proof that normal consumers are actually confused between the products.
Why are you always anti-apple in every
other thread?
When you bash him instead of giving arguments, you lost already. Too many immature kids around here crying "troll" instead of using their brain.
Samsung has no honor.
It seems their problem is that they had access to Apple's design and so were able to copy more closely than is usually the case with Apple competitors.
That's a silly accusation. Why would Apple give Samsung access to their design? They buy parts from them, not cases or software.
The iPhone has been out for years. Plenty of time for Samsung to adopt rounded corners without having any secret info.
Now, if the Galaxy had looked like an iPhone 4.... :)
No one will ever confuse a Samsung F700 with an iPhone. Now way. No how.
However the Galaxy devices are so close to Apple's products in appearance and design, it's very hard to tell them apart. THAT is the problem.
It's ony a problem if the customer can't tell the Samsung is not an Apple device at point of sale.
As for the tablets, I think it'd be pretty hard to confuse a Tab with an iPad, or think that the Tab is made by Apple.
As for the phones, who knows. I have a Fascinate (Verizon Galaxy) and the stock live koi pond wallpaper kind of gives it away, but then I know that Apple doesn't allow that. The big "Samsung" printed on the front is also a major cue.
In either case, Apple could have to come up with proof that normal consumers are actually confused between the products.
Why are you always anti-apple in every
other thread?
When you bash him instead of giving arguments, you lost already. Too many immature kids around here crying "troll" instead of using their brain.
Samsung has no honor.
It seems their problem is that they had access to Apple's design and so were able to copy more closely than is usually the case with Apple competitors.
That's a silly accusation. Why would Apple give Samsung access to their design? They buy parts from them, not cases or software.
The iPhone has been out for years. Plenty of time for Samsung to adopt rounded corners without having any secret info.
Now, if the Galaxy had looked like an iPhone 4.... :)
layte
Mar 31, 03:04 PM
From now on, companies hoping to receive early access to Google's most up-to-date software will need approval of their plans.
Emphasis on the important bit for those who didn't bother to actually read the article. If you want to wait a bit, you can get the code and do whatever you want. Well that's my reading of it anyway, but please, don't let get in the way of giving the new enemy number one a good kicking.
Emphasis on the important bit for those who didn't bother to actually read the article. If you want to wait a bit, you can get the code and do whatever you want. Well that's my reading of it anyway, but please, don't let get in the way of giving the new enemy number one a good kicking.
iJohnHenry
Mar 5, 05:16 PM
Not sure what that has to do with the price of rice in China.
The same model applies to the 'church'.
They are on the wane, and need new conscripts.
Gays are less likely to give them that.
The same model applies to the 'church'.
They are on the wane, and need new conscripts.
Gays are less likely to give them that.
polyesterlester
Aug 7, 03:55 PM
From the Xcode 3.0 (http://www.apple.com/macosx/leopard/xcode.html) page:
"Project Snapshots
"Record the state of your project anytime, and restore it instantly. Experiment with new features without spending time or brain cells committing them to a source control system. Like saving a game in Civilization 4, Xcode 3.0 lets you go back in time without repercussions. If only reality worked this way at the Pentagon..."
I love you, Apple.
"Project Snapshots
"Record the state of your project anytime, and restore it instantly. Experiment with new features without spending time or brain cells committing them to a source control system. Like saving a game in Civilization 4, Xcode 3.0 lets you go back in time without repercussions. If only reality worked this way at the Pentagon..."
I love you, Apple.
Nuvi
Apr 11, 12:07 PM
So wouldn't that make the recent pushes with iMovie, particularly on the iOS redundant? That' doesn't seem a very smart use of resources or use of branding...
Really? Had lunch with SJ lately? Care to share more?
I guess time will tell. I remember reading comments like yours from industry "experts" when I first started playing around with PageMaker 1.0 on my school's Mac Plus - dismissing it as a toy and not a serious or professional tool.
Perhaps "old timers" problems like yours is that you have been in your box for so long that you can't possibly imagine how it could be different and useful? The panel touched on that - I think it was in Part 2. It was fun to see who embraced that notation and which members of the panel dismissed it (either verbally or by their body language).
Final thought: evolve or die; be prepared to get out of your comfort zone. Heck, you might even like it!
iMovie on Mac or iOS are not about creating a movie for a paying customer. They are all about sharing your personal moments with those who are more or less interested about it. FCP is all about putting food on the table, selling the story to those who have never heard about it. Its all about art of story telling.
Regarding the usefulness of FCP to Apple; times have changed a lot. When FCP first came out Apple was trying its best to find its way in Win dominated market place. Enter the FCP, pro editing at fraction of price of competition. Today Apple is doing extremely strong in consumer market place so cornering hard market like moving image isn't promissing.*
Regarding changes anything Apple will bring is small change compared to continues changes in the industry. However, change for the sake of it is meaningless or sometimes very much counter productive. Regarding FCP, Apple NEEDS to make huge changes however these changes need add on productivity and not making it some semi half way creation trying to serve advanced consumers and professionals at same time. Apple needs to bring it now!
Really? Had lunch with SJ lately? Care to share more?
I guess time will tell. I remember reading comments like yours from industry "experts" when I first started playing around with PageMaker 1.0 on my school's Mac Plus - dismissing it as a toy and not a serious or professional tool.
Perhaps "old timers" problems like yours is that you have been in your box for so long that you can't possibly imagine how it could be different and useful? The panel touched on that - I think it was in Part 2. It was fun to see who embraced that notation and which members of the panel dismissed it (either verbally or by their body language).
Final thought: evolve or die; be prepared to get out of your comfort zone. Heck, you might even like it!
iMovie on Mac or iOS are not about creating a movie for a paying customer. They are all about sharing your personal moments with those who are more or less interested about it. FCP is all about putting food on the table, selling the story to those who have never heard about it. Its all about art of story telling.
Regarding the usefulness of FCP to Apple; times have changed a lot. When FCP first came out Apple was trying its best to find its way in Win dominated market place. Enter the FCP, pro editing at fraction of price of competition. Today Apple is doing extremely strong in consumer market place so cornering hard market like moving image isn't promissing.*
Regarding changes anything Apple will bring is small change compared to continues changes in the industry. However, change for the sake of it is meaningless or sometimes very much counter productive. Regarding FCP, Apple NEEDS to make huge changes however these changes need add on productivity and not making it some semi half way creation trying to serve advanced consumers and professionals at same time. Apple needs to bring it now!
krcbkidz
Mar 22, 05:10 PM
The difference is Samsung outsources it's OS development, it's developer community management, it's app ecosystem.
Cost competitive doesn't experience competitive.
I think for 'spec' people (hard core coders, corp types that need to control configuration), Samsung (and more importantly, when HP gets in the game HP), will compete there.... HOWEVER, this is a consumer run market, and much like a Sony WalkMan back in the day, or RollerBlades([tm]... the rest were 'inline skates'), Apple is 'defining' the market... and the rest are just knockoffs.
And unlike the old BMW pricing explanation(excuse) for Macs (equal specs and quality... from Apple HP and Dell are about the same in price) Apple is pushing iPad's experience at the BMW levels, but at Honda prices.
And RIM and samsung are pushing mid 80's GM quality against a 2012 BMW at honda prices, when the market will probably demand Kia prices for the 'experience'
Likes this :-)
Cost competitive doesn't experience competitive.
I think for 'spec' people (hard core coders, corp types that need to control configuration), Samsung (and more importantly, when HP gets in the game HP), will compete there.... HOWEVER, this is a consumer run market, and much like a Sony WalkMan back in the day, or RollerBlades([tm]... the rest were 'inline skates'), Apple is 'defining' the market... and the rest are just knockoffs.
And unlike the old BMW pricing explanation(excuse) for Macs (equal specs and quality... from Apple HP and Dell are about the same in price) Apple is pushing iPad's experience at the BMW levels, but at Honda prices.
And RIM and samsung are pushing mid 80's GM quality against a 2012 BMW at honda prices, when the market will probably demand Kia prices for the 'experience'
Likes this :-)
shamino
Jul 14, 05:13 PM
What about support for 2 30" cinema displays? You need two video cards to do that, right?
Nope. The GeForce 6800 card Apple offered on their AGP-based G5 towers had two dual-link DVI ports.
Today's high-end PCIe offering - an ATI Quadro 4500 - also does, but it consumes two slots (one card, but the fan is too large to allow anything in the slot next to it.)
Looking at PC product offerings by ATI (http://www.ati.com/products/workstation/fireglmatrix.html), you can see that they also offer video cards with two dual-link DVI ports on a single card. You can even get this on a Radeon X1900 series card (http://www.ati.com/products/radeonx1900/radeonx1900xtx/specs.html).
Given that this is easily available for the PC world, there's no reason why it can't also be made available for the Mac (aside from someone deciding to write the device driver, of course.)
Nope. The GeForce 6800 card Apple offered on their AGP-based G5 towers had two dual-link DVI ports.
Today's high-end PCIe offering - an ATI Quadro 4500 - also does, but it consumes two slots (one card, but the fan is too large to allow anything in the slot next to it.)
Looking at PC product offerings by ATI (http://www.ati.com/products/workstation/fireglmatrix.html), you can see that they also offer video cards with two dual-link DVI ports on a single card. You can even get this on a Radeon X1900 series card (http://www.ati.com/products/radeonx1900/radeonx1900xtx/specs.html).
Given that this is easily available for the PC world, there's no reason why it can't also be made available for the Mac (aside from someone deciding to write the device driver, of course.)
NebulaClash
Apr 27, 10:40 AM
I'm a little confused at the magnitude of people's reaction here.
It's Apple. If Apple does something, it's the end of the world. If everyone else does something similar, *shrug*
Apple does well in the market place, so it behooves the tech media to attack Apple as often as their partners wish them to. Standard PR tactics.
It's Apple. If Apple does something, it's the end of the world. If everyone else does something similar, *shrug*
Apple does well in the market place, so it behooves the tech media to attack Apple as often as their partners wish them to. Standard PR tactics.
darkplanets
Mar 31, 06:01 PM
"We have no idea if it will even work on phones."
Um, so rather than find out, let's just not release it so we never know. That's an awesome decision. Way to take a chance there Google.
On the same note, I'm not sure if I can run the trail by my house in under 10 minutes, so I'm not even going to try.
I bet they tried, but it didn't work well. They're just feigning ignorance. As they themselves said, they cut corners. I read this as they didn't optimize the software-- it's probably very processor and RAM intensive. Just speculation though.
Um, so rather than find out, let's just not release it so we never know. That's an awesome decision. Way to take a chance there Google.
On the same note, I'm not sure if I can run the trail by my house in under 10 minutes, so I'm not even going to try.
I bet they tried, but it didn't work well. They're just feigning ignorance. As they themselves said, they cut corners. I read this as they didn't optimize the software-- it's probably very processor and RAM intensive. Just speculation though.
Chupa Chupa
Apr 11, 01:13 PM
Hmm... conspiracy theory here -
Due to ATT allowing many iPhone users to upgrade early last June that puts contract expiration at Nov '11. I know that is my situation. But conspiracy or not I like.
Due to ATT allowing many iPhone users to upgrade early last June that puts contract expiration at Nov '11. I know that is my situation. But conspiracy or not I like.
ctachme
Sep 18, 11:07 PM
All I have to say is:
"what the hell is taking them so frigging long?"
"what the hell is taking them so frigging long?"
samcraig
Apr 5, 05:48 PM
Nobody's using Blu-Ray, in my experience. It's just another way of sucking money out of home consumers. Everything's done online in terms of delivery...
A very ignorant post. Especially if you value quality. I hardly call providing the best quality video "sucking money out of home consumers"
Or are you one of those that want to insist that streaming "hd" video is just as good as blu-ray. Because if you are - you shouldn't have even weighed in here.
No need to school you on the difference here though unless you come back and tell me you still think there's no difference.
A very ignorant post. Especially if you value quality. I hardly call providing the best quality video "sucking money out of home consumers"
Or are you one of those that want to insist that streaming "hd" video is just as good as blu-ray. Because if you are - you shouldn't have even weighed in here.
No need to school you on the difference here though unless you come back and tell me you still think there's no difference.
QCassidy352
Jul 14, 02:38 PM
I'd like something upgradeable, where I could replace/upgrade HDDs, optical drives, and most importantly the display - yet a PowerMac is overkill for my needs. It sure would be nice to see, but I doubt Apple will do it... :cool:
I doubt they'll do it too. For some reason this idea has come up over and over again during the last few weeks, and I'll continue to say what I've been saying - I don't see why apple would do that. It's a very appealing idea for a lot of MR folks because a lot of us are knowledgable users but not really professionals. But beyond that group, which is prevalent at MR but fairly rare in the real world, I don't see the appeal.
Also, think about what apple would be doing with such a machine - selling you a low cost, low margin mac that you could nonetheless upgrade with 3rd party components for years. Meaning that apple doesn't make a lot off you up front and doesn't get you coming back again for 5-ish years. Great for you, not so great for them. Whereas if they sell you a mac pro, they make a killing up front, so it's ok if you keep it for years, and if they sell you anything else you'll be back a lot sooner.
I doubt they'll do it too. For some reason this idea has come up over and over again during the last few weeks, and I'll continue to say what I've been saying - I don't see why apple would do that. It's a very appealing idea for a lot of MR folks because a lot of us are knowledgable users but not really professionals. But beyond that group, which is prevalent at MR but fairly rare in the real world, I don't see the appeal.
Also, think about what apple would be doing with such a machine - selling you a low cost, low margin mac that you could nonetheless upgrade with 3rd party components for years. Meaning that apple doesn't make a lot off you up front and doesn't get you coming back again for 5-ish years. Great for you, not so great for them. Whereas if they sell you a mac pro, they make a killing up front, so it's ok if you keep it for years, and if they sell you anything else you'll be back a lot sooner.
Dont Hurt Me
Aug 6, 08:56 AM
1 day away from the all new CUBE!:) If it happens iam buying. missed the first cube. Powermac & mini are nice but we need something inbetween not a all in one. Its time for computers with easily removable drives, upgradeable GPU's and not the size of luggage. My prediction:D The Cube squared.:)
jvmxtra
Apr 6, 04:03 PM
wait, theres other brands of tablets out there?
love it!!
love it!!
Cougarcat
Mar 26, 02:10 AM
I don't see Apple moving to any version of ReiserFS or ext#, so I think we are stuck with HFS+ and extensions/improvements of it, until the ZFS situation gets clearer.
Apple abandoned ZFS due to licensing and they're working on their own new file system.
Apple abandoned ZFS due to licensing and they're working on their own new file system.
tortoise
Aug 7, 09:26 PM
Well I wouldn't say "Nothing" as obviously it required a lot of programmer time to move the OS to Intel, create the new XCode compiler, create & debug rosetta, re-write all of the iLife, and Pro-Apps offered by Apple, etc. etc.
This should be pretty trivial for the most part, mostly just a rebuild of the code base plus a rewrite of some tiny core bits that will be in assembly code (like locking primitives) and a few drivers. The normal applications should require approximately no porting effort at all.
I would point out that the Intel compiler for OSX is much better than the PPC compiler for the same. I found a couple extremely irritating compiler bugs under XCode PPC, while I have never even seen a bug in contemporaneous versions of GCC for Intel. This by itself is worth something. Current versions of GCC for x86 and AMD64 are on par with the best commercial compilers. GCC for PPC was a usable but inferior pile of dog poo that gave me many problems.
This should be pretty trivial for the most part, mostly just a rebuild of the code base plus a rewrite of some tiny core bits that will be in assembly code (like locking primitives) and a few drivers. The normal applications should require approximately no porting effort at all.
I would point out that the Intel compiler for OSX is much better than the PPC compiler for the same. I found a couple extremely irritating compiler bugs under XCode PPC, while I have never even seen a bug in contemporaneous versions of GCC for Intel. This by itself is worth something. Current versions of GCC for x86 and AMD64 are on par with the best commercial compilers. GCC for PPC was a usable but inferior pile of dog poo that gave me many problems.
depperl
Aug 7, 04:30 PM
if leopard is not enough here's some more new features: Leopard-Server (http://www.apple.com/server/macosx/leopard/)
i think leopard-server is going to have some cool things for the enterprise-market :rolleyes:
i think leopard-server is going to have some cool things for the enterprise-market :rolleyes:
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