From all of us at T-GAAP (which would be Mark & Werner - "The Brother's Reschke"), Happy Thanksgiving. We appreciate the support and comments, and your sharing of T-GAAP across the globe. Enjoy time with family and friends and travel safe. See you Monday.
I know, I know,... the turkeys have not yet entered the ovens, and I am talking about Christmas. Shame on me. But as we finish off the month of November and move quickly into the gift-giving (er, getting) season, my mind wanders to what could be and what should be in the Apple server space.
Until 2011 Apple made a very sturdy, ultra-dependable server solution: XServe. It did all the things a good server would do: RAID, redundant power supplies, 1U enclosure and all around robust hardware (fans, circuits, etc). The problem was Apple was not selling many and was about to make a major push to delivering consumer-based cloud services with iCloud. Inside the hallowed halls at Apple the decision was made to build Apple’s cloud on UNIX rather than OS X. While understandable that sealed the fate of the XServe.
With the advent of iOS 7, Apple included a feature called Frequent Locations. This was a tracking mechanism that allowed your iPhone to take inventory of where the iPhone went and how long it stayed in one location. With the release of iOS 9 Apple made this feature exceedingly more prominent, or intrusive (depending how one views it).
The way you know if Frequent Locations is activated is that your iPhone will pop up an alert telling you how many minutes it will take to get to a particular destination. For example around 6pm, when I would get into my car to head home, my iPhone would display “Approximately 44 minutes to reach home” or provide a similar message. At times iPhone would also inform me about traffic. My first thought was that I must have turned on some setting, but I realized I had not. My second thought was that this feature is creepy – how do I shut this off?
Apple’s all-new iPad Pro has been breaking some land-speed records. Testing has revealed the iPad Pro’s processor runs laps around Intel’s Core-M chipset (found within Apple’s MacBook), while coming perilously close to Intel’s flagship Core-i5 series of chips.
The simplified history is Apple’s ARM-based designs have been moving north faster than Intel can move south into the mobile space. The question one must ask is, how long will it be until Apple equips their Mac notebooks with their own A-series processors? There are a number of factors that go into such a massive foundational decision, but the positives — assuming the A–series chips continue their northerly trajectory — should quickly outweigh the negatives.
2015 has not been a great year for Apple, but the year had started with great promise. Apple Watch was to be Cook’s new product category, helping balance Apple’s sales ledger from heavy iPhone success. It was to be Cook’s version of the introducing the first iMac, iPod, iPhone or iPad to the market. However the Apple Watch launch was blundered like no other in recent Apple history. Within hours, Apple Watch inventory was depleted from online sales, leaving nothing for in-store purchases — on the first day! You could come in, try on a Apple Watch, decide which one was right for you, select additional bands, and then go over to a Mac and order online with a delivery not to happen for the next 2 or 3 months. Awful. What should have been a great success, and caused huge lines in the malls across the country turned out to be a big, big dud. Since then Apple has built up the inventory to match a marginal demand, but Cook and company missed their big opportunity that the iPhone had upon its first day of sales.
It has been the battle cry for Apple detractors and anti-Apple tech journalists since Eddie Cue announced the all-new Apple TV – without 4K (UHD) resolution capability – during a September Apple special event.
For those of you not in the know, 4K, also known as UHD (Ultra-High Definition), is a resolution that is 4 times higher than that of traditional 1080 HD TV set or display. There is just one little catch to the promise of 4 times greater image quality — it doesn’t really matter.
I have bemoaned Apple’s laptop lineup before, but every time I look at it, I still cringe. I can not imagine someone going into an Apple Store today and clearly understanding the reason (and the difference) between a 13" MacBook Air and a 12" MacBook. Or between an 11" MacBook Air and the new iPad Pro.
Tim Cook is running all about this week talking about the iPad Pro as his new notebook. He claims all he needs is his iPad Pro and his iPhone. Fine, fantastic. But while he is euphorically trying to restart growth in the iPad line up, he is, at the same time, furthering muddling the notebook line up, making the consumer choice confusing. Sometimes I long for the days where the authoritarian Steve Jobs would say you can have a notebook and it comes in these three models — that’s it. Jobs loved simplicity and Apple’s product lines almost always reflect that. Everything was easy to understand. The differences between each model was clear, including the pricing, and therefore made the choice simple for the purchaser.
The auto industry: dull, unimaginative, predictable. The car market has remained relatively unchanged for decades, and a gluttony of focus group developed cars has helped keep it that way. The industry slowly innovates, making glacial ice-ages look fast.
The result is, at best, is incremental improvement, with Detroit scrambling to find the next niche segment to gain market share. But cracks in plodding automotive market are starting take place. From startups, to radical new fuel alternatives, the auto industry is on the precipice of the largest transformation in its history, and Apple appears ready to usher in its own sea change of ideas.
Excuse me for injecting some concern into the conversation, but it appears the highly rumored Apple TV network streaming bundle is sounding more and more like a zero sum game, or worse. Before Apple’s World-Wide Developers Conference in June, rumors suggested Apple TV would arrive at the show, possibly accompanied with an all new OS and television streaming service for roughly $20/month, the same as Dish Networks Sling TV service. Nothing materialized.
The summer months were slow, but gave us a new Apple TV launch date, which happened this past Friday. However, no TV package arrived and the only constant network bundle drumbeat that gets talked about contains ever higher monthly prices. Initial rumors were $20. That rumor quickly shifted to “between $20 - $30.” The latest price rumor is the now not-so-magical figure of $40/month. $40 did not seem right in terms of price competitiveness, and for a cord cutters that have found a lot of resources to watch what they want, it seems like a lot for perhaps not so much in return. So I checked out what my local providers offer.