Following the publishing of the first half of the interview, and several subsequent clips, part two Charlie Rose’s full interview with Tim Cook is now available to watch – in full – on Hulu (below) and Charlie Roses’s website. In the interview, Cook discusses a wide variety of topics, ranging from privacy, to U2, and “what comes after the internet.”
The latest enterprise market share data from Good Technology shows that iOS holds two-thirds of the market, at 67 percent, but has dropped five points to Android – which increased its share to 32 percent. Windows Phone remains flat (and irrelevant) at just 1 percent. (BlackBerry data is not included as the company uses its own servers and activations are invisible to Good Technology.) Read more
With Apple reporting lower-than-expected iPad sales for the second quarter in a row, it’s likely that Tim Cook will be once again be called on to reassure investors that the decline in year-on-year sales won’t continue indefinitely.
Cook has been very bullish on the iPad, despite the numbers, pointing especially to growing sales in the education sector and the opportunity for tablet growth in enterprise.
The penetration in business is low, it’s only 20 percent. If you looked at the penetration of notebooks in business it would be over 60 percent. We think there is a substantial upside in business.”
I think he’s right, especially with the IBM partnership. I mentioned in my opinion piece then that increasing penetration in enterprise could also help drive consumer migration from Android, as it gives people exposure to iOS devices. But the impact this has could well be offset by the iPhone 6 … Read more
As we mentioned last month, Apple will today host its quarterly conference call to discuss its earnings report from the third quarter of its fiscal year: this includes 35.2 million iPhones, 13.2 million iPads, 2.9 million iPods, and 4.4 million Macs. Apple reported today that it earned $37.4 billion in revenue during its Q3 period.
This will be the first quarterly conference call with analysts and investors since Apple announced its plans to acquire Beats Electronics and Beats Music in a $3 billion deal that it expects to clear regulatory approval by the end of the current quarter in September. Today’s call also will be the first since Apple’s developer conference in June as well as Apple’s announced partnership with IBM to bolster the iPhone and iPad effort in the enterprise. It also marks Luca Maestri’s first call as CFO since Peter Oppenheimer’s retirement, although Maestri has been present on past calls.
Investors and analysts will surely focus on Apple’s new product plans for the remainder of this year, though, and we’ll be listening to bring you coverage starting at 5pm EST/ 2pm PST. Read more
Wall Street seemed pretty unmoved by Apple’s announcement of its partnership with IBM, the pre-market share price barely twitching, and analysts pointing to the high level of existing iOS usage in the enterprise sector, suggesting that only trivial gains would result.
Part of the reason for that impression is the hype Apple has given to the penetration level of iOS devices in enterprise. Back in January, Tim Cook described the numbers as “unbelieveable,” stating that the iPhone is used in 97 percent and of Fortune 500 companies and the iPad in 98 percent.
It doesn’t sound from these impressive figures that there’s much room for growth. But I think the reality is somewhat different … Read more
Earlier today, Apple and IBM announced an expansive, long-term partnership to integrate Apple’s iOS devices into the Enterprise with big data software powered by IBM. The partnership will allow for IBM to sell iPads and iPhones to its Enterprise customers, and the duo are also working on jointly developed software for the enterprise. The companies are also developing an enhanced AppleCare protection service for enterprise iOS device users. Following both the official announcement and a video interview discussing the plans, Apple CEO Tim Cook has sent a memo to employees detailing the partnership:
The foreman of the jury that awarded Apple just 5.5 percent of the $2.2B it claimed Samsung owed for patent infringements said yesterday that Apple should sue Google rather than handset manufacturers, reports the WSJ.
If you really feel that Google is the cause behind this, as I think everybody has observed, then don’t beat around the bush,” said Tom Dunham, whose job at IBM was to oversee developers expected to file patents. “Let the courts decide. But a more direct approach may be something to think about” …
(Head to 37:40 in the video to see the telphone comparison)
Harry McCracken tracked down this video from the launch of the Macintosh that hasn’t been seen since 1984. It turns out there was a second ‘launch demo’ a week after the original launch at the shareholder meeting and the videographer forgot he had the video of that (woops!) in his garage. The audience this time wasn’t wasn’t Apple shareholders but actually members of the Boston Computer Society and the general public, which made for a different type of presentation. The quality and tone of the video is often much different than the one given a week earlier at the Flint Center on the De Anza College campus near Apple’s then HQ.
Over at YouTube, you can watch the Cupertino presentation, along with a sort of a rough draft held as part of an Apple sales meeting in Hawaii in the fall of 1983. As for the BCS version, all 90 minutes of it are there in the video at the top of this post, available for the first time in their entirety since they were shot on January 30, 1984.
The Cupertino and Boston demos may have been based in part on the same script, but the audience, atmosphere and bonus materials were different. In Cupertino, Jobs spoke before investors, towards the end of a meeting which also included dreary matters such as an analysis of Apple’s cash flow.
What’s particularly interesting to me and not part of any other videos I’ve seen was Jobs’ comparison of the Mac (and eventually by extension GUI interfaces) to the invention of the telephone. Fast forward the video above to about 37:40 to see it. As McCracken puts it, the Mac wasn’t necessarily competing with IBM machines but competing with no computer at all. This metaphor is striking in hindsight.
The video also has a Q&A with the original Mac team which is also pretty interesting if you are into that kind of thing.
McCracken has much more on the video here which is definitely worth a read.
The transcript of the Telephone/Telegraph bit pasted below:
According to a report from IBM tracking shopping trends for Thanksgiving and Black Friday (via Fortune), Apple devices dominated among mobile devices for online buying with 10 percent of shopping online done from an iPad. The device also dominated for online purchases originating from tablets, accounting for 88.3-percent of traffic. The iPhone came in at 8.7-percent of traffic for online purchases, while Android devices combined came in at just 5.5-percent.
Apple appears to be testing a new “floating” Genius Bar design in a couple of retail stores. We originally saw images of the new communal Genius Bar configuration in July. However, today, TheDailyCity reported Apple is now testing the design in at least two stores: one in Orlando at Mall at Millenia and another in a Philadelphia Apple Store. Apple will apparently roll out the design to its Florida Mall store. Apple appears to like the new design, so we wouldn’t be surprised to see it in more Apple Stores in the near future.
Apple and Samsung are now both seeking to extend their patent infringement claims in the California-based lawsuit filed in August. Samsung asked the courts in a filing last week to add the iPad mini and new iPod touch to the case after recently adding the iPhone 5. Now, FossPatents reported that Apple, as of Black Friday, sought to add six new Samsung products, including: Samsung Galaxy S III, Galaxy Note II, Galaxy Tab 8.9 Wi-Fi, Galaxy Tab 10.1, Samsung Rugby Pro, and the Galaxy S III Mini. The case isn’t scheduled to go to trial until March 2014.
Will.i.am of Black Eye Peas fame is about to launch a new accessory for iPhone this week that is said to turn the device’s existing 8-megapixel camera into a 14-megapixel camera. The Telegraph (via MacRumors) spoke with Will.i.am who described the product called “i.am+:“
‘We have our own sensor and a better flash. You dock you phone into our device and it turns you smartphone into a genius-phone. We take over the camera.’… The camera will be the first of a series of digital products that bear his name – to support them, he has invested in what he calls ‘digital real estate’ online. He now owns the domain http://www.i.am. Users of i.am+ accessories will be given individual online profiles, for example http://www.i.am/Will.
Apple switched battery suppliers for iPad and MacBooks from Samsung SDI to Amperex Technology Limited and Tianjin Lishen Battery, according to a report from China Business News (via TechCrunch). Recent reports about processor price hikes, and Samsung dropping out as an Apple display supplier, were later denied by the company, so we’ll wait for official word regarding the batteries.
The majority of iPad mini displays are coming from LG, according to a report from Digitimes. We already knew LG Display, AU Optronics, and Samsung are supplying display components for the device, but the sometimes-unreliable Digitimes claimed this weekend that the majority of displays are coming from LG—not AUO.
Reporting for Gizmodo, Cord Jefferson has a great account of what it is like to be an extra in the upcoming Steve Jobs biopic, “jOBS“, featuring Ashton Kutcher. While Jefferson was able to meet Kutcher, he described the experience as being long and boring. One part of the gig included listening to Kutcher give Jobs’ speech against IBM in Honolulu. Jefferson said he heard the speech 26 times:
I’ll remember those lines for the rest of my life. Not because I find them particularly profound, but because I heard Kutcher say them, by my count, 26 times over the course of about three hours. If you have any assumptions that the work of making movies is glamorous or exciting, kill them now.
As for the biopic’s success, the writer was not able to give a firm answer. He said Kutcher sounds serious about the gig (Kutcher looks close to Jobs, just saying). He talked about Sorkin’s upcoming film, too:
Stanford University’s Silicon Valley Archives currently holds “the largest assembly of Apple historical materials” stored within hundreds of boxes taking up over 600 feet of shelf space in an undisclosed facility outside San Fran.
The Associated Press published a story today detailing their recent visit to Stanford’s Apple Collection, which contains in-house video Apple recorded in the 80s, blueprints for early Macs, user manuals, company shirts, and drafts of Steve Jobs’ speeches.
Stanford historian Leslie Berlin had this to say about the collection:
“Through this one collection you can trace out the evolution of the personal computer. These sorts of documents are as close as you get to the unmediated story of what really happened.”
While you may have heard versions of how the name Apple came to be, an interview recorded with Wozniak and Jobs in the 80s (originally meant to be an in-house video for employees) has the two men recalling the exact moment:
Woz: “I remember driving down Highway 85. We’re on the freeway, and Steve mentions, `I’ve got a name: Apple Computer.’ We kept thinking of other alternatives to that name, and we couldn’t think of anything better.”
Jobs: “And also remember that I worked at Atari, and it got us ahead of Atari in the phonebook.”
That video and others were donated to Stanford in 1997 after Jobs returned to the company and plans for an in-house Apple museum were cancelled. Also included in the collection is this “Blue Busters” Ghostbusters-style internal ad featuring Apple executives, embedded below. The ad was originally shown in October 1984 at an international sales meeting in Hawaii. Blue Busters is obviously a not so subtle reference to their biggest competitor at the time, IBM.
Calcalist, a daily business newspaper published in Israel by the Yedioth Ahronoth Group (which also publishes Yedioth Ahronoth, the country’s most widely circulated newspaper) on Tuesday ran a story claiming Apple was actively engaged in talks to buy fabless flash memory chip maker Anobit for as much as half a billion dollars. In a follow-up story this morning, Calcalist reports that Apple’s senior research and development executive Dr. Edward H. Frank is already touring Israel, investigating possibilities of an Apple-run development center as numerous Silicon Valley technology giants already operate R&D centers in the country, including Intel, Google, IBM, Microsoft, Qualcomm, Broadcom, Yahoo!, eBay and China-based Huawei, to name just a few.
Apple’s Frank is a member of Carnegie Mellon University’s Board of Trustees and chairs the university’s Inspire Innovation campaign. He is apparently holding meetings with a bunch of Israeli startups who are hoping to wow the world’s most valuable technology company with next-generation solutions promising to bring flash storage prices down while substantially extending the lifespan of flash memory chips. The delegation headed by Frank has already met with executives at Intel Israel, the Calcalist story claims.
Globes chimed in with information from sources that “Apple has hired Aharon Aharon, a veteran player in Israel’s high tech industry, to lead the new development center”.
Should the Anobit deal go through, reporters Assaf Gilad and Meir Orbach write, Apple may be interested in further acquisitions of other Israeli startups specializing in innovative flash storage solutions. This includes XtremIO which develops server-based storage systems and its rival Kaminario, as well as DensBits which specializes in controller based signal processing to improve the operation of flash memory chip processors.
DensBits licenses its technology which improves flash memory chips’ reliability to about 100,000 deletions – twice that of its nearest competitor Anobit – helping reduce the prices of flash memory chips dramatically. Both DensBits’ and Anobit’s technology is believed to be licensed by many flash memory chip makers. Specifically, South Korean Hynix uses Anobit’s solution for a flash memory chip inside the iPhone 4S. Interestingly, Apple co-Founder Steve Wozniak is lead scientist for a competing enterprise SSD operation called Fusion I/O.
Ed Frank can be seen in the below clip talking about his experience at Carnegie Mellon University and how it continues to influence him today.