Opinion: Will the iPad be left behind in the shift to larger iPhones?

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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

Live blog: Apple’s Q3 2014 earnings call

Apple Q3 Live blog earnings call

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

Opinion: Seven reasons why the IBM partnership could be a pretty big deal for Apple

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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

Tim Cook to employees on IBM partnership: ‘I’m really excited to see it take off’ (Memo)

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:

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Patent jury foreman advises Apple to sue Google directly

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Photo: technobuffalo.com

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” …

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Watch Steve Jobs compare the Mac to the invention of the telephone in this video not seen since 1984


(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:

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