Showing posts with label iPhone. Show all posts
Showing posts with label iPhone. Show all posts

Friday, August 1, 2008

Steve Jobs or CNET’s Don Reisinger: Who Ya Got?

I’ve got Steve Jobs. Even if he’s got health problems and isn’t 100%. Even if he has serious health problems and isn’t even 75% I have Jobs. Mr. Reisinger does a nice job of working Apple haters into a lather, but his article on why Apple is wrong for extending its exclusive deal with AT&T misses several key points.

  1. The iPhone as a very cool (but admittedly, still limited for some usages) device with a great browser and operating system would not exist as we know it had it not originally done an exclusive deal.
  2. Working with Telcos is a pain in the ass
  3. Most of you have never heard of the honchos at the telcos, but they have every bit as much hubris as Mr. Jobs
  4. When you try to satisfy alllll the telephone companies out of the gate, what do you get? You get the craptastic Microsoft mobile platform. I’m not saying that the reason that the Microsoft platform stinks is exclusively for this reason, but I am saying that if Microsoft had said, “look, we need an OS that’s around 1GB to do our thing, take it or leave it” the telcos overwhelmingly would’ve told Microsoft to pound sound.
  5. As already mentioned, the telco moguls have much hubris. They believe their iPhone clones will do just fine and so they’re not ready to admit that iPhone will dominate the smartphone market even with AT&T as its only carrier. A year and a half more where they’re not getting any traction with their half-assed iPhone knock-offs will humble them at least a little and give Apple better leverage in their negotiations with the various telcos.
I would love it if the iPhone was available via any service – especially Verizon because here in San Francisco, Verizon is the much better phone company (at least in terms of quality/reliability of voice calls). But I still understand why Apple is going about it as it is and it makes perfect sense to me. Steve Jobs and Apple aren’t idiots.

There may be much to not like about Jobs personally or Apple’s approach to business. But at the end of the day, it produces great products. Often, the best products.

Monday, June 9, 2008

Hey Apple, What Am I Supposed to Do With My Old iPhone?


Ok. Let’s see: I paid:

$599 for an 8GB iPhone on June 29, 2007

I know, you think I’m a total dope. Don’t blame you, really, but I’m an early adopter and a gadget geek and having the phone for those few extra days before Apple cut the prices by $200 was OK with me. They did give back $100 as a credit. I’m OK with how all that transpired and I wanted the phone day one so I don’t feel ripped off.

On July 11, 2008 there will be a new iPhone, billed as “twice the speed, half the price”.

I don’t mind paying $199 for another phone. Or even $299 for a 16GB version. I’m that geeky and love the version one model that much. Twice the speed isn’t a ton faster, but it will likely get me using the network more than twice as much so I don’t mind that the data will cost $10 a month more and effectively eat up all the hardware savings over and then some after two years.

There are perils of being an early adopter and to anyone who’d say to me, “It’s your own damn fault, you should just wait a few years, the damn thing will be FREE!” I would completely agree with you if complaining about money was the issue. Some will complain fiercely on that score and I too would say to them, “It’s your own damn fault!”

But there’s a problem with the iPhone. If I could upgrade to a new phone and use the old one as an iPod touch that I could synch with iTunes and use as a normal iPod without jailbreaking it, or give it one of my friends with kids so they can use it as a portable video/music device instead of buying an iPod touch, I’d be fine with that.

But here’s what’s going to happen. I’ll get a new phone and then – my old phone is in a precarious state. It doesn’t work unless it’s activated and I can’t have two phone active with the same phone number without causing some complexity in my life. Essentially, unless Apple is going to do something special that allows me to use the phone, sans the phone as an iPod touch that I can sync with iTunes I’ll need to sell it.

Since the new frakking phone is $199 I don’t see getting more than $50-$75 or so for the old one, and it’s worth MORE to me than that as an iPod touch.

What do I think should happen? One of two things:

A.) Apple needs to give me some way to use the old phone as an iPod touch without hacking it or
B.) Apple needs to let me trade it in for $100 (which coupled with the $100 credit would essentially make the phone free, but from my perspective I will still have spent $499 for one phone). Again, it’s not about the money. If my current phone would work as something other than a pretty paperweight without hacking it, I’d be OK with that.

Sadly, my guess is it will be C.) none of the above and Apple will answer the question of "What am I supposed to do with my old iPhone?" like this: "not our problem."

I hope I have that wrong.

What’s it gonna be, Apple?

Free Product Development for FriendFeed

I’m going to head to the Apple Store (not a big Journey, I live 5 blocks or so from one) at 10am just in case, you know, the new iPhone goes on sale.

While I am certain there is absolutely no way the phone will go on sale during the keynote of the WWDC, it's only 5 blocks. Announcing it at the conference would cause pandemonium – and Apple would be OK with that, I’m sure. But it also might cause a mass exodus from the conference -- unless they’ve set up some kiosks on site.

But trying to convey information at a conference probably isn’t as effective if everyone is playing with their brand new shiny 3G iPhone. I’m going with Friday June 27th as the "available" date. But just in case....

In the meanwhile, more FriendFeed, the coolest thing after the iPhone. All right, in a battle between the DVR(s) and FriendFeed, I'd give up FriendFeed, but still...

Louis Gray is the most FriendFeedish blogger I know and I likely wouldn't be enamored with FriendFeed if not for Louis. This post from Louis I’m sure both greatly inspired the post I wrote yesterday and to play around with FriendFeed even more. While I was not intentionally trying to rip off Louis' "prior art", he was definitely way ahead of me on this.

I also recommend this post from Hutch Carpenter. Hutch asks some of the big questions that face FriendFeed, and contrary to what he says, I think he’s the bigger name in blogging (at least if it’s not about Nielsen ratings and Gossip Girl).

My (free) product development for FriendFeed involves helping new users out.

I’ve seen the suggestion that FriendFeed add channels. To this I say, “bah!” Let those who want to play around with Greasemonkey make their own channel tabs, that’s all well and good. But, I think it would be really cool if they came up with some categories (social media, music, television, sports, politics, geek gadgets, video games, etc) and then figured out how to leverage the existing community of people already very good at sharing items about such topics into pre-canned subscriptions. Instead of making people find people to subscribe to in order make the service useful for them, help them along.

Allow them to subscribe to perhaps as many as (10? 20? I don’t think it could/should be too many) all at once with one click.

It’s difficult because although blogs are often one dimensional in their coverage area, people are rarely one dimensional and focus on only one thing. But I think FriendFeed could actually enlist some of its community to create accounts for such purposes and share things that are relevant to the topics. It’s a hack, but it’s an easy hack that could potentially produce great results for newcomers.

The best thing about FriendFeed is the people on it, and yet I don’t think FriendFeed itself has even remotely begun to crack the code of how to best leverage that community (I see that as good news, not bad).

This thread got me wondering about whether FriendFeed should try to enlist some celebrities to grow its user base. Right now I think the answer is no. With one exception – why not try to recruit Bill Gates as a FriendFeed enthusiast? The guy is coming into some free time. A lot of people would be interested in knowing what Bill G. is reading. Either way, at some point in the not-too-distant future it seems there will be opportunities for FriendFeed to leverage celebrities.

Sunday, April 6, 2008

Disappointed in Steve Jobs

I spent about four hours today screwing around with trying to be able to paste tables from Excel into WordPress directly, with no luck whatsoever really, and another four hours or so trying to figure out some CSS and PHP related stuff in WordPress (I was a little luckier on that front, but not much really). I don't want to talk trash about WordPress because it blows my mind that you can get an extremely powerful content management and publishing system essentially for free. But it does piss me off that I can post an Excel table directly into frakking Blogger and it works with no problems whatsoever.

See:

Time

Net

Show

Viewers (Millons)

18-49 Rating/Share

8:00

ABC

Americas Funniest Home Videos (R )

6.02

1.5/5

CBS

Ghost Whisperer

9.33

2.3/8

NBC

Amne$ia

4.51

1.3/4


CW

Friday Night Smackdown! (8p-10p)

4.56

1.4/5

FOX

Bones (R )

4.54

1.2/4

9:00

ABC

Duel

3.93

1.2/4

CBS

The Price is Right

8.55

2.2/7

NBC

Dateline (9p-11p)

6.78

1.8/6

FOX

Canterburys Law

6.07

1.4/4

10:00

ABC

20/20

4.82

1.5/5

CBS

Numb3rs

9.91

2.3/7


Anyway, Fred Wilson kind of pissed me off because he was right twice. First, last week he said he wasn't interested in the NCAA semi-finals because after Davidson was ousted, it just wasn't very interesting. I figured, you know, that with a bunch of number one seeds playing each other the games would at least be good. They weren't. Boring as hell really. The only good outcome at all of any of that was that the Kansas/North Carolina game was such a blowout, out of boredom I flipped channels and wound up hitting the two-hour pilot of Firefly right at the very beginning. I'd heard many good things about it and had been meaning to watch (the series only lasted 14 episodes, but then they also added a 2 hour movie later). I enjoyed it.

Other than that, the only good news was that in about the span of one week, the Washington Capitals went from not being in the playoffs to winning their division and getting the #3 seed in the Eastern conference. It all came down to the last game. If they won, or even lost in overtime, they would win the division, and if they lost they would be eliminated. They won. Alex Ovechkin will certainly win the MVP award without question now that the Caps are in the playoffs and Ted Leonsis, in addition to getting to go to the playoffs, and having the home ice advantage for the first round, will get some playoff revenue. I'm delighted for him. Go Caps!

Ok, Steve Jobs. I sort of had a "I knew it was you, Fredo!" moment. Damn you Fred Wilson. I took a break from studying php code and saw a comment by Fred on one of his blog posts were it said he was disappointed in Apple/Jobs for not going with Flash on the iPhone. While there is no Flash on the iPhone, I'd always heard it was "coming soon" (of course that's been over 9 months now) and was unaware any decision had been made. So I Googled and yep, sure as hell Jobs said a month ago that it wasn't going to happen.

I hope this is just some negotiating strategy, and not some business strategy. In fairness, you need a good WiFi connection to stream anything well, but that's not a problem for me. The H.264 streaming built into the iPhone to work with YouTube works extremely well on the iPhone with a WiFi connection, even for very high quality videos. But here's the problem, MOST of what I want to watch isn't on YouTube. In fact, almost nothing I want to watch is on YouTube.

It seemed like Adobe thought they could build it anyway because of the iPhone SDK, but from what I read, it doesn't play really nicely with Flash, and so it's not looking good, and I'm guessing that's going to scuttle any thought of Slingbox on the iPhone, too. I hope that's wrong. If not, it sucks. It also limits significantly how I want to use my iPhone for video. I've got a DVR on my computer and a couple of ways that I can stream to other computers (whether I'm at home or not). One just directly via my computer via software from Orb.com, the other SlingBox. And whatever Orb does with H264 or .MV4 it isn't the same as what YouTube is doing because even over a good WiFi connection, it's pretty useless for the iPhone, sadly (I could stream music well enough, but video never worked well).

It took Jobs a while to come around to saying, "DRM is bad for consumers," and for the same reasons I hope that he'll come around with Flash. Because really, making your device so it is prohibitive from working with the stuff your customers already have – that's got to be bad for consumers. iTunes is fine, but I don't love it so much that I'd marry it. And if someone makes an iPhone clone, with a phone, with a touch screen, with an actually, real-life operating system such as Apple has done with the iPhone (and NOT something like Windows Mobile), oh I will switch for sure. Of course, exactly at the point that happens, Jobs will make sure my phone works with whatever I already have.

I understand Steve Jobs' desire to have "control", but it's a double-edged sword. One edge of it did wonders for the way the iPhone works. The reason Windows Mobile sucks compared to the iPhone is because it's not a full operating system that takes up nearly a Gig of space. The way Apple went about "control" allowed them to actually put a full-fledged computer on the phone.

But for all the reasons DRM is bad for consumers, this is bad too. We want control of our stuff, and if your stuff doesn't play nicely, it's bad. If it's 2:30pm and I'm not home but I have my iPhone and a good WiFi connection, I feel like I ought to be able to connect to my computer or SlingBox and stream Pardon the Interruption to myself. But no dice. And yeah, I know ESPN winds up putting it online, but guess what? That's ALSO in Flash.

Steve Jobs, like Fredo, you broke my heart.


Sunday, September 2, 2007

And the #1 Reason I'm Not Prone to Hack my iPhone is...


I prefer the deliberate variety of iPhone destruction over the "accidents can happen" approach.

iPhone, no accessories needed

Bill Palmer runs iProng, a site dedicated to iPods & iPhones, but mostly it's dedicated to the accessories for those devices. We had some Facebook back and forth about my contributing some columns to iProng and I've been thinking about what to write.


I've had way more than my fair share of iPods. Big ones, small ones, and ones with video too. When it came to the iPod, some accessories were necessary. For one, they weren't that durable. Dropping them was not a good thing. And the screens scratched very easily, which could be problematic especially if you planned on watching any video on them.


So I tried out my fair share of protective coverings. I settled on the JIO action jacket for the 80GB video iPod. Although it doesn't get much use anymore because when the iPhone is in the charger, I go with the Nano. The Nano has a slip-on rubber cover from JIO, and if you drop it will bounce.


So along comes the iPhone, the greatest gadget ever designed in the world if you would like to listen to music, watch video content (I watch tv shows on it more than I watch YouTube) browse the web and your e-mail all on one device. Oh yeah, it's also a telephone.


While I know there are accessories for the iPhone and I did try the clear acrylic case w/kickstand that makes it easy to prop up your iPhone for watching video, I nixed it. It adds too much bulk to the form factor. Generally when I'm carrying my iPhone, it's in my front pocket and it's a great form factor; much better than the 80GB iPod. Though the ability to easily prop up the iPhone for video display is nice, and though it does look very, very pretty in the clear acrylic case, I didn't find that any of that made it worth the extra bulk in the front pocket.


I have been successful in MacGuyvering solutions for propping the device up for video. If I am out and about and have 30 minutes to kill and feel like watching the latest episode of Entourage and I'm at a bar or eating, there are all kinds of improvisational ways to prop the iPhone up. And if I'm not actually needing my hands for anything else, just holding the device and looking at it works amazingly well. I've had my iPhone for over two months now and I am still amazed by how well it renders video and how much I enjoy watching it on a 3.5" screen.


Protective coverings? Well I could get the case that's pretty much the equivalent of what I have for my Nano. I sometimes think I ought to because I am prone to drop a phone. But having already dropped it three times at least, I conclude it's terrifically more durable than the iPod. Also, I like the way the basic iPhone looks, black on the front, silvery metallic gray on the back. I don't really want to cover that up.


What about protecting the screen you say? Well, I know about protecting screens that need protecting and I'm a big believer in that. This devices screen doesn't need any protection though. There are all kinds of membranes and whatnot that you can buy to protect the screen, but it's like a glass coffee table. It doesn't scratch. It's had keys and coins rattling around in my pocket bounce against it – it doesn't scratch. If you examine my iPhone closely you will see that there are some small scratches on the metal that borders the screen. You have to look hard though. So while there are plenty of screen protectors for sale, it's my opinion that they are an absolute and complete waste of money.


The rest of the accessories? Well, I haven't seen (or therefore used) any 3rd party ear buds that have a built in microphone. I'm not sure any exist. One of the greatest improvements for me by going to the iPhone is that if I am increasing the likelihood that I'll be deaf by age 60 by listening to music full blast through the ear buds, at least if I get a phone call I know it! In the old days pre 6/30/07, when I was a poor schlub with an iPod and a cell phone, if I was listening to music full blast and I got a call on my cell phone, even if it was on vibrate, guess what happened? If you guessed: nothing because you had no idea you were getting a call at all, you guessed correctly.


With the iPod I tried many 3rd party headphones and always went back to the default headphones that came with the iPods. I thought their sound quality the best. They have durability issues, but for what many "high quality" third party buds cost you can get five of the Apple issued versions. I have already had to replace my ear buds for my iPhone once already due to a defective clicker – the mechanism built into the microphone that allows you to pause, forward to the next song, and if you're so inclined answer the phone should you receive an incoming call. I chalk this up to a defect rather than a durability issue, and either way I got my under warranty replacement buds no questions asked.


The accessory I want doesn't exist. It's essentially the standard issue ear buds that are wireless. I suppose it would have to have a little loop to be sort of like a necklace. It will be a hot item when it's invented. Yes, I'm aware there are stereo wireless headphones available, but they are not ear buds. I don't want bulky things on my ears. The Lt. Uhura look was cool in the 1960's, and I know that for many high powered "look at me!" types, the Bluetooth style earpieces just wreak of that "I'm so fabulous and important!" look they are going for. But it's not for me. I am fabulous, but not in that way. The other wireless headphones I've seen are of the full-on earmuff style. No thanks. I'm waiting for the wireless buds, and I'm sure someday when Apple can figure out how to make them without sucking the life out of the battery much faster, I'll get them.


The rest of the accessories to me involve fashion. I am not a fashionista. I have nothing against fashionistas, I just am not one. Apple has made huge inroads with the fashion conscious crowd though. When I went to the Apple store in downtown San Francisco late one Wednesday night to get the replacement ear buds mentioned above, the thing that struck me was the mix of the crowd. It wasn't the Apple fanboy geek set. It was a mix of normal people and fashionistas and a smattering of fanboys.


There are all kinds of ways to decorate your iPhone, but I think it's plenty pretty just as it is. I do think some of the laser art people have done on the backs of the phone is pretty cool though and I can think of one practical use for that: identification. A lot of people where I live already have iPhones. While I have yet to walk off with the wrong iPhone, I could see it happening. I don't know that laser art would work out any better than having your own custom wallpaper (which I do), but it's something to consider.


As for writing for iProng, if Bill Palmer wants stories about the best ways to get video on to the phone, or some really nifty web sites that have cool as hell iPhone implementations, I can think of much to write about. But when it comes to accessories, the iPhone just doesn't need any.

Sunday, August 12, 2007

ESPN PodCenter on the iPhone


ESPN PodCenter comes to Apple's iPhone tomorrow according to a story published this past Friday in Adertising Age. Seems like it is only audio initially, but it will be great to have the availability without having to synch. I'm not sure how it will show up on the iPhone and the article didn't really specify, but I imagine it will be another icon (a la YouTube) on the "home" desktop.

Update 08/13/07 7:32A PDT: No desktop real estate that I've found so far. Digging around though I found this link: http://sports.espn.go.com/espnradio/podcast/iphone/
it works! though clicking the "play link" hypertext link did NOT work, clicking the icon did, and pretty well -- at least over wifi. The content is kind of stale (all from last Friday), no content from the weekend, but since it just launched, I'll cut them some slack for a while. Hopefully before long there will be some video to go along with the audio.

Ear buds for the iPhone

my pause/fast-forward/answer phone clicker (where the mic is) on the ear buds is already broken. It didn't even last 6 weeks...


I'm not thrilled about it, something always winds up happening to my ear buds pretty quickly with every iPod I've ever had, though not this quickly. I know it doesn't look busted to the eye, but it still doesn't work. On the plus side the earbuds themselves are still working fine and at least I don't have any dead zones.

Friday, August 10, 2007

Dave Winer vs. Jason Calacanis: Who ya Got?



Disclosure: I have met Jason, he recently bought me brunch and maybe as much as 10 years ago he ranked me in the Silicon Alley Reporter as one of the 100 most influential new media people in NY. All of his antics are not my cup of tea, but generally speaking I find him to be very engaging as well as entertaining. I did join the Facebook group “People who can’t help but love Jason Calacanis!”

I have never met Dave Winer, but since I already "pushed" in one "who ya got?" today, I got Dave Winer. RSS baby. Way more important than a free brunch, or being ranked as influential – and even more important than interesting and engaging conversation. I love, love RSS. I might even change my middle name so that my initials can be RSS. Really Simple Syndication is good, good stuff.

I probably agree with Dave that Jason is hypocritical for whining about spam and then shamelessly self promoting constantly. But one of my favorite quotes is Hypocrisy is the tribute that vice pays to virtue. I’m not immune from that myself, neither is Jason, and neither probably is Dave “if I can’t profit from it why should I care?” Winer.

I understand the thinking, and I’m all for self-interest, but that seems over the top. Dave doesn’t care about Mahalo because he can’t develop for it, and that’s fine, but other than that they utilize RSS, the New York Times web site isn’t an “open platform”, but it’s still something that millions of people love to use.

Bottom line on Mahalo is if it can become very useful – more useful than other generic search then people will use it and not give a rat’s behind whether it’s a platform or not.

Still, I have to pick Dave even if he complains about the iPhone for the same reason he complains about Calacanis’ Mahalo. The iPhone isn’t a platform so Dave can’t figure out how to develop something that will make money on it. Oh freaking well. I say that because no “platform” came out of the blue to give us an iPhone. Could Apple have made the iPhone more of an open platform? I’m not really so sure.

I’m OK if Jason and his investors are the only ones who will make money off Mahalo if the service it provides is useful to the people who use it. As for the iPhone, it might be more useful if it were an open platform, but I am finding the first generation of the phone very, very useful, even with its flaws. If the mobile phone industry here in the USA itself was an open platform, I’d probably be more prone to siding with Dave. That the mobile phones here aren’t built around some open platform that allows you to switch your phone to another carrier, etc., is a big deal to me. That Dave can’t make money off the iPhone or Mahalo is not. But it was fun to think about for 10 minutes.

There’s lots of stuff I use every day that’s not a platform. It doesn’t matter if it’s technology or not. Comcast or Starbucks. I still give them my money. Am I supposed to boycott Comcast because Dave Winer and Fred Wilson haven’t figured out how to develop an application for Comcast they can make money off of?

The ironic thing to me here is this: the non-platform iPhone + i.bloglines.com (Bloglines feed reader for the iPhone) is the best RSS feed reading mechanism EVER (so far). I am able to absorb much, much more information more quickly than I ever have before. Hell, it’s SO easy and so fast, I want to get everything via RSS, even my freaking e-mail.

Still, I’m a massive hypocrite myself here, because when the Flash upgrade for the iPhone is released, if it blocks streaming in the same way that Sony’s PSP did, I will send Dave some flowers and ask him how I can assist in the quest to turn the iPhone into a platform. But hands down, it’s already the best portable media device I’ve ever used, plus the best feed reader I've ever used. That's pretty good for a generation 1 product.

I personally don’t care whether Mahalo is a platform or not and I’m sure I’ll never change my mind about that. As for the iPhone, I’ll let you know after the update that supports Flash finally comes out (I’m guessing in October).

Dave Winer’s contributions to the Internet are many, and significant though and not just RSS. It’s just that RSS significantly changed the way I access information. So even though I think “if I can’t make money off it, I just don’t care” seems a bit over-the-top to me, I got Dave Winer.

P.S. the conference where the Jason vs. Dave smack talk occured, Gnomedex was not a "software developers" conference, if it was, Dave's comments would've been completely reasonable. Since it wasn't, his comments seemed over-the-top to me.

P.P.S. Jason's English Bulldog, Toro is an amazing chick magnet -- if Jason let me borrow him for a few hours the next time he is in SF, I might swing over to Jason's side in this contest...

Wednesday, July 25, 2007

iPhone and i.bloglines.com

If you have an iPhone and you like reading feeds, you have to try out i.bloglines.com on the iPhone. It takes advantage of the Bloglines feed reader but takes the obvious step of formatting the content for the iPhone. With a good WiFi connection it is superb and I already find I prefer to read the feeds on the iPhone than on my desktop. For some reason it seems more manageable and easier/faster. My feed reading is going up quite a bit.

First Generation iPhone is NOT for the Mass Adopter

Someone who is much smarter than I am and way, way, way more successful who I’m sure would prefer that I not capitalize on his good name put it to me more or less like this: the iPhone like devices will someday reach mass adoption, but the first generation iPhone won’t.

He went on to complain that the phone was too much gadget and not enough phone and needed to be improved where it was more phone and less gadget.

I agreed with him about the first gen iPhone not reaching mass adoption, though for different reasons than product design specifics. I’m not really sure on the other stuff. Here were my thoughts:
--
I agree the 1st generation iPhone is not a device that leads to mass adoption. I’m not sure if we agree on the reasons though.

There are a couple of aspects about the phone that suck. one of them can easily be fixed via software and the other can be improved, but I don’t know about “fixed”. First, there’s no “speed dial” and that’s just dumb. But as product development goes, that’s not so hard to fix and can be done via software. There’s a harder problem though – if I pull the RAZR out of my pocket and flip it open, I can just start dialing. Not so with the iPhone. Here are all the steps involved:

1. Hit “wake” button
2. Slide to unlock
3. If not already on home screen, or phone functions hit “home” button
4. Touch telephone
5. Select “keypad”

There are a few shortcuts I can think of to knock steps off, but I can’t solve the problem of making it as easy as the RAZR to place an outbound call. However, it handles inbound calling much better (and better than the RAZR). It wakes itself automatically and displays the caller id info, and it’s one press to take the call (or send it to voicemail). For the added benefits of the integrated media player and web browser I can live with it taking a few button presses to make an outbound call. If voice activation is your thing, seems like that can and will be solved for.

There are many things I like about the browser implementation, but the browser has some bugs and issues which I have no doubt will be much improved by version 2.0. But as iterations go, it’s already much more Windows 95 than it is Windows 1.0

I’m guessing mass adoption occurs with the 3rd generation. By then there should be some copycats/competition. No matter what happens the iPhone can’t dominate the cell phone space as Apple dominates the portable media space with ipods. And certainly not the one flavor with a $500 and $600 pricing structure based on storage model. There are too many phones at lower prices. While one could argue the iPod isn’t always the best price/value, Apple at least has models of the iPod that play across the broad pricing spectrum.

While I have no doubt they’ll wind up being a few flavors of iPhones, seems like they’d all be in the above $300 spectrum for a while. There’s a huge part of that market Apple will not be competitive at all in but I’m guessing Apple doesn’t care. Its stated goal is 10 million units by the end of ’08. In its earnings announcement they project one million sold by the end of September. That will give them 5 quarters to get 9 million more iPhones into the world. Christmas and launch of V2 will be key, but it seems like a reasonable bogey.

Rarely is the first generation of anything gadgetry (even TV and radio) for the mass adopter. But as first generations go, it ain't bad at all.

AAPL Total World Domination on Track

Why I am not long AAPL with great resolution is indeed very quirky on my part (up over $13 in the after hours, it would have significantly outperformed my YHOO trade so far!).

To my Mac loving friends who are bitter over all the iPod attention, buck up, Apple sold about 1.5 million more Macs than iPhones in the quarter. Apple expects to hit 1 million iPhone by the end of Q3. That basically will give them 5 quarters to add 9 million more to hit the stated objective of 10 million units by the end of 2008. Five quarters to pump almost 2 million iPhones per quarter into the world.

Apple is selling almost 10 million iPods per quarter now. When I saw whatever the # was a year ago, my thought was yeah, but can that keep up? Apparently for now the answer is it can. iPod sales were up more than 20% over the prior year’s quarter. Even Macs are pushing towards 2 million sales per quarter.

The stock got dinged a little earlier in the week when AT&T reported 146,000 units for the last 2 days of June. Apple’s number for those 2 days was 270,000. Whether the discrepancy is over activation issues, or something else, I don’t know, but as Apple claims it’s on track for one million units by the end of September, we can assume Apple expects to average about 8000 units a day sold between now and the end of September. Or they’ll blow by a million a month and a half earlier and everyone will be amazed. I’m not sure what I make of the guidance other than I can’t believe Apple would talk about making a million units by the end of September if not absolutely certain it would happen.

You can read more details at:

http://www.nytimes.com/2007/07/25/business/25cnd-apple.html?ref=business

Disclosure: much to my own disgust, I really am not holding any shares of AAPL. But, I will keep singing the mantra of "buy strength/sell weakness", on that basis AAPL looks like a buy I still need to get around to (it was up over $13 to somewhere around $150 in after hours trading)

Monday, July 23, 2007

The iPhone: It's Not Hype


Over three weeks into the iPhone lifestyle and I am not buying the anti-hype hype. The thing does what it’s supposed to and for me it’s a keeper.

It’s the best iPod ever, combined with a phone that has the best portable browser for a phone ever. What exactly is the hype? If it doesn’t have better integration with corporate e-mail by V2, that’s an issue. But otherwise being control freaks paid huge dividends – for the consumer. Here’s why: I think the single thing that differentiates this phone (besides it being the best iPod ever) is that it takes up nearly a gig (ok, more like 3/4ths) for the OS. It’s a computer that has the phone built into it, not the other way around.

Microsoft didn’t have that kind of leverage when creating Windows Mobile and I don’t know if they have a bigger operating system for mobile in testing, but if they do it’s the most hush-hush MSFT beta ever. If Apple solves the corporate e-mail and Edge network challenges, by the time people are ready to upgrade their older blackberries, I think people will jump ship. Seems like the software advantage will be an advantage for a while. OK, so it doesn’t cure cancer. But it’s not hype, it’s the wave of the future.

The genius of Steve Jobs may be how well the “iPod everywhere” strategy is in place. I see them everywhere. Everywhere. More and more people tuning out the world with ear buds. God bless you, Steve Jobs. But this gets people using Apple products on a daily basis and is great for the Apple brand.

One of the comments I hear from all my real world iPhone demos is “it works just like it does in the commercials”. And it’s true, it does. It really isn’t hype. The thing is, if you suck at what your job, your still going to suck, iPhone or no iPhone, but the iPhone is a good gadget.

I don’t need access to corporate e-mail, it works OK. Not great, but good enough for most of what I need, and this will be improved even before the next generation, I’m sure. The Web browser is awesome. Ok, it has some glitches with page loads, and it is unusable for regular use with the Edge network, but on WiFi, very cool. OK, like once a week it has weird glitches and I have to turn it all the way off and back on, and voila, normal operation. It’s not perfect, but I could live with that a couple of times a day even. It’s not like the thing takes a long time to “reboot”.

And besides It really is the best iPod ever. The bigger, improved video screen is a huge addition for me, but I think the bigger deal here may be the touch screen controls. Once you get the hang of it, it seems much improved even over the iPod in terms of controlling your media experience. Ok, so even Steve Jobs isn’t ready for people to ask, “How do I get stuff off of my DVR and onto my iPod/iPhone?” but there aren’t that many people asking right now. That will change.

I believe something else is going to change: Apple is going to start taking some share away from Microsoft when it comes to personal computer upgrades. Mindshare of “having cool products”, coupled with a growing retail presence, adds up to more people upgrading to Apple computers. The “it’s been out 6 months” are starting to trickle in for Vista and apparently some are considering its launch a bust.

I find that ironic, because at least on a new OEM machine, it’s the best version of Windows I’ve ever used. I don’t have to reboot very often, and while some programs do crash, generally performance is good. I could do with more memory (and I have 2GB) and better video memory, but this wasn’t a high end gaming system either (it was ~$1200, without a monitor). What operating system you have is becoming more and more transparent. If it has a web browser and e-mail and you can do what you need to do, and it will be “cooler” than having a windows machine for the next 5 years, I believe barring a major economic downturn, many people will upgrade from Windows to a Mac.

Even one of my Mac friends is expressing some faux bitterness for all the attention the iPhone is getting versus the beloved Mac. But there’s no hype with the iPhone, the product works as advertised. I think it’s a function of timing. There are barriers involved with switching cell phones, even if you’re not switching carriers. Then there’s another barrier, $600. It’s hard to argue with the success of the launch and whether it’s closer to a half a million sold versus a million sold in a little over three weeks, as long as it’s over 500,000 in a little over 3 weeks, that’s a pretty steep ramp towards one million.

When the Mac launched, there just wasn’t the pent up demand for home computing. You could make the argument that there was an opportunity to take advantage of the “cooler stuff” opportunity in the mid to late 1990s, but while the first few years of Steve Jobs return might have been slow, the last few years seem to be bearing more fruit. Apples perhaps.

Looks like Apple is on track for total world domination.


Thursday, July 19, 2007

For the Love of Orb (and Slingbox, Too!)

This is a very long piece on media liberation otherwise known as easy media portability. This is more rough (and mostly completely unedited) thinking on these topics. What's covered: some of the barriers in general, a brief Orb vs. Slingbox comparison, more 'put your TV on your iPod', and some "Fear of Apple".



There are some Slingbox lovers out there. Some Orb lovers too. There aren't enough of us though. In both cases I think the barrier is currently too steep to reach mass adopter status and not just because either of the products are particularly hard to use, or represent unsolvable technological challenges, but instead because of how people think about stuff and the barriers involved with changing behavior.

The barriers are so hard. For instance, at least the last time I checked, most of the HDTVs hadn't wound up actually hooked up to any type of a set top box (STB) that could provide an HD signal. So you're talking about something were even when someone probably paid more than $1000, the people who bought it didn't wind up ordering the thing from their cable or satellite provider that would actually utilize fully what they just paid for. We can be very strange people.


This challenge may make you scratch your head. It might make you think "nah", but look it up. I think the cable and satellite companies have both stepped up in marketing their HD offerings, so this is changing now. But as of last year, MOST HDTVs were not hooked up to any HD content.


Most "Microsoft Media Center PCs" don't even likely wind up ever getting used as a Media Center PC. Many people buy laptops and desktops without even knowing (or knowing and not caring) that it's a Media Center PC. The first Media Center machine I bought was accidental. I had no idea it was a media center PC until I'd unboxed it and saw it had a TV tuner card built in. Since I had cable already in that room for Internet access, I split the cable and checked it out. I liked it. Then I started experimenting with ORB, and I liked it even more. But I do still have some geeky instincts (I thought I'd lost it for a while), and I like playing around with media portability and figuring out how to get it to work. Most people don't operate like that and never will.


This is even more complex than the traditional challenge of marketing something. Traditional models would be more like AOL and Quicken coming bundled on the Computer. Usually most people ignore most of this stuff too, however, AOL and Quicken can do something that doesn't make any sense for Microsoft to do with the Media Center PCs. AOL and Quicken can send you a post card (or a new shiny CD in the case of AOL) and this marketing makes sense, because if you act on it, these guys know what happens: they get paid.


Microsoft would have gotten more attention if they charged $9.95 a month to actually make the media center usable as a DVR. If it would have charged for the program Guide like TIVO does, way more people would've heard about it because if that would have happened, MSFT would have spent some money on sending people who bought Media Center PCs a postcard. On the other hand, I'm glad they didn't, because having a couple of lifetime program guides with Tivo, I would have probably not tried the Media Center's DVR out.. Similarly, I'm glad that ORB didn't ever charge me a fee.

On the other hand these are the exact same reasons that nobody has really heard of ORB or the Microsoft Media Center. I don't know how important it is for Microsoft to be perceived at the forefront of this or whether it should be important to Microsoft. I conclude that for ORB, its decision is it would rather wait for the right time than burn tens of millions of dollars in marketing as Slingbox must do.


ORB vs. Slingbox


Media Liberation is the concept that if I somehow paid for media already and can store it for my own personal use legally, I ought to be able to have access to it wherever I am.


I have gotten questions from more than one person on why I love ORB so much more than Slingbox. If you already have a TIVO and your goal is to be able to watch live or recorded tv from some remote location, I love Slingbox as much as I love ORB. You want to watch on a laptop, even some phones (sadly, not the iPhone) or any computer connected to the Internet (again, sadly no iPhones), I don't have a problem with Slingbox, though if you want it to work on your Sony PSP, you're better off going with Sony's Location Free Player or whatever they have decided to call this product these days (it's basically a Slingbox made by Sony).


There are two reasons I personally prefer ORB to Slingbox. One, it allows me to fully conceptualize in every way the notion of a media server. Secondly, while Slingbox and its ilk will give me easy remote access to live or recorded tv, I have much more than that in my digital media library. All my songs, pretty much any picture I've ever taken and decided to keep since 1997, live and recorded television, and movies and other DVD-style compliations.

Slingbox only lets me get at a piece of that, but I'd say on an application specific basis, especially if you are already set up with a DVR and all that you want to do is get remote access to live and recorded TV. Slingbox is the not only the path of least resistance, unless you already have a TV tuner card and a version of Microsoft Windows that supports Media Center, Slingbox is cheaper.

As it happened, I did already have a Media Center PC, so I played around with it. While I don't love (or hate) the Media Center interface, I do find the version in Vista an improvement, but in terms of remote access, I do love ORB, because unlike Slingbox, it puts the concept in my head of "put all the stuff I paid for here" and get it whenever/wherever I want. I am very enamored with this concept, and in the end whether content is all physically in one place or whether it's virtually distributed, as long as I can ultimately get to it all easily through one interface, I'll be satisfied. For me, ORB is the thing that most enables the "future vision". But there are yet more barriers than "what's ORB's business model going to be exactly?" I honestly don't know currently and "hope Yahoo lightening strikes twice and Orb.Com becomes the Broadcast.Com of the 2000s!" But there are bigger barriers with the consumers than Orb's business model.


Nobody Really Cares Yet, Including Apple

But for now, while WiFi isn't really free and ubiquitous...how much should Apple care yet?

In theory, the widescreen iPhone (and ultimately stand alone iPod) will be the most popular portable media device ever. But it doesn't easily support streaming presently, I will not be shocked if Apple's implementation of Macromedia's FLASH player for the iPhone still blocks me from streaming live TV. Fortunately for Apple, I was already braced because of Sony. Sony, whose PSP did ultimately get around to supporting FLASH, still managed to block streaming protocols. I can stream to my PSP, but only via additional hardware: Sony's location Free Player, or by a convoluted process where I use the PSP to connect with my Playstation 3 at home, and then use the Playstation 3's web browser to access ORB.


While I realize there is some interest in this, especially among enthusiasts and early adopters, for most people the last paragraph just causes their eyes to roll into the back of their heads. We're clearly still in the early adopter stage with some of this stuff and as a result, interoperability is a big issue that causes too much complexity and costs too much. This is a big barrier.


Ubiquitous access to more or less fast Internet. With the iPhone as it is, if Wifi isn't an option, neither is streaming. While ORB can detect your network speed and size the file appropriately, even if the iPhone currently supported streaming seamlessly, I believe because the Edge network is so slow, the results would be poor. However, I'll be shocked if the next generation of iPhone doesn't come with access to AT&T's faster network and on that network, you could get watchable video on a regular basis.


One barrier aside from interoperability and cost is that none of the installed base of the most popular portable media player currently available (iPhone/iPod) can stream anything. So my vision of all this is still at least a couple of generations more of iPods. And you can be sure the very next generation will include a widescreen/touch screen model. Whether that generation has WiFi is the $64,000 question.


The sooner it does, the sooner my vision will start to take root, and that vision is:


Put Your TV on your iPhone/iPod


Or portable media player of your choice. The one big mistake I think Apple made with the video iPod was not loading the iPods with some video content so that people could get accustomed to the notion of portable video. I did some experiments with loading up iPods and loaning them to people. Anyone I could get to use it, seemed to like it quite a bit. But not everyone was interested in trying it out. But the people who did like it and there were several, wished it was easy to get stuff off their DVRs and onto their iPods and iPhones.


For most people, it's way too hard. I have to be honest, it's often way too hard from me, and I confess on occasion I have downloaded files off the internet. I rationalize the ethics like this: the process of getting it from my DVR to my portable device is lousy. So lousy that it's easier and faster to download it. I can't buy a service to do this. I can't get it from Comcast, Apple*, Tivo, Microsoft or anybody. Maybe Facebook will offer it for $8.95 a month and then I can stand in the "I love Facebook" line like everyone else around here.


*You can subscribe to certain TV shows via iTunes and download them already in iPod format. However, these files are optimized for your TV and will playback in DVD quality should you happen to have an AppleTV, they are not optimized for the small screen and small hard drive and they aren't optimized for cramming as much video content that looks great as you possibly can. Ultimately, this will be resolved either via bigger and bigger flash drives to the point where it wouldn't matter to most people, or Apple and others will figure out how to let the software automatically optimize the content


some stuff you can do with the Zune (though I think it might be through a 3rd party and not Microsoft) is set up to easily transfer shows you have recorded to the Zune. But the Zune as it exists presently is dead, totally killed off by the iPhone and future generations of iPods. If Microsoft doesn't get it yet, they will soon. Form factor matters and an iPhone fits in any pocket you have way better than a Zune. While Sony is taking its sweet time with the Playstation Portable 2, it's at least making the PSP 1 thinner.


I made an offhand comment to a friend that I thought the iPhone form factor wins, even ultimately for gaming, but I'm not so sure. While I don't get much increased value watching video on the PSP's bigger screen (it's at least a 3rd bigger than the iPhone's), I haven't played Tiger Woods Golf on the smaller screen. Whether they can get the PSP more iPhone-esque in stature, I don't know but Sony is definitely on to slimming the device, and Microsoft will get there with Zune.


Fear of Apple: Who Will be its Main Competition?


I'm fearful that Apple is locking me in to an all Apple world. It's not a conspiracy, and I don't think I am being paranoid. Apple figured out how to design and manufacture really good portable media players. Now they baked in the phone and the Web browser and the integration is very cool. And because I have to have a phone anyway, and loved and heavily used an iPod already, and love reading stuff on the Web, the integration works out very cool, but that it winds up being such a great "portable DVD" replacement for me personally is more than just icing on the cake.


Apple isn't exactly notorious for being an open platform, and with the iPhone I am already forced into using iTunes for syncing, they probably will ultimately lock me in because as my library is increasingly in iTunes, if Apple can give me a DVR that can then iTunes can figure out how to optimize it for the iPhone and transfer it and charge me for it, that would currently be my path of least resistance.


I conceptually hate the notion of being locked into Apple's products, but as long as its products are actually better my hatred will remain merely conceptual.


Because of "Facebook lovin'", I saw the story where Facebook had acquired a company called Parakey which is run by the people who created the Firefox web browser software and is something called a Web Operating System (WebOS, I think is the correct Jargon). I am too far out of the technology loop to fully grasp what this means, but I think what it means is that someone could manufacture a device with a small video screen (say 3.5") and some flash storage and wifi and have it boot up to a web browser that can also serve as a file access interface (so you can store and then access files on the device for playback). If you threw in a cool touch screen interface and could sell it for around ~$300-$349 and theoretically make some money, I think there's an opportunity – to become the anti-Apple, and build this device to support anything and everything. All file formats, and whatever streams. Make it so the device doesn't care whether you have an Orb or a Slingbox, then market it like crazy to people with Slingbox, ORB, PSP, etc.


Sure, theoretically Apple could just open up to all of that too, though I can't imagine Apple feels like it needs to worry about it right now one way or the other. I think the next generation of AppleTV will give a pretty good signal of what Apple is in a hurry to deal with. If it doesn't change much over the previous model other than some of the specs and it doesn't add-in DVR capabilities of any kind, Apple isn't in a big hurry. I think it may still actually be too early for Apple to care. But I expect the next generation of widescreen iPods will be a big hit, and hopefully that will spur the movement.

I believe the bigger touch screen is the huge leap for the iPod and for the top of the line model, I do not expect the form factor or overall design will change from that version forward very much. They'll have to suck you into the new models with "more flash storage" and "faster WiFi" and "seamless Apple TV integration".

For the average person, the best answer is probably to just wait until Comcast and Apple, Tivo, Orb and who knows, Facebook and Pownce are offering you easier ways to deal with your portable media. By the time you're seeing more than one offer to take your money in return for making your life simpler, the hardware options will all be very much better than they are today and it should be reasonably easy to put your TV on your iPod.

Whether that's all 5, 10 or more years away, I don't know. Hoping that it's 5…

Wednesday, July 11, 2007

Gambling for WiFi money


One of the biggest disappointments for me with the iPhone is not the iPhone itself, but what utter crap the whole "free ubiquitous WiFi" in San Francisco turns out to be. Outside there is a lot of free WiFi, and if you're at the ballpark you're good to go, but otherwise -- you have to run into it accidentally -- or pay.

Sites like JiWire are largely useless because if there's free WiFi on the street where the establishment is, they seem to just count it. Once you get off the street and inside, it's completely different. Oh sure, you'll stumble into a place like Pier 23 on the Embarcadero that has free WiFi inside and out (and if it's nice, you definitely want to be out), but that seems to be the exception rather than the rule. What rankles me is that you can't even PAY for WiFi everywhere. There's T-Mobile and Boingo, but each only have access to a few locations in my neighborhood.

I decided on T-Mobile because it's in Starbucks and I can almost always find a Starbucks within a few blocks and it's not like I don't go to Starbucks every day already But of course since I'm not a T-Mobile cus