It’s probably not who you think it is:
The evil man behind the curtain in this scenario is not Apple’s curation, it’s the frightening prospect of Google getting cut off from search and ad revenue derived from its naked domination of the search box on top of your web browser. That, unfortunately, doesn’t sound like an appealing public cry, hence the “Curated Computing” misdirection whining.
I wouldn’t say that the iPad is a real replacement for a laptop, but that won’t stop some people using it as exactly that.
Some interesting comments on Flash, from Opera’s product analyst Phillip Grønvold:
“Today’s internet content is dependant on Flash,’ said Grønvold. ‘If you remove Flash you do not have today’s internet. We are trying to give the best internet experience for our users therefore we need Flash – there is no way to beat around that bush.
But at Opera we say that the future of the web is open web standards and Flash is not an open web standards technology. Flash does have its purposes and will have its purposes, the same as [Microsoft's] Silverlight and others, especially for dynamic content. But flash as a video container makes very little sense for CPU, WiFi battery usage etcetera – you can cook an egg on [devices] once you start running Flash on them and there’s a reason for that.”
In other words: Flash is a temporary fix to a problem which is going away.
Carl Howe, for Yankee Group:
“Apple announced on Monday that it has sold more than 1 million iPads since its announcement on January 27. I’m counting since January 27 only because pre-orders are included; the reality is the most of those sales and deliveries have been in the last 30 days. Assuming that rate continues in May (and because even Apple Stores keep running out of stock that seems likely), we’ll see Apple having sold about 1.5 million units by the end of May. Average sales prices seem to be in the $645 range (16 GByte WiFi and 64GByte 3G units seem to be the top sellers). Do the math, and we discover a quite remarkable number: Apple’s iPad will likely take the crown for the fastest consumer product growth to the $1 billion revenue mark in history, taking less than 120 days from announcement to reach that milestone.” [My emphasis]
It’s pretty astounding that a product which many predicted had no plausible niche should get to one million sales. That it should turn out to be the fastest billion dollar business in history, in any product category is marginally insane.
I’m not convinced that it’s correct to assume that these are disaffected netbook buyers, but it’s pretty clear that there’s a lot of pent-up demand for something like the iPad. Mine has barely left my side since I bought it.
Think that Steve Jobs is talking out of his behind when he says that Apple needs full control over its platform? Perhaps ARM’s experience with Smartbooks will help you understand:
‘ARM dominates the mobile phone chip design market and has since 2008 been trying to get into the subnotebook market as well. The plan was to do so through Linux-based, ARM-powered ‘smartbooks’ that would provide an instant-on, longer-life alternative to x86-based netbooks but, according to ARM’s marketing vice president, Ian Drew, events have conspired to stall this plan.
“We thought [smartbooks] would be launched by now, but they’re not,” Drew told ZDNet UK on Tuesday. “I think one reason is to do with software maturity. We’ve seen things like Adobe slip — we’d originally scheduled for something like 2009.”‘
If you hand your developer platform over to a third party, you’re handing the whole platform over to them. You’re effectively tying your fate to theirs, and allowing them control over your future. For some, that might be acceptable. But for Apple, it’s not.
New Role – YouTube as Outlet for Live Sports – NYTimes.com:
“Until now, YouTube has concentrated mainly on amateur user-created content, professional music videos and short promotional clips from television shows. The only major international event it carried live before the I.P.L. was a U2 concert from the Rose Bowl in Pasadena last year, but it did not have corporate sponsors or pay the band a fee.
Now, though, YouTube could carry concerts and games from around the globe. Google will be looking at ‘more live events and live sports,’ said Shailesh Rao, managing director of Google India, in a recent interview in his office in Gurgaon, the outsourcing boomtown south of New Delhi. Many sports leagues noticed the cricket tournament’s successful webcast, he said, and Google is having ‘new conversations with lots of folks.’”
Translation: We’ve realised that there’s no way that we’re ever going to get enough revenue from YouTube to cover the vast costs of churning out all that video, so we’re desperately experimenting with every kind of paid-for and premium content we can find.
Canalys has released its smartphone market share figures for Q1 2010, and the big winners are undoubtedly Apple, HTC and Motorola, all of which posted treble-digit growth in unit shipments compared to the equivalent quarter of 2009.
To put that into a little context: Apple’s worldwide market share increased by 4.4%. This increase is almost the same as Motorola’s entire share of the market, even after the excellent growth it showed over the quarter. Continue reading
Tony Bradley, PC World:
“Perhaps, though, that is ultimately why HP has terminated the Slate. Maybe HP realized what the HP-faithful and Windows loyalists still deny—the iPad represents a fundamental shift in mobile computing that defies direct comparison with PC’s or virtually any other platform for that matter.”
Of course, there’s also the small matter of having just bought an operating system which looks a far better bet as a competitor to iPhone OS, but leaving that to one side, Tony’s point has the ring of truth about it. Simply putting s touch veneer on top of a desktop operating system is no longer enough.