The Talk Show

38: Up To The Creepy Line

 

  so you get your wbez ticket you know me yeah i dont i dont i dont need to take [TS]

  it take it you're not going about that I was only event that was pretty amazing I [TS]

  mean we have his medical back to see what the Jodi predictions were from last [TS]

  year to see if they were actually beaten right like as everybody was sort of [TS]

  looking at this late exponential when you quit sold out [TS]

  never having sold out to selling out in I don't know why I actually of those [TS]

  written down on you look it up in the mobile sound smart it was up through [TS]

  2008 never sold out in 2008 was the first sellout [TS]

  was announced March 13th sold out two months later the 14th of May 2009 was [TS]

  the 26th of March they announced it and it's sold out one month 28th of April 12 [TS]

  months 1 month the next year was about a week [TS]

  28th of April 26 to May 2010 and 2011 is when it started getting not announced in [TS]

  the morning [TS]

  128 the March sold out 12 hours later than last year two hours two hours two [TS]

  hours yesterday it's all down half a second I was predicting a total nerd [TS]

  shit show I thought that they'd flip a switch at 1 p.m. Pacific and say we're [TS]

  starting to take tickets and then I thought everything was just the entire [TS]

  internet would collapse on itself and wasn't quite like that I i didnt know I [TS]

  i I did security and I wasn't you didn't know no secret system I just 11 p.m. my [TS]

  time I [TS]

  reloaded the page and then it still said you know night or whatever the things [TS]

  said and I hit reload again and it was a little button showed up that said sign [TS]

  in sign in and it auto filled my ADC credentials should continue and there [TS]

  was something else and it said continue and then it's now time to pay and it [TS]

  auto filled my eyes sorry auto filled my have different to different we call [TS]

  those things there [TS]

  Apple I D has my payment information in it [TS]

  pre-filled in my credit card all I had to do is type the secret four-digit code [TS]

  he continued and then it said thank you you've purchased the WBC ticket and I [TS]

  was like wow that was really easy and the meantime overnight when I am when [TS]

  the couple of rope in pocket fascist was like sold out and I just thought he was [TS]

  joking about and I dunno I just presumed there because it was like four clicks [TS]

  and I credit card confirmation number for me that it was the same way for [TS]

  everybody but apparently not get where they go from here I don't know how do I [TS]

  really don't think it's you know I don't know what you know I guess this is [TS]

  better I think this is better than than last year [TS]

  you know where if they start selling at the moment they announced it somebody [TS]

  somewhere around the world it's the middle of the night in their sleep and [TS]

  it's you know it's too late so keep asking for a lottery system people keep [TS]

  asking for a lottery system yeah I feel kind of feel like what they did [TS]

  yesterday was a defacto lottery well that's what i was wondering what I was [TS]

  thinking too you know I don't know how else I don't know how else they could [TS]

  make it more luck based on a random [TS]

  everybody show up at a certain time and whoever gets there first gets in first [TS]

  and it's it's it's like that it is obviously more need than there is room [TS]

  but the problem is capacity and mostly it's an issue [TS]

  capacity of Apple resources right right it's a couple of things like you know [TS]

  they could they could rent the bigger parts of Moscone north or south of [TS]

  something like that and have more room but that doesn't get them that much [TS]

  further I don't think and they can't really like when I think I lots and lots [TS]

  of people suggest is why don't they just split off Mac and iOS I think two [TS]

  problems with that is the biggest problem is they can't do to what they [TS]

  could do two weeks they can do whatever they want but every week of WBC is a [TS]

  week where Apple's engineering effectively shuts down the actual the [TS]

  actual people making Apple products released the software are there wEDC [TS]

  doing these presentations and stuff and to do it for two weeks would be you know [TS]

  an additional drain on Apple actually working on their products and stuff like [TS]

  that I think the other problem with that is that iOS so dwarfs Mac OS 10 even [TS]

  know that Pakistan has never been as popular as it is you know developer [TS]

  platform I just don't think it makes a big difference I think that if some of [TS]

  the resources of the same the board the way they could split it might make it a [TS]

  little bit more double capacity would be if they split off games as a separate [TS]

  conference like I think if there's one group that couldn't be half but one [TS]

  group that would split off the most people who are interested in something [TS]

  else specific that could sort of its own conference would be like iOS gaming [TS]

  I mean it seems like some people are trying to fill the gap at Apple can't [TS]

  fill by creating side conferences and even trying to run them during the same [TS]

  week which i think is kind of clever yeah it is kind of interesting because [TS]

  one thing too about to be the BBC I mean even know itself sold out instantly and [TS]

  it's as big as Apple can make in moscow me west it's not that big of a [TS]

  conference by moscow knees standards you know compared to you know I don't even [TS]

  know if Apple's made this official but everybody just passes the number around [TS]

  its captain about 5,000 people and I know that that's about right [TS]

  it somewhere around four or five thousand attendees at WWDC but like I [TS]

  know that the JavaOne conference that son used to run against Oracle runs now [TS]

  I think it's over 20,000 attendees you know it's almost more like a convention [TS]

  you know like a trade show type thing too and there's a couple of other trade [TS]

  shows and I know that that there's a GDC conference the game developer conference [TS]

  that's huge because it used to be [TS]

  tickets in March or something like that or February in last couple of years [TS]

  coincided with when Apple was having introduction events for new iPads and so [TS]

  I was out in San Francisco for the event and I it was hard to get a hotel room [TS]

  and I'm totally unfamiliar with that usually like for like macworld and for [TS]

  WBC it's not that hard to get a hotel room there's tons of hotels around Las [TS]

  going but like GDC is so big that it actually like fills up the hotel's you [TS]

  can get a room so WBC is not like that at all so there is room for you know [TS]

  little alternative tunes [TS]

  yeah and seems to be a part of the the great thing about WBC is getting [TS]

  personal contact with the Apple developers right absolutely getting it [TS]

  in the sessions are part of the point but also part of the point is being able [TS]

  to go up to the guy or woman after the session and say I got this particular [TS]

  problem and you know I don't have a solid and they give you a clue as to [TS]

  maybe they will sometimes and sometimes you can get them to say something to you [TS]

  that they were [TS]

  would not put in writing an Email rate you know something and you might feel [TS]

  they're not going to sit there are four would get them in trouble but there are [TS]

  also a host of good Apple developers who are not working apple and it seems like [TS]

  a lot of people can benefit from going to something else that might be less [TS]

  expensive and you can actually give it to ya I wonder as I wander if these [TS]

  alternative things I know there's a coke on that I think they're trying to get up [TS]

  cocom fault or something like that and yeah all WWDC yeah which I guess they [TS]

  get away with by the fact that they're not charging yeah that's kind of concern [TS]

  some jack-booted Apple folks come into the middle shut the whole thing down [TS]

  fraud March everybody out so the other big thing this week and it does seem now [TS]

  I gets caught two times in a row I call a pattern is two times in a row they've [TS]

  announced WWDC the day after Apple's second quarter earnings come out and I [TS]

  think I don't know that it's quite the plan like they knew all along I think [TS]

  that it's that they don't announce to be the BDC because they're not a hundred [TS]

  percent sure they're going to be ready and they want to wait till they're a [TS]

  hundred percent sure that you know they're gonna have no new versions of [TS]

  iOS ready to show for developers and stuff and then by the time they're ready [TS]

  if it's close enough to their earnings date then there in that quiet period and [TS]

  I feel like you know they just figured we might as well wait till it's over I [TS]

  hope quiet period thing I don't understand it seems like it's like it's [TS]

  sort of Michelle Lee defined to understand then yes I understand the [TS]

  principle but i don't understood I don't know if there is anything that's set in [TS]

  stone as to how far in advance they can talk [TS]

  talk and those earnings when god what a shitshow this is one of those things and [TS]

  is one of his I want to have you show this week has its I feel like it's [TS]

  become the second thing that people there's a good contingent of people and [TS]

  I realized I truly believe that they're annoyed but the one thing that often [TS]

  comes up is there's a contingent of people who don't like it when people [TS]

  like us [TS]

  linked to stupid articles and point out specifically how stupid that they are [TS]

  because we're quote-unquote feeding the trolls and we're giving them exactly [TS]

  what they want which is page views in making Rob Enderle Hilty staff and i'd [TS]

  kind of understand the principle there but I did you know and I i try not to [TS]

  link to stupid people who are security but somebody write some really stupid [TS]

  like let's say forbes' or something like that [TS]

  like I feel like if you can point out how stupid it is there's a there's a [TS]

  point to it right because I mean I know forbes has always been sort of the [TS]

  serious financial publications but it still it's it's relatively well [TS]

  respected and some cards right and you think that they would know better and [TS]

  the other thing that people are starting to complain about is why does everybody [TS]

  right about Apple's finances who cares about the finances in the stock price [TS]

  just you know we want to read about the products and what they're doing and [TS]

  stuff like that and I understand that too but I kind of feel like it's such an [TS]

  absurd story that it demands attention it's just it's a bizarre story like if [TS]

  their stock prices were what i think is even vaguely aligned with how well [TS]

  they're doing well then I wouldn't be writing about it right and there was a [TS]

  time when I think it was four years where it was loosely sane and I didn't [TS]

  write about it I feel like what makes it interesting is how insane it yeah [TS]

  its people have become detached from reality and some absolutely and some of [TS]

  it seems to be it is so hard to figure freedoms for me anyway to figure out the [TS]

  workings of Wall Street but there's so much 12 dimensional chess going on that [TS]

  but some of it seems like it's deliberate right you know there's [TS]

  there's a deliberate campaign and what you know we've not had enough to think [TS]

  that it's an organized campaign but there are there are very good reasons [TS]

  for financial reasons for some of these people to try and ride the stock down [TS]

  just like speculators or people shorting the stock stuff like that somebody any [TS]

  reader sent me a quote today from a guy one of the European carriers I don't [TS]

  know Sweden or something like that it was speaking at a conference and the guy [TS]

  was like the CEO of one of the major carriers there and he just flat out said [TS]

  on stage it would be great for us I really hope Apple falls on its face and [TS]

  collapses and you know and I think the thinking there is a Apple isn't such a [TS]

  strong position of course the carriers have this contentious relationship with [TS]

  them because they want to dominate the relationship with the customers and [TS]

  Apple has sort of the serb that we're with the iPhone Apple controls it right [TS]

  and you know famously just stuff like the fact that Apple controls the [TS]

  software updates I mean over the phone still has that every other phone around [TS]

  the world you still get your software updates to the carrier and so that's you [TS]

  know if not for Apple apples like the Scooby Doo gang you know who you know if [TS]

  not for the way with the night but then you see then this guy at least had the [TS]

  balls to say to be honest and say it you know just come out and say it on stage [TS]

  but you know that their lot of those guys are the unnamed sources they know [TS]

  that his business record [TS]

  reporters quote you know when they say sources close to the familiar with the [TS]

  blah blah blah say you know component orders are down throughout [TS]

  whatever its people who have you know a stake in the game and now this this this [TS]

  is actually even before they announced record results but there was a four [TS]

  piece about how days were numbered as they come out and it was widely cited [TS]

  and then the thing that happens and it's so dastardly is like this that the old [TS]

  game a telephone where it's like after this guy does and he's not even like a [TS]

  columnist at forbes he's like a contributor which is like what forbes' [TS]

  means by that is shit that anybody can throw up against the wall and see what [TS]

  sticks and they get rewarded for writing stuff that gets a lot of page views and [TS]

  then that guy Doug Kass who he just tweeted apparently just purposefully and [TS]

  and apparently completely legally just tweets things that aren't true and then [TS]

  bets the way that that is famously was wasn't the day of their quarterly [TS]

  results oh that's right before their stock stockholders meeting right before [TS]

  Apple's annual stockholder meeting a couple of months ago couple weeks ago [TS]

  the day before Doug Kass says my my noms up in the mountains say Apple's about to [TS]

  announce a stock split and I don't know if it was good news or bad news and [TS]

  investors speak but whichever way it was he bet the other way he liked because he [TS]

  knew it wasn't true and then like two hours later he's like well what is my [TS]

  kind I don't know then the next day comes and goes in there is no stock [TS]

  split and nobody cares and then now you know two months later two days or one [TS]

  day right before Apple releases its financial results heat weeds 90 min says [TS]

  Tim Cook's Tim Cook is cooked [TS]

  right and then all of a sudden with this guy who made up a thing about a stock [TS]

  split two months ago and we know we made it up or if he didn't make it up whoever [TS]

  told him made it up you know same guy who made that up two months ago says [TS]

  that Tim Cook is Cook and one guy in Forbes says that executives at the [TS]

  companies say the board is looking for a replacement attempt the thing that [TS]

  happens and is now you can finally 20 30 40 things around the web of people [TS]

  saying people are saying rain Cook is notable word is Tim Cook is in trouble [TS]

  and it is complete nonsense his wording so some Wall Street sources close to [TS]

  some apple executives say such a move is afoot [TS]

  so this guy on one says he knows who says that it's happening and it it just [TS]

  beggars belief like who who in a World Series CEO who in the world there's what [TS]

  is their seven billion people on the planet at up to seven billion out of all [TS]

  seven billion people who are walking faces here who could replace who could [TS]

  Apple's board sanely replaced him cook with right now right now in all honesty [TS]

  anybody in the world I mean I can come up with maybe two or three answers I [TS]

  would say Jony ive maybe Phil Schiller I think if they announced that they said [TS]

  we fired Tim Cook and replace them with Phil Schiller I think everybody would [TS]

  think that's that's what's the point right now might be the one who's some [TS]

  people would say well that's good [TS]

  here's why that's nonsense what does anybody actually think that Jony ive has [TS]

  less control right now today than he would if his title were changed to see [TS]

  he has exactly the right amount of control for the things that he's an [TS]

  expert in his title is but he's effectively product designer chief [TS]

  design officer to get tickets now chief design officer [TS]

  to describe it but especially given what happened with Scott Forstall last year [TS]

  were where johnnie I was put in charge of software designed to use effectively [TS]

  in charge of all product design hardware and software which is exactly like what [TS]

  steve Jobs was really in charge of the few know the ultimate arbiter of taste [TS]

  in product design for the company so it wouldn't it wouldn't make any change but [TS]

  does anybody actually think that like Jony ive has this late game changing [TS]

  world shaking it's it's like the next thing that is amazing is the first [TS]

  iPhone and Tim Cook is like no I don't think so just keep so that we have that [TS]

  one in labs we don't need anything like that and the other thing is it will put [TS]

  in charge of stuff that he's not competent to be in charge of right now [TS]

  we need him cut rate operations hired they come in the morning and leave at [TS]

  night doing nothing but look at work and refining her a product exactly so like [TS]

  there'd be a credibility of saying Jony ive is the CEO of Apple where you know [TS]

  the people who are at Apple's clearly respect him and if not you know love him [TS]

  and he's there he knows and understands our pool but exactly it would just be [TS]

  burning him with responsibilities that would distract him from what he does [TS]

  best and he doesn't seem like the kind of guy who really wants that spotlight [TS]

  anyway no he gets up on stage heats to do that stuff right so people often do [TS]

  you know right to me and said you think johnnie I will do the key noted that [TS]

  could in theory I mean it's only have the credibility but my understanding and [TS]

  it certainly seems to be from years and years of watching it he just doesn't [TS]

  enjoy that he doesn't like public speaking he likes you know easy and he [TS]

  certainly acquits himself very very well in those designed videos they always [TS]

  show yeah but I don't think he you know he likes being in front of a crowd right [TS]

  you know I'd like to see a pic Bob Mansfield man Big Bob Mansfield would [TS]

  kill you imagine [TS]

  stage time it that yeah but I was thinking a CEO yeah I could see and talk [TS]

  about gravitas right he's really looks just like the type of guy to where did [TS]

  you know some of it some of it is like negotiations you know where you know [TS]

  it's it's you know you're negotiating with record labels or movie companies or [TS]

  something like that yeah parts suppliers you know would you like to see I don't [TS]

  see Bob Mansfield in the negotiating room actually is there actually if you [TS]

  think about what he does is the ones with Samsung where they're negotiating [TS]

  over the the CPUs in this stuff that Samsung makes I think those have got to [TS]

  be the best meetings that Apple has where they're dealing with Samsung over [TS]

  the components they were he walks in and he has a bowling ball in his hand and he [TS]

  just crashes like he probably ways and it's not a corpulent man he's just he's [TS]

  he's a very imposing figure that these guys from Korea are not physically [TS]

  imposing I guess he probably weighs as much as three of them the other person [TS]

  would forestall [TS]

  I think that I think that would play very poorly I think we played poorly too [TS]

  but I would imagine that that somebody that people think of all right I think [TS]

  if he hadn't been ousted if that hadn't happened you know theory could have been [TS]

  see it seems like you got a lot of it be the next one or something like that and [TS]

  I i probably you know I don't know that much about like intrigued at that level [TS]

  but I would be surprised if that's what forced all thought in the back of his [TS]

  mind not that he was going to bootcamp cookout but that if if and when cook [TS]

  stepped aside say ten years from now fifteen years from now that he might be [TS]

  next in line [TS]

  yeah but the main point though is that there is nobody outside Apple could have [TS]

  any credibility whatsoever as CEO of Apple nobody not one person in the world [TS]

  could possibly come in at this point and CEO of Apple nobody and nobody within [TS]

  the company will have any faith and that move that would that would be if you [TS]

  think that there's any kind of brain drain now engineers I mean they would [TS]

  all I mean it would just be like rats leaving the sinking ship type thing the [TS]

  board when not fired him cookin hired anybody outside [TS]

  but it just doesn't it doesn't even seem like it [TS]

  this question in reality is being approached whatsoever that this whole [TS]

  thing is just complete and utter fabrication [TS]

  it makes either either maliciously its it is logical equivalent of somebody [TS]

  saying that we can solve climate change by just everybody just turn your vacuum [TS]

  and just vacuumed up the co2 in the atmosphere and then keep it you know [TS]

  make sure the bags sealed type problem solved [TS]

  like get it makes that much sense it's a there's no logic to it whatsoever as I [TS]

  guess what they're saying I guess if you want to pretend and just play along with [TS]

  them that the board is actually think about kicking given the boot attempt [TS]

  cooking hiring somebody outside the company to take over is that the Board [TS]

  of Apple is not just gonna fire Tim Cook but that they are going to completely [TS]

  changed what Apple does and the way Apple does things and do things [TS]

  completely differently and I guess more like what other companies do you know [TS]

  like an apple be more like a regular normal computer which makes no sense [TS]

  when you look at the actual numbers they reported their cities like insane [TS]

  amounts of revenue and profit [TS]

  why in the world would you want to change that makes no sense whatsoever [TS]

  and the degree to which the overblown analysis is going to give you another [TS]

  quote this is somebody writing for Yahoo Finance regardless of what Apple stock [TS]

  doesn't near-term yesterday's performance left little doubt that Cook [TS]

  is not only a pale imitation of should Steve Jobs [TS]

  but a low rent version of john sculley make any sounds as if it were true if it [TS]

  were true that would be devastating [TS]

  it's just it's just a cheap shot right that has no basis in fact Apple was [TS]

  losing money when sculley was was in charge I don't think they were a look at [TS]

  them off I looked at the day they had one of at least one was that he really [TS]

  left him in bad shape for the future [TS]

  was under sculley they did ship the Newton Newton you know was a real thing [TS]

  and very well-regarded and you know it's really do a whole show about how much [TS]

  how far ahead of its time it was in terms of host PC computing and stuff [TS]

  like that a great great thing love my noon in a lot of ways but was not a [TS]

  financial hit so it didn't help out financially and they wasted all this [TS]

  time on the Mac on these things pink intelligent and all these things that [TS]

  never amounted to anything but I do think that he left them profitable if [TS]

  they did they had had a wonder what the guys get not kill the German guy you [TS]

  used to hide under desks michael spindler michael spindler [TS]

  hell is he the one apple CEO who is still alive but nobody ever tried them [TS]

  out you know like sculley gets tried it out every couple of months and and his [TS]

  two cents on what Apple's up to nobody ever talks to Michael spin I think he's [TS]

  he's in his venture capitalists I think it's been a great guest again but I [TS]

  looked this up previously and the colleague got ousted in october [TS]

  ninety-three and in the second calendar quarter Apple reported its worst [TS]

  quarterly loss ever hundred and eighty eight million which now right [TS]

  regular right [TS]

  here's a peers are gone I found it is the same things now this is in the [TS]

  Harvard Business Review now I i believe the harvard is still a respected college [TS]

  and university there still is there still in the Ivy League rate yes [TS]

  alright Harvard Business Review and its by Vijay I i'm gonna do a very poor job [TS]

  on their names Vijay [TS]

  vintage art and 33 camp Srinivas we might both be of Indian descent but at [TS]

  my apologies to them you're the worst person in the world to be trying to spur [TS]

  announced earnings in article called finding your place in the competitive [TS]

  jungle and they're saying that there's there's four types of innovators you can [TS]

  and it goes by whether your size is higher low and your speed is lower high [TS]

  and so if you're low low size small size low speed your Curtis tortoise [TS]

  below if you're small and and high-speed your rabbit ears large and slow [TS]

  elephant large and faster Jaguar the iPhone was a Jaguar and then I mean she [TS]

  says Apple's iPhone was a Jaguar big and years ahead of the competition got there [TS]

  through a series of breakthrough innovations that touch screen and [TS]

  integrated smartphone pricing where the customer pays 199 [TS]

  the iPhone invented that the iPhone invented getting an expensive phone for [TS]

  199 idea I was not aware of that and the App Store and the App Store the dinner [TS]

  that actually is true it was moving fast but the competition is moving faster it [TS]

  slipped from Jaguar to elephant rather swiftly and Samsung took over that spot [TS]

  with its Galaxy [TS]

  we don't this we know this is a fact the right that the Apple the iPhone still [TS]

  get seventy percent of the profit [TS]

  total Hansen industry right but that's it's in second place to Samsung yeah but [TS]

  Samsung overall the iPhone still outsells the Galaxy right that's the [TS]

  other thing even if you want to just talk market share it's like somehow [TS]

  because Samsung has totaled more total market share because they sell an awful [TS]

  lot of low-end phones everybody just count among those galaxies yeah and now [TS]

  people seem to count them all as like Galaxy Notes because everybody seems to [TS]

  think how customers want larger screens well actually customers buy more iPhones [TS]

  than they by Samsung's large screen phones I mean that some of the change [TS]

  because you know i mean some more because now the Galaxy S series is huge [TS]

  too but previously it was just the Galaxy Note and a couple other ones that [TS]

  they did not come close to adding up to the iPhone sales but yet it gets [TS]

  reported over and over again as if as if a blitz or are beating the pants off the [TS]

  iPhone so here's the here's their conclusion of how their explanation for [TS]

  how the Galaxy became the Jaguar in the iPhone an elephant even know that you [TS]

  know the funny thing is that the Galaxy doesn't doesn't simpson have a samsung [TS]

  galaxy elephant at seven inches over a four-year period the Galaxy caught up [TS]

  with all that Apple had to offer an added several innovations the key ones [TS]

  being a bigger screen there you go [TS]

  better GPS functionality is that true I don't even know what that would be a [TS]

  range of phones to cover all segments from low-end to high-end better [TS]

  rendering of websites with flash players better working relationships with [TS]

  partners operating system partners like Google and Android carriers like Verizon [TS]

  and retailers like Best Buy [TS]

  it didn't help that in addition to complacency Apple was also an arrogant [TS]

  and failed to listen to wall street recognize this shift early in his [TS]

  published punished Apple stock in spite of great quarterly financial foreman's [TS]

  so what was there in the quad conference call now I know it's their iPad not the [TS]

  iPhone but I think Tim Cook cited that with the iPad and iOS vs Android not [TS]

  just found that 96 percent of people who buy an iPhone are satisfied with their [TS]

  purchase yeah but they're not listening to testimony and I think you link to [TS]

  that thing today about the customer satisfaction [TS]

  sixteen thousand persons survey conducted by Carl how was actually [TS]

  pretty good analysts right that you know any numbers are in bad for Android it [TS]

  was something like seventy four percent of current Android users plan to buy [TS]

  another Android phone with their next phone but ninety-one percent of iPhone [TS]

  users plan to buy another iPhone with their next to apples to apples the one [TS]

  who's not listening to its customers [TS]

  you know when one of the things that drives me nuts is about this whole stock [TS]

  price is that they're really does seem to be a significant contingent of people [TS]

  who who really do think that would ever happen ever Wall Street does with the [TS]

  stock is right and sane and therefore you you know any explanation you can [TS]

  come up to justify that is reasonable so right so that's what these guys at the [TS]

  Harvard Business Review you know it's it's proof positive that Apple is not [TS]

  listening to customers now because of sales numbers not because of surveys [TS]

  that show customer satisfaction but because the stock one that's the proof [TS]

  I mean any do the first concert in my first month I wanna thank Windows Azure [TS]

  mobile services that's right Microsoft and they've got it's it's everybody and [TS]

  I know they sponsor daring fireball the other week everybody was a little [TS]

  surprised actually shouldn't be surprising that they're sponsoring us [TS]

  because they know that a lot of developers listen to my show read the [TS]

  website and Windows Azure mobile services is it's truly a great great [TS]

  platform for iOS developers who want to provide cloud services for their apps [TS]

  their mobile services they take care of the glue code necessary for storing data [TS]

  in the cloud and that is a huge this is absolutely huge they take care of [TS]

  authenticating users and they do it either by Facebook or Twitter and [TS]

  sending push notifications so in other words what you can do is you sign up [TS]

  with us or services and instead of setting up your own user system which is [TS]

  a huge pain in the ass [TS]

  let's face it you know user names passwords sending out email people lose [TS]

  their passwords of aid that forget it all [TS]

  let people sign in using either Twitter or Facebook and Microsoft the mobile [TS]

  services takes care of it all and you've got him that's it they've already got [TS]

  accountant who doesn't have either Facebook or Twitter nobody everybody has [TS]

  that it's all set then you've got a user system in place [TS]

  push notifications you don't have to set up your own server for push [TS]

  notifications Microsoft already has it for you it's easy for anybody who's [TS]

  tried sending push notifications before you know it can figure in that can get [TS]

  really complex fairly quickly with mobile services adding push to your iOS [TS]

  app is as simple as typing push . APNs dots that source code you just read [TS]

  there is it's heating characters pushed APNs dots and and specify the device [TS]

  token for where the push notification is going the payload in other words what's [TS]

  the message what are you sending to him and that's it [TS]

  boom it goes off in the user's phone pings [TS]

  and there's the push notification if you're looking to build an iOS app or [TS]

  connect an app that you already have to the cloud take a look at their stuff you [TS]

  can get started today for free [TS]

  absolutely free here's where you go WWW dot Windows Azure dot com slash iOS and [TS]

  you need the WWW do the WWW don't skip WWW dot Windows Azure dot com slash iOS [TS]

  I'd really check it out i mean you know the videos they have the show you how to [TS]

  use the stuff it's all done by Brent Simmons Simmons is using the stuff you [TS]

  know it's good I mean I can't think of a higher compliment to pay and they're [TS]

  good videos to really really good stuff so check it out if you're an iOS [TS]

  developer that was the first was the first time I saw as he linked to those [TS]

  videos and take a look I was surprised too and so I heard it you know and I was [TS]

  like you know what they're really killin it they really are a smart move on their [TS]

  part what it is it's the same reason that developers love cocoa and the [TS]

  reason I love writing iOS apps is that so much of the the busy work of getting [TS]

  a new app off the ground scaffolding the framework that's a framework is there [TS]

  and that you can just you want to make an appt the well I don't know what that [TS]

  is but you know you don't have to worry about all this stuff of getting an app [TS]

  that draws and does a list and has smooth scrolling Coco gives you all that [TS]

  well Windows Azure is like that but for the cloud services where you don't have [TS]

  to be a united to set up your own server and do all this programming that's all [TS]

  there they already have a push notification thing really good check it [TS]

  out so ably backed Apple's financial result so the thing that they're getting [TS]

  dinged on is that the updated the standout numbers is that earnings were [TS]

  down profit was down year over year and as the first time since I think 2003 [TS]

  that earnings dropped in any quarter compared to the same quarter a year ago [TS]

  so that I mean that's obviously that's worth noting that there's no burying the [TS]

  fact that you know it's not a good thing but revenue was up and I think you know [TS]

  I know who did you of course as much smarter and deeper analysis about this [TS]

  but I think it long story short this story is simply that in the year ago [TS]

  quarter they had 47 percent profit margins and now this quarter in 37 [TS]

  percent profit margins which is a huge drop but it's not that they dropped and [TS]

  now they have bad profit margins they still have profit margins that are the [TS]

  envy of the entire industry right there almost as high as Microsoft and [TS]

  Microsoft software company not a hardware company like the hardware [TS]

  companies are discussed and profit margins that I so it's it's it's really [TS]

  that last year year ago it was just like a fluke for Asian high profit margin [TS]

  yeah I mean they had an amazing quarter a year ago right I was looking at some [TS]

  of the some of the yeah it's sort of like basketball player who like has a [TS]

  game you know it's like michael jordan has a game where he makes 27 out of 28 [TS]

  shots makes every free throw and a bunch of three-pointers in scores 64 points [TS]

  and then the next game scores 32 points and then you know it's a huge drop it [TS]

  scoring 32 points is still you know it's great you can't have that perfect [TS]

  quarter every time they also introduced more lower margin products right and [TS]

  they expressly admitted that the iPad Mini is yeah I love margin product by [TS]

  Apple's standards for profit margins are still selling and checking the numbers [TS]

  here but I'm pretty sure that everything other than max went up right [TS]

  more iPads or iPhones Macs were basically flat down just a tiny bit [TS]

  and iPods down but the right kind of disappearance share it but it's you know [TS]

  I think it's because you know what I also think is really big part of that is [TS]

  because of iPhone four years now the decline in iPod has been because people [TS]

  are buying iPhones and they're just using their iPhone everywhere they would [TS]

  use an iPod and I think the other nail in the coffin for the iPod line as the [TS]

  iPad Mini right cuz I think that the thing you buy for playing games and [TS]

  stuff like that [TS]

  think there's an awful lot of people who maybe we're buying iPod Touches for for [TS]

  that and now they're just buying the minions so I don't really think the iPod [TS]

  anybody's really worried you know I don't say it's irrelevant but it's just [TS]

  it almost irrelevant it's no longer and it's not a very big slice of their [TS]

  revenue anyway and the iPad numbers are huge it went from like 11 points some [TS]

  million a quarter ago to 19.5 million almost twenty millions which is huge [TS]

  growth and I know yes that you know a big part of that is a lower margin [TS]

  profit lower profit margin iPad Mini but I still think that went out and they [TS]

  don't they don't reveal they don't say what the profit margins are on any [TS]

  individual product all they did was acknowledged it to lower than their [TS]

  usual standard I'll bet it's still better than almost anybody else in the [TS]

  industry gets for their tablets oh yeah most of these guys aren't even making [TS]

  anything after seven inch ones are basically being sold almost a cost for [TS]

  the hopes that people will buy movies and stuff so one thing that to me is [TS]

  interesting about that is if the iPad Mini is low margin and they said it is [TS]

  and it still costs more than what a lot of us were kind of expected to cost them [TS]

  into service 329 as the starting price and I know a lot of us before it came [TS]

  out weird kind of thinking they would it make maybe like 249 or something so aid [TS]

  how unrealistic where our predictions that it would only be two 4999 right [TS]

  people were thinking wow if Amazon has a hundred ninety-nine tablet Apple 599 [TS]

  tablet but if it's already low margin at 3:29 that was clearly we were vastly [TS]

  underestimated how much these things cost and NBA how how crappy or the [TS]

  tablets that other people make the do cost one night you said I didn't know [TS]

  that you are a buy a Kindle Fire and Nexus 7 but an exercise for my wife [TS]

  because she wanted something she she does the ipad is to the tenant shape it [TS]

  was too large for her to read in bed and she wanted something with a back-lit [TS]

  screen jury and I wanted to try it so I about the Nexus 7 and it was fine for [TS]

  her she basically used it for a few months for a reading device and plans [TS]

  you know basic games and it worked fine and then the iPad Mini came out and that [TS]

  was given to me so I got an iPad Mini and then I'd I took it I take the Nexus [TS]

  7 and I was going to use it on my desk is just like a thing to play music and [TS]

  watch netflix on or something and I went to start it up and it was just it was [TS]

  completely completely dead and I tried to recharge it and it took an ad to plug [TS]

  it in and take more than 24 hours of charging for the thing to come back to [TS]

  the point where we do anything [TS]

  and the battery and now I've reconditioned in a little bit and so the [TS]

  battery is better now than it was but it still is not you know it doesn't hold a [TS]

  charge that my pedals and it's only like oh yes and then I found out I did put it [TS]

  on my desk the sound was coming through when I put headphones on [TS]

  was just a scratchy because of interference from other my iPhone or we [TS]

  have a result is we're still on AT&T is it that we heard like yeah yeah it's [TS]

  like that yeah so basically they couldn't do what I wanted to do how hard [TS]

  that stuff is like late then never think about that but it used to be more of a [TS]

  problem with my consumer electronics that that we are those interference [TS]

  sounds and I yeah you pointing that out made me realize that I can't remember [TS]

  the last time I've had that problem I i cant either I seem to remember getting [TS]

  that a lot particularly doing stuff like this if I had my phone on the desk it [TS]

  would it would interfere was recording but that's another one of those things [TS]

  that Apple spends a lot of time in those those weird anabolic chambers in [TS]

  addition to testings like cell phone and why fights and tennis string they must [TS]

  go in there and work on cutting down the nets sort of interference yeah but I [TS]

  don't have it anymore I mean I've got my phone on the table I don't have a lot of [TS]

  stuff here at the desk with many as a TV I watch baseball games at Minute yeah so [TS]

  anyway there's a there's in my experience anecdotally there's there's a [TS]

  difference between a $200 device and $330 right and you know and you can say [TS]

  what you want about Apple's margins I know are a good friend Paul Theroux [TS]

  through it often makes the case that Apple's margins are immoral that it [TS]

  somehow immoral charged with people [TS]

  willing to pay the United States other people to that you know you should [TS]

  charge like a good honest 10 percent profit margin than I don't quite sure [TS]

  that logic there goes but if they admit that it's elope margin products selling [TS]

  at 3:29 in lets you know that the average price of an iPad Mini is [TS]

  probably more like 400 bucks because people get the cellular version or the [TS]

  32 gigabyte version or something like that how it is and you know that Apple [TS]

  is very efficient and then making these things in great quantity right Apple has [TS]

  the best deals on flash memory the best deals on screen components because they [TS]

  make them you know they they sell the most of them so yeah there must be a [TS]

  huge drop-off in quality to sell something for 199 even if you're like [TS]

  Amazon and willing to do it at no profit because if the iPad Mini actually cost [TS]

  $199 to make then they wouldn't it would wouldn't they wouldn't be saying it as [TS]

  lower margins that Apple averages that would be like right in line I would be [TS]

  like 33 35 percent so it must cost more than $199 to make money while you think [TS]

  but then those guys at a company called they told me that the iPad Mini only [TS]

  cost me $17 those guys like every time you human bodies only made up of 90% [TS]

  water well let's get some water they always do that headlines every time like [TS]

  two days after an iPhone hit stores they take it apart [TS]

  cost $6 the base metals in the side door practically free and there's another one [TS]

  of those things where nobody ever takes apart anybody else's device and does [TS]

  that nobody ever says that you know these guys they do it but nobody ever [TS]

  makes [TS]

  says the Samsung Galaxy costs $7 components so here's my other thought I [TS]

  took away when I was listening to the call is another one of the note I made [TS]

  when I was listening to the conference call this week [TS]

  Tim Cook and his pals is that if it's a low margin thing and they're still [TS]

  talking about it being a little more thing I am not holding out hope for a [TS]

  retina iPad Mini this year that makes makes me think it's a next year type [TS]

  thing an especially good 22 points to make on that one is if it's already a [TS]

  low margin product it's like i three arguments I keep thinking of argument so [TS]

  first is the margins of its already low margin putting the really expensive [TS]

  Retina Display there's just gonna make it worse [TS]

  gonna do it number two it's clearly having it's clearly super popular they [TS]

  said it was popular they couldn't keep in stock the last quarter and it's [TS]

  affected you know it's clear that it's affected their average selling price on [TS]

  iPad because it's nothing out there is no other iPad that could be point in [TS]

  price down so its popular as is and then three when they added the retina display [TS]

  it regular iPad they made it thicker and heavier and I think they really [TS]

  regretted that I don't think they would do that with the many yea even just the [TS]

  name sort of makes that impossible and they kinda you know they had to do that [TS]

  to put a bigger battery in their powers all the extra graphic power to do four [TS]

  times the pixels as they don't sell they don't sell the iPad 2 still yeah they do [TS]

  I want you to be interesting [TS]

  the next time they do a product refresh what happens to that if they keep that [TS]

  slot there because I think the whole reason they kept around was that they [TS]

  weren't sure why the old iPad was selling was it that people wanted a [TS]

  cheaper iPad and didn't cheaper iPad but wanted to tenants eyes [TS]

  or was it the day just wanted a cheaper iPad and they're now they're buying the [TS]

  minions my god I think they kept around because they just didn't know I think it [TS]

  a little bit tell if they do the same thing like introduced a new generation [TS]

  of iPad and then keep the current generation 1 16 gigabyte model around at [TS]

  a low price point for people who do want the big size that are willing to buy [TS]

  last year's tech to save $100 [TS]

  the year before I guess they did that they would I i did it again this year it [TS]

  would they would take that one out and put the iPad for whatever we call the [TS]

  current ones and maybe I'm wrong [TS]

  yeah I know that the theory that I've heard and I don't remember where is that [TS]

  it's the it's the business iPad that a lot of companies buy it because it's [TS]

  cheaper but they want a larger screen but they don't care if its Retina [TS]

  Display like the fleet ones right at guys like if they've setting up a thing [TS]

  in a warehouse where the guy walking around me be carrying an iPad instead of [TS]

  a clipboard now you know it might get banged up and stuff like that who did on [TS]

  they don't care it's not like a personal device that you get from the company too [TS]

  late uses your device it's like a part of the work environment you're saying [TS]

  something like that yeah I mean or just where I don't point of sale terminals [TS]

  right yeah that's true I don't even think about that actually got me most of [TS]

  my my vision of this is colored by what my experience was where we were working [TS]

  where they were talking about rolling these out to deliver reporting because [TS]

  for years we we were still putting everything in PDFs and then a lot of the [TS]

  executives in they would end up printing [TS]

  we're giving them to you electronically to get PDF will deliver a near your [TS]

  inbox or its on this website you can go to to know they would get the PDF and [TS]

  then they print them out like ok well that's a waste when we give them I beds [TS]

  because you know that pays for itself as opposed to the printing I guess so but I [TS]

  do you know that the one that they're giving up though it's not really that [TS]

  night giving out but does the low-cost full-size iPad is not written right to [TS]

  die I can't wait I just feel like you know and again it's gonna be awhile [TS]

  because I do think I I expect I would love love love to be wrong is one of [TS]

  those things where if I'm wrong I will actually be a delighted and I'll be in [TS]

  line to buy one if they come out with a Retina iPad Mini this year would be [TS]

  great yeah but i dont expected but that means that you know developers are going [TS]

  to be supporting non-threatening iPads for a while because I think they're [TS]

  gonna be selling nan Ren iPads at least until 2014 but I would love to see him [TS]

  get rid of all the last nine read the full-size iPad yeah just a few [TS]

  it doesn't hurt me but I just can't wait to get to the world where all of [TS]

  everything [TS]

  yeah I want right now I max all of the laptops all the MacBooks to be read all [TS]

  the iPad's all the iPhones it so the iPhones the first one to go [TS]

  already was the first one you can't buy one that's not right now I just think it [TS]

  is going to be a total win for everybody when everything's and then you don't [TS]

  have to worry about when you're making a website or making an appt you don't have [TS]

  to worry about doing to to set the graphics and you know we've picked this [TS]

  great custom web fund and we don't have to pick from Verdun in Georgia anymore [TS]

  and it looks beautiful and it's great and all let's go see what it looks like [TS]

  on a 3G [TS]

  no you can't read it terrible it's you know it's a huge pain in the ass I think [TS]

  especially that the retina the non-revenue Bigz die pad cuz it's only [TS]

  like a hundred and thirty-three pixels per inch it's like really kind of stands [TS]

  out on ya so what were the other numbers from the Corso the Mac one i think is [TS]

  interesting is max Elsword a little bit down slightly down reporter oh this is [TS]

  going to the verge this is one of my favorite little by little Apple AAPL [TS]

  fairness radar so when the verge reported apple's results iPhone sales [TS]

  went from 35 million 237 million year over year they they called that flat [TS]

  iPhone sales were flat and Mac sales went from four million to 3.95 million [TS]

  and they called those down [TS]

  flying magazine and I think Tim Cook really emphasize this it's in the face [TS]

  of the whole PC industry declining 14% year over year which is like kind of [TS]

  terrifying if if you're in the PC industry so it's in like one of those [TS]

  weird ways where it's like in a way it's kind of up like if the whole industry [TS]

  was down 14 percent and you were only down 1.2% we're in the face of an [TS]

  industry that was down 14 percent so that's kind of a win [TS]

  well I guess it increases their share and it continues that street where they [TS]

  outgrew the industry I guess it's weird you can't really call it out growing but [TS]

  they outpaced the industry you know fruit something like every single order [TS]

  for eight consecutive years you know they're still outpacing the PC industry [TS]

  are doing better than everybody else yeah and what was last look and see what [TS]

  last year's results were if they were in order high five million yeah yeah it was [TS]

  a it was sort of an average quarter it's just that's the way this is going [TS]

  price and you know and and call it cannibalization if you want but I think [TS]

  it's more of this transition from PCs deposed PCs but I just really think that [TS]

  a lot of this you know from the high-water mark of 5 million Macs order [TS]

  everybody knows I mean they've been saying Apple has been saying this for [TS]

  years I mean I think even since before even the iPhone came out that looked the [TS]

  this industry is shifting towards laptops laptops are you know that the [TS]

  the main max now are the MacBooks you know [TS]

  the iMac and Mac Pro and Mac Mini and stuff for sort of the the niche max [TS]

  because everybody know that's just the numbers the numbers don't lie and i [TS]

  think thats why the iPad is is more easily cannibalizing PC sales now than [TS]

  it would have ten years ago because it's replacing laptops whereas if you really [TS]

  thought you needed an iMac the iPod isn't even really something you're gonna [TS]

  think about you know if you really are thinking I had want this giant 27 inch [TS]

  display and I really want a lot of RAM and I'm gonna be doing these demanding [TS]

  things that I need you know SuperPro computer for you know the iPad isn't [TS]

  that but if you're thinking hey I was gonna get an 11 inch MacBook Air when I [TS]

  just buy an iPad instead I think there's an awful lot of people who are doing [TS]

  that i think thats how you go from 11 million to 20 million iPads in the [TS]

  quarter yeah do you think you spent [TS]

  examples as this but I was kind of wondering if people are spending more [TS]

  now than they used to I guess people in general probably spending more now than [TS]

  they used to on computer devices more money or more times more money they used [TS]

  to be more expensive very quick very often I i've never really I've always [TS]

  liked to use my Mac until they feel way too slow and then I get a new one and [TS]

  it's like wow really improve this my desktop Mac is still a 2008 I you know [TS]

  the time that's best MacBook Pro you could buy but it's you know by today's [TS]

  standards I think its engine yeah yeah [TS]

  but we buy more devices I do you know if I pass by US I pets I have to give them [TS]

  away right right and we end phones and smart but we used to spend all the [TS]

  computers used to be much more expensive right that's the other thing too is [TS]

  routinely spend $2,000 $3,000 right you buy a Mac MacBook we'd like 2500 bucks [TS]

  to get in the door almost getting 1024 by 768 that are pretty quick let me [TS]

  thank the second sponsor before ok here I guess our second sponsor is great very [TS]

  excited their first time sponsor for the show and it's a glue I G L 00 just like [TS]

  the glue is an internet you actually like I know you say internet and I i [TS]

  hear 1997 and that's exactly what they've set out to like rethink and [TS]

  replace is the the whole idea of a private sharing website for your company [TS]

  your team your team within the company whatever you want to do but something [TS]

  private you is just great you can upload and share documents but you can also [TS]

  create content with their absolute built into the system they've got out through [TS]

  blogging shared calendars forums they have their own little twitter-like [TS]

  micro-blog corporate week he's not think about that if you had a team or a [TS]

  company how great would it be to have your own little private Twitter where [TS]

  everybody can post little twitter-like status messages but you're not you know [TS]

  do you know that it's private because it's completely within your own company [TS]

  and a general model thing you're not risking sharing [TS]

  details are secrets with the outside world that would be fantastic [TS]

  well that's what it gives you it's easy to work with your team because they've [TS]

  collaboration tools built in commenting their version control you can add [TS]

  mention your co-workers again just like your own little private version of [TS]

  Twitter and its secured they totally into the whole enterprise security thing [TS]

  and they've got client big big clients RSA kimberly-clark kimberly-clark there [TS]

  the tissue people right they make kleenex IDC and the main reason you're [TS]

  gonna love the platform if you're the sort of person who works you know you're [TS]

  the decision maker you're the nerd at the company is in charge of something [TS]

  like this right you're gonna love it because you can configure the whole [TS]

  thing with drag-and-drop widgets anybody could do it right you just set this [TS]

  thing up and you just drag the things you want to use up take things you don't [TS]

  want to use down look at all of its great and if you're even more technical [TS]

  it's great for you to everything is 100% customizable the whole igloo website [TS]

  when you go to check it out [TS]

  is built using their platform right it's the whole eating your own dog food thing [TS]

  so when you check out the software realized that they're using a glue to [TS]

  build the talk to the public website that you're seeing you have full control [TS]

  over the CSS you can inject global per page JavaScript in there anything you [TS]

  can do is a nerd you could you'd want to do you can do and they even have an open [TS]

  API so you can bring content into or out of it from other sources like you could [TS]

  bring in the actual Twitter from the public where you can get a 30 day free [TS]

  trial [TS]

  you go to a clue software dot com slash the talk-show igloo software dot com [TS]

  slash the talk show and as a side note this is great and I've already seen [TS]

  cheated they've already shown them to me but they've got a bunch of videos [TS]

  sandwich videos and they're coming out soon I think I think they might actually [TS]

  be there by the time this episode airs at least the first one and it's really [TS]

  really funny [TS]

  is spoiling my gonna say damn about it but i i laughed and I thought my God [TS]

  made me want to create my own software companies so that I could have a [TS]

  sandwich video that I anybody who hires a sandwich for you you know that it's a [TS]

  good product so at least go check them out to see the same which video and the [TS]

  sandwich it's gonna have you signing up you get a 30 day free trial so why not [TS]

  sign up checking out these guys have also sponsored by say and the past and [TS]

  every time they do I always think I wish I had this when I was working I T [TS]

  because we had all these problems yeah it's it is it's absolutely you know I [TS]

  checked out it's really really good stuff really they've clearly thought [TS]

  this thing it's like hey let's make something that people like a real usable [TS]

  product for people [TS]

  yeah my kids to love the check mark [TS]

  remember that one which one was that the guy the sort of announcer guy that [TS]

  follows him around with a funny accent yeah it was good I like the twenty [TS]

  different they did for cronica yeah good Jonas really hung on that one too and he [TS]

  kept asking why do you why do you always punched the eagle [TS]

  the other thing that Tim Cook talked about was new products yes not until [TS]

  fall but he said not until fall but in the fall and then throughout 2014 and I [TS]

  saw so I don't know if it was unusual to say that they usually don't say a damn [TS]

  thing about when you should expect anything now and I think that it's [TS]

  gotten to the point with the stock price being depressed that they want to set [TS]

  accurate and reasonable expectations I think that's also why they've switched [TS]

  to instead of severely low balling their forecasts being pretty accurate for [TS]

  about a year now I feel like they feel like by being accurate and a little bit [TS]

  forthright about what to expect it will hopefully inject some sanity into the [TS]

  stock market right so don't expect a new iPhone in June at WABC and they sorted [TS]

  out last year to win the WBC last year there you know Apple PR put it out there [TS]

  i mean there wasn't even a whisper campaign but they pretty much put out [TS]

  there that this year's WWDC is going to be about software and read between the [TS]

  lines and that it means therefore there is not going to be new hardware so they [TS]

  did last year they didn't quite come out and say there's no new hardware but they [TS]

  said WWDC is going to be all about software right it was because it was the [TS]

  year before that they didn't say anything right and then the rest in [TS]

  crime out until October and everybody was pulling their hair and right [TS]

  everybody likes there were like when the keynote is over everybody's filing out [TS]

  of the room there were people screaming and pulling hair out of their heads [TS]

  screaming where people are panicking as though the building run [TS]

  there was no I for one of my other favorite things of the last week or two [TS]

  of insane Apple coverage was the I think it was the wall street journal one of [TS]

  them was in the wall street journal or Reuters are one of them voted an analyst [TS]

  from from Samsung Samsung finance Samsung forget the name of it but its [TS]

  wholly owned subsidiary of Samsung financial coming they quoted from [TS]

  Samsung who said that the iPhone was scheduled for June or July and is now [TS]

  going to be late I from samsung says it it must be true [TS]

  what kind of what kind of biases you know certainly nothing wrong with that [TS]

  here's my here's my thing is the third paragraph from jungle lee's report for [TS]

  bloomberg I'm sorry to The Wall Street Journal and Reuters Bloomberg but I knew [TS]

  it was one of those guys it was LG Display profit misses estimates on [TS]

  stalling Apple's sales Apple is losing dominant this is the quote Apple is [TS]

  losing dominance and will likely delay launching a successor to the iPhone [TS]

  until at least September show an analyst for seoul-based Samsung securities [TS]

  companies like a bonus this year is gonna be huge but somebody had Twitter [TS]

  post it to be coca-cola taste like dog urine sample [TS]

  stock down right where you at last week UN mike lupica lot Michael we're talking [TS]

  about the rumors of what we might expect yeah actually working on something for [TS]

  teasing teasing something will come out next week but just that you guys like [TS]

  everybody seems to have the same kind of feeling just that no ones that excited [TS]

  about what we heard about the rumors are cheaper iPhone television and watch yeah [TS]

  and and my point is kind of that that to a certain degree or four 4 first first [TS]

  of all the rumor devices that we had previously the type you know the tablet [TS]

  the phone and the set-top box were like the big three devices of the previous [TS]

  decade but we had those for a decade that stuff that stuff got started some [TS]

  of that stuff get started in the late nineties [TS]

  and we had a long time to think about that stuff before it came out are you [TS]

  saying that other companies had like cell phones since the nineties or you're [TS]

  saying that no I'm the rumors rumors that Apple at least the rumors about [TS]

  Apple date back that far [TS]

  tablet and at least the tablet in the in the set-top box yeah they back that far [TS]

  the phone gotta get started a little bit later and then the other thing I was [TS]

  thinking is that even though I mean even then people will didn't necessarily [TS]

  think that they would be that great that Apple would have that much too I mean I [TS]

  know people who really like Apple who didn't think that really was gonna bring [TS]

  that much to a phone so on the other hand the other difference I see too [TS]

  though is that there were there was there were a lot of people said I don't [TS]

  see what I was going to be a new phone but there was also the large consensus [TS]

  that all phone sucked yes right that my god these phones are terrible especially [TS]

  phones that tried to do anything more than just be friends and nothing more [TS]

  than telephone calls [TS]

  anything that they were abysmal so there is this consensus oh my god this is [TS]

  horrible and Apple com rescuers whereas i det why I think there's so little [TS]

  excitement about right watches for example like nobody is saying my god I [TS]

  can't find a good what I can find a wide [TS]

  yeah but as you've noted it may not be a watch it all right I think that's the [TS]

  best way to think of it if it's any truth to it is that something that you [TS]

  might where you might even wear it on your wrist but I don't think is the [TS]

  right way and it's probably true in hindsight that you shouldn't think of [TS]

  the iPhone has a phone right right it's really you know it goes back to that [TS]

  Clayton Christensen danger he admits that it was a huge area made ready when [TS]

  the iPhone was introduced that that's the innovator's dilemma guy where he [TS]

  didn't think it was gonna change the industry because the disruption always [TS]

  comes from the low end and the iPhone was this super high-end phone but then [TS]

  he realized that the mistake was it wasn't really I thought it was a super [TS]

  low end portable computer is just way too small way to Krabi portable computer [TS]

  that because it was so crazy small and you have it everywhere [TS]

  completely disrupted the computer industry right by way of the phone [TS]

  industry right I think it's that sort of thing so it might tell you time but it's [TS]

  not really hardly ever talk to my I really a serious thing to do other [TS]

  things and that's the other than to say I told you before I can even hear people [TS]

  in Excel networks even like when you do you like upgrade over I upgraded from [TS]

  AT&T to Verizon iPhone 5 came out and my phone calls all sounded better as a yes [TS]

  I now have better sounding phone calls consistently and then I realized that [TS]

  they still sound like a perfect connection on a cell phone call it still [TS]

  is like really crap audio [TS]

  but in in researching this this piece that has running water for a while it's [TS]

  here and so this is back in 2002 as that was likely jump to the punch line john [TS]

  markoff wrote this piece and I think this is like the first mention of an [TS]

  iPhone and her piece in the New York Times about it and was talking about how [TS]

  you know we have apps for you know email and ensure liking things like that and [TS]

  and looked for applications not technologies the article seems to [TS]

  insinuate that Apple could make sure like run on a cell phone that's [TS]

  impossible unless the cell phone regularly running Mac OS X which is [TS]

  definitely impossible you know a lot of people tried that's right that's [TS]

  actually the one I was worried you're gonna bring people tried that and I [TS]

  don't want to seem defensive but I meant it was an article that claimed that that [TS]

  device was like in the labs and like ready to come out in 2003 and that's [TS]

  where you're right is that it was 2002 and 2003 was not I was saying it was [TS]

  impossible in 2003 to make a phone cut down version and I still stand by that I [TS]

  was right and it certainly didn't come out right the difference between 2002 [TS]

  and 2007 was huge in terms of what was possible so I don't think that counts I [TS]

  think people loved it I just wanted to bring that up because to get you back [TS]

  for Ichiro crack [TS]

  planning that for like two or three weeks whatever member Sherlock [TS]

  yeah which was kind of like asking for sports scores and weather and stuff like [TS]

  that like sort of component eyes data that was an idea that they kind of [TS]

  people said that they come from somebody else [TS]

  Watson yeah so you want to talk about the paper I guess so I don't know what [TS]

  to say about it really i mean [TS]

  Marco announced yesterday that he is old Instapaper to quote unquote controlling [TS]

  interest in Instapaper I don't even know what that means to beta works guys who [TS]

  bought big doing yeah I don't know some people said I had really paid attention [TS]

  I haven't paid attention to it either but that's what I keep hearing and it [TS]

  seems like there they want to step in to fill the gap that Google made by killing [TS]

  reader ray and I do it if that's true and that they're going to make something [TS]

  that people would consider a replacement for Google Reader in other words reading [TS]

  people's feeds in the aggregate RSS feed it certainly makes a lot of sense it [TS]

  really does I hate to use the word I think for the second time this week but [TS]

  it does seem like there's an awful lot of synergy there with something like [TS]

  Instapaper articles consistent because it seems like you could cut down on the [TS]

  whole jumping through hoops to actually get the thing into your Instapaper yeah [TS]

  so I always get nervous when these things happen but you never know how [TS]

  it's going to end up [TS]

  right and you know i mean you know Mark Owen his typical style you know is very [TS]

  honest about it I thought you know his explanation was look this you know and I [TS]

  forgot I told it's it's one of those things were like 45 years goes by and [TS]

  you forget just how different things where I've totally forgot that [TS]

  Instapaper started as a website and I didn't I never used it I don't I don't [TS]

  think I ever used it to me it's always been about reading on the iPhone in [TS]

  eventually the iPad yeah totally forgot to me the app was Instapaper I really [TS]

  forgot that he started his website first and then did the appt you know but he [TS]

  said that in the years since it's gotten so competitive and he's up against you [TS]

  know BC funded dipshits who who are giving every way everything away for [TS]

  free and have like 45 million dollars in VC money to fund it all so there's [TS]

  definitely a tough competitive angle right i mean this is great this is gonna [TS]

  love this if you have no somebody pointed out yesterday in the aftermath [TS]

  of marcos announcement about this [TS]

  Hacker News threat and you know it's gonna be good on Hacker News where [TS]

  somebody on Hacker News was comparing Instapaper which i think is like $3.99 [TS]

  to one of the other competitors that is they're giving the whole thing way for [TS]

  free I don't those pocket or readability and one of them but they were like is so [TS]

  pocket is free and Instapaper is $4 is it really if it costs four times as much [TS]

  is it really four times better [TS]

  because if it's not I don't see how that's justified it is really good [TS]

  because you know those guys on Hacker News think there and even it it's funny [TS]

  because it would be a little it would be like a slight chuckle from me even if it [TS]

  was $1 to $4 comparison and the guy tried to make it argues it would have to [TS]

  be four times better app to justify being four dollars versus $1 is not the [TS]

  way decisions are made but you know the four times are things pretty good night [TS]

  four times as much rain I do get nervous because it's you know I'm are going to [TS]

  compete he need he did he would to seriously compete against these guys [TS]

  he'd kind of need to hire a team and expand as one person can't really keep [TS]

  up with these other competitors that have teams of people working on and [TS]

  that's not what he wants to do he does not want to become a manager and higher [TS]

  team and have employees and stuff like that I mean I certainly appreciate you [TS]

  know firsthand what it do you know the advantages of being a one-person [TS]

  operation in not having any employees and stuff like that and number two that [TS]

  he just you know wanted to move on and do something new that he wants to do [TS]

  something new so hopefully you know he did pick a good home for the app and I [TS]

  certainly use it enough where I you know I'm gonna be somewhat upset if it [TS]

  somehow falls into yeah this is there's a difference i mean for better or worse [TS]

  there's a different mentality between being able to create an app like that [TS]

  and then you know wanting to maintain it for ever [TS]

  right and it seems like a lot of the ability to market but that's what [TS]

  happens when these guys a lot of fun to make something and then it was fun to [TS]

  just sit there and listen to paper whenever I if I ever get on an airplane [TS]

  wifi this airplane and then realized as they take my devices that I hadn't [TS]

  turned them on before getting on the plane and then my Instapaper is not up [TS]

  to date I just sit there with my no no connection just sit there and hit the [TS]

  reload but instead I don't know what else to say about it I mean I hope it [TS]

  works out [TS]

  yeah yeah good for Marco yeah and I do think you know and I suspect that it was [TS]

  aight I don't know I trust Marco I trust his judgment you know I think he you [TS]

  know it wasn't like he was forced to do this so I feel like you know I was [TS]

  measured and deliberate so I think it'll probably worked out pretty well yeah you [TS]

  don't want to end up like George Lucas [TS]

  I don't know about that we think will have you mean by that [TS]

  just hanging on to something for too long and ruining the jar Jar Binks [TS]

  version of it yeah [TS]

  Instapaper there's a little hard to mediate I don't even over there would be [TS]

  with charger Phantom Menace version of a paper I don't want to think about it too [TS]

  horrible the bold and the paper on your watch is there anything I guess there [TS]

  are other things you want to go back to the call is that Tim Cook did he is a [TS]

  quote or do you say categories poorer new proud product categories [TS]

  yeah which I don't got as much attention as it deserved like I kind of feel like [TS]

  people glossed over that late he did that does not mean a new iPhone or new [TS]

  iPad that means you know a new vision of a new thing like the iPad but I think [TS]

  it's cuz everybody knows it's not true because innovations did it so thats why [TS]

  nobody thats why nobody paid attention did you listen to the call [TS]

  yeah I work from home it's what's-his-name the team nothing else [TS]

  Gene Munster yeah that was a funny game it's like he came in late as he asked [TS]

  this question you know these guys get like one question a quarter and [TS]

  basically that's what he said earlier did you say earlier there would be new [TS]

  products new product categories like he was a new product category and yes [TS]

  that's what I say [TS]

  guy from the the thing years ago [TS]

  event that was there was some of them in Apple's town hall for like imaxr [TS]

  something in the question about why they don't put Intel incites Gene Munster [TS]

  that great did you see my tweet probably which one after the Commerce Clause [TS]

  tweeted [TS]

  how Howard Hughes type scenario [TS]

  23rd 2037 all alone and darkroom grade long gray beard surrounded by bottles of [TS]

  his own Apple TV way of the future he answered me on twitter is a good sport [TS]

  he gave his best thing is if you don't know is that Gene Munster Africa who [TS]

  works for a reason Apple analysts he's been an apparatus for a long time he's [TS]

  been saying that Apple is going to come out with their own TV sets not Apple TV [TS]

  but Apple branded TV sets for 67 years as then and you know never he's never [TS]

  coming next month but he's more or less been saying that next year is the year [TS]

  that was gonna do a TV set for about six or seven years and has never ever lost [TS]

  the fervor for it which [TS]

  consistency [TS]

  well and it's another one of the same sort of like that the clam chowder you [TS]

  pulled on me where you know if they did come out with an Apple branded [TS]

  television said next year [TS]

  everywhere CCG monster was right when he wasn't right and 2007 when he said that [TS]

  they're coming out with an Apple TV next year [TS]

  rate like everybody sort of condenses history but no imagine I said in 2007 [TS]

  that you're coming out of the TV next year and then it comes out in 2014 [TS]

  that's that's not right that's my theory of the infallibility of Apple rumors as [TS]

  long as Apple comes out with something remotely like what you said it would [TS]

  come out with next year even if it's forty years later then you can you can [TS]

  claim that you're you know and I'd say the same thing to some degree possibly [TS]

  applies with Google glass too and I have to write about it because I keep making [TS]

  sure that and I don't mean to say that I don't think heads-up displays are ever [TS]

  going to be a thing and that they're not cool technology and I'm never gonna buy [TS]

  one or whatever you know it sounds you know obviously clearly there's a lot of [TS]

  everybody's seen Minority Report is a lot of potential there I'm saying these [TS]

  Google glasses the ones that they've got right now that they're selling is to [TS]

  $1500 developer units and stupid thing that it put up in a corner er i the way [TS]

  they look i'm saying these Google glasses the ones right now the first [TS]

  bats are coming out are stupid and no one's gonna buy their creepy whether to [TS]

  expect the price stays where it is too expensive that really right but then I'm [TS]

  now [TS]

  oculus rift thing comes out and you can play xbox games on it really cool heads [TS]

  up display and have this incredibly immersive experience people are going to [TS]

  say see you're wrong about you know heads-up displays are and that's you [TS]

  know I'm not saying then that is never going to be a user purposes there's not [TS]

  any cool I'm saying these Google these this specific product that they've shown [TS]

  us in this is the difference [TS]

  this is the difference between Apple and Google is that Google does a lot of its [TS]

  product development out in the open [TS]

  kinda drags us all through the through the massive critical product before [TS]

  we're in Apple does all this behind the scenes and only ships it when it's [TS]

  finished in polished so you know and you know all credit to them if you want to [TS]

  show it you know you can I mean I don't think that's a bad necessarily you know [TS]

  it's just the way they do it it's like the people there still people who hang [TS]

  on to the idea that Bill Gates was right about tablets and nobody was saying he [TS]

  was wrong that in theory a tablet computer would be cool you know the way [TS]

  of the future [TS]

  Howard Hughes but you know you don't really get credit for the Windows [TS]

  tablets that came out in 2002 because I mean you know there's some sort of [TS]

  credit for being on the record in trying early but you don't you know you don't [TS]

  get credit for the iPad because you ship that whatever the thing was called in [TS]

  2003 yeah with the other one today [TS]

  Eric Schmidt at some conference admitted that weird inappropriate if you have to [TS]

  give the guy credit he is in some ways he's actually amazingly honest he is the [TS]

  most honest thing he's ever said and it's you know it is a gets exactly to [TS]

  what I don't like about Google it was that the thing he said a year or two ago [TS]

  about that Google's Google's purpose is to get right up against the creepy line [TS]

  right i mean at least he admitted it I mean credit to him you know who to [TS]

  Google for towing the creepy line but at least he does admit it [TS]

  yeah yeah I definitely remember that I thought I saw this someplace other than [TS]

  Eric Schmidt the CEO of Google has described his company's policy Google [TS]

  policy is to get right up to the creepy line and not cross it [TS]

  I do feel like there's this big divide and there's a lot of people who really [TS]

  do like Google and you know and I i'm glad to read my site and stuff I feel [TS]

  like they read it [TS]

  like they read it [TS]

  just to get angry but you know if you don't if you don't see how that's a [TS]

  weird thing for the CEO and or former CEO and chairman of the board of a [TS]

  company to say then I i mean we were never really don't agree on much did he [TS]

  say something about how also it like if you think that it's creepy be too bad [TS]

  cuz it's coming anyway I saw something about teenagers changing their name [TS]

  get out while you know you gotta read my keyboards to every young person one day [TS]

  talking about this did our job is to get right up to the creepy line and not [TS]

  cross it was talking about the possibility of chip implants that you [TS]

  would put under your skin that Google would provide you in the future with [TS]

  your permission you give us more information about you about your friends [TS]

  we can improve the quality of our searches we don't need you to type at [TS]

  all we know where you are [TS]

  we know where we can more or less know what you're thinking about [TS]

  that's over the creepy line now that's right up again that's the best part is [TS]

  he thinks thats not yet he predicts apparently seriously that every young [TS]

  person one day will be entitled automatically to change his or her name [TS]

  on reaching adulthood in order to do so and youthful hijinks stored on their [TS]

  friends social media sites I do think I mean I do think that I am glad that I [TS]

  grew up before technology was available [TS]

  because it would have been bad I would've been pretty right now I've let [TS]

  me know I got it you know I got in right at the right time we're all this stuff [TS]

  became available and I was already told you know I think that is so ubiquitous [TS]

  though I don't feel though that like the future politicians of American need the [TS]

  15 year old today who's going to be running for the Senate in california [TS]

  thirty five years from now I don't think he has to worry about his tweets because [TS]

  who you know who the hell is yeah who's not everybody is going to have some [TS]

  fifteen you know I would like to know if he thinks knowing where we've been where [TS]

  we are and more or less knowing what we're thinking about is up to but not [TS]

  over the creepy I would love to know what's the discussions that they've had [TS]

  where they're like well that's over the creepy like I would love to see that the [TS]

  whiteboard with that's over the creepy line we can't do that would love to know [TS]

  I want to have a specification we have gas we have a pretty good guess what you [TS]

  look like naked a little bit like this [TS]

  I say we call it a show anything else nothing else to cover Jon Moulton very [TS]

  nice website dotnet thank you thanks for having me that's where everybody can get [TS]

  their holes five of you [TS]