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90: ‘Jamming More RAM in for Free’, With John Moltz

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0:00:00no seriously do you do you do you wear polarized sunglasses I have sunglasses

0:00:04only I don't think they're polarized caused by I buy the cheapest ones

0:00:08possible

0:00:09because I sit on them and I lose them and so I gave up by a nice once horrors

0:00:13Asian I know I'm not an optician are not in optics but the basic idea is sound

0:00:19kinda crazy and you know what the hell they were there they're like blind like

0:00:23horizontal blinds on the lenses there there knowing that they did you can see

0:00:27them with the naked eye but the ideas that make sure glasses like blind

0:00:32without reducing visibility it reduces glare like for example like people who

0:00:39work on the water like fishermen loved polarized sunglasses because it cuts

0:00:46down on glare from the water but you know if you have polarized sunglasses or

0:00:52not because if you look at your iPhone it or any kind of looks different

0:00:57it looks crazy it's raining again I do then I do yes I do you do have I must

0:01:04cause my family

0:01:06the first the first time I noticed that I thought that it was something wrong

0:01:09with the phone

0:01:11and then I realized I but yeah that's exactly it's exactly how how this came

0:01:19to my mind I actually would happen is out I had Marco Arment on the show last

0:01:24week and I heard an episode of his show weeks ago where he was talking about the

0:01:30Warby Parker glasses and sunglasses and said he likes polarized sunglasses and I

0:01:37thought in a million listening to the show that's crazy how can someone uses

0:01:42an iPhone all the time as I presume market does used polarized sunglasses

0:01:46like to meet the debate between whether you get polarized sunglasses or not is

0:01:50over now that we carry iPhones with this all over the place looks bad on your

0:01:54iPhone makes your iPhone the crazy I makes it look to me it makes it look

0:01:59unreadable i I could not bear to use my iPhone with sunglasses and yet I have my

0:02:04sunglasses on and and daytime and I wanted to talk tomorrow about it but we

0:02:13ran short of time because we did quick show so I didn't get to bring it up to

0:02:17him is the effect the same in the casino I would bet given that given all the

0:02:25video poker machines I'm sure they go where you would be most likely be using

0:02:30them well and then further confusion the casinos you know if you start seeing

0:02:36wavy lines and glasses are here last time I saw this guy next to me smokin

0:02:51you just never know what is causing the wavy lines but anyway that's me today

0:02:59that reminded me that they're bringing up with you because I didn't bring up

0:03:05with Marco is that a couple weeks ago I had me sold first original iPod out the

0:03:12one with the wheel that actually spun just a name for old time sake and

0:03:16I think it was it was like yeah I just gotta get out posted a picture on

0:03:22Instagram couple hundred likes it's a beautiful device it really is it looks

0:03:27ancient now because it's so crazy because there's a bigger hard drive but

0:03:31yeah but I had it out and it was in my office here next to my desk thanks to

0:03:37next to a window in the sunshine and amusing here before she ran out for an

0:03:42errand and why did you leave this because it's hers not mine actually I

0:03:46said she got mad at me when I posted to Instagram I made it look and say

0:03:51anything on Instagram she says that mine workers and their huge actor image

0:03:59sleeping on the couch or three night but then she got mad at me because I R acted

0:04:05because I left it out in the Sun for a couple of weeks and I looked at it and I

0:04:09was it didn't really look weird to me and that these sunglasses cuz it

0:04:16actually made it made the original iPod with her son with her polarized

0:04:21sunglasses and made it look as though it had a color screen like you know like a

0:04:26rainbow yeah yeah I got what I would have known that I actually would have

0:04:31been did to me if you borrow your wives original 2001 iPod and literally racket

0:04:37it wasn't you it still works as the thing that amazing find a firewire cable

0:04:41if I'd actually directed that would justify your your ok going blind as long

0:04:48as you can

0:04:49continue to look at yer killin vinyl long-term slaves you can continue to

0:04:54look at your iPhone with crystal clarity clarity right now I don't think non

0:04:58polarized on polarized whatever the word is normal

0:05:01sunglasses are driving me blind I think it just have to put up with a little bit

0:05:07more glare

0:05:09actually ham you might be in the same situation where similar vintage I am

0:05:18having trouble starting starting to get my left eye now my right eye which I

0:05:27don't know if it's better or worse I got it I got it all through my body called

0:05:33is it I looked it up a little bit scared I had to I had to buy and to finally buy

0:05:39a pair of cheaters reading glasses

0:05:43just like cheap grocery store ones how do they work

0:05:46what does it what do they do just makes it easier see things close to him how

0:05:50did I thought the same thing that's what classes

0:06:01reader classes do you can see I'm really well informed about yeah we should

0:06:08really be having this conversation by Lizzie so what you wear contacts I do so

0:06:18I think that's when I think that long range but I think I need to do is a need

0:06:21to get some kind of parent classes they take around with me want to read yeah

0:06:27it's a problem in restaurants now in low light situations trying to return to

0:06:33menus and I know I know now my parents went through and why they so he seems to

0:06:42anoint glasses on and no sympathy for my dad when you went through that all right

0:06:48I remember my dad got his first pair by my dad wears glasses and has his entire

0:06:56adult life i believe i dont i dont have seen a picture of my dad without glasses

0:07:01on since he was a teenager I remember when he got by vocals and he really was

0:07:08struggling with them because it we really have to like hold things in a

0:07:10weird angle and I had no sympathy for making fun of them

0:07:20yeah I gotta arrogance of youth what's it called presbyopia presbyterian

0:07:36presbyopia usually occurs beginning around 8:40 when people experience

0:07:41blurred vision near vision when reading sewing or working at the computer before

0:07:47I did and she started wearing she'd never won classes vision was perfect

0:07:51which I always found irritating to begin with and then she also kept saying

0:07:55things like I think it'd be kinda cool wear glasses I think it look good in

0:07:59glasses you're not going out and getting like blamed glasses look like just a bit

0:08:06but then she got the reader glasses and like the french fries go in with those

0:08:15classes like

0:08:21librarian name names 500 99.9% sure he'd show but he was wearing glasses one day

0:08:40in high school and grade and you know the guy you know makes fun of someone I

0:08:48actually had to start wearing glasses in high school I also got contacts and most

0:08:52of the time I didn't look different but I just did you know about you but I

0:09:01within a day or two it turned out that he didn't have prescription glasses he

0:09:04he he should be literally said I think they make me look smart and then we just

0:09:11tore into him i mean it's like off to the races because of a sudden instead of

0:09:15making fun of somebody for having you know legitimate probable life had bad I

0:09:21said since 4th grade so you know I don't hear it you know I had to live with this

0:09:27pain for a long time

0:09:29you're gonna just wear them because you think they like did I have told this

0:09:32story before this is one of the this may be the funniest thing ever happened to

0:09:36me in my life and I think I've told this story on the show before better but it

0:09:40was years ago so I'm not reaction it was sixth grade and his kid Wayne on the

0:09:46train and I got sent down to the nurse together for the annual kids go down to

0:09:52buy two and checked right and you don't know why they send you to buy two I

0:09:58don't think the nurse was very good with children so she couldn't have and the

0:10:04lights are real low in the room because it's set up for exams and there's a

0:10:08chair to wait and it's about halfway between there's a piece of tape on the

0:10:12ground standard i chart and she said you know who wants to go first and I took a

0:10:20seat I'm halfway to the sign and I thought this would be so easy to cheat

0:10:25because my brain works is you know I'm halfway there I can just memorize the

0:10:31bottom line I saw as something about you know why why wouldn't they

0:10:38you know proctor this exam a little bit more in the meantime in member how these

0:10:44two do it they did like have you have you read and it was the same thing every

0:10:47year to see which line you can read cover the other I do with the other eye

0:10:51and then they are asked to give us a pair of glasses and they were there they

0:10:56look like Warby Parkers now they're like I guess you know they're like what looks

0:11:00cool now black chunky glasses but like in the eighties they were the worst

0:11:03glasses and a real thick and it was the same parent they just put them on and

0:11:09then what do you see what I put them on the scene nothing like the whole world

0:11:16and you know this is the 636 grade same score six years so it's like the 6th

0:11:20time I've done this and I'm sitting there bored listening and she's out what

0:11:25about this row what about this room and doing can't see any of the Rose he

0:11:30couldn't even see the big hit the top started giggling and then that she had

0:11:37to cover his there I and it was the same thing you couldn't read it and how it

0:11:50goes what if you try these on she gives him this pair of glasses everybody had

0:11:56the track he goes oh wow and I just died I just fell out of my chair laughing at

0:12:06the plane has not seen the the board three years and then nurse turns me she

0:12:16was do you think something and I said he had had good parents you know I think

0:12:28his mom is even a nurse nurses kids are always been like he didn't have health

0:12:32care anything I did just like never he never really and somehow I don't know if

0:12:39he had had a really bad year between 5th and 6th grade if he'd been absent the

0:12:43year before when they did the same thing but last two days later doing comes in

0:12:55thanks got glasses he doesn't have to wear them which is pretty pretty good

0:13:02just smiled but is it distance or close distance and mana first first pair that

0:13:10he got where was this Spiderman glasses a picture him with those they were they

0:13:17were and they were asked if they were very subtly spider-man the case was was

0:13:21kind of spider-man depth but the the glasses themselves look like sort of war

0:13:25because they just had a little spider web on the

0:13:30on the things on the side I thought those kids Jonas's school wearing

0:13:37glasses then when I was a kid when I was a kid it it just seemed pretty rare

0:13:42there are now she's pretty common I can't wait to see what happened to these

0:13:47kids you know they say that stand in the way from hours a day as bad guys can

0:13:55imagine how much worse it

0:13:57kids can you imagine corrective surgery cuz i feel like im with us like we were

0:14:03even when we were playing video games and arcade or something the parties were

0:14:08so fuzzy focus closely that was good for us and you can afford to play for you

0:14:14know as long as they can now do think that whenever they people complain about

0:14:23the in-app purchases to realize how much it costs me to play video I worked as a

0:14:28teenager I worked in a man managed by spent I spent everything you pick the

0:14:35place had the key to the place you left without a paycheck every week but I had

0:14:43to keep the place and so on Saturday night my friends and was closed and we

0:14:48were just go down and open it up and clit lock the door was your favorite

0:14:54video game arcade

0:14:57my favorite all-time in that one or not was temple's

0:15:00that's a good game I love all the points do all the vector vector art yeah yeah

0:15:08those are all good yeah Star Wars yeah Star Wars one battle zone battles and I

0:15:16guess I asked her if she was vector graphics to never really thought about

0:15:19that but now they think about the way that I think it was yeah there were a

0:15:25number of asteroids reports that were pretty yeah I remember my favor

0:15:31neighborhood arcade growing up

0:15:34had to buy honor always a favorite and you are coming through that's that Dino

0:15:42Dan benjamin and I talked at length about your coming years ago

0:15:46show he was a big game I don't cause I miss that is now it wont that whole

0:15:53fighter named came a little bit after my time

0:15:57er come true like one of the first ones you google it after the show and you'll

0:16:02see from the graphics quality was it was like Street Fighter yeah it was a lot

0:16:10more like pac-man graphics even had like that I know is made by the same company

0:16:17is pacman had that same exact same score fun same basic idea that were you fight

0:16:26with two guys fight side-by-side but it was it was older older version I'll take

0:16:41a break let's get our way to a smarter one of our great friends let's let's

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0:19:02sign up please so we crossed off the list so far polarized sunglasses and yes

0:19:10arcade arcade games and presbyopia

0:19:17well here's the weird thing I didn't know this is so it with my left eye if I

0:19:23close my right I actually really to be honest I can't read my iphone if it's

0:19:28just with my lifetime I close my left eye I can read with my right eye just

0:19:33like I've always done before and for some odd reason with both eyes open it

0:19:38looks even better I don't know how that works even though my left I can't focus

0:19:43it somehow looks better in my head with both eyes open but obviously of it just

0:19:50happened to my left eye in the past year probably whatever is whatever mechanism

0:19:59it is in there that lets you focus both long distance and short-range it's like

0:20:08one loose like the Millennium Falcon III had no idea but I thought to have with

0:20:21the thing is is that a distant my left eye was also a little blurry I just need

0:20:27a new prescription and so I went to the eye doctor and got any right or left I

0:20:31got a little worse since last year you need new prescription here you go

0:20:35here's a sample contact lens try this out tried it out and close distance

0:20:40stuff got worse way worse and I was I so I went back and it takes a lot for me to

0:20:46go back to a doctor I didn't I just thought everything was blurry in and I

0:20:51got this new thing and after today I see great distance with his new contact land

0:20:54but like reading is worse and I doctor looks i mean he's like yeah it works

0:21:03nearsighted prescription is the worst day makes the the inability to close

0:21:12level right now I'm so all they have to choose between

0:21:17what I want to be able to see ya pretty sad as I did at this point and any

0:21:27any native culture where that's all just piled some sticks around then just left

0:21:32me there continued on without me

0:21:37marker passed away peacefully without being eaten by the animals so here I am

0:21:4941 thank you for you on and I have always felt I felt so good for years

0:21:57that their jitters to a plan under jitters 143 still the starting shortstop

0:22:02for the New York Yankees he's retiring after this year I cannot however much

0:22:09better you know physical condition Derek Jeter has always been in me as being a

0:22:15world-class athlete and me being a guy sits in a chair the difference in age 40

0:22:2541 as profound he's still the starting shortstop for the yankees and I can't

0:22:30read my phone really feel like this is the beginning of the part where you just

0:22:38everything you die distorts yeah I'm turning in age this year so I decided I

0:22:46was ever gonna get back in shape or get in shape he was kind he was 10 years ago

0:22:51started start yes I need to start a long time ago but now you know for sure and

0:22:56started exercising again and and I went to the doctor and I had everything and I

0:23:01mean everything done what you did have every possible every possible test is

0:23:06being run some of them some of them will take months to complete a special

0:23:13episode of the talk show with a camera that nobody wants to be a very special

0:23:21doesn't want to be there

0:23:23nobody I don't want to be there their listeners definitely don't want to hear

0:23:33about the guy who asked doctor if you could check of his a Darth Vader up his

0:23:36ass but I don't want to just honestly I'm just going to write down here ya SNL

0:23:50Darth Vader Star Wars doctors is fun

0:23:56ya speaka Star Wars x-wing which is what everybody's saying about even though

0:24:03that sounds like a great cause a truly great I think it's awesome I love it

0:24:20yeah I think that these teachers were there to shoot among these practical

0:24:25said and I know that they said you know it was a thing they said when they

0:24:29announced they're gonna do episode 7 and they're gonna change Abrams directing

0:24:34and even set right up front we're gonna you know we're gonna die a little back

0:24:38on the computer graphics and dial it back up a little bit on the practical

0:24:42special effects but actions speak louder than words and just seen something like

0:24:46a real fall life-size X-wing is awesome and I remember story when we were kids

0:24:54and I don't know if it was after all three movies just after you know

0:24:59somewhere in the run when Star Wars was the original story in a magazine about a

0:25:05guy you know and they built you know practical sized

0:25:09swings and might even like it like nineteen you know after the 77 1977

0:25:14original and some guy in california and put in his backyard he liked you know

0:25:20there is a guy who had like a life-size X-wing his backyard and I as a kid all I

0:25:28can think is that is the coolest thing I've ever heard and I if I had

0:25:32that I would go in and sit in the X-wing everyday now as an adult hello back and

0:25:37I think I can see being stupid enough to buy if I had a backyard they could fit

0:25:45and I could see being stupid enough to pay someone to put it there and then the

0:25:49next day I would wake up and then what I last night

0:25:59summit did a couple years ago maybe a little bit more

0:26:02there was a project going on to build a full size Millennium Falcon I saw that

0:26:08they really built in the forest or someplace can't remember where they were

0:26:12doing it but they had like they'd bought some land and they were building a

0:26:17full-size morning fog I wonder what did they do with like full-size millennium

0:26:23the real full-size Millennium Falcon they built back in 77 I presume they

0:26:30kept around for the next two movies and so that the one you saw an empire was

0:26:34the same one was I'm not sure was there ever really a full size one built

0:26:38because they might have just done the door and down the rest of the map I

0:26:45think sure there's there's something pretty big in this scene where you know

0:26:50they're loading up I don't know if it's truly full size and articulated from

0:26:58every angle but but the one in most isley where you know they're getting on

0:27:04the ship and a race against time because the storm troopers are setting up but

0:27:14that's a prediction clearly a pretty big pretty big physical thing there and I

0:27:20think about it like when there is shooting off the Minox inside the

0:27:24dinosaur in the asteroid in the next movie and ending on hot there's a pretty

0:27:29big 12 is up there fixing yeah there's a big and I may not be articulated on all

0:27:35sides I don't know but visually the Millennium Falcon was represented by

0:27:40several models and external and internal sets for Star Wars a partial exterior

0:27:45set was constructed in the set to rest as docking bay 94 and the Death Star

0:27:50hanger

0:27:53or do you think they were they not able to move that and then they they they

0:27:58changed the most isley docking bay to become the Death Star that would be cool

0:28:03maybe I'll bet that maybe this is a sign that says it would be just as docking

0:28:09bay 94 that was the one of the most likely right yeah it's just a partial

0:28:14exteriors so shiny new actually I think it's pretty cool yeah I'm kinda I'm kind

0:28:23of pro these movies I know some people are concerned I think a lot of people

0:28:29our age have a subscribe to end its a sensible Maxim but the fool me once

0:28:37shame on you fool me twice shame on me and so they are not going to get excited

0:28:42about the new trilogy until well after it comes out no way no how no chance

0:28:48that is not gonna be better

0:28:50than the last three and the last three left such a bad taste in my mouth

0:28:55i'm happy to have pretty much anything I got confused by your sense because of

0:29:01the two negatives but I said there's no chance that it's not going to be better

0:29:06which means it has to you and what you're trying to say yes to be better

0:29:09has to be better

0:29:10yes I think that I agree larry kasdan involved on the screenplay Abrams is

0:29:19good you know I think abrams worst movies better than than those yes I

0:29:25we've said this before I've said this numerous times over Star Wars comes up

0:29:28on the show though you have to understand that for like our kids

0:29:31generation

0:29:33the they're all blur together my son Jonah still has no idea which ones are

0:29:37the old ones in the know how can you not tell the difference

0:29:41three movies that are very very different and that when I was your age

0:29:45we thought Return of the Jedi was the bad one and now we think that was a

0:29:50great movie

0:29:54thanks lou has not seen the prequels

0:29:58I am i yeah I mean he's not is he loved the Clone Wars TV series and he's seen

0:30:07the first three movies and then I was like an X files like if you want to we

0:30:13can watch movies like now

0:30:15you in Syria John Siracusa are like the founder yeah but for a while it was it

0:30:19was a very when he was really kind of into the woods into the movies

0:30:23themselves for a while before he got into the the Clone Wars show and I think

0:30:28at that point he has hit was he asked a lot of questions about the other three

0:30:32movies and I was like wow we don't have them exist I worry I worry about those

0:30:49movies because they came from the same guy and it's not talking about getting

0:30:53older and you know and there's there's I don't know who this is I'm not a doctor

0:30:58but they say that like you know I for every few years every single cell in

0:31:03your body dies in his replace throughout the cycle so like I don't know within

0:31:09like 10 years every cell in your brain has died and been replaced

0:31:13you know and hopefully you know they they have any kind of memories that last

0:31:18longer than that is that way she gets stored as I'm going out I've got a

0:31:26memory of big dog in 1984 and in the news

0:31:30iran comes in and goes I got it I got right but I don't know if there is

0:31:36something nice job enjoy your retirement there is something that happened to

0:31:39george lucas as he got older that is just very MEA he might be a seems like a

0:31:45very nice man

0:31:46and you know he's had a very happy life but as an artist the guy that the guy

0:31:51who made thx 1138 eventually made the Phantom Menace is just mind-boggling and

0:31:58that it wasn't because I like a work for hire you know you know gotta do it for

0:32:03the money at stake he funded the whole thing I'm so lucky he's set everything

0:32:11up and that's why it was so that to me is is why those movies are so profoundly

0:32:16disappointing was that he always impressed me that in a very different

0:32:22way than like Stanley Kubrick that he he was a guy who wanted to do things his

0:32:26own way outside the studio system you know I was thought it was cool everybody

0:32:30knew you know he wasn't Los Angeles based he was in Northern California

0:32:33nobody else was up there making movies and then he he created this amazing

0:32:39franchise that and and set up the licensing and such a way that he got all

0:32:43the money from it so that he would never have to go to the studios from money to

0:32:47make a movie again he could just wanted to and then he made used it to make

0:32:52Howard the Duck in the Phantom Menace

0:32:58yeah yeah I mean he had known the answer to either themself

0:33:01towered the doctor at his grandparents house and i got really a couple of how

0:33:07did that happen I don't know what it was like he was there

0:33:11babysat for the weekend we watch for the weekend in our way and Netflix or

0:33:17something like that let's watch that I tried to explain to him that it was from

0:33:23the guy who invented store owners and you wouldn't believe me

0:33:29a half an hour in which both talk about Apple eventually yeah a financial

0:33:34results came out today

0:33:35you know well today for us not today for the people of this entry into this later

0:33:41come out till thursday or some people should listen live

0:33:47should i do that you know the ATP guys have that it is helpful as I'm listening

0:33:57to ATP and they either make a mistake can think of something that they don't

0:34:02have to interrupt themselves and Google it they just keep their eye on the chat

0:34:06and say you know it's kind of amazing and it sort of reminds me of like the

0:34:12podcast equivalent of like on a light on and live TV the way the anger always has

0:34:17your piece and a director somebody off stage can tell them things you know so

0:34:22that caused it so that the person whose on-air doesn't have to interrupt the

0:34:27shadow

0:34:28like it works remember having it with the old talk show in 10 Benjamin for a

0:34:33while not a long stretch but for some stretch we had like an IRC channel or

0:34:37something like that and it was occasionally helpful I don't think I

0:34:41could do it though because I think the reason it works for ATP guys is that

0:34:44they required on a very regular schedule where every Wednesday night at nine I

0:34:52don't think I've ever recorded two episodes of the show same day I can I

0:34:59can the ones that I've been on you up at midnight but it's only midnight out

0:35:09there you go

0:35:10remember why I remember being disappointed I was disappointed when I

0:35:20found out that like the tonight show wasn't life

0:35:23yeah although I

0:35:27growing up I mean greater New York

0:35:30life was lived yes yes which was great

0:35:35that was that was a crazy it was great to see them crack up and

0:35:40those rules the moments that you remembered

0:35:45but that was basically

0:35:48there are like that nobody's live in the tonight show used to be live on the east

0:35:57coast and then I think at some point in the sixties they switched or maybe it

0:36:02was when they moved to California in the seventies when they moved from New York

0:36:05to California in the seventies maybe that's when they switched and it just

0:36:13felt like a bit of it she right but then I started thinking of it is more like

0:36:17knowing like a magician's magic trick at first it ruins the illusion and anything

0:36:22hey this is pretty cool these people they're clearly pretending they don't

0:36:25lie they don't tell you it's live but they're acting as though it's late at

0:36:28night somehow that was ever going to and went to a show on NBC and its like it

0:36:40was like at four o'clock in the afternoon or something not right now but

0:36:44a big tits but they kinda I mean they cheat he does he does like a time that

0:36:50it's you know to stay up until eleven o'clock right or like like like an

0:36:58election nato make jokes like as though he knows who won the election

0:37:04so financial results came in that's what we were on I hardly really looked at and

0:37:17it seemed like they were more or less kind of sort of in line not shocking

0:37:21financially good iPhones pretty good a little bit I found a little higher than

0:37:27expected

0:37:28yeah margins are still grade higher than expected and that was that's been a

0:37:34thing like that that during the rundown of the stock like the great 2013 Apple

0:37:41depression was always about the margin that the margins are collapse they can't

0:37:46you know and and part of it was because they had a run for a couple of maybe

0:37:52even number year where they had insanely high margins and I think maybe who knows

0:37:57if it will how much of it was just remember when they bought all the LEDs

0:38:01LCD screens and a bunch of RAM in advance it was like somehow like that

0:38:07that paid off huge and they had like 40 something percent margins for a while

0:38:11and part of it was just that that was a fluke in terms of being high and they

0:38:16kept saying it was a fluke

0:38:17you know this is all you know we'll take the money but this is a surprise that

0:38:21normally that they should not be this high and then part of it was just you

0:38:26know bad luck that it down a little bit but then I know there was a lot of

0:38:30speculation for a while that the margins were gonna compress yeah but now

0:38:40the only it's like the only

0:38:43question is the iPads are down again yeah i pad down here oh well it's two

0:38:48things I think it and I think they maybe they're related I don't know iPad is

0:38:53down 10% year-over-year 49 produced 2000 really well max are up 18 percent and

0:39:01the max 18 percent is even more impressive because according to most

0:39:06like IDC in other people who track the whole industry the industry as a whole

0:39:10is still down 2 percent for the same quarter so in an industry where like

0:39:16Windows PCs or I guess including the Mac including all Mac and Windows Windows

0:39:22Windows PCs must be worse if the matter further right and I think that's kind of

0:39:30surprising because I feel like a couple of years ago when the iPad 2011 2012

0:39:35when I pad was early days and and was clearly a hit I think there everybody

0:39:41was including me was sort of thinking about how how is this as the iPad gets

0:39:46more powerful and more popular and more familiar how is that can affect Mac

0:39:51laptop sales probably you know be like a sort of slow decline and it seems like

0:39:56that the other way around I don't know yeah yeah that's it's interesting I

0:40:02don't know exactly where I think some of the negativity about Windows machine

0:40:09sales as well as aid yeah it's just not the often those kinds of upgrades drive

0:40:16sales in effect this time because everybody hates it I had really just

0:40:22don't think if you went back late 2011 and early days as tablets and mobile

0:40:27phones

0:40:28gangbusters I just don't think I would have believed that come 2014 the Mac

0:40:33woods Dolci ATM I why does my heart

0:40:38well you know it's great to see them active yeah I like that ad did you like

0:40:45that the Yeah Yeah Yeah I liked it a lot

0:40:49yeah and I noticed them in like that that little flash of the old I come the

0:40:53old logos great

0:40:55the old logo came up

0:40:57I so this is a new commercial that Apple they call it a short film it happens to

0:41:01be exactly thirty seconds long but I don't know you'll see it on TV money in

0:41:09between two predicaments of a show in between commercials to broadcast thirty

0:41:16seconds short film about one of their products they're not gonna do it then

0:41:25who is if you haven't seen it it's just 30 seconds of almost like stop motion

0:41:31animation but it's just a whole bunch own very very quick cuts I think maybe

0:41:38less than a second each MacBook and MacBook Airs switch to

0:41:49thought that the whole thing holes and was about that was about the air ok that

0:41:55has a MacBook everybody's maybe it's two different sizes and MacBook Airs but

0:42:00with you know all sorts of custom stickers decorating the Apple logo case

0:42:07they never show the screen it's always just the Apple logo some of them I've

0:42:12seen before

0:42:13some of them pretty clever but then I noticed the one about halfway through

0:42:17its like pixel art version of the old six color Apple logo that you put over

0:42:24the Apple logo on the MacBook and then when they met when the Apple logo lights

0:42:28up it lights up the decal I saw that one at first I thought oh cool I haven't

0:42:34seen you know that's a neat way to sneak the old apple logo into an ad but then

0:42:38at the very end of the ad very quickly cycle through different styles of the

0:42:43Apple logo not on a Macbook just the Apple logo included in the old six color

0:42:48amal ago and I found that really interesting that some pushback I wrote

0:42:53about it and I said something whether they say it's a pretty well

0:43:00I rode people have been decorating a laptop stickers and decals ever since

0:43:05they became consumer products didn't see many stickers on them and it cost $5,000

0:43:10first time I tried to buy a PowerBook of $6,000 gonna happen and I don't think we

0:43:18need to commission a demographic survey to state that younger people are more

0:43:22likely to do this than older people no coincidence that the spot is debuting

0:43:25and back-to-school season in the old days Apple didn't have to worry about

0:43:31conformance just owning a Mac major stand out from the crowd but what

0:43:35happened now when everyone you know has a MacBook and every MacBook looks the

0:43:39same something like this commercial is what happened some people push for a

0:43:45country like everybody you know as a Macbook and it's obviously something

0:43:50like that doesn't literally mean everybody but I that's the case and a

0:43:54lot of schools that there are you know whether it's high school or college

0:43:59where it seems like everybody you know I'm seeing those pictures you see those

0:44:05pictures like lecture halls yeah I mean that's been happening for years before

0:44:10these market changes happened in the PC market where where PC started falling

0:44:16and apple and Max are rising and I think it's you know that when younger

0:44:22teenagers and college students and even more profound so yet take every word

0:44:28every one with a grain of salt but if it seems like most of your friends all have

0:44:32MacBooks all MacBooks especially from the back look exactly the same you know

0:44:37their pro they're all just aluminum with white logo i mean i think is a cool luck

0:44:43but you know as a kid that's there's a sort of resistance to that sort of

0:44:49confinement yeah

0:44:52I'm not a fan of the plastic covers for plastic covers and wants to put a cover

0:44:58on my iPhone but I just as I feel like I'm gonna drop that but i dont on a

0:45:02Macbook I don't

0:45:05like the plastic yeah and I don't think the other thing shells shells yeah the

0:45:11other thing that's interesting about that commercial is it shows a bunch of

0:45:14them that are beaten up literally dented scratched well used and that pretty

0:45:21interesting to my knowledge I think Matthew Bender you know I don't think

0:45:25Apple's ever advertised with you know well-worn well but they've talked about

0:45:34it before like johnnie I've at least hasn't knows you know those videos he

0:45:38shoots from the white University lives in the guy who runs the matrix matrix

0:45:48you know that that they choose these materials for how they where you know

0:45:55and it should be like a pair of you know good pair of boots blue jeans or

0:46:00something like that

0:46:01look better but they don't show it like that but I do think there's a truth to

0:46:06it you know and I think that especially when you know i phone is different cuz

0:46:10it's got class and can you know that the glass all things are offered I don't use

0:46:14a case for my phone but I don't blame anybody does because glass whereas you

0:46:19know MacBooks are in my experience extremely

0:46:23yeah especially as specially since they've switched to SSDs

0:46:29yeah I think that you know the aluminum you know I think that it's kinda need i

0:46:34think johnnie I've private like that I think he'd like privacy in Siena beat up

0:46:39in the morning and that they do think they designed for ya

0:46:44uses a very old MacBook Air MacBook Pro thing like physically rough or leg rough

0:46:57everything I mean it's gonna end and he seems like he spilled a drink on the

0:47:04keyboard and I gotta figure out how to get the keys up to clean cuz it's clear

0:47:07sticky now underneath their sticky it's easy clean the top of them but now

0:47:13they're attached that I would not type on that thing just a bit of a passive

0:47:23aggressive street where he's taken now to showing me some Minecraft mods

0:47:30there's there's there's shaders and they they totally changed the way the game is

0:47:35rendered and and he says look this one is meant for MacBook MacBook Airs to

0:47:43make it look better and still like wow isn't that interesting and then put this

0:47:49one is actually all right even though it wasn't meant for an old man but this

0:47:55one's any goes well its laggy but it's not as like I do kind of feel bad

0:48:02in the sense that somehow I'm proud that he you know cares about frame rate right

0:48:09now I get that I get that but we've got a great running gag on our house because

0:48:14it's a 32 so it's there's never a tie somebody's always going to win and so

0:48:20like one of ours is

0:48:22standard def video on the TV and he doesn't really notice doesn't really

0:48:27seem to care and Jonas Jonas has been poisoned you expect me to watch this

0:48:38notice is the video quality that much maybe it's cuz he's known as glasses but

0:48:46he definitely like frame rates or buffering it dry them deserve oh god

0:48:53help you if something is buffering and drops below 60 when he had a move to

0:49:02another country where they have 60 frames per second so when I was a kid we

0:49:05had eight pixels on the screen at a black-and-white TV are Atari 2600

0:49:14literally had a switch you can flip that said you're playing on a blog on my TV

0:49:18remember that BMW was like I guess it's you know only choose shades you know my

0:49:31first video game console mode for buying anything else on the quarterly finances

0:49:41just that they are looking forward to having a big fall recording at a time

0:49:49where I have not seen the conference call which is usually were more

0:49:55information comes out so they've dropped him

0:49:58expected yes anything which you know we're hoping for a kind of expecting to

0:50:06win in the other thing I thought was interesting was that

0:50:09Tim Cook said that the growth in the iPhone 5 CEO they don't give up don't

0:50:14break out how well each iPhone does

0:50:18but he said the growth this quarter and the iPhone 5 seat year was higher than

0:50:23the growth in either the 405 us

0:50:27so right now their words not you know obviously there's no there was no

0:50:33previous four seeded compared against but it was that pricing tiers yes yes so

0:50:39it was compared to the fore si year ago yes compared to the forest year ago

0:50:44correct yeah yeah I think that's interesting especially since there are a

0:50:47lot of people who were sort of talk in the five see up as a failure rate how

0:50:51that it was that's the air and it's only in arguably a failure in that they don't

0:50:58think they didn't sell as many as Apple thought there in cell or maybe they

0:51:02didn't sell as many as I thought they would in the first quarter but maybe the

0:51:06year as a whole

0:51:08yeah I guess it's only nine months or so but it's still like it's like the fourth

0:51:13or fifth best-selling phone I I see a lot of them I really do I started

0:51:17yesterday you keep seeing more and more

0:51:19yeah I think you know I don't think Apple I know from talking to some people

0:51:26that they don't they don't they're didn't have a crystal ball they don't

0:51:29they didn't know exactly how many like talking to them last year when they

0:51:32first announced them and to me the part that stuck out right on day one that I

0:51:37think it was $199 $299 was one price review for the exact same price

0:51:44carriers subsidize you can get either the 5s or the five see you can get like

0:51:49the best five see where the worst 5s I think and I was 19 different I just

0:51:55different

0:51:58yeah yeah you know and did you know the 5s has 16 gigabytes 5s versus 32

0:52:07gigabyte five see that I could be wrong and I don't even email me but you know

0:52:12something like that you get 32 gigabytes privacy or 16 gigabyte 5s at the exact

0:52:17same price and I thought that was interesting because that's for some

0:52:22people who someone is less informed you know maybe that's a difficult decision

0:52:26how did they think that was gonna break out and we don't know you know we really

0:52:32don't know

0:52:32estimate but you know until we put the stuff out you know we're off

0:52:36were always a little surprised by wit which you know the exact configurations

0:52:42are better than some consistency Europe but sometimes you can't predict it so I

0:52:48think they're probably a little surprised if I have she didn't sell rate

0:52:53right off the bad and maybe they're a little surprised that it has legs as

0:52:57strong as it does but I think easy explanation you know that it is the one

0:53:03that people who are enthusiasts is always going to be the top brand new one

0:53:10right that you care about things like that the camera is a little better as an

0:53:14extra have stopped of exposure and you care about the fact that they seven is a

0:53:20faster CPU I mean every day my life is better every day because my phone run 64

0:53:25bit can't believe there's people out there running and 32 bit so if I had a

0:53:3332 bit something I probably couldn't read my phone with either I just kill

0:53:37myself but now you know i mean when we think about things like that and then we

0:53:44do stupid things like go get online on day 12 by 12 so that we can have it the

0:53:49first day that it comes out whereas people who are not like that like just

0:53:54buy a phone whenever they're old man breaks or whenever they feel like

0:53:58they're old one man that I'm sick of this old phone and then they go in and

0:54:02they're like wow i like that pink one that looks cool down and they don't care

0:54:08about the fact that the cameras one year old and so of course it makes sense that

0:54:13that's the one I do now is make sense that the one

0:54:18that would do better year-over-year like us more of a slow burn bright and it

0:54:25still looks new looks like a new phone

0:54:27whereas I he year ago if you were going to buy the mid tier phone you're getting

0:54:31for us and it kind of looked a little older just kinda look like a year old

0:54:37from compared to their 50 s where's the five-seat looks just as now just in a

0:54:42different style it was another there was a rumor about Wall Street Journal

0:54:51that the Apple was ordering

0:54:54sixty to eighty million big phones I saw something about this some huge number

0:55:01right whereas like they like I think like last year in the fall they sold

0:55:07like 50 million and so something like this is a huge spike yeah I saw some

0:55:12stuff on Twitter about that words like one rogue report that they're ordering

0:55:16eighty million iPhones now means that you know six months from now on every

0:55:22port the holiday quarter fell 75 and is gonna be no matter how much higher is

0:55:32that what it actually was a year ago let's do a sponsor and i wanna hold that

0:55:38thought on bigger iPhones and thank another longtime friend of the show our

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0:58:18to the lynda.com with a why / of the talk show with the lynda.com / the

0:58:27talk-show get seven days free trial I thanks to them

0:58:31big iPhone

0:58:33maybe a week or two behind it he peed Siracusa brought up I thought a great

0:58:41question

0:58:41talking about this they're talking about you know this pervasive rumors that it

0:58:46can be too big or iPhone four point seven inch and 5.5 inch how come if

0:58:53there's going to be a 5.5 inch iPhone that wire where are the component leaks

0:58:59because there's all sorts of component leaks reported for the four point seven

0:59:03and they're from people who had like a year ago when they had component leaks

0:59:09of things like the gold back of the 5s you know we're pretty much spot on but

0:59:17there's no there's so you know before the 4.7 inch new iPhone is seems to be

0:59:25tracking exactly on pace leak wise as the last two or three years about from

0:59:30which to me it makes it seem like a slam dunk like unless something goes wrong it

0:59:39seems like that's that's going to be a new products but there's nothing I

0:59:43haven't seen anything like there have been screened have come out for the four

0:59:46point seven cases nothing for the 5.5 and then like Reuters have a story last

0:59:52week was Reuters business week but one of them had a story that said that that

0:59:56the four point seven inch i phone sex is going into production now like me in

1:00:02July and the 5.5 inch one is going into production next month meaning August but

1:00:09you might think well if it's a month behind then you know maybe the league's

1:00:15against are coming soon but leaks for the four point seven inch front came

1:00:19more than a month ago started a long time right I started months ago

1:00:24mmm course it makes sense that they would pick up if it is entering

1:00:28production but I don't know there's something about this 5.5 inch to meet

1:00:33the sound isn't gonna happen

1:00:35and she's kind of crazy to think that they would have phone comes in three

1:00:39sizes

1:00:41that seems to just before I knew it seems like it its intended use two at

1:00:51the same time since it seems like it would make sure its head explode like

1:00:54from a product marketing perspective how do you frame it you know how you frame

1:00:59the story like like with the iPad's they've got the same specs same camera

1:01:06same you know CPU same pixel dimensions it's just you want bigger smaller and

1:01:11you have to pay $120 bucks or whatever the differences for the bigger one and

1:01:16somehow seems to make sense in consumers minds a little more to get a better one

1:01:21pay less to get a smaller or maybe it doesn't maybe that's why iPad sales are

1:01:25down but but somehow comes across as feeling fair whereas if they come out

1:01:31with two new iPhones sixes and they're like the same a a system-on-a-chip same

1:01:37new and improved camera the same then this and one cost more than the other

1:01:42one which one cost more I'd rather have the smart one so what I write it doesn't

1:01:48seem to me like you should pay more for a bigger one so I don't I didn't make

1:01:52any sense maybe maybe maybe we're in luck maybe this year I don't want to buy

1:01:56the most expensive I need a particular because they've approached this so

1:02:00slowly and carefully to date ya jumping up to 5.5 inches seems unnecessary and

1:02:08you're still there still growing sales I mean it's not like it you know it was

1:02:13the iPad maybe we might think okay well sales are falling maybe they need to do

1:02:17something else but you know it's not like it's not like they have a pretty

1:02:21big problems selling iPhones iPods are only selling record numbers and

1:02:30conversely I don't think it makes any sense product marketing wise for if

1:02:34there's 241 to be like a deer and one to be the beach here because there's some

1:02:40number of people who are going to

1:02:42want the other one but one the other specs right somebody is going to say I

1:02:48want to top of the line iPhone the top of the line one is the 5.5 inch and the

1:02:54mid tier one is 4.7 inch like the five see equivalent class spec wise well I'm

1:03:00gonna be upset because i dont wanna 5.5 inch I even spent half an hour being a

1:03:06Showtime how I can read my eye I don't want it I don't I rather not be able to

1:03:15read my phone then carry something that I don't get it I don't see how they

1:03:20could do it you know and then you know let's say that the 5.5 inch better

1:03:24camera than four point seven in turn will that I don't make me angry right I

1:03:30just don't see it does make it is never made any sense to me like the iPhone I

1:03:36don't know how old weight and end and then do they still there for sort of a

1:03:41soul or does the

1:03:43if they switch to a thing where the new iPhone sex is out and it has now it has

1:03:51a four point seven inch screen i dont that that doesn't sound good to me I

1:03:55like four inches but I'll try it and it does sound reasonable and it does maybe

1:03:59you know as batteries get bigger you know you you know maybe I'll be happy

1:04:03with it thank you know what I kinda like having a bigger and you know you know I

1:04:09guess maybe maybe i mean and when they get when the five came out it was

1:04:13physically smaller than the 40 S right at the screen but in terms of volume was

1:04:20actually a smaller and is all I would hope they would do something like that

1:04:23yeah it felt like a fair tradeoff yeah we're going to 5.5 is just ridiculous

1:04:29I'm not saying know that I i cant believe that other people would want a

1:04:34device like that I do I totally understand that some people love them

1:04:38and that they you know that there is a sweet spot between you know I don't need

1:04:43a tablet and phone I just have this one device I know it's not for me I've seen

1:04:47such similar devices I can't imagine carrying them around carrying around my

1:04:51pocket everywhere I go I just don't see it I also doubt I do think they're also

1:04:57though and and with the discussions note you know joking aside about you know via

1:05:03it does raise the question of what is the point of getting a bigger screen is

1:05:08it to make everything bigger so that you see the same amount of texts but now

1:05:13it's bigger or is it to put more on the screen

1:05:17keep the texts the same size and you can have more texts at the same time

1:05:21yeah I think the answer is maybe both

1:05:25little bit of both right with the settings you know with the colorado is

1:05:32one of the other

1:05:33depth of text but there's seventy introduced then read on the general text

1:05:40size and you can make text bigger system wide

1:05:44and maybe you know it always seems to me like when you make it bigger the current

1:05:50iPhone takes up too much space maybe with a 5.5 inch fun that would be a

1:05:55great option for people with failing eyesight that I can see that is a great

1:06:00product but I just don't see how they sell alongside the four point advantage

1:06:04at least at the same here just seems like a lot to say that to me

1:06:12leaks even though there are leaks coming out I feel like we know less about what

1:06:16they're gonna announce iPhone wise then in years many years I can't even

1:06:22remember the last time I've had to guess last year about this time we had was

1:06:29quite this time certainly by August we had seen

1:06:33pricey I'd already written a review now I know we didn't see the privacy did we

1:06:41we know but I thought we saw the shells I thought we only saw the five at the

1:06:45meadowlands I think we saw the plastic ones we did name required

1:06:49they were white yeah but we did see all the colors I think we just like a white

1:06:54plastic one yeah I do remember something so we're we're in agreement

1:07:005.5 yet anyway I don't know and then there's people in the the people saying

1:07:06the rumors saying that it's a month behind her there might come early next

1:07:10year

1:07:10why they wouldn't announce that in September then that seems weird that

1:07:15they would do that I give it three or four months behind that seems to me like

1:07:19that's a non-starter it should either be at the same time and therefore in time

1:07:27for the holidays or like six months later you could be due in April or

1:07:32something like that yeah but if you know the holidays such a weird blip on their

1:07:40quarter you mean you can see it every time they have these you know like today

1:07:43every time they do the quarterly financial management at such a weird

1:07:46there's such a holiday company

1:07:51that it doesn't make sense that they would have something that would debut in

1:07:54January and they can announced in September because then people would you

1:08:00know the whole Osborne effect that they're not going to want to buy the 4.7

1:08:04inch one until they can see the 5.5 in 20 make a side-by-side comparison or you

1:08:11know they can't just have five point you know we are not going to sell it until

1:08:14January but we'll put him in the stores so you can see him whenever people love

1:08:18them you know what they're gonna did they wait doesn't make any sense you

1:08:23know you know show people something unless you can sell it yeah I just don't

1:08:27get it something just doesn't doesn't some of those rumors came from Chico I'm

1:08:32sure who is held up as one of the really good

1:08:41rumor resources and used to work for digital times that works in our ta

1:08:48securities when everybody I don't even know if it to hear is but if he got here

1:08:55and he's he's got a number of things correct but he's also got a number of

1:09:03things completely incorrect because last year he said that the iPhones to be

1:09:07announced at WWDC right and and he's the one saying that the the iPhone still a

1:09:14big iPhones are delayed in

1:09:17won't be coming in may not come until next year I think that if the 5.5 inch

1:09:22iPhone is quota is delayed maybe they were working on it maybe it is delayed

1:09:26for whatever reason that means it's pushed back here that's what I yeah I

1:09:32would think so they're not going to do something to three months after the

1:09:37initial so here's here's what I can't wait for that

1:09:40imagine this scenario September comes there's a big iPhone event Yerba Buena

1:09:45Center is rented out to put up some kind of big colorful poster I fly out there

1:09:52we have a big shown dog show dog and pony show ya and the only new iPhone

1:09:59announced is 4.75% sex it doesn't matter how awesome that phone is how many

1:10:08people are going to say where's my right i mean they can't win situation that

1:10:17Apple is in like it if they I don't see how they could do this make sense of how

1:10:25they would do both but if they don't do both there's gonna be some number of

1:10:28people who are outraged gonna say that they are out of touch you know disappear

1:10:35in 60 days

1:10:41did they did they disappear after the sixty days I wanted to know someone

1:10:47asked on a conference call I guess he trip trip Chowdhry does not get on the

1:10:55conference was great it is not the answer

1:10:58Kickstarter that I would totally Kickstarter project trip Chowdhry onto

1:11:06the every quarter conference call at least for the next four you know will

1:11:11pay whatever it costs and we get trip Chowdhry on every get one question on

1:11:16every call Jean monsters but right now we're just gonna ask about Apple TV is

1:11:24gonna ask a question yeah yeah that's get funded trip Chowdhry

1:11:31Crowder here

1:11:35penciled in for just appearing in early June when you didn't release and I

1:11:40watched thing this is Tim Cook southern accent question now we're still here

1:11:53next quarter I don't know how we can keep the lights on the other thing from

1:12:13the herd on the little bit of the conference call that I heard before we

1:12:20got on the air was that while the iPad sales were down overall they were up

1:12:26about fifty percent in countries like China and India which was interesting

1:12:32and they were down in

1:12:35mature countries developed nations BRIC countries BMI see what is the residual

1:12:44Russia India China Brazil Russia India China Brazil Russia India China sounds

1:12:51for random countries which is yet although there except that they're both

1:12:57all four are enormously populist right right so those those four countries it

1:13:08way up and isn't that exactly the the those are exactly the sort of countries

1:13:13where I feel like everybody said they would never ever selling iPads well and

1:13:20they also are like the sort of countries where everybody was saying last year

1:13:25when the five see came out and wasn't cheap you know that everybody saying

1:13:30keep iPhone and they came out and it wasn't there was no they had nothing to

1:13:35do with the cost it had to do with having the mid tier occupied by a new

1:13:39device at the same price points instead of a year old device coming down that's

1:13:45all they did nothing to do with the price is about replacing the middle tier

1:13:50with a new phone rather than in one that was probably cheaper yeah I think that

1:13:57helped helped help their margin right I think yeah I think that there's

1:14:01something yeah there's something to that where I think that the the the refined

1:14:06aluminum if you know if they had held the past pattern instead of the five see

1:14:11the five she wouldn't exist and the iPhone 5 would still be sold at that

1:14:16point which is what the five she is in turn which also against we want to

1:14:23speculate but i found out i mean i phone 5 CBS which would be an iPhone 5s in a

1:14:31plastic case I would like I don't know if they're going to call it a five ccs

1:14:35cuz it's starting to get to me the simplest thing is the 25 C drops down to

1:14:4150 strips down and you get a 4.7 inch yeah but I kind of feel like the pattern

1:14:46a cent last year as they don't wanna sell the

1:14:49nice case are you know in the middle in the middle I do I feel like I feel like

1:14:59that year was a setup just to get to the point where the plastic cases on the

1:15:03bottom level maybe could be either one of the other that's a good question good

1:15:07point could be about that they needed to get out one year in advance before it

1:15:11could be could be I don't know that not so sure about I know I think it's sort

1:15:21of about CMI my guess is that it's sort of about setting your expectations for

1:15:27which one will cost more before you even turn them on that you can look at a five

1:15:33seed and a five a side by side while the screens are off and I think most people

1:15:37would be able to guess which one is more expensive than the other whereas my five

1:15:43ask the current five ass pick your favorite color versus the iPhone 6 this

1:15:494.75% sex I don't know that you'll be able to do that right if you you know if

1:15:56you just purely like bigger devices against you think this one is nicer but

1:15:59you know if you like smaller devices you might think that the 5 S's whereas if

1:16:05they put the 5s internals in 2005 see style plastic case then it sets that up

1:16:10or not that's good that's one of the things I'll be looking forward to next

1:16:14month or September I guess the BRIC countries know I'd I think that

1:16:20everybody said last year that they need to sell cheap iPhone for china because

1:16:24people in China per capita don't have a lot of money

1:16:29emerging markets emerging markets and I think I don't think Apple thinks there

1:16:35are such things as emerging markets I really don't think the way they approach

1:16:39it is that there's people who can afford my friends and people who can't you know

1:16:45and I don't mean to be you know but the fact that the average person in China

1:16:50maybe can't afford an iPhone 5 see you probably can't afford iPhone see let's

1:16:56face it doesn't mean that there aren't

1:16:58millions and millions of people in China who can because there's a billion people

1:17:03in China the other thing they did in the spring was sad and eight gigabyte iPhone

1:17:095 see ya that's a little weird I kind of had much to do with it I can't believe

1:17:19that the difference from Apple's perspective between eight and 16

1:17:22gigabytes is so much is enough to warrant that it seems my Israeli yeah

1:17:29yeah you know and a camera that can shoot high-definition and stuff it's

1:17:36like wow that's just seems really I mean I was looking I was looking at Amazon

1:17:41had a sale on Kindle Fire last week and was looking at them and think the price

1:17:47difference between the I think there was any gigabyte and a 16 gigabyte and the

1:17:51price difference between the two is like $20 and even then you go for you that's

1:17:55just just because you know the cost difference can I bennett lesson 20 bucks

1:17:59but you can't how can you price of $5 partner whatever yeah you know and I

1:18:06know RAM is the same way and that's another John Siracusa frequent complaint

1:18:11that Apple always short changes the devices on RAM in 05 I think I don't

1:18:19know whatever we have we we all wish we had more than one gigabyte of RAM and

1:18:23that's that sounds right and that it it comes back to bite in the long run at

1:18:32the tail end like when somebody with a four as upgrades 27 and it feels like

1:18:39their phones running slow yeah like the number one thing Apple can do that would

1:18:43make that better I you know he thinks and i i agree would be if if they had

1:18:49doubled the RAM all along like if every single iPhone ship may be excused the

1:18:55first generation one because it is crazy I can't believe this thing but it's like

1:19:01the last few years of I found it had more like they had gone to a gigabyte in

1:19:05the years when they had 512 megabytes and therefore these ones now that have a

1:19:09gigabyte had to gigabyte

1:19:11it would I think it would give them a lot more headroom down the road for like

1:19:16the last supported iOS update they're going to give ya cuz it's sort of a

1:19:22no-win situation for them where they cut them off earlier everybody like wow I

1:19:26just by the front two years ago an hour they don't get the software update but

1:19:29then they get the software update and it makes her phone cool slower because I am

1:19:33because it's optimized for the the brand new you know you know the first priority

1:19:39is to make it awesome on the top of the line iPhone which has more RAM than they

1:19:44get I know you have you get a limited dish in limited edition 256 gigabyte

1:19:51iPhone but my wife I believe that the 16

1:19:56we've been eating by on 16th so that the first iPhone 4 gigabytes iPhones

1:20:03we were speaking limited editions there was a real limited limited edition and

1:20:10and I use that for two years and towards the end it got really painful and I'm in

1:20:16the same place now 16 gigabytes

1:20:20can't do it anymore and I don't know I just look at some point they jump up I

1:20:26could I can

1:20:2732 I could definitely get by with 32 died after I don't think I am right now

1:20:32I think if I check I think it's somewhere in the forties my phone is

1:20:39fucked up to somewhere so I'm using upwards towards the 64 but I could do

1:20:44crap like yeah well that's out and that's I had a 32 gig 3G yes and it was

1:20:50just like you never came close but Italy during that time period I felt like I

1:20:56was looking up movies and stuff and I was watching us so I kept getting 16 gig

1:21:04phones after that and and now I finally got to the point where ok now I can get

1:21:08stuff on there you know all the stuff that I want that it really need on there

1:21:11I will I will point out before I take a final break for a third sponsor I will

1:21:16point out the obvious tension between the fact that half an hour ago we were

1:21:21singing praises of Apple's 39 percent profit margin and now we're not telling

1:21:27them that they should double doubles and blacks in every single model across the

1:21:34board

1:21:35you know somebody casting

1:21:40somebody is sitting there listening and smiling as you cannot have it both

1:21:45around 50 million pounds yeah there there there is there is a 30 percent

1:22:01sure right right and I but i feel like im looking at new my wife's getting

1:22:08close to needing a new MacBook and I'm gonna be there probably next year in and

1:22:13I just can't sanction getting a for gigabyte for big gigabytes of memory

1:22:18anymore and a hundred and twenty eight gig drive now I think

1:22:22I don't know I gotta be more than that

1:22:25well for me as I gotta go eat 256

1:22:29you know I don't know it's like the modern web pages when you look in

1:22:34activity monitor and you see how each tab now it gets to show you how much RAM

1:22:39is using its like crazy not crazy but more than four gigabytes and it just

1:22:46seemed again we're getting old for gigabyte of RAM sounds like it still

1:22:51sounds to me magical its cuz it's the magical barrier where you need sixty

1:22:57four-bit processing for one process to address that much space and I knew about

1:23:02that limit but like you know in the nineties or even the 2008 just seemed

1:23:06like some beautiful shangri-la of the future would have that much

1:23:11meanwhile I'm paying for a megabyte memory chips with my last dollar load up

1:23:20an old girls see with sixteen megabytes of RAM and it just seems crazy than our

1:23:29saying I can I get by with for you but you know that's right some side some

1:23:35point I guess we'll be talking about

1:23:39our kids I will say this one last point about it though is that yes that's

1:23:46obviously there's some tension there between the profit margins and you know

1:23:50the RAM and flash storage every single device but on the other hand we do know

1:23:56that Tim Cook in particular and apples in this situation is very very fanatical

1:24:01about customer satisfaction and again I'm stripping John circus off your butt

1:24:07customer satisfaction is definitely tied to a ramen your device especially one or

1:24:14two years down the road so you know it's a multi take one of those three-way

1:24:20talks more like if there's one thing that maybe they did they would be

1:24:24willing to sacrifice a bit of long-term profit margin just a bit by bit of

1:24:29long-term profit margin for customer satisfaction seems like the tape the

1:24:33tradeoff that they would they would see is worth it because customer

1:24:37satisfaction is a long term investment I think I want to tell you about a brand

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1:27:48what we're talking about something about iPads iPhones Jimmy more ramen for free

1:27:55but it's gotta go up sometime and I feel like we're close to an inflection and

1:28:06you can tell you really can take you so you know I hate to say it but the

1:28:10devices still are everything is always start yeah you know you know you don't

1:28:18see it as much as you used to switch from one app to another and then do

1:28:21another and then you go back to Safari and your tabs have to reload because he

1:28:25had to give up a DRAM and flash dolla tabs just remembers the URLs and now

1:28:30you're in the supermarket and crummy cellular reception area and now you've

1:28:37tapped as it happens you know where is if you had double the RAM

1:28:43tablet still be there cuz you loaded it before you went to the supermarket I do

1:28:47a lot of my reading in the supermarket is there something they do into building

1:28:50a supermarket that shields like cellular I don't know if I seems like every time

1:28:56I go to the supermarket to get I get a worse connection 100 most girls I don't

1:29:00know maybe it's those shelves that they use or something like that

1:29:04quince

1:29:07absorbing the not a scientist you're not a doctor and I'm gonna sign you know

1:29:22there's something I want to customer satisfaction

1:29:24talk about and yeah I mean end he mentions that he said customer set again

1:29:30this time but they beat that drum throughout that conference call every

1:29:36single yeah well I yeah and I think that they see it as a way of of trying to

1:29:45prove scientifically

1:29:47however my to customer satisfaction survey can be held up signs but it's

1:29:50certainly better than just empty words you know that people like Apple products

1:29:55on average better than other people like peeling

1:29:55on average better than other people like peeling

1:30:00products from other companies right which is a long-term advantage it's it's

1:30:05not it's a way of saying we're not in a commodity

1:30:08you know some big portion of these markets that were in laptop computers

1:30:14tablets cell phones is commodities market but we're we're operating is not

1:30:21a commodity market and that there's a sizable demand for the nine commoditized

1:30:27products at the high end of these markets do you see do you have a lot of

1:30:32people who are people you see with Kindle Fire's now I don't see many

1:30:37Kindle Fire's I don't that might be a seattle-area thing yeah I can always

1:30:42wonder if it's just it's more the area that live in but I see when I also see

1:30:46just like a lot of people buying them as cheap tablets for their kids like they

1:30:52fix I think they sometimes people think well they think that I should get

1:30:55cheapest one because it's just for the kid and then they also think that is

1:30:59probably just gonna drop it and yeah i dont wanna dropping an iPad and that's

1:31:03interesting I wonder how the decline in Europe year iPad sales already I mean

1:31:10already I mean like in the life of the product I i think part of it is that

1:31:15people when they get a tablet or see if they keep using it they use it a lot

1:31:18longer than they use cellphone and it's more like laptop in terms of replacement

1:31:24cycle yeah I guess so

1:31:26and and be maybe you know this is a case for the iPad has become too expensive

1:31:36that maybe I don't know how many of these other know who else is selling a

1:31:39lot of tablets but you know if if people are buying them like you said like four

1:31:43kids and stuff like that let's you know a great reason to buy a $250 device

1:31:48instead of a $500 advice if you're given it to a kid who you know

1:31:53i mean you know look at the way things like a DES are constructed right game

1:31:59voice you know they're greater made to be handled by children in ways that iPad

1:32:05or not and I don't you know I don't think I better particularly fragile for

1:32:09tablets but they do have a glass screen and they're not rugged right side are

1:32:15just more expensive don't more expensive to replace right and it's not like iPad

1:32:19sales of collapsed it's just a drop but you know it just seems worrisome at a

1:32:23time when I think most of us thought that they'd still be going up just

1:32:26because more people buying their first album yeah

1:32:30it's hard and I you know I always wanna hurt when I did I find it odd that not

1:32:38everybody else does but here's an interesting customer satisfaction

1:32:43angle and and it's a long term thing is that it's a belief and I i think thats

1:32:51applies at the consumer level and at an enterprise level thing but that Apple

1:33:00has long had the knock against it that they charge per to higher prices and

1:33:05that they you know they're greedy and that they make these obscene profits and

1:33:09they charge too much for everything and that their stuff is just too expensive

1:33:14right and and some you know there are sometimes in the late nineties early two

1:33:19thousands were like you know pound-for-pound maybe the Mac was more

1:33:23comfortable Mac was more expensive than comfortable PC but especially in the

1:33:28Intel Mac era you know that's a long ago been turned around where it's like

1:33:33there's been a lot of times you know to come to to get the same spec I remember

1:33:37in the Mac Pros came out last year the new ones I guess I was earlier this year

1:33:42you know people try to configure the same type of thing from Dell and it

1:33:46wasn't gonna come in a court case I the Mac Pro and it was way more expensive

1:33:49right and and laptops to like Wilshere Apple starting laptop price is $8.99 and

1:33:56you know there's a lot of companies that sell you know 299 399 PC laptops but to

1:34:01get the same specs it actually will cost more and you get a lesser build quality

1:34:05not really fair but people have that belief and I think that when they see

1:34:11little things they they're viewed through that prism and here's an example

1:34:16I was at a family thing couple of weeks ago and somebody

1:34:21somebody's barbecuing region compared you know and somebody had mentioned and

1:34:28it wasn't in the context of hey I know you you you write about Apple it was

1:34:33just people were talking about iPhones and had nothing to do with me being

1:34:36present I was just so fly on the wall wasn't you know complain to me about it

1:34:42but it was somebody a woman who is complaining because she still had an

1:34:48iPhone 4 or for us I don't know which one but had to 30 pin adapter thing but

1:34:52her husband had just gotten a new iPhone and his game at the lightning and

1:34:56lightning adapter and she was like why did they do that it's just you know and

1:35:02she and her her perspective is that they did it only to get them to buy a whole

1:35:06bunch of $29 lightning cable and that is a ripoff but her annoyance was real in

1:35:13terms of like now like a single charger in the kitchen doesn't work for both and

1:35:19it's a short-term problem I just kept my mouth shut

1:35:23people wonder like light what is John Gruber do in that situation you know

1:35:27what I do I just picked up my beer and I keep my mouth shut and look around and

1:35:33make sure that my dad doesn't do some stupid and be like what John knows

1:35:38everything about you know I'm like ready to bolt from the chair maybe go join the

1:35:44football game or something like that I do not want to get involved I dunno I

1:35:48can explain to you now you know that is you know if they don't do it then we're

1:35:55stuck with 30 pin adapter is forever and the 30 pin adapter was actually kinda

1:35:58gross it was a weirdly unhappily type port people complained about that

1:36:06adapter for years but it was weird and has served them when they retire and

1:36:12they replaced it with port that is much better in every way than 30 pin and much

1:36:17better in every way than micro USB it's dirty it's works up and down which is

1:36:24amazing and annoys me even more and I have to deal with USB stuff now

1:36:30and you know they can either make a port that better or they can never make a new

1:36:37port and apples ways to do something better and within a few years all the

1:36:41phones that are in use and all the iPad's erroneous will all be on

1:36:44lightning and nobody will have that problem but I do understand it tonight

1:36:47but she is you know didn't had never even entered into her the discussion the

1:36:52never even occurred to her that the lightning adapter on her husband's phone

1:36:56was better

1:36:57was better that's the thing that she completely clearly did not see is

1:37:01completely messed all she could see was that it was totally different totally

1:37:04incompatible and therefore obviously a money grab and the thing that I think

1:37:10hurts Apple in that regard I don't think that's even enters Apple's mind at all I

1:37:15think whatever profits I think they do make a nice profit on $29 lightning

1:37:19adapters are $19 whatever they saw him for but I don't I don't think materially

1:37:26the day they add up to you know any significance there

1:37:31right but I do think there's a customer satisfaction angle on their experience

1:37:37better right

1:37:38well but no but that it hurts it when you use a lightning adapter it does help

1:37:45your customer satisfaction and I think it you know the only device you have

1:37:49instead it then using it instead of micro USB is why Apple's gets better

1:37:54scores but I do think there's a negative thing where people think they did this

1:37:58just 22 practically steel $29 for me like I feel like maybe it they they

1:38:06should rethink their pricing policy on things like extra doctors and their

1:38:12margins for over again said it will hurt her problem but I feel like whatever

1:38:19damage it would do their profit margins to sell things like lightning adapters

1:38:24and you know everything that they sell for $29.50 you know really drop the

1:38:33price a lot of those things and sold them closer to cost the goodwill would

1:38:38be would be more valuable than whatever it would take to their profit margins is

1:38:43my theory now again there might be some guy at apple with a spreadsheet that

1:38:47says otherwise shaking his head right round the numbers you're wrong and he

1:38:54doesn't even have an office chair he just sits on the throne of hundred

1:38:57dollar bill

1:39:03billion dollars in cash that mountain of cash for the Joker set fire to it is

1:39:10just sitting atop their accountant count and lightning adapter is green eye shade

1:39:16things

1:39:17but I do I think people have this I notion that Apple is out

1:39:21out in nickel and iron and nickel and diming it's not quite nickel and diming

1:39:26like I do think people know that they don't you don't you know I think that's

1:39:31part of the reason people are switching to Max's that you don't open your Mac

1:39:34and getting tagged to buy antivirus and stuff like that

1:39:37you open the Mac and they don't ask you to buy anything else so it's not nickel

1:39:41and diming it's it's something else but that it's you know that they're they're

1:39:46looking for money and that the stuff is way too expensive and I think also its

1:39:53may be partly because they know who to blame you know the blame Apple whereas

1:39:56in the old days it was notorious that every brand of phone had a different

1:40:01custom adapter for power and that if you lost it got on my tears after going to

1:40:06the Verizon store eat into everybody's phone and show them your phone model to

1:40:11each model yet you can just keep saying I got a Nokia UDUB like yours might here

1:40:16is my phone you know and they'd be like oh you need the Xcel 47802 be $50 they

1:40:24were crazy expensive or if you wanted to do so you know you get one if you want

1:40:30to buy a second one so you can charge your phone where you know and keep your

1:40:33other one at home they were super expensive way more expensive than apples

1:40:37but I feel like when it's your carrier doing it you just don't even think to

1:40:40complain about it cuz you know they're gonna screw where is it I think people

1:40:44feel like Apple shouldn't be screwing we had a mean we had collected so many of

1:40:49those dock connector cord that I had him lying all over the house so you could

1:40:55you could power a phone anywhere and now we're

1:40:59at Al and a low point again until a build up my inventory and somebody the

1:41:04other night just like a friend who lives up the street so they wanted to borrow

1:41:09one of those cables for a week and they can have one of mine you got an extra

1:41:15one you can give him yours but I'm not part with any of mine I like him I like

1:41:23him that much I one more thing to hear the same Ryan block and yeah I can't I

1:41:40couldn't listen to it because it just those kinds of things make me cringe I

1:41:45haven't listened to about a million for the same reason

1:41:48yeah

1:41:49but

1:41:51yeah so Ryan block and Veronica Belmont to get married couple years ago and they

1:41:59decided to cancel their Comcast service veronica was on the phone is gonna

1:42:07that's doing one for the team is calling you know that's that's one of those

1:42:11things where where when you're a couple when one of you decide I'll call Comcast

1:42:16you know you you don't have to do the dishes and I and she called just to say

1:42:24we want to cancel Comcast sir I don't know it doesn't matter I guarantee

1:42:27replacing it with FiOS or something like that but number one you know that they

1:42:32pose to know what they're doing

1:42:36co-founder of Engadget and a host of like more tech TV shows than anybody I

1:42:44know probably are making an informed decision to cancel Comcast and she just

1:42:50couldn't couldn't get the guide to cancel their service and then had to

1:42:55hand the phone over to Ryan and he started recording a call and it's just

1:42:58absurd I mean if you can take things like this usually happens you should

1:43:02just google Ryan block Veronica Belmont cancel Comcast went viral as this absurd

1:43:11the guides the guy was like why do you want slower internet and why won't you

1:43:18just cancel my service is trying to understand why you want to get slower

1:43:23internet I'm trying to understand why you won't cancel my service and it went

1:43:33on and on like 10 minutes long and end the thing that's great is it went viral

1:43:36and that is the gradual like addresses like Comcast Chief Operating Officer had

1:43:43to address it and say that it was painful to listen to this call I'm not

1:43:47surprised that we have been criticized respecting our customers is fundamental

1:43:52and we fell short this instance I know these retention cause I guess it's an

1:43:57internal memo

1:43:57public distribution is retention calls her tough and I have tremendous

1:44:02admiration for a retention professionals make it easy for customers to choose to

1:44:07stay with Comcast that's so it's actually a number of states

1:44:14forget where I read it probably the Verger someplace but didn't wrote about

1:44:19the economics behind people's jobs and basically the whole incentive

1:44:25compensation packages wrapped up in the number of people that they can convince

1:44:29to stay you know I thought that I just bought it from listening to the part of

1:44:34the caller heard that the guy was into it enough

1:44:36was clearly not just get an hour you know salary was he was invested it was a

1:44:43car salesman reversal like it's like a car salesmen

1:44:49like they're selling it all over again but it's weird because it's like and car

1:44:53salesmen I'm sure you know famous famously shady operators and then all

1:44:59sorts of tricks but it's like and I'm sure they take advantage of some people

1:45:04who come in naive or who are timid you know tough guys right but it's like if

1:45:15we were in a car dealer you and I are going out to buy a convertible to spend

1:45:19the summer road trip and we're gonna buy convertibles you and I go in and we

1:45:24don't like over here and we start walking out the door and the guy tries

1:45:27to keep us from looking at the door we're still walking out the door right

1:45:30you can just walk you know shade is a car dealers dealer can be you know you

1:45:35can just keep your feet and eventually you are out the door and you're not

1:45:38listening whereas if you are already hooked up that's the thing you're hooked

1:45:43up to auto bill Comcast $100 a month and even if you call your credit card and

1:45:49they don't pay them they're gonna put your account collection until they

1:45:53officially disconnect you

1:45:55your you signed a thing that you're sending them $100 or $150 a month you

1:46:00need them to do this and if they won't do it what what can you do this is such

1:46:06rotten double-speak and Jackie Chan had posted on Twitter that a reminder that

1:46:11and I forget the names of these services but those services that are you get

1:46:14people to do a task 300 yeah yeah you can you can actually call that was so if

1:46:27you don't want to sit on the phone with you know and it just ties right in with

1:46:32me Lincoln to the George Orwell politics and the English language to make it easy

1:46:39for customers to choose to stay with Comcast if that's not the most rotten

1:46:46doublespeak I've ever heard that is so much more evil than if he just flat out

1:46:53said to make it difficult for customers just right is it is exactly it is likes

1:47:06likes 3+3 on one side and six on the other is to make it difficult for

1:47:12customers to leave contest we have

1:47:19I do I live in Comcast country cable 10 and literally our Skype call is getting

1:47:28Creek I swear to god you can't make this up here starting this year

1:47:40I you know pat myself on the back because we have city provided

1:47:52internet service and so

1:47:55and I have to use what I do for a land line we in philadelphia have a Comcast

1:48:03provided city they literally they have the tallest skyscraper in philadelphia

1:48:12is the Comcast Center they have just bought a plot of land a block away and

1:48:16they're going to build a new tallest skyscraper your Internet should be super

1:48:23fast thanks to them building to a completely non disconnect double

1:48:31anyway but a run run run company cases this is terrible and that's it for me

1:48:41for this week though I think I did you did you talk about Microsoft laughs no i

1:48:47didnt yeah we could do that yeah homes 18,000 people over the next year but 12

1:48:55although most don't count from new Kia now I dunno I'd hate to make jokes about

1:49:04Finland I don't wanna make jokes about last because you know there's gotta be

1:49:08somebody who's listening to the shows one of them so you know I've lost jobs

1:49:14it's not fun I tried to get laid off for years it didn't work it never happens to

1:49:24the people want to know the people deserve it

1:49:27like we're gonna have some layouts here's the list and then what about

1:49:34buyouts maybe get up to early retirements they knew I was ya hides you

1:49:48know kinda sad you know yeah you know the kind of needed as a business people

1:49:55know and it's you know it's humbling because I think it's not that many years

1:50:03ago when the idea of a Microsoft layoff

1:50:06unthinkable yeah you know and it's a reminder you know a wake up call

1:50:11everybody else you know for companies like Google and Apple and Amazon who are

1:50:16you know the big tech companies of the last decade have never had a laugh that

1:50:23you know you happen to Microsoft miracle happen anybody had layoffs but never

1:50:27like a mass layoff and it hasn't been not a modern ya ya gotta be careful

1:50:36about getting fat

1:50:38did you read Ben Thompson species on breaking Microsoft up yeah it was a good

1:50:51piece

1:50:52and i think is gonna happen no I don't think so either because I think it would

1:50:58of if that was on the table it would have happened instead of this would have

1:51:02happened may be coincident with Satya Nadella taking over you know i mean

1:51:08that's an alternate universe where that what do they do post bomber maybe his

1:51:13break it up you know whereas now I don't I don't think that they would do that I

1:51:18don't know that that is so just to recap his theory as idea is that Microsoft is

1:51:24turning into a services company so that the hardware and operating system parts

1:51:28should be

1:51:30put into a different company and

1:51:33run separately yeah it does make sense in oh and there's a certain there's a

1:51:38certain what's the word it it just doesn't make sense they're at odds with

1:51:44each other where there's a part of Microsoft that sees it as a company that

1:51:47provides software 20 ends and now there's a part of the company that sees

1:51:50itself as a friend and that's just not compatible and they can kind of yadda

1:51:56yadda yadda to make it seem like it's compatible because the revenue and

1:52:01profits are still coming in but it just does it have a common sense level it

1:52:05just doesn't make sense that they can be providing these software companies to

1:52:09make mobile devices and they're gonna make their own mobile devices without

1:52:14favoring you know and everybody is trying to it never works you know so

1:52:18Google you know it's provides offered OM's with Android and they make their

1:52:22own Android devices but very few people use Google's Android devices they've

1:52:26never really taken off you know and it's like the Nexus in some alternate world

1:52:30where the Nexus phones are huge hits that you know Samsung isn't going to be

1:52:36using Android yeah it does its work you know in like go back to the nineties

1:52:43when Apple licensed the mac OS it you know just doesn't it didn't work

1:52:50yeah so it's an interesting idea but

1:52:53I just there's too much institutional

1:52:56did you get rid of Windows now I think you know and I don't think it needs

1:53:02Windows could be run as his own division but I think that they should stop

1:53:06thinking of the Windows division as anything other than legacy just let it

1:53:09be what it is and its PC operating system in an ever shrinking market but

1:53:13that is huge and is probably going to level off like the shrinkage me know if

1:53:18I just said you then IDC for this past quarter is at the PC market shrank 2

1:53:22percent year over year it seems like maybe the bleeding is over you know I

1:53:25think it's gonna keep doing Ling and its gonna keep dwindling in terms of the

1:53:30overall pie chart of computing devices because it's not just that smart phones

1:53:35and tablets are replacing pieces that were adding multiple devices that are

1:53:40used to be and that the share of them that are traditional PCs is getting

1:53:48smaller

1:53:48in addition to the fact that people are buying fewer actual unit of here but you

1:53:54know and I think that's the problem

1:53:55the whole basic problem with Windows 8 is trying to make this you know trying

1:53:59to please two groups that want whereas if they just made a Windows 8 that was a

1:54:032007 here if you have a traditional laptop or a desktop PC here you go

1:54:10here's a new version of Windows better than ever and we've got another entirely

1:54:14new operating system

1:54:17yeah

1:54:18but it's weird now it's weird you know their butts his telescope memo was about

1:54:24you know we're now company that helps people get things done

1:54:28and they still have all this entertainment yeah stuff next they did

1:54:34next making TV shows

1:54:36yeah they've always has don't they still have the Xbox which does not fit into

1:54:41them and it all and I think you know I've had that thought too I've tossed

1:54:46out ideas like Netflix commissions TV shows why doesn't Apple Commission TV

1:54:51shows for Apple TV and have no new Kevin Spacey show that only on Apple TV but

1:54:56you know what their that way lies lack of focus I'm not saying Apple would

1:55:00never do that particular thing but you know they certainly can't do all of them

1:55:04you know making making TV shows was never with Microsoft is good that I have

1:55:12always found that this whole thing that these companies think that they need to

1:55:16do everything to be

1:55:18counterproductive but yeah well I do think that there's always seem that way

1:55:25to me like I was crazy in the nineties when on Microsoft started jointly with

1:55:30NBC that MSNBC so what do you do me why would you make a CNN competitor your

1:55:37Microsoft you know you know me I can see why somebody would want to make and CNN

1:55:42competitor right

1:55:43multiple people would but why would Microsoft why you know why do you feel

1:55:46like you need everything including a news channel and and you know in the

1:55:51whole thing you know now working out that I mean MSNBC define network but

1:55:57damage and Microsoft Masson in MS NBC hasn't dude reminders of that forever

1:56:07very strange we should kick sorry for us to buy microsoft I did see that there

1:56:14you know that their stocks they did quarterly results today to an aid they

1:56:19missed but only missed because of Nokia Nokia division did a little bit worse

1:56:24than expected and the stock market reacted with no reaction whatsoever

1:56:29which i think is right I don't think anybody should have been surprised by

1:56:33that right I think common sense prevails and I know before we started recording

1:56:36it looked like after hours Apple was about even to I don't know if it's all

1:56:40true but that's always kind that's getting weird like having having the

1:56:45stock market not panic after hours

1:56:48yeah it seems like that the whole whole thing is kinda turned a bit yeah same

1:56:57they seem to be a little bit more happy with what's going on display

1:57:02yeah I mean the usual the usual suspects are still being jerks but looks like

1:57:06it's nice and even taken around 94 bucks you know has been Thompson who is on the

1:57:16show the couple weeks ago and I thought you made a very keen observation I've

1:57:19never really heard before which is that the stock market rule rewards they got

1:57:25feeling that even if you screw up you being accompanied their their evaluation

1:57:30process even if you screw up you'll still be in business and that that's

1:57:35where Apple got her for years and years where there's just a word used to be

1:57:39this consensus that Apple is always on the precipice and one slip away from you

1:57:46know the whole house of cards falling under and I feel like they've you know

1:57:51none of these dire things have happened like margins collapsing of whatever

1:57:55everybody sort of gotten the idea that Apple could screw up you know like they

1:57:58could release and iPhone 6 that is not that popular and they are not going to

1:58:02go under you know they could have the next I you know the next Mac you come

1:58:07out and you know will be good would be good news but it's not going to you know

1:58:13it's a house of cards it's gonna fall down to study foundation and only take

1:58:18them

1:58:18thirty-five years to slow learners

1:58:25all right john wants thank you for joining me people can find to get more

1:58:30and more at the gate get to get the form of treatment is where they very nice

1:58:36website dot net the correct that is correct very nice website done for the

1:58:43foremost wants treatment you've got I'm gonna turn this car around turning the

1:58:50car around turning this car and great podcast with a couple of guys while

1:58:58there's John Armstrong and Lex Friedman Lex Friedman that said I was a tip of my

1:59:06tongue like feeling like a seal NOK case and they can get their Twitter you're

1:59:14right we should do I wish I wish that I could specify for certain I messaged

1:59:24users that just used the last message I was gonna be late for the show it as

1:59:30John M so many John to get John Siracusa mean I don't want to see you as John M

1:59:37not John M U bolt I'm Rights therein a most everybody basically but it's gotta

1:59:42be the same for me with you if i text you wanna see John chiyoda-ku the hell

1:59:46is that right now he calls me John G Chris crane chorus of the Johns