Daring Fireball: Sharing the Stage

http://daringfireball.net/2012/08/sharing_the_stage

by rkrishnakumar • 14 years ago

45 26 14 years ago

panacea• 14 years ago

At this stage, I feel like the only way Apple can have another '...and one more thing' reveal that makes us go "wow!" is if they have something software related that they've kept under wraps.

A complete rethink of iTunes would be such a thing.

jamesaguilar2• 14 years ago

But we also thought this was true before the iPod, and before the iPhone, and before the iPad . . .

pyre• 14 years ago

Did anyone really go 'wow' for the iPad? It seemed like the next logical step. It's definitely a computing device in a form-factor that people have been wanting for a while.

snowwrestler• 14 years ago

The "Apple TV" (i.e. an actual TV by Apple) could be a possibility. Like the iPhone and iPad--a lot of rumors, but no one really knows what it looks like, how it would work, etc.

sjwright• 14 years ago

Surely there is every possibility that the next "one more thing" would involve the creation of an entirely new, rather unexpected market segment.

Steko4• 14 years ago

I could see the iphone "sharing the stage" with a phone peripheral -- say a camera equipped bluetooth headset.

Braasch• 14 years ago

Jim Dalrymple hinted that there will be two separate events, so take that as you will (if you know him or are familiar with his infamous "Yep", then you should pretty much consider two separate events a guarantee.)

gbog• 14 years ago

Gruber didn't seem to even consider the possibility that there are not enough new things to announce for iPhone and ios, and that the event has been stuffed with other product announcement.

Steko4• 14 years ago

This year's update already has as much as last year's did so yeah that possibility should probably be discarded.

cubicle672• 14 years ago

ok, so Apple have an entire event devoted to the iPhone. How on earth are they going to fill the time?

Here's the new iPhone* It's a bit thinner and lighter than before. the battery runs a bit longer. it has a bit better camera and it runs iOS 6 which you've all seen before. er, thanks for comming...

* there's absolutely no way this will be called iPhone 5. It'll be iPhone 6, the New iPhone or just plain old iPhone - my money's on the later

Steko4• 14 years ago

"How on earth are they going to fill the time?"

What time are they trying to fill? The event ends when they're done showing what they want to show. If that's 90 minutes, that's "the time". If it's 30 minutes, that's "the time".

What did they introduce besides iphone/ios 5 at the 4S release event? [strike]Oh right[/strike] nothing else.

rogerchucker• 14 years ago

Why the unwarranted douchey ending in your reply?

mikeash• 14 years ago

How did they fill the time last time? It's not like they've never had an iPhone-only event before.

cubicle672• 14 years ago

this is true, but they have felt increasingly thiner on content over time. I understand John's reasoning behind having an iPhone only event, but my concern is that there's simply too little material - we have the 6th generation of a device where the highlight feature is likely to be a new (usb3 and/or thunderbolt) connector. Everything else will be slightly more of what we've all seen before

Edit: After a bit more thought (not too much, getting kids out the door for school atm) here's what I see:

From the sounds of things, there's 3 (possibly 4) new product launches expected before the end of the year - iPhone, iPods (+iTunes?), iPad jr and possibly new ATV content. It also looke like there's only 2 events expected - one on the 12th Sept and the other early Oct. If the iPad jr rumour has any basis, then I'd think that's be the device that gets the stage to itself.

So, here's my revised guess: Sept - iPhone + iPod Touch + iPod Nano + (hopefully) iTunes. Oct - 7" iPad + new atv content

recoiledsnake• 14 years ago

>Back in February, MG Siegler, among others, noted a remarkable milestone:

>Last quarter, Microsoft brought in $20.89 billion in revenue. Apple brought in $46.33 billion.

>Put another way: Apple’s iPhone business alone is larger than all of Microsoft’s businesses combined.

That is because the OEMs sell the hardware for Microsoft. If you include the OEMs revenue, the math will be very different. It's that Apple moves a lot of hardware through its accounting books, because it sells the hardware directly after buying it from Samsung, Foxconn etc. Whereas MS tries to get only the profit and leave the revenues(with a tiny margin) to Dell, HP, Lenovo, Acer, Asus etc. etc.

Therefore, profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?

On a side note, anyone else really tired of the Gruber-Siegler-Asymco blog mesh trying to project Apple's competitors like Android and MS in bad light by taking a very slanted look at numbers and other things? Granted, Apple's great and is unquestionably the most valuable company in the world.

I know that Apple fans like these blogs and HN consists of a lot of them, but it kind of gets tiring after the nth time of them getting featured on the HN front page and it's same old predictable kind of posts boosting Apple and bashing Google/Android/MS.

A side note to the side note, very ironic and funny that Paul Thurrotts' Winsupersite.com is hellbanned on HN. Shows what a section of HN is willing to stoop to, to push their convictions and agenda on everyone.

Samuel_Michon• 14 years ago

“profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?”

For the quarter that ended March 31:

Microsoft, $5.11 billion [1]

Apple, $11.6 billion [2]

For the quarter that ended June 30:

Microsoft, $0.19 billion [3]

Apple, $8.8 billion [4]

[1] http://www.microsoft.com/en-us/news/press/2012/apr12/04-19fy...

[2] http://www.apple.com/pr/library/2012/04/24Apple-Reports-Seco...

[3] http://www.microsoft.com/investor/EarningsAndFinancials/Earn...

[4] http://www.apple.com/pr/library/2012/07/24Apple-Reports-Thir...

cooldeal• 14 years ago

Anyone know how much of Apple's profit is from the iPhone(the original point of comparison in the article)?

6ren• 14 years ago

That $0.19 billion (at your [3]) becomes $6.93 billion, when adjusted for one-off charges (including $6.19 billion impairment of goodwill). Otherwise, it looks like a disaster for MS.

ghshephard• 14 years ago

This is the first time I've ever heard someone accuse Horace Dediu "taking a very slanted look at numbers and other things."

If anything - I think Horace is keenly awaiting someone (Microsoft, Samsung, Nokia, RIM) who can disrupt Apple - so he can commentate on how it happened.

I'll agree that Siegler/Gruber pander to their audience though.

Kilimanjaro• 14 years ago

TL;DR; Ipad Mini is not ready.

smackfu• 14 years ago

iPhone socks!

Daring Fireball: Sharing the Stage

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