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Saturday, August 2, 2008

iPhoneDevCamp 2

Adam Tow

This weekend in San Francisco, the second annual iPhoneDevCamp 2 is underway. Whereas the first confab focused primarily on Web applications, this one has a definite native application flavor, thanks in large part to the fact that the iPhone software development kit (SDK) is out of beta and now available for developers.

When the iPhone was released in June, many developers were disappointed by the absence of an SDK for writing third-party applications on day one.

At D5, Steve Jobs explained to Walt Mossberg that Apple (AAPL) first needed to iron out some security issues before they would open up the device to outside developers:

We would like to solve this problem and if you could just be a little more patient with us, we’ll do it.”

–Steve Jobs at D5 on the availability of an iPhone SDK

Fast-forward to the first quarter of 2008, when Apple made good on its promise by releasing an early version of the iPhone SDK. The fruits of the patient developers’ labor was evident at the launch of the iTunes App Store, where 500 free or commercial applications were available to download onto the new iPhone 3G or the original iPhones running iPhone OS 2.0.

No longer were iPhone users confined to using Web applications running in Mobile Safari or resorting to jailbreaking their devices to use third-party programs.

The App Store made it dead simple for every iPhone user to duel their friends with PhoneSaber or satisfy their Dance Dance Revolution/Guitar Hero/Rock Band craving with Tap Tap Revenge, a game which recently celebrated its one millionth download.

At iPhoneDevCamp this year, there’s a greater and more palpable sense of excitement in the air than last year, and it’s reminding me of the time when I was writing applications for another Apple handheld product: the Newton.

While the green device from Apple was not a commercial success–it was surpassed in sales and popularity by the less-capable, yet smaller and more convenient Palm Pilot–the Newton nevertheless pioneered many features we now see perfected in the iPhone.

Fourteen years ago, the Newton could fax, send email and receive pages; the iPhone is a communications powerhouse with 3G/EDGE/Wi-Fi/Bluetooth.

Newton’s handwriting recognition was dramatically improved with Newton OS 2.0 in 1995; the iPhone has fantastic Chinese and Japanese character recognition.

Finally, the Newton promised a day when users everywhere had their own personal digital assistants in their pockets; today, millions of people have chosen their phone to be an iPhone.

Adam leading the Newton protest at Apple headquarters in 1998.

Despite leading the Newton protest at Apple Computer in 1998, I admit that Jobs was right to cancel the Newton. He made the correct decision to focus the company’s efforts on Mac OS, and it’s paid off.

The iPhone, after all, is running a version of the same operating system powering today’s Macs. The release of the initial iPhone raised the bar significantly for mobile users tired of using the same-old devices from Palm, Microsoft, and Symbian.

At iPhoneDevCamp 2, the bar is rising even higher for native third-party applications. If you were excited about the first 1,000 apps, wait till you see what comes out this weekend!

Below are photos from Friday’s welcome reception at iPhoneDevCamp 2. For more information, visit the iPhoneDevCamp 2 web site.

Thursday, July 31, 2008

Apple CEO’s Silence Says More Than His PR Team

Therese Poletti

Phew. Apple Inc.’s iconic Chief Executive Steve Jobs does not have a recurrence of the pancreatic cancer he successfully battled four years ago.

At least that is what investors learned by reading the New York Times, in an odd culmination of events that started last week, after Apple (AAPL) reported its second-quarter earnings and an analyst gently asked about Jobs’s health on the conference call.

Chief Financial Officer Peter Oppenheimer’s reply that Jobs “has no plans to leave Apple” and that his “health is a private matter” did nothing to assuage investors’ fears that the legendary CEO could be ill again, based on his gaunt appearance at Apple’s Worldwide Developers Conference in June and renewed media speculation last week.

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Thursday, July 3, 2008

Apple Sells Off on Holder Suit; Feeling Jumpy, Are We?

Eric Savitz

Apple (APPL) shareholders: you need to get a grip.

On Wednesday, AAPL sold off on news that the company, CEO Steve Jobs, former CFO Fred Anderson, former general counsel Nancy Heinen and several Apple board members were hit with a purported class-action lawsuit in federal court in San Jose related to the company’s stock-options backdating scandal. Shareholder lawsuits always sound scary, but there’s nothing to this that holders don’t already know: the company admitted that some options were backdated, but both Apple and Jobs have avoided any federal prosecution. Anderson settled SEC charges related to the situation; litigation by the Commission against Heinen is pending.

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Monday, June 16, 2008

Apple: Street Expects Huge Demand For iPhone 3G

Eric Savitz

Apple (AAPL) shares are getting a boost this morning from a flurry of bullish analyst commentary.

Last week, of course, the stock was under pressure from speculation about the health of CEO Steve Jobs. Today, the focus is back on the iPhone 3G, which was introduced a week ago at the company’s Worldwide Developers Conference.

RBC Capital’s Mike Abramsky wrote this morning that he expects “massive” shipments of iPhones in the company’s fiscal fourth quarter ending September. He expects the company to sell 5.1 million phones in the September quarter, and 6.5 million in the December quarter. Abramsky also says he expects rising Street iPhone estimates to boost investor sentiment.

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Thursday, June 12, 2008

Apple Has No Comment on Steve Jobs Health Rumors

Eric Savitz

A spokeswoman for Apple (AAPL) today said the company was not going to respond to rumors and speculation about the health of CEO Steve Jobs. Four years ago, Jobs had surgery for pancreatic cancer. The spokeswoman would not discuss speculation that he may have had a recurrence.

Concerns about Jobs cropped up on Monday following his keynote address at the company’s Worldwide Developers Conference in San Francisco. As I noted in a post on Tuesday, Jobs looked to some observers to be unusually thin.

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Wednesday, June 11, 2008

Apple in Parallel: Turning the PC World Upside Down?

John Markoff

At the outset of his presentation at the opening session of Apple’s Worldwide Developers Conference, Steve Jobs showed a slide of a stool with three legs to describe the company’s businesses: Macintosh, music and the iPhone. The company is making another bet on parallelism, and the implications may be more profound than anyone yet realizes.

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Tuesday, June 10, 2008

Is Steve Jobs OK?

Eric Savitz

Is Steve Jobs healthy? A lot of people who watched yesterday’s keynote at the Apple (AAPL) Worldwide Developers Conference worry that Jobs, a survivor of pancreatic cancer, looked too thin, gaunt, maybe unhealthy. Multiple readers wrote to me this morning asking about his appearance yesterday.

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Monday, June 9, 2008

AT&T Renews Apple iPhone Deal; Confirms Subsidy Plan

Eric Savitz

AT&T (T) today confirmed that it will be subsidizing customer purchases of the Apple (AAPL) iPhone 3G. The subsidies are going to hurt AT&T’s 2008 and 2009 earnings; but at least AT&T will remain the exclusive U.S. service provider for the phone.

The company noted that the $199 price announced earlier today by Apple CEO Steve Jobs will require a two-year contract. AT&T will sell the phone at its more than 2,200 retail stores and kiosks, and through direct business sales teams.

The new deal eliminates the old revenue-sharing model, under which a portion of monthly service revenue was kicked back to Apple. Unlimited 3G data plans will be $30 a month, with voice plans starting at $39.99 a month. Business users can unlimited data plans for $45 a month, plus a voice plan.

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Apple: Blogging The WWDC; Here Comes 3G iPhone; To Demo “Snow Leopard,” OSX Update; Super Monkey Ball

Eric Savitz

The time is near.

I’m sitting in an exhibition hall at Moscone West in San Francisco, waiting for Apple (AAPL) CEO Steve Jobs to give the keynote at the company’s 2008 Worldwide Developers Conference. As usual, the place is overrun with media, analysts and the Apple faithful. The 3G iPhone’s debut should be minutes away.

I’ll keep updating this post through the morning. Stay tuned.

It’s 10:02. We’re close. Someone just told everyone to turn off–get this–all iPhones. (And Blackberries. And especially Windows Mobile Devices.)

I’ll keep updating this post through the morning. Stay tuned.

It’s 10:02. We’re close. Someone just told everyone to turn off - get this - all iPhones. (And Blackberries. And especially Windows Mobile Devices.)

Oooh. 10:06. Steve is on stage. He says there are a record 5,200 attendees, and they sold out. There are 147 sessions on WWDC, including 62 on the iPhone. 169 hands on labs. Over 1,000 engineers on hand.

Jobs says there are 3 parts to Apple. The Mac. Music businesses, with iPod and iTunes. The third part is iPhone. This morning, will talk about the iPhone. Jobs says he will bring Scott Forstall and Phil Schiller on stage later to help. Bertrand Serlet after lunch will give peak at Snow Leopard, the next version of OSX.

Start with iPhone software. The iPhone 2.0 platform software. Includes the SDK. Developer program on March 6; in 95 days, over 250,000 SDK downloads. Over 25,000 applied to pay developer program. Admitted 4,000 to the program.

Enterprise support: Exchange support out of the box. Push email, calendars, contacts. Can be remotely wiped. Worked with Cisco to include secure VPN services, and other network security demanded by the enterprise. 35% of the Fortune 500 has participated in the beta program. Top 5 commercial banks. Top 5 securities firms. 6 of 7 top airlines. 8 of 10 top phama cos. 8 of 10 top entertainment companies. Also who’s who of higher ed in the beta program.

They are showing a video with enterprise IT people talking about how much they like the new iPhone software.

Stock update at 10:15: Apple down $2.81, or 1.5%, at $182.83.

Jobs brings Forstall on stage to talk about the SDK. He is talking about APIs. Same OSX kernel on the iPhone. Almost line for line source code as OSX. Comprehensive core services layer for database API with SQL Light and core location, to easily build location based services into your application. (SOUNDS LIKE THEY ARE DOING GPS IN NEXT VERSION, is what that sounds like to me.) Core audio, including hardware acelerated OpenGLES for graphics. (For games, for instance.) Also Cocoa Touch - user interface object oriented framework. Instruments is a full suite of performance tools

Schiller is going to do a demo of Interface Builder. It’s a little on the, uh, crunchy side. This is a developers’ conference, after all. Creating tool bars. Layout tools. I’m trying to get excited about this. It does seem easy to build a user interface for the phone.

Schiller says in 3 months, there are 1000s of developers using the tools in the SDK. He is reading quotes from people who love the SDK for the iPhone. Disney likes it. Someone from InfoWorld likes it. Fox Interactive Media. David Pogue of the New York Times.

Can we see the 3G iPhone now?

No, not yet.

Schiller is bringing some developers on stage to do some software demos. First up is Sega. In March they showed a version of Super Monkey Ball. Someone from Sega named Ethan Einhorn is going to demo the game. One of the interesting features is using the accelerometer in the phone to steer around the playing field for the game. Will launch with the AppSore at $9.99.

Next demo is from eBay: Ken Sun is the eBay guy doing the demo. They are showing Auctions on the iPhone. Took them 5 weeks to develop. Easy access to search on eBay. Summary of activity. They are searching for Wii Fit; brings up all the items for sale. Easy to add items to Watch List. Can see current bids; or make new bids. Will be a free download.

Loopt: Sam Altman is doing their demo. You can see on a map where your friends are. He says it is best version they have ever made. They have developed for most mobile platforms. You can tap on pins on the map, and see what they have posted in the way of photos, or text. Integrated with iPhone, so can send email or call. The power of location, plus contact list. “You never have to eat lunch alone again,” he says. Will be free on iPhone App Store.

Next: TypePad, with mobile blogging application. Demo is by Michael Sippey. He is demonstrating how to blog from the phone, including using the camera. It’s apparently a lot easier to blog from the phone than it is to blog from my laptop.

Stock update at 10:38: down $4.55, or 2.4%, to $181.15.

Next demo: the Associated Press. They build something called the Mobile News Network. Use location APIs to auto retrieve content from multiple sources. Also can read top news, business, entertainment and sports news. Can also watch video from their news network. You can even email them accounts of news events; the AP as a forum for user-generated news. Another free download.

Demo: Pangea Software. Brian Greenstone is showing two games ported from Mac to iPhone. One is Enigmo, physics based game. The other is Cro Mag Rally, a 3D caveman racing game. In that game, the iPhone itself is the steering wheel. The device is the controller. Both games are priced at $9.99 each.

Demo: A guy who works in the insurance industry in England. His name is Mark Terry, and he has a demo called Band, which is a collection of virtual instruments. A two octave piano. A drum kit, called Funky Drummer. 12 bar blues instruments, for playing the Blues. And a bass guitar for backing tracks. All can be recorded, overdubbed, and jam. Will be on the store in a few weeks time.

Demo: MLB.com: Jeremy Schoenherr. Brand new app for the iPhone. It’s called MLB@Bat. You can see who is batting, pitching, line score. What you can’t get anywhere else: real-time video highlights. Clips come minutes after the play. Right after it happens on the field. In the app store when it launches.

Demo: Modality. Demo by S. Mark Williams. It’s a learning application for medical students. Created app to replace flash cards to memorize anatomical information.

Demo: MIMvista, a developer of medical imaging software. Mark Cain is their demo guy. He is showing how radiologists can see images on the iPhone. It’s pretty cool stuff, if you are a radiologist.

Last demo: Digital Legends Entertainment. Based in Barcelona. Started on their project 2 weeks ago. It’s a game. Xavier Carrollo Costa is their demo god. They are a mobile game developer. They ported an action adventure game. Full 3D characters. I think the game is called Krull. (But I’m not sure.)

Stock update: Down 7.08, or 3.8%, to $178.56.

Apple will include Push Notification Service to developers; when you quit application, no more connection to server. Maintain persistent IP connection to the phone; so third party apps can push notifications. Can push badges, custom alert sounds, customer text alerts. And can include buttons to auto-launch applications. For all developers. Presever battery life to avoid background processes eroding performance. Will be available in September.

Jobs is back. He is talking about some new features in the software. Contact search. Added iWork document support. And Office documents. Had Word and Excel, and now Powerpoint as well. Added bulk delete and move. Save photos to iPhoto. Turn calculator to landscape mode to turn it into scientific calculator. Added parental controls. And added a tremendous amount of language support. Includes two forms of Japanese, two forms for Chinese, both simplified and traditional. Includes one where you draw the character with your finger. Also can change languages on the fly. One of the great advantages of not having a bunch of plastic keys, Jobs says.

Jobs is talking about App Store. Developers get 70% of revenue. No credit card or hosting fees. No charge for free apps. FairPlay DRM. Enlarged from 22 countries, now in 62 countries, almost anywhere in the world. 10 MB or less, can be downloaded over cellular or WiFi or iTunes. For over 10 MB, can use WiFi or iTunes.

Adding new way for enterprises to distribute apps internally. Companies can authorize apps and distribute on their own Intranet. Download to computer, synch to phone from iTunes.

Another way: Ad Hoc distribution. Expand developer certification program. Up to 100 iPhones; mailed around, posted anywhere. So two additional ways to distribute apps beyond the App Store.

New service: MobileMe. Phil Schiller is doing the demo. He jokingly calls ActiveSync “Active Stink.”
With MobileMe, can all get push email, contacts and calendars, so everything is up to date. Stores information up in the cloud, to get to it with any devices. Mac, PC, or iPhone. Push information up and down to keep everything up to date all the time. It’s like Exchange for people without Exchange.

Schiller says they also built Web 2.0 applications giving desktop like experience on the Web. Go to any computer, use me.com. Schiller is going to demo the application. Email Calendar. (The site does not appear to work yet, by the way; try it yourself.) Will work on any native apps on Mac or PC. $99 a year service, with 20 GB of online storage. Free trial for 60 days. Available in early July. Will replace .Mac. Can continue to use .Mac service and addresses, but can switch over whenever they want.

Now, iPhones. Jobs notes Apple introduced first iPhones June 29 of last year. Users love their iPhones, Jobs says. 90% customer satisfaction. 98% are browsing. 94% using email. 90% are text messaging. 80% using 10 or more features. Sold 6M iPhones until we ran out a few weeks ago.

Next challenges: 3G network. Enterprise support. 3rd party apps. More countries. More affordable. 56% say it is too expensive.

Take it to the next level: iPhone 3G.Thinner. Full plastic back. Same 3.5 inch display. Camera. Flush headphone jack on top. Improved audio. Why 3G? For faster data downloads for browser and email attachments. 3G speeds are actually approaching WiFi. “Amazingly zippy,” Jobs says. 36% faster than Nokia N95 or Treo 750, both 3G phones.

Battery life: 300 hours standby. 3G talk time of 5 hours, better than 3 hours on other phones. 5-6 hours of high speed browsing. Video 7 hours. Audio 24 hours.

GPS is built into the new phone.

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Tuesday, June 3, 2008

How Big Is the Potential Market for the iPhone?

Eric Savitz

At the Apple (AAPL) Worldwide Developers Conference coming up next week, CEO Steve Jobs is widely expected to unveil a new 3G version of the iPhone. Meanwhile, in the last few weeks, a number of carriers have announced deals to sell the phone, which will make it available in dozens of countries. Every time there’s another announcement, the Street issues higher estimates of the total addressable market for the device.

Pacific Crest’s Andy Hargreaves today asserts that the numbers have gotten out of hand. He points out in a research report this morning that the carriers that have announced deals with Apple have total subscribers of 669 million people, an increase of 520 million in the last month. That’s impressive: global handset sales are expected to be 1.27 billion this year, growing to 1.37 billion next year.

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Thursday, May 29, 2008

D:Conference: Windows 7 First Look. Bill Gates Finally Funny

Om Malik

It didn’t quite have the sentimental feeling of the Steve Jobs & Bill Gates talk from last year, but it was interesting to see the dynamic of Steve Ballmer & Bill Gates. I think it was great to see Bill step back and let Steve enjoy the limelight, and not take himself too seriously. I think instead of writing about the whole conversation, I am going to share this tiny bit I captured on video that shows how relaxed Gates is feeling these days, now that he has shifted all responsibilities to Ballmer.

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Wednesday, April 23, 2008

Apple’s Secret Life

Brian Caulfield

Forget Steve Jobs. The time to get the scoop on Apple’s next move is not when its charismatic founder is pitching the faithful on the computer and gadget-maker’s next product. It’s when his minions–Chief Operating Officer Tim Cook and Chief Financial Officer Peter Oppenheimer–meet with Wall Street analysts every quarter to talk over the Cupertino, Calif., company’s financial results. Will Apple introduce a next-generation iPhone in June? Is the company about to overhaul its lineup of hot-selling laptops? Is something even more exotic on the way? Pay attention, because Cook and Oppenheimer will almost surely drop some hints today.

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Tuesday, April 1, 2008

How Apple Got Everything Right by Doing Everything Wrong

Leander Kahney

Everyone is familiar with Google’s famous catchphrase, “Don’t be evil.” It has become a shorthand mission statement for Silicon Valley, encompassing a variety of ideals that—proponents say—are good for business and good for the world: Embrace open platforms. Trust decisions to the wisdom of crowds. Treat your employees like gods.

It’s ironic, then, that one of the Valley’s most successful companies ignored all of these tenets. Google and Apple may have a friendly relationship—Google CEO Eric Schmidt sits on Apple’s board, after all—but by Google’s definition, Apple is irredeemably evil, behaving more like an old-fashioned industrial titan than a different-thinking business of the future.

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Thursday, March 20, 2008

Flash to iPhone: Oh Yes, You Will Be Mine

Chris Albrecht

During a recent earnings call, Adobe CEO Shantanu Narayen said that his company will “work with Apple” to ensure that Flash apps would run on the iPhone. This after Steve Jobs publicly dissed Flash as being “too slow to be useful” and its stepsister Flash Lite as “not capable of being used with the Web.”

But like Glenn Close in “Fatal Attraction,” Flash is not going to be ignored.

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Tuesday, March 11, 2008

Beatles and Apple “Come Together” Over iTunes?

Jim Goldman

I’m skeptical. Let me just say that right out of the gate. I’m skeptical that Apple Inc. and Apple Corps have signed a deal to put the Beatles’ 255 song catalogue on iTunes. Don’t get me wrong, I see the economies here and I know that everyone involved sees $$$ in their eyes. And believe me, every fan I’ve talked to, including Steve Jobs himself, wants to see a deal get done.

I’m just skeptical that one is imminent.

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