The Orange View (on hiatus) Because Apple is great but it isn't perfect

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UNCHOWDERED CLAIMS

(On Yahoo firing Carol Bartz) The second point is one that many seem to be reading too much into. The logic is that the CFO is in charge of finances and so therefore it would make sense to have a CFO as your CEO if your company is in a death spiral and/or about to be sold. I can see where this logic makes perfect sense. but here’s the thing though: it’s a non-issue, there is nothing to read here.
I think Amazon’s tablet will be successful because of the brand. People trust Amazon, so they’re likely to buy.
This will be the first successful iPad rival. Amazon has the whole ecosystem in place: the existing Kindle brand, happy Kindle users, books, magazines, newspapers, movies. That’s what all the other Android tablets lack.
I see this more as a way for Amazon to continue and expand the Kindle’s existing success, not something that’s going to slow the iPad down.
"Google confirmed that this is not making Google a hardware manufacturer. I assume the global market share of Motorola is somewhere around 15 percent in Android. I think everybody would agree that it does not really make sense to jeopardize 85 percent of your business."
“What they bought is crap, because at the end of the day Motorola sold off its good assets. Back in the early years, Motorola sold off some MPEG patents to GE in a securitization deal. After that, they took a bunch of the Freescale patents and sold those off.”
So until buyers find the n+1 version of the iPad to be superfluous and over-specced, having too much battery life, too big a screen, too much storage and with more speed and bandwidth than needed, the iPad need not fear the low end.
Regardless of that debate, though, the Touchpad is still dead. HP trying to jump back into the tablet business would be like Ross Perot trying to jump back into the 1992 Presidential election. Once you surrender once, you lose whatever momentum you have, and entering the fray again is met with skepticism and ridicule.
“With the Department of Justice having sued to oppose the deal, and with the FCC now having made public comments that are unambiguously supportive of the DoJ’s opposition, AT&T’s acquisition of T-Mobile can be considered all but definitively dead.”
I don’t think Apple will have any problem maintaining its image and brand with Jobs in a reduced role.
Odds that Amazon’s tablet will run a branded official Android? I put that at 1 in 30. Why? Amazon isn’t stupid enough to cede control of its future to another party.
there have been completely off-base claims by some people that the 18 patents MMI is asserting against Apple are so powerful that they can protect Android as a whole (including other OEMs, such as Samsung, HTC and LG) and are basically the reason for which Google offered $12.5 billion.
I believe that Oracle's and Google's positions are likely so far apart that this case may have to go to trial no matter how much everyone would rather avoid it. Oracle isn't in need of a short-term cash infusion. I can't imagine that the prospect of a delay will get Oracle to reduce its demands to the point where an agreement with Google is realistically achievable.
Apart from the fact that Samsung would be in a better position to help MMI out than the other way round, Google wouldn't even want to do much for Samsung. Google's acquisition of MMI isn't going to benefit Samsung.
The most likely scenario is that Apple will continue to shine for a few years while the initiatives that Jobs started are still in the pipeline, and then slowly the company's radiance will start to dim. They will be successful and will continue to produce excellent products for a long time -- but the startling brilliance will slowly fade.
I don’t think the Amazon Tablet, as rumored, is going to sell very well — even with “Amazon front page Help”.
I don’t see Amazon doing much more that becoming another me-too tablet manufacturer competing for the crumbs the iPad leaves behind.
If Amazon launches a tablet at a sub-$300 price point — assuming it has enough supply to meet demand — we see Amazon selling 3-5 million tablets in Q4 alone.
If Amazon can deliver a $249 tablet that does a serviceable job for reading books, browsing some top newspapers and magazines, watching movies and TV shows, and playing some casual games, that’s going to be very attractive to a lot of people.
It’s likely that we’ll see more of the MacBook Air’s features make their way into the rest of the MacBook line, including the current Pro models.
Some people who would have bought an iPad will buy the Amazon tablet instead, but many people will buy it in addition to an iPad, and many of its exclusive buyers wouldn’t (or couldn’t) have bought an iPad instead. Nothing’s getting “killed”, except maybe some of those cheap Sylvania-etc. tablets, but it’s going to be an important and successful product that will deserve our attention.

 

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