Monday, March 20, 2017

Apple iPad Pricing

If Apple is sincere in its stated belief that iPad is the future of personal computing (i.e., “PCs aretrucks”), Apple’s relatively low pricing strategy makes great sense.  Setting up an established base of users can create a virtuous circle of application development to defend against an assault by an alternative future.  And setting such a base up quickly makes sense if establishing that defensive wall is the goal.

I say "relatively" low pricing strategy as I know iPad prices are not low.  But they are lower than one might expect of Apple.  This is a company that still wants to make sure it makes money when it sells something and so maintains healthy unit profit margins.

To balance these competing goals (margin and scale), Apple must keep its prices realistic and this has resulted in a pace of advancement that is likely slower than what Apple is actually capable of (iPads could probably run macOS if they had to).  But that is fine if advancement isn’t necessary to grow the market or, put alternatively, if the market can be grown more quickly through price than with specifications.

Thursday, March 9, 2017

check back in October 2017 and 2018

Apple hired a person who may be the smartest person on the planet to play a large role in Siri.  I know him personally and believe we will see something remarkable over the next 6-18 months.  Just wanted to set this out now for credibility (or claimchowder) in the future.

Wednesday, March 8, 2017

transportation as a service

There has been a lot of good thinking and action regarding transportation as a service.  BMW, Daimler, and Ford have all made announcements and begun initiatives here.

I wonder how much these efforts will echo their previous attempts in transportation services?  Recall that each of GM, Chrysler, and Ford owned the US rental car industry until very recently.  This was for a very different reason (to ensure vehicle deliveries) but still, there is an echo of the past here...

Wednesday, March 1, 2017


If Apple decides to make a notebook form iOS device, the iBook name is waiting (the last iBook was in 2006).  Aside from the iMac, the name fits perfectly with the MacBook, iPhone, and iPad naming conventions.

iPads already support trackpad like cursor control (and I guess some iPhones do too?).  And iPad Pros seem focused on keyboard support.  So offering a better keyboard and a trackpad experience is not a big jump.

I wonder what will be the catalyst (nominal or real) for something like this.  Office is already available.  Screen size is already there.  Maybe an issue with the ergonomics of touch on a vertical screen?