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Apple’s New Philosophy…

I am excited to see Apple thinking about the little guy. This is the first year I have seen them offer more and more cheap and relevant offers in order to reach a subset of the population that is growing with this current downturn.

They have offered:
1 – A lower cost macbook and macbook pro.
2 – They are offering refurbished mac mini’s at a price point below MS machines (See Microcenter.com $399 for a dual core with current OS and current iLife).
3 – The older version of the iPhone with new OS at $99!!!!
4 – An upgrade for the new Snow Leopard at $29!!!! Instead of over a hundred like their prior releases and like Mr. Softy’s.
5 – A Server Operating System with unlimited users!!!!
6 – And free stuff. They are giving away more and more.

In a time when everyone is cutting back, this is the way to go. Rather than the way of the Softy, which is to create more robust OS’s and put higher price tags with less support for old peripherals, causing people to WASTE MORE! What are you thinking Microsoft????? Not to mention the utter contempt MS is showing for Netbooks by offering a version of their newest OS that can only run three or programs concurrently! THAT IS DUMB! Go ahead, shoot your non-cloud computing toe!

Way to go Apple!

pd

(Writer currently is long in Apple, Intel and Mr. Softy…)

Analyst: Old iPhone, not new, will drive Apple’s sales – Apple 2.0

Those 1 million iPhone GSs sold last weekend represent a “remarkable achievement,” writes RBC Capital’s Mike Abramsky in a note to clients issued early Tuesday, especially considering the new iPhone’s relatively narrow international distribution (8 countries vs. 21 last year).

But according to Abramsky, it’s the old iPhone 3G — newly priced at $99 — not the new 3GS, that will drive global sales this fiscal year.

“While early buyers appeared to favor the iPhone S,” he writes, “the $99 iPhone is expected to drive 30-40% momentum improvement, in countries like UK, Germany, France, and other parts of Europe and Asia where phones are more highly subsidized (on contract) and prepaid is popular (e.g. ~60% prepay in UK, ~90% in emerging markets like India).”

Abramsky expects Apple to sell 20 million iPhones in fiscal 2009, 64.5% of them the older 3G models. By his estimates the new 3GS won’t dominate sales until fiscal 2010, when he expects Apple to sell 30 million iPhones, roughly 60% of them 3GSs. See chart and spreadsheet below.

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Intel’s Medfield Second Generation Atom Processor

So, now we know the name! Medfield, Atom’s third generation is the expected Smartphone world changer. OS on a Chip! While others are saying that Intel is taking too long, I say Intel is brilliant and I hope successful. Again, I say that this is much larger than just taking more of the market in Smartphones, this is about changing the way we do mobile computing. Already, Apple’s iPhone is a revolutionary laptop replacement for me and now there is more to see.

Even if Intel isn’t the one to make this change, the great thing is that they are at least redirecting our thinking and helping us take this to a new level. Apple has already reframed the way we see Smartphones. Maybe Intel can help us rethink the UMPC.

pd

Intel’s partnership with Nokia – Jun. 23, 2009

It won’t be until around 2011 that the third-generation of Atom, dubbed Medfield, will be ready for the market. This system-on-a-chip is being developed to power smartphones. It’s destiny, as one engineer in Intel’s Austin lab crowed, is to kick the pants of the incumbent in the mobile chipset world ARM. So will we see Intel inside a Nokia smartphone? You bet, but it will be at least a two-year wait. While they are waiting for Medfield to be ready, it looks like Intel and Nokia will be pushing this “new class” of devices. And you have to figure they’ll be in the market sooner rather than later.

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Intel Throws Its Hat In the Ring!

Intel is “IN.” They said they would get in and boy are they! If Intel takes their Atom Processor and some beefed up software into the mobile phone market, Nokia and Intel might have something to gain.

This could take mobile technology to the next level. What if your PHONE instead of your UMPC were your laptop replacement?

Just a thought…

pd

Intel and Nokia team up on ‘new mobile platform’ – Jun. 23, 2009

Under the agreement announced on Tuesday, Intel will buy intellectual property from Nokia related to high-speed wireless technology and the companies also said they plan to collaborate on open-source mobile Linux software projects.

They did not give a specific timeline for the development of products but said they expect “many innovations to result from this collaboration over time.”

The companies said they aimed to define “a new mobile platform beyond today’s smartphones, notebooks and netbooks” for hardware, software and mobile Internet services.

Intel (INTC, Fortune 500) already sells chips for netbooks, a type of no-frills laptop computer, and Nokia (NOK) has said it would look into the possibly of expanding beyond phones to develop netbooks.