December 28, 2013
Adventures in potty training.

Adventures in potty training.

December 19, 2013
On the way home yesterday.

On the way home yesterday.

April 14, 2011   26 notes

It’s about processing

Rennee Oricchio had an interesting piece over at Inc. Com on “Why Netbooks Are Doomed.” It was a good piece of writing but I think her analysis should have gone a bit deeper. She essentially breaks down the failure of the netbook because it was neither really good at creating content or consuming content. She pits the desktop and laptop in one corner as content creation devices and the tablet and smartphone in another corner as content consumption devices. What I think she misses is that the advantage of computers (all of these devices are computers) is not creation or consumption but processing. The power of excel is not that I can enter numbers but that with a few clicks I can generate a pareto of my data or a set of meaningful statistics. This quick analysis supports decision making. Too much of the discussion has been centered around media. Taking pictures, and magazine subscriptions, have been prominent in the discussion. The real innovation with tablets (and let’s be honest the iPad is the only real player in this game right now) is the user interface and the form factor. It has been astonishing to me that no one is really talking about this. This is the biggest change in computing since the advent of the GUI and the mouse.

Here is where this all comes together. Visual information is denser. Pictures and visual representation communicate more, faster than text or numbers. Relationships between and among things are much better seen than explained. I am continually reminded of the scenes from Minority Report when Tom Cruise’s character solves a crime with his huge touch interface computer. We are a few steps closer to this becoming a reality with the iPad.

March 7, 2011

Why market share means less to Apple

Recently I saw a tweet saying that Android and RIM are ahead of Apple in cell phone market share. This is misleading. There are still more iPhones out there then Blackberries and Android phones. What market share tells us is who sold/distributed (some droids go for free) more phones during a certain quarter. With Droid and RIM the sale of the phone is the end of the story – With Apple it is the beginning. Because Apple sells so much content via iTunes and the App store they will generate more revenue per phone than either RIM or Google. It would be interesting to see the revenue share per quarter for each of them. Even though a consumer may have purchased an iPhone last year they are still giving Apple revenue every time they purchase music or videos in iTunes, or download new game in the app store. This is why the market share numbers don’t mean as much to Apple. The iPhone is not a commodity; it is a gateway to a longer revenue stream.