MISUNDERSTANDING APPLE: THE “LOST INNOVATION” MEME

Apple, has been accused for a long time of not innovating. This goes back to the time of Steve Jobs when a certain group of people lived in a reality-warp that denied anything positive out of Apple. It continues now in the oft repeated meme: “Since Steve has gone, Apple no longer knows how to innovate.”screen-shot-2017-02-19-at-1-41-55-pm

It amuses me that this usually comes from analysts or writers who – for the most part – themselves have never created anything of value themselves. Typically,t
hey  know little of the creative process, and even less about technology. Oh sure, they know technological products, but next to nothing about how they work – that is, nothing about neither the physical hardware nor the software systems that drive the gadgets they critique. In short, they could not tell a bit from a case statement, and have never created even a simple electronic product.

 

3 Main problems – unrealistic expectations

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Note 7: Why Keepers Are Fools

Note 7: Why Keepers Are Fools

In another post on this topic, I discussed the human psychology that likely led to Samsung’s exploding battery problems. Here I will discuss another example of that psychological tendency in a related phenomenon – the Note 7 “keepers.”

As wild as it sounds, there are some people who have decided to keep their Note 7, in spite of the recall. Again, this gives us a great look into human psychology. What we see here is a case of:

  • “I want this so how can I justify it?”

Samsung-Galaxy-Note-7-fire-replacement.jpg

Philosopher William James once penned that Logic is what one wants to believe. Now this was part of a much longer discussion on the topic that qualified this, but this case shows it beautifully.

Perhaps the strongest proponent of this is that of Mashable contributor Josh Dickey. Here we see a great example of using pseudo-logic to justify a truly illogical choice because he wants to keep his Note 7.

In a post he argues:

can we take a math break for a second?

Because when you do that, owning this supposed ticking time bomb is still statistically less dangerous than the act of getting in your car…

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How to get a new MacBook Pro for $124

NO – this is NOT a scam. But it is not reallynew MBP – this is how to make your old MBP feel like new.

How does it work? The answer is simple.

First – understanding why your older Mac is running slow.

Since the Macbook Air started using solid state drives (SSDs), slowly virtually all new Macs have moved to this storage. Instead of a disk that spins like a CD or a 45 RPM record, SSD is a bank of electronic memory. It is similar to the RAM in the computer, except that it does not loose all the data when shut down.

It is many times faster than the old spinning disks – and herein lies the problem.

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REPRINT: Blackberry – The Problem (7/19/12)

Here is a reprint of my 2012 post on why RIMM (Blackberry) failed.


What Happened – A Lesson in Psychology

The simple answer is that they have totally flubbed the move from feature phones to the modern smartphone and tablets. The Blackberry Storm did not go over well, largely due to quality of interface issues, and the PlayBook tablet was a total flop.

But for the investor this information is not enough. This is 20/20 hindsight. By the time RIM dropped to a four year low on June 17, 2011, it was too late. We want to know: How did such a smart company make such a huge mistake? What where the early warning signs?


Full post here

 

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Beware Scammers – Identity Theft!

Below is an email I received today that is some sort of a scam – most likely a form of identity theft. Needless to say, I did not try to find out.

It purports to be from Apple and requests:

You are kindly requested to confirm your Profile Details!

If you get something like this:

Don’t click on anything!

(Other than the delete button, of course)

Screen Shot 2016-06-14 at 2.19.53 PM

Notes:

  • I have Mail setting to NOT automatically download images. Why? Because the links to images have data in them that identifies your email address. So just loading the info lets the spammers know your email address is valid. (Notice the button in upper right “Load Remote Content” Do NOT click this on any suspicious emails.)

The following items are all suspicious:

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HedyLamar

Hedy Lamarr – Inventor

Site Engineering Jobs posted an interesting article 9 Celebrities You Didn’t Know Were Engineers, which includes the fact that Dolph Lundgrun holds a bachelor’s and master’s degrees in Chemical Engineering and was studying at MIT before entering acting.

Jazz pianist Herbie Hancock also studied Electrical Engineering.

But the most wonderful tidbit of info was noted by several commentators.

Blue writes:

Hedy Lamarr co-invent a frequency hopping spread spectrum device. Her break thru in Frequency hopping is employed in WiFi, Blue tooth and both cellular and wireless phones among other things.

And GePop astutely adds:

Although she did not hold a degree, Hedy Lamarr was a self-taught engineer who held the patent for frequency-hopping spread-spectrum technology which, among other things, has given us Blue Tooth [sic] today. She attempted to join the National Inventors Council [but] was rejected on the grounds that, of course, it was preposterous that a female actor could ever be smart enough to join their august ranks. [emphasis added]

HedyLamar

The excellent in-depth article in IQ.Intel

Unhappy being pigeonholed due to her looks, the “most beautiful woman in the world” set out to develop a secret communication system that would take down Nazi submarines.

Frequency Hopping Spread Spectrum (FHSS) is a method of transmitting radio signals by rapidly switching a carrier among many frequency channels, using a pseudorandom sequence known to both transmitter and receiver. It is used as a multiple access method in the frequency-hopping code division multiple access (FH-CDMA) scheme.

FHSS is a wireless technology that spreads its signal over rapidly changing frequencies. Each available frequency band is divided into sub-frequencies. Signals rapidly change (“hop”) among these in a pre-determined order. Interference at a specific frequency will only affect the signal during that short interval. FHSS can, however, cause interference with adjacent direct-sequence spread spectrum (DSSS) systems. A sub-type of FHSS used in Bluetooth wireless data transfer is adaptive frequency hopping spread spectrum (AFH).

[Wikipedia]

 

 

If you appreciate this work

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(Both available in both Amazon and iBooks stores.)

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Understanding Apple: Three Keys To Stock Price – 3. Looking Ahead

Apple  share price has been slammed recently, falling as low as $92.43 last Wednesday. The question for investors is whether this downward trend will continue, if the price will remain range bound as it has for over a year, or if share prices will reverse and continue to appreciate.

I have identified three key factors in the future value of Apple stock. The first article focused on iPhone sales which many see as leveling off in growth, or even declining in the current year. Since this product currently accounts for well over 60% of Apple’s income, this would clearly affect performance. Fears over this are what drove the price down.

The second post focused on how the Services and Other Products categories – particularly the new Apple Watch – will likely drive moderate growth.

In this post we will examine what may be the most important influence on Apple stock price:

  • Apple’s forward guidance for the March quarter

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