I have had a little disagreement with my IT guy. He says that when taking my laptop out in public, I should never type anything with passwords or confidential information. He says that someone can pick up my information. I say that I can’t believe that everyone in public is totally exposed. There must be some way to protect yourself while on a public network. Who is right?

A:

There’s no single correct answer. It’s true that thieves in public places can and do steal passwords and other sensitive information transferred over public Wi-Fi hotspots. But it’s also true that methods like Virtual Private Networks can mitigate this problem, and that most public hotspots are, just by the odds, unlikely to harbor these thieves at any one time. However, my advice is to avoid doing any sensitive tasks, like banking or stock trading, while using public hotspots. And, if you’re doing anything confidential on your company or home network remotely, use a VPN, which is like a secure tunnel through the internet.

Q:

I recently purchased a new iMac and am considering installing anti-virus/spyware/malware programs on it. Reader forums in MacWorld magazine say it’s not needed. A local newspaper computer columnist says he’s had Macs since the early ’80s and has never run an AV program and has had no problems. Other online computer advisers say Macs are always vulnerable and advise to run AV programs. Any recommendations here?

A:

No computer is inherently invulnerable to malicious software, and that includes the Macintosh. However, nearly every malicious program known is meant to run on Windows and simply won’t operate on the Mac operating system. The handful of Mac viruses and other malware that have been discovered are either proofs of concept, or have spread to very few users and done little or no damage. Most Mac users I’ve known don’t run third-party security software and haven’t had malware problems. So I don’t routinely recommend Mac security software.

There are two caveats, however. If you are running Windows on your Mac, you should install Windows security software, to run while Windows is in use. Also, Mac users are just as vulnerable as Windows users are to online scams, or to insecure public networks. So, even though you may never get a virus, you still have to be careful about doing sensitive Internet tasks via public hotspots or careless behavior like clicking on links sent you by unknown email senders.

Q:

My car has an audio jack that integrates any input into the sound system. I know that Kindle has a text-to-speech feature. Would I be able to use that feature via the audio jack in the car?

A:

Without having tested your car’s input jack, I assume the answer is yes. The Kindle has a standard headphone jack.

However, note that the text-to-speech feature works only on certain books, not all of them. Publishers have the right to allow or disallow it for any book.

Also, even if it’s enabled, it isn’t the same as an audio book, which is usually read by a trained narrator or by the author. Instead, it’s a computer doing the reading.

You can find Mossberg’s Mailbox and my other columns at the All Things Digital website, http://walt.allthingsd.com.

“Even with a handful of tablet competitors hitting the market, the iPad remained the only game in town in our holiday checks largely because many of the tablets hitting the market are junk for lack of a better word,” he wrote. “They are underpowered, poorly constructed and largely not ready for prime time.”

Evidently, Blair wasn’t too impressed by Samsung’s Galaxy Tab.

Anyway…

The holiday season is always particularly kind to Apple, but this year it may have been even kinder than usual. In addition to the iPad’s continued momentum at market, Blair observed stronger than expected holiday sales of iMacs, MacBook Pros and the new 11-inch MacBook Air.

Sounds like Apple’s December quarter is shaping up to be another blowout.

My apartment has more than a dozen devices that feed off the network: two laptops, a printer, an e-reader, wireless speakers, two smartphones, an iPad and more. Yet getting gadgets to connect to my two-year-old wireless router is a dark art. I can surf the Web on the street in front of my house, yet can’t get a signal sitting in bed. In desperation, I even tried dangling a router—the equipment that takes your Internet connection and shares it with the devices in your home—from the ceiling in an effort to distance it from interfering walls.

Surely, covering a whole apartment is a problem that the decade-old Wi-Fi industry can solve. So I tested four top-of-the-line home wireless routers, each of which features the latest generation dual-band “wireless N” technology designed to increase performance.

The result was disappointing. None of the routers could deliver a 100% consistent wireless experience that could take advantage of the latest technology, like Apple’s AirPlay media-streaming service.

One came close, thanks to a controversial signal-boosting feature that could potentially interrupt my neighbors’ networks: the Netgear WNDR3700, which retails for $169.99. Another, the $179.99 Cisco Linksys E3000, was runner-up in some tests, but still sometimes dropped out when streaming music.

My tests weren’t scientific studies of signal strength and speed. Every home is a different combination of size, building materials and potential competition for precious wireless bandwidth, such as other Wi-Fi networks and cordless phones. Even pets can obstruct signals. Because of that, router manufacturers won’t even offer estimates on the range their devices can serve.

I conducted real-world torture tests designed to see how the routers might perform in challenging scenarios at completing tasks like streaming media to iPhones and moving large files between computers. I didn’t test devices known as repeaters, which extend the range of an existing network, because I wanted to see how far I could push the routers on their own.

My 100-year-old apartment building features materials that act like kryptonite to Wi-Fi signals, such as metal mesh in plaster. Worse, my urban San Francisco building is surrounded by apartments with their own Wi-Fi networks—25, at last count.

For balance, I also tested the same four routers on my friend Mark’s suburban house, which competes with fewer neighboring Wi-Fi networks, but is larger. In our suburban tests, the routers performed in largely the way they did in the urban environment, though in that setting both the Netgear and Cisco performed admirably. A third model, the $109.99 Belkin Play N600HD, performed adequately.

All the routers I tested, which included the $179 Apple Airport Extreme, feature a technology called simultaneous dual band. This means they really run two networks. Devices that need to receive a lot of data, like video, can use the digital equivalent of a carpool lane, while the rest of your data take the regular highway.

That seems like a good idea, but the technology made little impact in my tests, because many devices don’t yet support the new frequency, 5 GHz. The iPad does, but the iPhone 4 does not, and nor did my older H-P laptop. Moreover, 5 GHz comes with a drawback: its signals usually can’t travel as far through walls as the older technology, transmitting at 2.4 GHz.

Rather than overall speed, the biggest Wi-Fi problem I encountered was getting the network to reach the nooks and crannies of the house. To test that, I compared the ability of each router to stream media to a device like my iPhone in trouble spots, such as my dining room or Mark’s patio.

The results were often stark. To Mark’s upstairs bedroom, the Netgear and Cisco routers could stream a video with ease, but the Apple would sometimes slow to a crawl. When I sent a file over the network to that same spot, the Apple router was sometimes one-tenth the speed of the Netgear and Cisco.

In my urban apartment, only the Netgear router was able without interruption to stream music from an iMac to speakers about 50 feet and five walls away. The music would conk out occasionally with the Cisco router, and quite often with the Belkin and Apple.

And even the Netgear would stumble when I tried the latest feature for the iPhone called AirTunes, which lets you stream media from an iPhone or iPad to the Apple AirPort Express or Apple TV. That technology requires the data to take a longer round trip to its final destination, stressing the network further.

With the Netgear router, I experimented with a setting called “performance mode.” Using it significantly improved the reliability of the network in some parts of my apartment, and put Netgear into a higher class.

But that option, which is sometimes called “channel bonding” or “20/40″ mode, is controversial because it essentially pushes signals from your neighbors’ Wi-Fi networks out of the way.

The Wi-Fi Alliance, which certifies Wi-Fi equipment, said it now requires routers to switch to a neighbor-friendly mode if other networks are around—but this Netgear router was certified prior to that rule. The other router makers say they either don’t offer the option, or automatically downscale when there are neighboring networks.

Wi-Fi technology shouldn’t make me have to choose between my neighbors and my network. A Netgear spokesman told me that in my situation, neighbors aren’t likely to feel an impact, because my impenetrable walls keep the signal from traveling very far anyway.

Being a good neighbor aside, I’d recommend either the Netgear or Cisco routers for users looking to cover a tough space—and hope that the networking industry can come up with even better technology soon. In the meantime, moving a router away from objects that can degrade the signal, like mirrors and refrigerators can help. And the desperate can fall back on a wireless repeater.

Apple Airport Extreme, $179
The most pleasing to look at and simple to install, but suffered from slow transfer speeds and frequently struggled to stream music to difficult locations.

Belkin Play N600HD, $109.99
Acceptable and sometimes impressive file transfer speeds, but often dropped the connection while streaming music.

Netgear WNDR3700, $169.99
The least pretty, but most reliable, especially when using the potentially neighbor-unfriendly ‘performance mode.’

Cisco Linksys E3000, $179.99
Fast in most tests, but sometimes cut out when streaming music. A good option for the less technically inclined

Walter S. Mossberg returns next week.

Write to Geoffrey A. Fowler at geoffrey.fowler@wsj.com

The one million units is in line with his forecast, and a bit ho-hum given it equals just $400 million annually in revenue on an $88 billion top line. The units might be “significantly higher” if Apple TV had access to the 300,000 apps in the Apple App Store, writes Wu.

“One questions many investors have asked us is how does Apple add multi-touch capability to a TV?” writes Wu. “Our answer is the ability to connect the Magic Trackpad, similar to adding multi-touch to its desktop macs including iMac, Mac Mini, and Mac Pro.”

Read the rest of this post on the original site

The latest domestic sales data from NPD shows Apple on pace to sell between 4.1 million and 4.3 million Macs in the December quarter. Which would make for another record breaker in an ever-lengthening string of them. After all, Apple’s U.S. Mac sales are up 20 percent year-over-year for the first two months of the current quarter. And with international sales growing faster than domestic, the company will likely see between 22 percent and 28 percent year-over-year growth.

If that trend continues–and with the recent refresh of the iMac and MacBook Air lines, there’s no reason to think it won’t–2011 could end up being the “Year of the Mac” as well.

What could be better than listening to legendary Apple co-founder Steve “Woz” Wozniak wax poetic about his first and favorite gadget–which turns out to be a transistor radio?

Well, doing it inside the newly renovated Computer History Museum in Mountain View, Calif., certainly raises the geek factor to 10.

The museum has spent the last five years planning and installing “Revolution: The First 2,000 Years of Computing” and will open the doors to the public on January 10, 2011. That’s “011011,” Woz reminded the small crowd of journalists invited for an early tour of the new Silicon Valley facility.

The museum has more than doubled its public space to accommodate the new exhibit, which includes an impressive collection of the rare, revolutionary and ridiculous–mostly relating to computing from the 1950s onward.

The whole shebang was largely funded by Microsoft co-founder Bill Gates, whose name features prominently in the signage.

Woz led a tour that highlighted some of the machines that meant most to him. He recounted hours spent at the IBM Model 026 punch card machine, and fawned over a Honeywell Kitchen Computer.

That device was originally sold by Neiman Marcus, complete with mod ’60s styling and bearing the “Mad Men”-esque slogan: “If only she could cook as well as the Honeywell computes.”

Woz said it was the machine that inspired him to believe computers could be attractive things for the home.

After a long meander through many, many more Woz-ly musings, the tour ended at the Homebrew Computer Club exhibit, complete with an Apple 1–signed by Woz–basically identical to the one that recently sold at Christie’s of London for $210,000. (Woz flew there and signed that one too.)

Once open, the expanded museum promises to be the perfect spot to take that über-geeky date, or just wander and reflect amidst hundreds of miles of wire and mountains of transistors.

No word on whether Woz will also be on permanent display.

He seemed to enjoy it, but you can judge for yourself by checking out our highlight video reel from the tour, complete with an interview about Woz’s first and favorite gadget, the coming robopocalypse and the iPhone as a future historical artifact.

Enjoy:

]]> http://allthingsd.com/20101203/back-in-the-day-with-woz-a-sneak-peek-inside-the-new-and-improved-computer-history-museum/feed/ 0 http://allthingsd.com/20101103/a-fall-guide-how-to-pick-your-next-computer/ http://allthingsd.com/20101103/a-fall-guide-how-to-pick-your-next-computer/#comments Thu, 04 Nov 2010 02:05:08 +0000 Walter S. Mossberg http://ptech.allthingsd.com/?p=1603 If you’re shopping for a new computer this fall, you won’t find big surprises. But you’ll still have to juggle a lot of technobabble terminology and watch your budget. Perhaps the biggest question for some buyers will be whether to get a tablet or a laptop, now that Apple’s iPad is a proven hit and a flood of competitors is on the way.

So, here is my annual fall computer buyers’ guide, a simplified road map to the key decisions shoppers must make. I’ve focused on laptops—the most common purchase—but much of this advice also applies to desktops. As always, these tips are for average users doing the most common tasks. This advice doesn’t apply to businesses, to hard-core gamers, or to serious media producers.

Tablets vs. Laptops: If you’re looking for a light-duty, highly portable computer, it’s worth considering the iPad, which starts at $499, instead of a small laptop. This is especially true if you’re in the market for a secondary computer, or one mainly for use on the go. Many owners of iPads, including me, are finding it handily replaces a laptop for numerous tasks, such as Web browsing, email, social-networking, photos, video and music. It has superior battery life, lighter weight, and it starts instantly. I don’t recommend it for people who are creating long documents, especially spreadsheets and presentations, even though it is capable of those tasks. And I don’t recommend it for users who require, or prefer, a physical keyboard.

If you don’t like the iPad, there will soon be alternatives. For instance, Samsung’s Galaxy Tab, which has a 7-inch screen versus the iPad’s 10-inch display, and runs Google’s Android operating system, will be available this month from major wireless carriers. Sprint, for example, will offer it at $400 with a two-year contract. But some tablet buyers may want to wait till the first half of next year, when many more models will be available, and Apple will likely roll out the second-generation iPad.

Netbooks: These low-cost, low-powered little Windows computers are losing popularity, but are still available, typically for about $350 to $500. They are being hurt by the rise of tablets and by light but larger laptops. Some buyers also find the screens and keyboards are too cramped. But these are evolving. Some now have bigger screens and roomier keyboards. And Dell will soon introduce a sort of hybrid netbook-tablet. Called the Inspiron Duo, this model, starting at $499, has both a regular keyboard and a touch screen that flips around when the lid is closed to act like a tablet.

Windows vs. Mac: Windows laptops can be much less costly—and come in many more styles and varieties—than Mac laptops. The Macs start at $999, versus as little as $500 for a decently equipped Windows portable. Windows laptops are still dominant. But Apple laptops are stylish and reliable, and usually boot much faster than Windows machines, in my tests. Also, Apple scores high on surveys of customer support. Its latest models, like the new, light MacBook Airs, have extraordinarily good battery life. Macs also aren’t affected by the vast majority of malicious software, have much better built-in multimedia software and, at extra cost, can run Windows programs in cases where Mac equivalents aren’t available.

The light but speedy 13-inch Toshiba R705 offers good battery life.

Cost: Most of the popular consumer Windows laptops cost $500 to $800. You can get full-size laptops for as little as $280, but their processors and graphics are weak and some lack webcams. If you can afford it, a light but speedy 13-inch machine like the Toshiba R705 offers very good battery life for just under $800. All-in-one desktops typically cost around $1,000 and some, like the HP TouchSmart, offer touch screens with special touch software. Apple’s popular all-in-one iMac starts at $1,199.

Processors: The most promoted chips are Intel’s i3, i5, and i7 Core models, the latter two of which can turn on and off some of their functions to boost power or save energy. But there is nothing wrong with buying a PC that uses chips from rival AMD, which usually cost less. For average users, Intel’s older Core 2 Duo still works just fine, even with the latest software. Intel’s weaker Atom processor line powers most netbooks.

Graphics: Integrated graphics, which share the computer’s main memory, are fine for most common tasks, but costlier discrete graphics, which have dedicated memory, can speed things up by taking some of the load off the main processor. They also are better for games. Some computers have both and can switch among them.

Wireless: More and more laptops are coming with optional cellular modem chips in addition to Wi-Fi. These can be handy while traveling, but be warned that they require a cellular data contract, which can be costly.

Connections: If you plan to connect your laptop to a TV, look for a connector called an HDMI port, which is used on most high-definition TVs. Some laptops also come with a feature called Wireless Display, or Wi-Di, which, with an extra-cost adapter, can beam your laptop screen to a TV without a cable. There is a new, much faster USB port, called USB 3.0, but, so far, it’s on very few machines.

Memory: Aim for 4 gigabytes of memory, or RAM, on a new computer, and never settle for less than 2 gigabytes.

Hard disks: A 320 gigabyte hard disk should be the minimum on most PCs, though 250 gigabytes is OK if price is key, or if it’s your secondary machine. Solid-state disks, which lack moving parts and use flash memory like smartphones do, are faster and use less battery power. They cost much more, but are coming down in price fast. However, they typically offer much less capacity.

64-bit: Many models now use a 64-bit architecture, which allows properly written software to use more memory and run faster. If possible, buy 64-bit, which will become more and more important.

Touch: Some Windows 7 computers have touch capability built into the screen, though Windows wasn’t designed with touch as a core element and the combination isn’t ideal. Computer makers try to resolve this with special touch software, which you should try in a store. Apple laptops use huge touch pads as the multitouch surface, instead of the screen.

As always, don’t buy more machine than you need.

Find Walt Mossberg’s columns and videos online at the All Things Digital website, walt.allthingsd.com. Email him at mossberg@wsj.com.

]]> http://allthingsd.com/20101103/a-fall-guide-how-to-pick-your-next-computer/feed/ 0 http://allthingsd.com/20101018/live-apple-earnings-call-2/ http://allthingsd.com/20101018/live-apple-earnings-call-2/#comments Mon, 18 Oct 2010 22:58:07 +0000 Peter Kafka http://mediamemo.allthingsd.com/?p=24788 Steve Jobs made a rare appearance during today’s Apple’s earnings call and spent most of his time beating up his rivals, past and present. Summary: The iPhone has left Research in Motion’s BlackBerry in the dust. And while Google’s Android phones and tablets-to-be looked impressive, they weren’t.

Great fun to listen to for Apple watchers. But not that meaningful, really–mostly positioning and spin. There was at least one important nugget, though: Apple has a specific shopping list, with some very big-ticket items on it.

Jobs wouldn’t lay those out, of course. But when asked if he planned on spending any of Apple’s $51 billion (!) in cash via a dividend or stock buyback, he explained that he had something else in mind. From my notes, a combination of direct quotes and paraphrase:

“We strongly believe that one or more very strategic opportunities may come along that we’re in unique opportunity to take advantage of because of our cash,” and we want to keep our powder dry “because we feel that there are one or more” opportunities in the future.

M&A guys, start your engines!

The “what will Apple do with all its cash” speculation story is a time-honored tradition–I seem to remember writing one four or five years ago, when Apple had $6 billion or so lying around, and discussing whether it made sense for Jobs to buy a music company like Universal.

But I don’t remember Jobs every signaling his desire to go shopping quite as openly as this before (feel free to correct me in comments if I have this one wrong). Two caveats:

• Jobs is famous for saying one thing and doing…something else. So don’t get too riled up about this.
• Just because Jobs is talking about spending money on “opportunities” doesn’t mean he’s talking about buying a company. He could be talking about big, hairy capital expenditures, like the billion-dollar server farm Apple is finishing up in North Carolina.

Still. It’s hard not to read or hear that quote and not think that he’s thinking about some very big buys. Like what?

A lot of folks will assume that Jobs is talking about buying a big content producer. Music doesn’t make any sense, because there’s little value left in that business. But if Jobs wants to make headway in the TV business, perhaps it makes sense for him to snag a big broadcaster or programmer to give him the leverage he needs with the Comcasts, Viacoms and Time Warners of the world.

Or you could make the same argument for other content makers, like game studios. The biggest one, Electronic Arts, has a market cap of a mere $5.21 billion. Jobs could give ERTS shareholders a hefty premium and still have plenty of walking-around money.

Or perhaps it makes zero sense for Apple to be in the content business, because it’s done just fine not being in the content business to date.

So then what?

Feel free to throw your own guesses in, but I’ll kick off with my own: It’s a company that has yet to compete with or brush up against Apple in any significant way. And it’s one that Apple seems unlikely to be able to move aside, even if it wanted to. And it’s one that’s already competing directly with Google, which has to make Jobs like it even more.

And, if you believe this L.A. Times report, Jobs is already strolling around Palo Alto with its CEO: What do you think of Apple buying Facebook? Discuss….

Earlier

Apple investors who got their first look at the company’s earnings numbers don’t like them–AAPL is trading down seven percent after hours. Let’s see if Apple executives can soothe their concerns during the earnings call.

You can listen in for yourself via this link, or follow along in my liveblog below:

Live Blog

Apple or Apple’s IR company trying some very, very mellow string and piano stuff while we wait.

CFO Peter Oppenheimer kicks off. “Outstanding results” for September quarter. Highest quarterly revenue, earnings.

Mac products and services: 3.9 mm Macs. Record quarter. 27% y/y growth. Double market growth for Q.

IMac, Macbook, Macbook Pro all good. Asia/Pacific performing best.

IPods: 9.1 million.

ITunes revenue more than $1 billion.

IPhone. “Extremely pleased” with 14.4 million unit sales; basically doubled y/y.

$8.6 billion in sales value of iPhones alone.

Heaping praise on iPhone 4 (justified) and stressing iPhone’s move into corporate market, rattling off blue-chip customers.

IPad. “Thrilled” with momentum. “Great enthusiasm” from customers.

65% of Fortune 100 deploying or piloting iPad. Lists some of them.

125 million iOS device sales last month.

200,000 registered iOS developers.

“Very happy” with results of iAd so far.

On to Apple stores. More records here.

Expects to open 40-50 stores next year, 50% of them outside U.S.

IPhone sales mix “better than expected”–boosted overall margin.

$51 billion cash hoard. [Deep, longing sigh from everyone in media, tech business.]

For the year: 5x revenue and 10x earnings compared with five years ago.

“Very enthusiastic” about lineup, “extremely confident” in new product pipeline.

Rare appearance from Steve Jobs!

Had to drop by for first $20 billion quarter.

“We’ve now passed RIM, and I don’t see them catching up to us in the foreseeable future.”

They have to move into software/platform development, and I don’t think they can.

So what about Google?

Apple is activating 275,000 iOS devices per day on average over the past 30 days; peaked at 300k iOS devices some days. 300,000 apps in app store.

Unfortunately, there is no solid data on how many Android handsets sold each quarter.

Google loves to characterize Android as open, Apple as closed. “We find this a bit disingenuous.”

Windows is “open.” But Android is “very fragmented.” OEMs like Motorola install own stuff to make their phones stand out. We don’t do that.

Shout out to “Twitterdeck” ( I think he means Tweetdeck) and their challenges running 100 versions of Android client. “Compare this to iPhone, where there are two versions of the software…to test against.”

Meanwhile, at least four app stores on Android. “This is going to be a mess for both users and developers.”

Apple’s app store has 3x apps compared with Google marketplace.

“Even if Google were right, and the real issue was closed vs. open, it’s important to remember that open systems don’t always win.”

For instance: Microsoft’s [miserable] “PlaysForSure” strategy, RIP.

Google’s “open” argument is a “smokescreen.” Real issue is what’s best for customer–”fragmented vs. integrated.”

Integrated is a huge advantage for us, because it’s better for customers, and better for developers. “We are very committed to the integrated approach no matter how many times Google tries to characterize it as closed.”

Now! On to our tablet competitors:

First of all, only a few credible competitors.

Second, most of them are pushing 7.5″ screen. That means they are just at 45% size of our 10″ screen. “You heard that right….This size isn’t sufficient to create great tablet apps.”

Extolling features of iPad size vs. teeny tiny tablet competitors: They’re “tweeners”–too small to compete with iPad, too big to compete with smartphones.

IPad has 35,000 apps. New crop of tablets will have “near zero.”

Competitors having a hard time coming close to iPad pricing, even with their puny screens. We make our own everything, and this results in an “incredible product, at a great price.” Our competitors will “likely offer less, for more.” They’ll be “DOA. Dead on arrival.”

Questions and Answers

Supply constraints on iPad?

COO Tim Cook: We’ve got a handle on it. And note that we’re expanding distribution in the U.S. and internationally, with more countries to come.

Question about margins I didn’t quite catch.

Oppenheimer: Sold more iPhones than planned, and commodity prices came down, so that helped.

Q for Steve. Please talk about “iPad opportunity.” Size of business, etc., two years or more down the road?

Jobs: “The iPad is clearly going to affect notebook computers. The iPad proves it’s not a question of if, it’s a question of when.” Already seeing “tremendous” interest from education and “much to my surprise, from business.”

“The more time that passes, the more I am convinced that we’ve got a tiger by the tail here.” We’ve trained tens of millions of people on this OS via the iPhone. “I see it as really general purpose, and I see it as very big.”

Could it be the second biggest business after the iPhone?

“I try not to predict, I try to report.” We’re selling more iPads than Macs.

What about Flash? Any update?

“Flash memory? We love flash memory” [hohoho]

A question on iPhone demand, which I missed.

Q: Steve, “You are the tablet market.” Do you see tablet competitors cutting into your market in the same way you cut into RIM’s market? Won’t that fragment the market?

“I have a hard time imagining what those strategies…are.” Pricing won’t work. “Flash hasn’t presented any problem at all; as you know, most video on the Web is now presented in HTML5.” The iTunes store is dominant and “we’re not done” working on stuff for the future.

Q: Smartphones–”Do you see that as a zero-sum game?”

Jobs: As you know, most phones in the world aren’t smartphones. They’ll convert over time, so there will be room for multiple competitors, but “eventually it will turn into a zero-sum game, or close to that.”

Q: For Oppenheimer: Another margins question.

A: We do see a small sequential decline. Higher-than-expected mix of new iPods and new iPads. We’ve been very aggressive on pricing there, and that’s what’s pushing down margins.

Q: Steve, how’s your Apple TV “hobby” coming? And what’s up with streaming media?

Jobs: We don’t talk about unannounced products, but I’m happy to tell you what we know about Apple TV. We have moved to streaming. It’s all streaming. Everything is rented, and/or soon to be streamed from iPad or iPhone.

So far we’ve sold 250,000 new Apple TVs. “I’m thrilled with that.” And with Airplay set up, “it will give people another big reason to buy it.”

Another margin/guidance question. Seems to be the same one repeated each time, with the same answer.

Q for Steve: Key risks for company?

The goal is to make the best devices in the world. “It’s not to be the biggest. As you know, Nokia’s the biggest… but we don’t aspire to be like them.”

Android is the biggest competitor. Outshipped us in June quarter as we transitioned. We’re waiting to find out what happened in this quarter. “I don’t know how we’ll find out” though.

Our approach is to create products that “just work” and “their approach is very different from that.”

Questions for Steve and Tim: Aspirations for iPhone and iPad. In Mac, you didn’t aspire to high market share; in iPod, it was the opposite–you own that market. In the past, Tim you’ve described iPhone business as closer to the iPod model. Steve, you sort of said something different. Please resolve that difference: Biggest, or best?

Jobs: “Nokia makes $50 handsets. We don’t know how to make a great handset for $50.” We want to make “breakthrough, best products,” and “drive costs down” while making them better through “relentless improvement.”

We have a very low share in the phone market. Single digits. And a very high share in tablets. But we don’t think about it that way.

The reason we won’t make a seven-inch tablet isn’t because of price point, “it’s because we don’t think you can make a great tablet with a seven-inch screen.” And as a software company, we think of software first. Developers don’t want to build for all these different platforms and devices, and on this small screen. “It’s not about cost, it’s about value, when you factor in the software.”

Q: Okay, but if the market moves toward lower-functionality smartphones and “dramatically lower price points,” then you’ll cede share, right?

Jobs: “You’re looking at it wrong.” You’re looking at it as a hardware guy who doesn’t really know about software. You assume that software “can come alive on this product that you’re dreaming of. But it won’t” because developers want to build for better products, with faster processors and better screens.

Q: You have about $50 billion in cash. What are you going to do with that? Why not return it to shareholders?

Jobs: “We strongly believe that one or more very strategic opportunities may come along that we’re in unique opportunity to take advantage of because of our cash” and want to keep our powder dry “because we feel that there are one or more” opportunities in the future.

Missing next question about iPhone and iPad penetration into corporate market.

[Market not sold on Apple's story yet, btw: Stock still down 5.84%.]

Question for Oppenheimer. Guess what? It’s about gross margins. Any change in manufacturing, etc? Any color at all?

Oppenheimer: Don’t provide product-specific gross margins. Always trying to lower costs, though. “We were happy” with gross margins for quarter. Down slightly because of product mix, as I’ve said over and over.

Q: Talk about demand from carriers to pick up iPhone 4.

Cook: The pressure I’m feeling is about supply. That’s the problem. At the country level, we have 166 relationships in 89 countries. In many countries, we went to more than one carrier. Latest one of those is Germany.

IPhone 4 in 85 of 89 countries. Will be in all 89 by end of year.

What happens to margins and subsidy when you go nonexclusive?

We don’t give information out on specific markets, but you can see that our ASPs have stayed above $600.

For Steve: Why do you have advantage in price on iPad, as opposed to PC?

Jobs: We engineer so much of it ourselves. Everything from chip to battery to enclosures. We’ve learned so much. We’ve learned a lot, developed a lot of our own components, where competitors have to go through middlemen. “This is a product we’ve been training for for the last decade.”

Call is over. You can hear the whole thing on a podcast later this evening.

]]> http://allthingsd.com/20101018/live-apple-earnings-call-2/feed/ 56 http://allthingsd.com/20100803/apple-magic-trackpad-review/ http://allthingsd.com/20100803/apple-magic-trackpad-review/#comments Wed, 04 Aug 2010 00:03:36 +0000 Katherine Boehret http://solution.allthingsd.com/?p=1305 Last fall, I watched in awe as my friend’s 1-year-old picked up an iPhone, swiped the screen with her pudgy pointer finger and scrolled through a list of emails. I had a similar reaction last month when my computer-challenged aunt discovered the joy of two-finger scrolling on a MacBook Pro’s large, multi-touch trackpad. “Now this,” she said without a trace of the frustrated tone she usual reserves for discussing technology, “is very cool.”

Just what is it that makes gesture technology so very cool? For one thing, it’s more satisfying and intimate to use your own fingers to control something on a screen rather than punching buttons or maneuvering a mouse to do so. And touch gestures are easy to remember because, more often than not, they work using intuitive movements you already know, like flicking a finger across a screen to page through an electronic book.

It’s hard to find a consumer-technology company that doesn’t use touch gestures in at least one of its products. Some Microsoft (MSFT) Windows PCs have touch screens, and certain Windows laptops have emulated at least some of the Mac’s multi-touch trackpad features. But Apple Inc. (AAPL), in particular, has made a concerted effort to spread multi-touch gestures across all of its product categories from the iPod touch to the iPhone to the iPad to MacBook laptops with oversized touchpads that accept various gestures for controlling things on the screen.

The Magic Trackpad, which has a glass-top surface, is propped up on one end by a thin tube that holds two AA batteries.

Now, the Mac desktop can have a touch of fun, too. Apple’s latest gadget, the $69 Magic Trackpad (apple.com/magictrackpad), is essentially a freestanding touchpad that brings multi-touch features to desktop Macs, which lack touch screens. Its entire surface also functions as a button for selecting and it measures about the size of a mousepad. The Trackpad connects wirelessly via Bluetooth to any Apple desktop PC running Snow Leopard, the latest iteration of the company’s operating system. It works in addition to, or instead of a mouse.

I’ve been using the Magic Trackpad on two different iMacs, one that’s about five years old and another that’s less than a year old. In both cases, I found its glass surface to be cool and smooth, and it worked well as a solution for small work surfaces where a mouse can’t move around much. I was also glad to finally bring the same touch gestures that I use on my MacBook Pro laptop to these desktops. For instance, I placed four fingers down on the Trackpad and pushed up to hide all opened programs and reveal my computer desktop. Then, by swiping four fingers down, I showed all opened windows, a feature Apple calls Exposé. When photos are opened, moving two fingers apart or together will zoom in or out on an image. Turning two fingers clockwise or counterclockwise on the Trackpad rotates the image.

But $69 is a lot to spend for the added pleasure of touch gestures, especially considering that the mouse already does some of these things—though not as cleverly—and keyboard shortcuts do others.

Installing the Magic Trackpad is a pain, as far as Apple standards go. First, users must be sure they’ve upgraded to the latest version of the Snow Leopard operating system—the most recent version is 10.6.4. Second, people must also go to http://support.apple.com/downloads to download a driver update for the Trackpad, a step that can be easily overlooked by users who are anxious to get going with their new gadget.

The Magic Trackpad weighs about 5 ounces and measures a bit more than 5 inches by 5 inches. It’s slightly tilted, propped up on one end by a thin tube that holds two included AA batteries. If you happen to also own the $69 Apple Wireless Keyboard, the Trackpad design is in line with that of the Magic Trackpad so when the two devices sit beside each other, it’s easy to move from the keyboard to the Trackpad and back.

A button on one end of the Trackpad’s battery tube turns the device on, and a blinking light indicates it’s ready to pair via Bluetooth with your Mac desktop, assuming you’ve downloaded the two necessary software updates.

Apple’s $69 Magic Trackpad brings multi-touch gestures to the Mac desktop and connects wirelessly via Bluetooth.

If you don’t pair the device within three minutes, the Magic Trackpad turns off to conserve battery. An Apple representative estimates that the Magic Trackpad’s batteries will last about four and a half months with alkaline batteries.

My Magic Trackpad easily paired with my iMacs over a Bluetooth connection. After installing, a screen displayed settings and animated tutorials on how to use the touchpad. Settings included options like telling the Trackpad to enable right-clicking with a two-finger tap on the touchpad or just by touching its bottom right corner. All other gestures, which will be familiar to MacBook owners but not everyone else, are demonstrated in helpful animated videos.

If you can afford it, or if touch gestures simply make you a more productive computer user, the Magic Trackpad is a real asset. It can co-exist with a mouse or totally replace it, if you want. After just minutes of use, I stopped using my mouse altogether.

Edited by Walter S. Mossberg

Email Katherine Boehret at mossbergsolution@wsj.com.

]]> http://allthingsd.com/20100803/apple-magic-trackpad-review/feed/ 0 http://allthingsd.com/20100727/apple-updates-imac-and-mac-pro-debuts-multi-touch-trackpad-27-inch-led-cinema-display/ http://allthingsd.com/20100727/apple-updates-imac-and-mac-pro-debuts-multi-touch-trackpad-27-inch-led-cinema-display/#comments Tue, 27 Jul 2010 13:15:29 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=45557 That telltale “We’ll be back soon” sign appeared on Apple’s online store early Tuesday morning, and when it disappeared a few hours later the company had refreshed a number of its product lines and debuted some entirely new gear as well. Announced this morning: new Mac Pro desktops, new iMacs, a 27-inch LED Cinema Display, an eco-friendly battery charger and a multitouch Magic Trackpad.

Apple’s (AAPL) iMac and Mac Pro lines now offer faster Core i3, Core i5 and Core i7 processor options, with the last available in a $4,999 configuration with a full dozen Intel Xeon cores. IMacs cost between $1,199 and $1,999.

The long-awaited 27-inch LED Cinema Display boasts 2560 x 1440 resolution and a 16:9 aspect ratio. Optimized for Apple’s latest hardware, it features a built-in iSight video camera, microphone and speakers, 3-port USB 2.0 hub, and a universal MagSafe connector for charging up a MacBook. Price: $999. It ships in September.

Finally, there are the peripherals: An Apple Battery Charger that senses when its batteries are fully charged and adjusts its power usage accordingly ($29.00 with six rechargeable AA NiMH batteries), and a $69 Magic Trackpad that adds to the desktop the same gesture commands supported by the iPhone and iPad.

]]> http://allthingsd.com/20100727/apple-updates-imac-and-mac-pro-debuts-multi-touch-trackpad-27-inch-led-cinema-display/feed/ 0 http://allthingsd.com/20100420/time-to-stop-betting-the-under-on-apple-earnings/ http://allthingsd.com/20100420/time-to-stop-betting-the-under-on-apple-earnings/#comments Tue, 20 Apr 2010 16:00:04 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=38729 Apple is scheduled to report earnings after the closing bell today, and by most accounts they’re likely to be strong, though the company’s January-to-March quarter is historically not its best.

The Street is expecting earnings of $2.44 a share on $12 billion in revenue, and most analyst reports I’ve seen so far suggest Apple will easily meet those expectations and perhaps surpass them.

As I’ve noted here before, NPD sales data for the first few months of 2010 points to strong Mac sales, up 39 percent year-over-year through the first two months of the March quarter. Apple iPhone sales are likely to be impressive as well given increased international distribution and broader carrier support.

“We believe Apple will report ~7.25M+ iPhones in the quarter due to strong iPhone 3G S adoption and better penetration into international markets,” Deutsche Bank analyst Chris Whitmore wrote in a research note.

“In addition, we expect solid Mac results (healthy units) and positive product mix towards iMac and MacBook Pros (DB at 2.9M units) due to the continued benefit of the refreshed iMac line up,” the analyst notes. “We expect iPod units of ~10M and the continued mix improvement to support iPod revenue (i.e. strong iTouch).”

Healthy numbers if Apple (AAPL) delivers them, and a nice segue to the company’s June quarter, the first to reflect the market debut of the iPad and last week’s update to the MacBook Pro lineup.

]]> http://allthingsd.com/20100420/time-to-stop-betting-the-under-on-apple-earnings/feed/ 0 http://allthingsd.com/20100407/streaming-video-to-a-tv/ http://allthingsd.com/20100407/streaming-video-to-a-tv/#comments Thu, 08 Apr 2010 01:01:45 +0000 Walter S. Mossberg http://mailbox.allthingsd.com/?p=619 Q:

Is there a device that would enable me to watch streaming movies from Netflix directly on my TV, without using a computer?

A:

Yes, there are many. A small portion of Netflix’s huge catalog is available for streaming, as opposed to viewing on DVD, and the company has struck deals with various makers of set-top boxes and other TV-connected hardware that allow these movies to be played directly on a TV. Among these are the Roku digital video player, TiVo digital video recorders, and the Xbox 360 and PlayStation 3 game consoles. The simplest and least expensive is the Roku, which starts at around $80. A complete list is at netflix.com/NetflixReadyDevices.

Q:

I’m going to graduate school, and need a PC mostly for word processing. I am not interested in gaming, movies, etc. I am looking at the Asus UL20A. Is that a good idea?

A:

I haven’t reviewed this model, but, if you’re comfortable with its keyboard and screen, you should be fine using it mainly for word processing (though it’s capable of many other tasks). However, there are many competitors in this size and price range, and, unless you have already done so, I’d suggest shopping around to make sure the Asus is the best choice for you.

Q:

Which version of Windows (XP, Vista or 7) runs best using Apple’s Boot Camp?

A:

I have run all three just fine on an iMac using Boot Camp, Apple’s built-in feature for booting Mac hardware into Windows when you like instead of into Apple’s (AAPL) own operating system. However, I would suggest Windows 7. It’s much better than Vista and much more modern than XP.

You can find Mossberg’s Mailbox and my other columns, free of charge, at walt.allthingsd.com.

Write to Walter S. Mossberg at walt.mossberg@wsj.com

]]> http://allthingsd.com/20100407/streaming-video-to-a-tv/feed/ 3 http://allthingsd.com/20100405/ipad-wifi-woes/ http://allthingsd.com/20100405/ipad-wifi-woes/#comments Mon, 05 Apr 2010 16:56:13 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=38179 Though a marvel of design and engineering, Apple’s iPad, like most first-generation devices, is not without flaws. Just two days at market and already some new iPad owners are flocking to Apple’s support forums, complaining about temperamental Wi-Fi connectivity.

“I have…noticed very weak wifi signal in my 16GB iPad,” one post to Apple’s iPad support discussions reads. “Even when standing in front of the wlan router the signal fluctuates from strong to very weak. The router has very strong signals as every other computer here has full signal strength, even 20-30 meters from the router. So there is definitely a wifi signal issue here with the iPad.”

“I’m having the same problem,” reads another. “iMac, Macbook, Macbook Pro and iPhone all work great 3 rooms from my house (all connecting through an airport). My iPad is only getting 1/3 on Wifi and frequently dropped the connection.”

This is obviously a supremely annoying problem since Wi-Fi is the iPad’s only means of connecting to the Internet.

It is not yet clear how widespread this issue is. As I write, there are several iPad Wi-Fi-related discussions on Apple’s support forums, the largest of which hosts about six pages of comments.

That said, I have not had any problem with my iPad–moments ago, I streamed a Netflix (NFLX) movie to it from the sidewalk in front of my house–and my informal poll of friends and colleagues who own the device turned up no reports of weak or temperamental Wi-Fi connections. Which is not to say they don’t exist or that they’re the result of user error, just that they appear to be fairly limited in scope at this point.

In any event, Apple (AAPL) has posted two support documents (1, 2) for iPad owners to troubleshoot ornery Wi-Fi connections.

UPDATE: A commenter below points out a list of potential fixes.

]]> http://allthingsd.com/20100405/ipad-wifi-woes/feed/ 0 http://allthingsd.com/20100330/feeling-at-home-with-a-router/ http://allthingsd.com/20100330/feeling-at-home-with-a-router/#comments Wed, 31 Mar 2010 04:02:29 +0000 Katherine Boehret http://solution.allthingsd.com/?p=1146 Like a hornets’ nest, the home router sits undisturbed by those who know better than to touch it. This antenna-enhanced box sends data to and from desktops, laptops, smart phones and TiVos (TIVO) throughout the house. Its indicator lights glow, signaling all is well with the network.

But setting it up can be a major ordeal. People beg their techie friends for help. Some sit for hours on the phone with customer support. A few brave souls muddle through a sea of acronyms and secure codes in an attempt to install the router. Once it is set up, many are afraid to change its settings for fear of disrupting it and losing Internet connectivity.

Enter Valet (TheValet.com), a new wireless router designed for people who are tired of being intimidated by a blinking box. Valet is designed by the people who brought us the Flip video camcorders, the ultra simple handhelds with ultra simple software that just work. And it comes from Cisco (CSCO), which also owns Linksys—a router brand that people know and trust.

I’ve been using Valet for the past week, but it took me only 10 minutes, from start to finish, to get it going, thanks to a simple USB key that plugs into the computer and sets everything up in the background in less than five minutes. I tried it on a Windows 7 PC running and on an iMac, as well as on mobile devices, including a BlackBerry, Palm (PALM) Pre and the HTC HD2. The Valet is available Wednesday for $100 on Amazon.com (AMZN), TheValet.com and Staples (SPLS) stores. Over the next two weeks, it will be sold at Best Buy (BBY), Target (TGT) and Wal-Mart (WMT). There’s also the $150 Valet Plus, with a Wi-Fi range about 20% greater than the Valet.

I ran into a bug while trying to install the Valet software on a Mac: I plugged in the USB key but its built-in software didn’t install and I got a message telling me that Valet wasn’t able to set up on my computer. A Cisco representative said this was a rare Mac bug that will be fixed over this week and next week.

Along with its simple setup, Valet automatically creates a guest network to go with the main network so visitors can log onto a household’s Wi-Fi—either with or without a password, depending on settings—and not gain access to files shared within that network. The Valet software has parental controls that make it a cinch to set up restrictions like blocking certain Web sites or cutting off Internet access after a certain time on school nights or weekends.

The Valet isn’t the first router to enable parental controls and guest-network access. Apple Inc.’s (AAPL) $179 AirPort Extreme Base Station allows users to set up guest networks. Likewise, Netgear’s (NTGR) six most recently introduced routers, priced from $70 to $190, offer guest networks and parental controls. But just as the Flip camera’s built-in software simplified the process of editing, uploading and sharing home videos, the Valet’s software makes networking approachable for anyone—regardless of technical skill.

The Valet comes in a box with a USB Easy Setup Key, wireless router, Ethernet cable and power adapter (the last two are hidden under the box’s interior packaging). Instructions on the box told me to plug the USB key into a PC or Mac. Then on-screen directions popped up, instructing me to plug the Valet router into the wall with the power adapter and then into my home’s modem using the Ethernet cable. I selected the “connect” option on the computer screen, and four minutes later, the network was set up.

The device’s software, called Cisco Connect, is divided into four categories: Computers & Devices, Parental Controls, Guest Access and Settings. With these, I could quickly see how many devices were connected to my network and learn the name and password for the guest network if I forgot it. (Valet networks have pre-set, randomly selected names and passwords that people can easily change. My network’s default name was RubyPanda and its password was mango62—both simple word/number combinations that are easy to remember.) If the guest network is password-protected, guests have to enter that password on a Web browser page, like at a hotel. This could be confusing for people used to entering network passwords at the operating-system level, right as they select the Wi-Fi network. A Cisco representative said using a Web browser page is a more consistent way of entering passwords and it saves people from having to answer questions they may not be able to answer if they’re logging onto the main network, like the name of the “WPA key.”

If people get stuck during setup, which happened with me when I ran into the Mac bug, a screen immediately displays a customer-service number for Valet that’s available 24 hours a day, seven days a week. I spoke to a woman who tried several troubleshooting methods, but she didn’t know about Valet’s rare Mac bug. Once a computer is set up with the Valet network, the USB key can be taken to other computers to update them with the same network passwords and settings.

Using the parental controls couldn’t have been easier. After a password is set up, Web content can be blocked at a teen or child level on some or all devices. Specific sites can be blocked, and when I blocked Facebook on a connected Mac, it wouldn’t open on that computer without the parent password. Time restrictions on Internet usage can be set up here, with different settings for school nights and weekends.

Though the $100 Cisco Valet is more than twice as expensive as some wireless routers, its built-in software puts great emphasis on simplicity and ease of use, and turns setting up and using a a home network into an unusually pleasant experience.

Edited by Walter S. Mossberg.

Write to Katherine Boehret at mossbergsolution@wsj.com

]]> http://allthingsd.com/20100330/feeling-at-home-with-a-router/feed/ 0 http://allthingsd.com/20100208/adobe-flash-for-mac-is-getting-better-really/ http://allthingsd.com/20100208/adobe-flash-for-mac-is-getting-better-really/#comments Mon, 08 Feb 2010 23:51:16 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=34475

“We are ready to enable Flash in the browser on [the iPhone and iPad] if and when Apple chooses to allow that for its users, but to date we have not had the required cooperation from Apple to make this happen.”

– Adobe CTO Kevin Lynch

Apple’s refusal to support Flash on the iPhone–and soon the iPad as well–might not be a death knell for Flash, but it will surely hasten its decline, if Adobe isn’t careful.

Certainly, the fact that the iPhone’s lack of Flash hasn’t really hurt it suggests that Flash may not be quite as important for the Web as Adobe (ADBE) would like us all to think. And now, with some new video players ably demonstrating the promise of HTML5–like this one–the company is clearly worried about Apple’s (AAPL) unflagging exclusion of Flash and CEO Steve Jobs’s recent, and quite vicious, dismissal of it.

So much so that Adobe is publicly promising to improve Flash’s performance on Mac systems. In comments appended to a blog post about the iPad’s lack of Flash support, Adobe CTO Kevin Lynch said his company is working to improve Flash performance on the Mac.

“Flash Player on Windows has historically been faster than the Mac, and it is for the most part the same code running in Flash for each operating system,” he wrote. “We have and continue to invest significant effort to make Mac OS optimizations to close this gap, and Apple has been helpful in working with us on this.”

Elaborating, Lynch catalogs progress to date. “Vector graphics rendering in Flash Player 10 now runs almost exactly the same in terms of CPU usage across Mac and Windows, which is due to this work. In Flash Player 10.1 we are moving to CoreAnimation, which will further reduce CPU usage and we believe will get us to the point where Mac will be faster than Windows for graphics rendering….With Flash Player 10.1, we are optimizing video rendering further on the Mac and expect to reduce CPU usage by half, bringing Mac and Windows closer to parity for video.”

Welcome news. But enough to prompt Apple to suddenly reverse course and begin supporting Flash on its mobile devices? That seems unlikely. Apple’s repudiation of Flash on the iPhone and iPad seems–to me, anyway–quite a bit like its repudiation of floppy drives in the first iMacs. It’s a move that inevitably generates great controversy and criticism, but ultimately proves to be ahead of its time.

]]> http://allthingsd.com/20100208/adobe-flash-for-mac-is-getting-better-really/feed/ 0 http://allthingsd.com/20100202/the-mysterious-imac-delay/ http://allthingsd.com/20100202/the-mysterious-imac-delay/#comments Tue, 02 Feb 2010 22:29:45 +0000 Yukari Iwatani Kane http://voices.allthingsd.com/?p=20852 Three months after Apple (AAPL) updated its iMac desktop computers, the company is still experiencing two-week delays in shipping its 27-inch model.

When the delay was first noticed on its online store in December, Apple attributed the delays to the model’s popularity, even as some owners complained about flickering screens and yellow-tinged displays. Apple said then that it was “working hard to fulfill orders as quickly as possible.”

Since then, however, the delays have mysteriously fluctuated. The iMac’s shipment delays were as short as one week just a couple of weeks ago, according to brokerage Piper Jaffray & Co., before creeping back up to two to three weeks on Apple’s online store. The Apple store on Fifth Avenue in New York said Tuesday it had the 3.06 gigahertz iMac model in stock, but didn’t have the 2.66 gigahertz iMac model.

Read the rest of this post on the original site

]]> http://allthingsd.com/20100202/the-mysterious-imac-delay/feed/ 0 http://allthingsd.com/20100202/blink-different-redux/ http://allthingsd.com/20100202/blink-different-redux/#comments Tue, 02 Feb 2010 15:50:34 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=34078 Apple on Monday delivered another firmware fix intended to resolve the display issues that have plagued some of its 27-inch iMacs since the new machines debuted Oct. 20. A 294KB download available directly from Apple (AAPL), the update promises to “address issues that may cause intermittent display flickering” for iMacs released in late 2009. It follows by about six weeks another update that claimed to do the same thing, evidently without much success.

As I write, there are some 270 pages of comments and complaints about the issue on Apple’s support forums. Meanwhile, rumors are circulating that Apple has halted production of the 27-inch iMac until it can resolve its display issues.

]]> http://allthingsd.com/20100202/blink-different-redux/feed/ 0 http://allthingsd.com/20091228/another-holiday-blowout-for-apple/ http://allthingsd.com/20091228/another-holiday-blowout-for-apple/#comments Mon, 28 Dec 2009 13:15:57 +0000 John Paczkowski http://digitaldaily.allthingsd.com/?p=31126 “We’re thrilled to report our best quarter ever.” Apple CEO Steve Jobs has uttered those words or some variation of them after many of the company’s holiday quarters, and this year will be no different if analysts are to be believed.

Remarking on Apple’s (AAPL) December quarter in a note to investors this morning, Thomas Weisel Partners analyst Doug Reid said iPhone and iMac sales for the period have been quite strong. “Our checks suggest December quarter sales of iPhones are tracking ahead of our prior estimates, driven by increased market penetration in the United States, additional carrier agreements in multiple countries, and first-time launches in Korea and China,” Reid wrote.

“Mid-December Apple Store and carrier checks indicate that the 2009 holiday shopping season has seen a sharp increase in the purchase of iPhone as a gift option,” the analyst continued. “We also estimate better than expected iMac sales in the quarter following a successful product refresh (announced on October 20). Our checks indicate strong demand throughout the holiday season for the new iMac line.”

Seems that the shipping delays associated with Apple’s new 27-inch iMacs haven’t undermined sales nearly as much as some feared. Reid says that demand and in-store availability of both 21.5-inch and 27-inch models remains strong, so much so that he’s raising his iMac unit estimate for the December quarter from 655 thousand to 721 thousand.

Demand for the iPhone has also been strong thanks to the end of carrier-exclusivity agreements in some markets.

“The ability to add iPhones to existing family service plans with carriers has been a key driver in C4Q09, our checks indicate. In addition, industry checks also suggest that AAPL is benefiting from the addition of second or third carriers in markets (e.g. UK, Canada) and from a strong initial sales ramp in Korea.”

How much of a benefit? A sizable one. Reid figures Apple will sell 8.21 million to 8.89 million iPhones during the December quarter. And he expects the company to sell 31.59 million to 32.27 million in fiscal 2010.

Five dollars and a ratty “Think Different” T-shirt says Apple shares will hit another new 52-week high today.

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