Greg Lippert on Microsoft, start your engines - 'Ladies and gentlemen start your photocopiers (remember that?)'
on Saturday Apple video: Why Steve Jobs bought Pixar (1996) - '@PED I have the theatrical debut of Toy Story as November 19, 1995 at the El Capitan Theatre in Hollywood followed the domestic release three days later throughout the US.'
on Microsoft, start your engines - 'I do not believe for one second that Microsoft is going to cede the PC market to Apple, or IT departments the corporate market, if for no other reason than that AI has to run on something. Ironically in the case of IT departments, of course, they’re already pretty much doomed by AI…. The. problem for Microsoft is that just doing AI isn’t going to be enough if you can’t get a decent ROI from it. In addition, AI that isn’t safe is going to become a huge issue. In fact, it’s turning out to be a big problem for computing in general, with AI already showing that it is very adept at getting around computer security issues. Apple, to its credit, has been focused like a laser on personal data protection. It wouldn’t surprise me in the least if they haven’t been working on a solution to the AI security problem for years, which puts them years in front of their competitors, including Microsoft.'
on Saturday Apple video: Why Steve Jobs bought Pixar (1996) - 'I always thought that what he had was really good sense – that SHOULD have been common – AND the intellectual integrity to not be swayed from it by others. The sense that what I was trying to see – he saw.'
on Apple's Neo opens the door to a $32 billion market - '”Does Mohan remember the Mac Duo from the 1990s?” I do. PowerBook Duo 630. I travelled a lot on business back then (US, Europe, China, Canada, Mexico). I loved how my “desktop” (101 keyboard, mouse, company 10/BaseT Ethernet and 21” display) became a “laptop” when I pulled it out of the 630 chassis. Today’s laptops would be perfect for that kind of setup.'
on Premarket: Apple is red - 'On Friday I added to my new positions in PNC, added more to an existing position in BMY, increased my very small position in AMD while remaining very interested in next week’s earnings reports from several of the nation’s biggest banks and financial institutions. The financial sector remains one of my top sectors of interest. I’m expecting good news from the big banks next week. In the meantime, I’m taking a new look at Microsoft. It’s down nearly 24% year-to-date and may be oversold at this time.'
on Microsoft, start your engines - 'It’s my understanding Windows now delivers only a small fraction of Microsoft’s total revenue. The company’s largest revenue segment is currently server products and cloud services. The release of the MacBook Neo is actually the best thing to happen to the PC industry in years. I use Microsoft’s cloud-based productivity products throughout my work day. The platform is provided by my employer and the solutions work seamlessly with my iMac. In my view it’s in Microsoft’s interest to have Apple deliver a lower-cost and modern PC product that lowers the cost barrier for consumers, schools and enterprises the world over and enable users to access more readily Microsoft’s cloud-based productivity solutions.'
on Microsoft, start your engines - 'Yeah, at MITRE the Mac community was self-supporting. I think there was one guy at corporate who had Mac skills, he was needed for hardware problems. (George Providakes, who used to participate here, was also at MITRE at that time. Hi, George, if you’re still with us!)'
on Microsoft, start your engines - 'And being in a similar position at the last company I worked at, knowing Macs where the IT department knew Wintel but had no clue about Macs, I also became the informal IT support for others with Macs. The abiity for one guy to quickly keep a bevy of computers working right (while the Windows crowd were always having problems) , and my constant proselytizing, eventually got the notice of upper management. It became much easier to get Macs then. IT was not happy 😉'
on Microsoft, start your engines - 'For a long time (15 years?), a big advantage of being a minority Mac user in a large Windows corporation was that the IT people didn’t know how to “manage” it, where “manage” included their corporate anti-virus, their corporate identity management, their corporate “push an update and reboot your Windows box in the middle of the day,” etc. And just to be sure, when I did get a Mac after jumping through all those approval loops, first thing I’d do is strip it down to bare metal, repartition the disk the way I wanted it, and then reload Mac OS from scratch. 🙂'
on Microsoft, start your engines - 'Well, if you look at the Very Long path from NEXTStep to Mac OS X, you might not ask Apple to do your new OS 🙂 (I finished Pogue’s “Apple First 50 Years” yesterday.)'
on Apple after 50 - 'I feel or relate to another observation about the 1998 Apple vs the 1976 Apple: When I first joined my company in 2000, I was a fresh out of school materials science engineer with a great interest in what we could do with materials. Makes sense, right? So I entered into semiconductor manufacturing because I had an interest in Process, Structure, Property relationships (passed down to me from my doctor mother and her doctor father – academic language). Very theoretical, somewhat applicable. But suddenly I was a manufacturing engineer. Very different. In this case, process *control* became the governing language. As did “Quality” (process control, documentation, and all that seemingly inglorious stuff). Very applicable, somewhat theoretical. I was laid off in 2009, did a stint somewhere else, and returned in 2013. I am not really trying to compare myself to Steve Jobs, but I’d like to suggest that, after experience with and separation from an organization … You come back different. So, too, with both Steve Jobs and with Apple. This kind of rejuvenation helps when you turn 50 years old (or 55 in my case).'
on Apple after 50 - 'This is one hundred percent true. I don’t remember which work book club book it was that we read, but one of the stories is comparing the world-view/job-view of two brick layers: The one brick-layer is laying bricks to earn an income. The other is laying bricks to build a cathedral. If I had to guess, it was “Finding Your Why” by Simon Sinek.'
on Saturday Apple video: Why Steve Jobs bought Pixar (1996) - 'I’ve never heard that particular explanation for the phrase: “The stick and the carrot.” Steve Jobs was quite the innovator as both a marketing guy and manager. Excellent clip.'
on Apple's Neo opens the door to a $32 billion market - '“The 1st gen MacBook launched in 2006” I know I’m guilty of picking out one line in a barrel of text again, but this fish looks too tasty: Does Mohan remember the Mac Duo from the 1990s? lol'
on Microsoft, start your engines - 'I really like the idea that the Neo is a kick in the pants (or similar) for Microsoft. I believe that a significant part of Microsoft’s success has been from the fact that the machines it runs on are so cheap. I know that my employer “does” offer a Macintosh option for employees, but the number of hoops you have to go through to get one is obscene. So you end up with a Dell laptop — which the company then incapacitates by loading it with “security” and bloatware. The fact that the Neo is somewhat price competitive with the Wintel boxes that are out there, is aesthetically pleasing, and runs MacOS will be a significant challenge to the Wintel Cartel. If Microsoft can respond effectively, my work laptop may benefit from that (although that may not be in time for my retirement plans).'
on Microsoft, start your engines - 'Isn’t this what ‘Windows on Arm’ is? A different OS that looks like Windows on Intel but runs only on ARM cpus and won’t run the legacy WinTel applications?'
on Apple TV is coming to Amazon Prime soon - 'I’m honestly confused about the implications of this. I have both services, and for a time, while I was using Amazon Prime, I was *still* getting interrupted by BS commercials, and I don’t think that their archival interface is very good. I would like to see “The Rings of Power”, Season One, and a directory of episodes so that I can simply click/pick the one I want. Or the same for season two. Their navigation seems really kludgey to me. (Still like the company, don’t get me wrong.) I love an oil and vinegar salad dressing, but without physical energy applied to them, these two ingredients don’t mix well, so what the “emulsifier” to make them mix?'
on Microsoft, start your engines - 'MSFT could always contract with Apple to do a complete rewrite. Then announce a 3 year plan (that actually takes 5) for “modernizing” the Windows framework to accommodate the future of “AI”.'
on Saturday Apple video: Why Steve Jobs bought Pixar (1996) - 'God, what an amazing mind. Insanely great! I have a million more thoughts and rabbit holes to go down, but I will leave it at that.'
on Microsoft, start your engines - 'I can’t see Apple being worried about Microsoft improving Windows. Now of course Microsoft could start by unshittifying WIndows 11. But beyond that, the ‘technical debt’ in the Windows codebase is really deep. And particularly with the cost of memory, the idea that Windows could be improved to reduce its memory footprint is probably laughable. That would be a ‘start from scratch’ endeavor, and the need for WIndows to continue to run any arbitrary app, no matter how much it violates the Windows public API, argues against starting over. But more importantly, the economics argue against Microsoft. Windows is a tax that the hardware vendors have to pass on to consumers. And where the Neo will win is the quality of the hardware, and there’s nothing Microsoft can do about that. So you have the core component cost, the cost of (extra) memory, and then the Windows tax.'
on Saturday Apple video: Why Steve Jobs bought Pixar (1996) - 'Without Pixar, there would most likely be no Apple 2.0 for Steve Jobs, in my opinion. Catmull helped turn Jobs from a forceful genius into a stronger partner. The Pixar environment that Jobs entered modeled truth-telling and collaboration, which gave Jobs a place where listening, restraint, and respect for other people’s expertise produced better results.'
on Horace Dediu: At sweet 16, iPad still hits sweet spot - 'David. IMO the iPhone is Apple’s most successful business product, hands down. All over the world business execs threw away their blackberries and demanded IT get them iPhones. (even though it didnt have a physical keyboard – haha Ballmer). Companies very quickly went all in on iPhones and I believe that was the foot in the door for more Macs in business. Workers who got iPhones, loved their first ever apple product and then bought iPads, Macs and Apple Watches. The flywheel always spinning.'
on Apple Watch falls off China's top 10 best-seller list - 'Marco Arment trialled a round faced Garmin. In his opinion, the round face was impractical and the wrong shape for a smart watch. As a pretty experienced and admired developer I will take his word for it.'
on Apple TV is coming to Amazon Prime soon - 'I always thought that’s what Steve Jobs meant when he said they had figured tv out (or “cracked it”? I forgot the term he used). It was the idea that you could painlessly find all your streaming content from all your streaming subscriptions from one place, under one hood: TV. Cleanly searchable. Leave it to Netflix to prefer to make it more painful for users. Netflix has become the least visited service for me, and I’m tempted to dump it.'
on Apple Watch falls off China's top 10 best-seller list - 'I’ll give it a shot. My hunch is seemingly correct, per AI: Generally, more people prefer round smartwatches because they resemble traditional watches, though square/rectangular designs are often considered more practical for viewing content. Polls indicate a preference for round designs (approx. 63-90% in some surveys), while rectangular options like the Apple Watch lead in the general-purpose, tech-focused market.'
on Counterpoint: Apple Leads Q1 for First Time - 'Horace, I believe the article states that *market share* grew 5% YoY, not shipments. Market share can grow 5% *and* Apple can hit the shipment numbers they guided to, no?'
on Apple Watch falls off China's top 10 best-seller list - '@John, In fairness to Apple, their watch competes in my mind with the medical tricorder in Startrek, rather than any other actual watch on the market. So, not fair! But both blood-pressure measurement and blood-glucose monitoring have been rumored for many years. They are nowhere to be seen. I want a precise body temperature reading. And why not “complete blood count” while we’re at it? I’m sure these things are technically very difficult and would also necessitate regulatory approval and other vexing things. But they would revolutionize healthcare delivery worldwide. They would also enhance Apple’s financial position quite considerably. And “it’s too hard for us” is not an excuse Apple is normally comfortable with. I really can’t recall significant medical hardware innovation in Apple Watch beyond very obvious and incremental stuff in several years. The AW Ultra 3 brings satellite connectivity, matching Garmin, which is nice. But it’s not medical innovation. And that’s what I really want to see.'
on Counterpoint: Apple Leads Q1 for First Time - 'Bart, any idea on impact of foreign exchange rates – headwind, neutral or beneficial?'


