Recent Articles By Jeff Gamet [RSS]

TMO Daily Observations: 2014-09-16

2:29 PM, Sep. 16th, 2014 · Jeff Gamet · Daily Observations Podcast

Here's a good sign for Apple Pay: Banks are ready to launch big marketing campaigns to make sure their credit card is your default for iPhone mobile payments. Bryan Chaffin and John Martellaro join Jeff Gamet to look at the impact bank enthusiasm could have on Apple Pay's success, plus they offer up their thoughts on Tim Cook's interview on the Charlie Rose Show.

Apple Pay Sparks Banks to Fight Over Consumer’s Default Credit Card Choice

11:55 AM, Sep. 16th, 2014 · Jeff Gamet · News

iOS 8's Apple Pay feature won't be available until some time in October, but that isn't stopping banks from firing up their marketing campaigns in hopes of becoming consumer's default credit card choice. Banks are seeing Apple Pay's NFC-based mobile payment system as a potential big win for them, and want to make sure they score the coveted default card spot on customer's new iPhone 6.

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If banks are fighting over the default card spot in Apple Pay, maybe there is a chance it could be the system that finally gives NFC-based payments the kickstart it needs to take off in the United States.

Analyst: China iPhone 6 Delay is No Big Deal

11:16 AM, Sep. 16th, 2014 · Jeff Gamet · Apple Stock Watch

Apple's new iPhone 6 and iPhone 6 Plus will be in stores in several countries this Friday, but not in China. Apple may not be able to roll out its latest iPhone models in the country until the end of this year, or even early next year, but that's no big deal because the company will still be able to sell as many smartphones as it can make, according to Wells Fargo analyst Maynard Um.

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No iPhone 6 models in China means more for everywhere else. By the time China does approve the iPhone 6 and iPhone 6 Plus, Apple will have been able to make even more inventory. Instead of fixing iPhone 6 demand, China will supplement already high demand with more customers.

Connecticut AG Questions Apple Watch Privacy

10:07 AM, Sep. 16th, 2014 · Jeff Gamet · News

Connecticut Attorney General George Jepsen is asking Apple to detail just how the Apple Watch will safeguard user's privacy because the smartwatch will be able to collect and store health-related data. Mr. Jepsen sent Apple CEO Tim Cook a letter on Monday posing his questions and asking for a meeting to discuss his concerns.

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Personal privacy is a serious concern, especially when our health is involved. Mr. Jensen's questions don't seem out of line, and considering Apple's ongoing push for privacy, and the company's assertion that it doesn't want to collect and store personal data, it's likely he'll like the answers he gets.

Apple: iPhone 6 NFC Just for Apple Pay

9:11 AM, Sep. 16th, 2014 · Jeff Gamet · News

The NFC chip in the iPhone 6 and iPhone 6 Plus will be used only for Apple Pay, making it hands-off for third party developers. That means other uses, like proximity-based device pairing, is off the table for now.

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It's unfortunate Apple chose to block third-party developers from using the NFC chip in the iPhone 6 and iPhone 6 Plus. The chip could be used for much more than just credit card payments, so we're keeping our fingers crossed that Apple will open NFC to other developers at some point.

Stanford, Duke University Start Apple HealthKit Patient Trials

4:52 PM, Sep. 15th, 2014 · Jeff Gamet · News

Stanford University Hospital and Duke University are both ramping up for patient trials for Apple's HealthKit platform in iOS 8, and they're working with medical device makers to link health data into HealthKit so it can be transmitted to doctors. Stanford is testing HealthKit-based technology with pediatric patients who suffer from Type 1 diabetes, and Duke University is tracking weight and blood pressure for cancer and heart disease patients.

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Hospitals and major health clinics tend to move relatively slowly when adopting new technology to make sure it's safe and accurate, so don't expect to see HealthKit become an overnight success. That said, if Apple can keep the interest of medical centers associated with big names like Stanford and Duke, it could become the name in remote personal medical data collection.

TMO Daily Observations: 2014-09-15

1:54 PM, Sep. 15th, 2014 · Jeff Gamet · Daily Observations Podcast

Apple's iPhone 6 and iPhone 6 Plus pre-orders topped 4 million units last Friday and anyone ordering a new iPhone now is facing days -- or even weeks -- before their new smartphone will ship. Bryan Chaffin and Kelly Guimont join Jeff Gamet today to talk about the company's record breaking pre-order numbers, and they take a look at Walmart's decision to skip iOS 8's Apple Pay mobile payment platform.

Analyst: Apple on Track to Top 10M iPhone 6 Launch Sales

11:02 AM, Sep. 15th, 2014 · Jeff Gamet · Apple Stock Watch

Apple confirmed Monday morning iPhone 6 and iPhone 6 Plus first-day pre-orders topped 4 million units, and Wells Fargo analyst Maynard Um says that puts the company on track to sell at least 10 million during this weekend's in-store launch. If so, Apple is set to more than double its iPhone 5 launch weekend sales.

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Apple skipped pre-orders last year for the iPhone 5S because inventory was fairly limited. Since pre-orders are back this year, it's likely more inventory is on hand, and based on pre-order weekend figures, that puts the company on track to sell something on the order of 13 million phones this weekend. Some companies can't hit those numbers in a quarter.

iPhone 6 Pre-orders Showing Week-long Shipping Delay

9:48 AM, Sep. 15th, 2014 · Jeff Gamet · News

Apple's new iPhone 6 pre-orders have slipped from delivering on September 19 to a seven to ten day shipping delay. The delay means anyone who didn't manage to pre-order their iPhone 6 before inventory ran out will have to wait about a week before seeing theirs, or stand in line this Friday morning at an Apple Store or one of the company's retail partners.

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It sounds like Apple built up a bigger pre-launch inventory than it had available for earlier iPhone launches, and yet there weren't enough to handle all the pre-orders. You don't see this level of interest for new Samsung or Microsoft smartphone launches.