What should we as investors be looking for as we dissect the presentation at WWDC

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    Posted: 08 June 2009 09:32 AM

    The rumors are all in every Apple fan has wagered on what new toys Apple will tantalize us with.  As we watch all the excitement with new igadgets what really matters.  We need to look for clues on where Apple going next.  WWDC provides a great venue to help developers understand where Apple’s trying to take the companies products and steer their development efforts.  Hardware announcements may or may not be made at WWDC,  the real story is where Apple is making gains against it competition.  Look at the key verticals which we be on display in demo’s and the statistics Apple provides. These are the things which matter to Apple.  Apple is finally gaining traction with Enterprise and Government markets. 

    Cloud based initiatives

    In bringing Internet into its desktop apps, Apple is also trying to overcome its lack of web savviness. A case in point is iWork.com, which carries the beta tag but is more like an alpha. For now, you can?t edit other people?s docs; you can only leave sticky notes on them or chat about them. On the issue of collaboration, as hipsters would say, iWork.com is an epic fail, considering that even tiny startups are able to offer those features. It seems that, in order to actually edit the document, you have to download it and make change offline. If they want to be taken seriously, they?ll have to get it up to par with Google Docs; I hope they do.

    Snow Leopard Server
    Roughly Drafted Magazine

    In addition to offering Mac and iPhone users the equivalent of a hosted, 20 GB Exchange Server mailbox with additional photo and video sharing features and better file management tools at a price far lower than any vendor could afford to offer hosted Exchange mailboxes, Apple is also building upon Mac OS X Server to deliver an Exchange and SharePoint alternative for companies who want to host their own messaging and collaboration services at a far lower cost than Microsoft charges.

    Apple isn?t just taking wild stabs in various desperate directions. Both Mobile Me and Mac OS X Server share a lot of the same technologies, and build upon the same client side efforts to support push messaging on both the Mac desktop and the iPhone. In other words, rather than just adding Exchange support to the iPhone and the desktop?s Mail, iCal and Address Book, Apple is also making all of them push savvy by using open standards, with the result of being able to offer Exchange-like services itself and in a server product that allows companies to host this locally.


    Gaming on the IPhone/Itouch will Apple provide an ATV sdk?

    We don’t think anybody—Apple included—saw that one coming. iPhone was to be the ultimate smartphone. A BlackBerry killer. If it played games, great—a nice bonus. But when Apple debuted the App Store and iPhone owners began downloading three times as many games as traditional apps, a light bulb blazed on at Apple’s Cupertino headquarters. Company men started to make confident statements about the iPhone as a gaming platform. Suddenly, Apple billboards and TV commercials showed iPhone and its cellular-less companion as viable portable game systems. And game demonstrations became just as important as cutting-edge app presentations during Apple’s periodic keynotes.

    Even so, it has been easy to point to the great divide in markets between DS and iPhone. The former has always been a wholly dedicated game system and the latter is all-in-one device that happens to play games. DS plays traditional software. Most of the iPhone games have in contrast been ridiculously simple. But with the arrival of the DSi, the lines have started to blur. One of, if not the biggest addition to the Nintendo handheld is, of course, DSiWare—downloadable software on the cheap. It’s simple. And it’s exactly like the games you will find populating iPhone’s App Store. The DSi has an updated Web browser, cameras to take and manipulate pictures, and even a music player. Both companies are guilty of invading each other’s established territory. Suddenly, the DSi and iPhone have a lot in common.

    10 Reasons Nintendo Should Fear iPhone

    Health
    Apple Links

     
    AnyWare Group Inc. announced today that Quinte Health Care has begun sharing technology through the ROAM Portal Platform across multiple facilities spread over 3 diverse counties in Southeastern Ontario. The ROAM initiative makes medical systems, applications and IT resources available to physicians and surgeons, wherever they are, including those who prefer to work with the Mac OS X

    Mac Tablet

    There is a seemingly endless amount of medical applications that could be developed for a Mac Tablet. However, we think it would be the ultimate interface for electronic medical records (EMRs). Ease-of-use has been a primary barrier to EMR adoption, so Apple ? known for intuitive design and usability - would be welcomed by physicians.

         
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    Posted: 08 June 2009 09:36 AM #1

    Page two

    Education
      Mac usage at Universities

    I often get into discussions with software vendors about the size of the Mac market, in particular the number of scientific users at universities. It is very difficult to get accurate numbers but an increasing number of places have published a breakdown. Whilst few universities keep as complete records as University of Virginia, where Mac usage has increased from a low of 4% to nearly 40%, I?ve tried to keep a track of the numbers and what seems clear is the number of Macs on campus is increasing.

    Government

      Apple at War

    The future of “networked warfare” requires each soldier to be linked electronically to other troops as well as to weapons systems and intelligence sources. Making sense of the reams of data from satellites, drones and ground sensors cries out for a handheld device that is both versatile and easy to use. With their intuitive interfaces, Apple devices?the iPod Touch and, to a lesser extent, the iPhone?are becoming the handhelds of choice.

    Apple gadgets are proving to be surprisingly versatile. Software developers and the U.S. Department of Defense are developing military software for iPods that enables soldiers to display aerial video from drones and have teleconferences with intelligence agents halfway across the globe. Snipers in Iraq and Afghanistan now use a “ballistics calculator” called BulletFlight, made by the Florida firm Knight’s Armament for the iPod Touch and iPhone. Army researchers are developing applications to turn an iPod into a remote control for a bomb-disposal robot (tilting the iPod steers the robot). In Sudan, American military observers are using iPods to learn the appropriate etiquette for interacting with tribal leaders.

         
  • Posted: 08 June 2009 12:32 PM #2

    There’s nothing specific investors should be looking for. This is a conference primarily for programmers, essentially about APIs, and apart from the keynote, it’s under NDA. The only implicit hardware pronouncement I’ve heard from someone who has in the past been trusted with advance info is Walt Mossberg’s (accidental?) statement (since buried, I think): “I?d note that the new iPhone to be unveiled next week will have lots of added features”.

    Just enjoy it, and digest afterwards!

         
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    Posted: 08 June 2009 12:47 PM #3

    something about a deal in china would probably give the stock a nice lift . . .

         
  • Posted: 08 June 2009 01:38 PM #4

    Since this is a conference for developers, I would expect a focus on the various avenues for developers to monetize the platform with an emphasis on the success achieved to date and prospects of future success for developers who commit to iPhone development.

         
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    Posted: 08 June 2009 02:19 PM #5

    something other than laptops.

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  • Posted: 08 June 2009 02:54 PM #6

    Eric Landstrom - 08 June 2009 05:19 PM

    something other than laptops.

    Well we got the laptops. And a release date for Snow Leopard. And a price of $29 to upgrade.

    Rob Enderle must be a little pissed:

    ?The question is whether they will use it for product launches,? said Rob Enderle, president of the Enderle Analyst Group. ?It appears the answer is no since they are signaling that not only will Jobs not be there, neither will the new phones.? From the standpoint of consumers and even investors, he said, the developers conference isn?t nearly as important as Macworld.

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  • Posted: 08 June 2009 04:41 PM #7

    Anyone notice the constant picking on of AT&T in the presentation?

    Apple delivered lots of stuff that has been asked for like MMS and Tethering BUT NOT ON AT&T as pointed out by Phil. Sounds like Apple are getting aggressive on the user’s behalf.

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    Posted: 09 June 2009 07:30 AM #8

    The naysayers have wanted an Apple without Steve Jobs. Well, they got it. Amazing mac hardware, all kinds of new features that actually add value for the customer, and $29 for an OS upgrade? Apple continues to use *software* as their loss leader, while continuing to ‘drop’ the price on hardware (leveraging volume discounts to keep margins high). Absolutely incredible.

    Moving the 13” into the Pro lineup does indeed create another gaping hole in the laptop line,  The first is the gap between Mac Mini and Mac Pro. Yes, you could say the Macbook Air and the iMac fill these gaps. I still call them gaping holes, just waiting for an October release of a quadcore mini tower and netbookthingy - both to take advantage of Snow Leopard’s multithreaded goodness.

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  • Posted: 09 June 2009 08:57 AM #9

    As for what to watch. We anticipate and prognosticate for weeks before these events. Those investors not as invested as those here, may take a few days to react to what we now see as old news. Apple remains the bright bulb in applied technology for the masses, and the rest of us.

         
  • Posted: 09 June 2009 12:12 PM #10

    The naysayers have wanted an Apple without Steve Jobs. Well, they got it. Amazing mac hardware, all kinds of new features that actually add value for the customer, and $29 for an OS upgrade? Apple continues to use *software* as their loss leader, while continuing to ?drop? the price on hardware (leveraging volume discounts to keep margins high). Absolutely incredible.

    Moving the 13? into the Pro lineup does indeed create another gaping hole in the laptop line,  The first is the gap between Mac Mini and Mac Pro. Yes, you could say the Macbook Air and the iMac fill these gaps. I still call them gaping holes, just waiting for an October release of a quadcore mini tower and netbookthingy - both to take advantage of Snow Leopard?s multithreaded goodness.


    We are still years from seeing a Apple without Job’s influence.  EVERYTHING that was just announced was probably planned months ago .. long before Jobs took his leave.  If Job’s never returns, something I hope does not happen, Apple is set for the next few years with specific goals and even further with their ” culture”.

         
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    Posted: 09 June 2009 06:08 PM #11

    Apple sold 37 million iPhones/iPod touches since Jun 07 till Apr earnings.  During WWDC, Scott said Apple sold over 40 million. So, from Apr earnings till today, Apple sold over 3 million.  Is that good?

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  • Posted: 09 June 2009 06:20 PM #12

    Mace - 09 June 2009 09:08 PM

    Apple sold 37 million iPhones/iPod touches since Jun 07 till Apr earnings.  During WWDC, Scott said Apple sold over 40 million. So, from Apr earnings till today, Apple sold over 3 million.  Is that good?

    Considering that everyone knew a new phone was coming I would say that that was pretty good.

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    Posted: 09 June 2009 09:21 PM #13

    Mace - 09 June 2009 09:08 PM

    Apple sold 37 million iPhones/iPod touches since Jun 07 till Apr earnings.  During WWDC, Scott said Apple sold over 40 million. So, from Apr earnings till today, Apple sold over 3 million.  Is that good?

    Couple thoughts on the number.  The 3M is iphone plus touch so with 2/3 of month done it is probably okay but not fantastic.  That said last year was severe shortage and .7M sold of iphone so YOY growth will be great assuming launch week again exceeds 1M.  Looks like supply might be constrained at launch a bit based on number of countries for the June launch vs July.  I would assume a simlilar build rate let’s say 800K per week, hard to say when it all started but according to rumors parts were moving in March and build started in May so Apple may have about 2-3M of inventory.  Since the carriers decide when to fill channel, the whole inventory could be accounted for or not this quarter.  As far as the revenue.  Apple delayed recognition until release of 3.0 software so we will only see a small portion of the revenue this quarter either way.

         
  • Posted: 09 June 2009 09:36 PM #14

    but they can’t hide the cash $$$

         
  • Posted: 09 June 2009 11:26 PM #15

    danthemason - 10 June 2009 12:36 AM

    but they can’t hide the cash $$$

    That’s correct. smile

    In looking at Apple’s quarterly financial reports increasingly more attention should be paid to net pick up in cash and changes to deferred revenue liabilities. The GAAP eps outcome is increasingly divorced from operating realities, especially with the iPhone’s potential still in its nascent phase.