Apple's Shareholder Meeting Notes: Leopard, Apple TV, Research
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nuckinfutz
macrumors 603
Developer headcount-The "concerns" over staffing for OS X can be chalked up to innocent ignorance. You don't just put an add in the paper for OS X developers. The team is a very tightknit group from what I hear.
Leopard- should be worth the wait. Looking forward to WWDC and the keynote.
Decreasing R&D budget- not much of a factor. Apple has saved MILLIONS in developmental costs by hitching up to open source projects and not re-inventing the wheel.
Greenpeace...yawn.
AppleTV and HD-...it's coming. However I'm an HD optical disc guy so I won't be utilizing the HD rental/purchase movies all that much.
.mac- I'm sure they have some tasty updates in queue.
Microsoft Bashing- Not classy ..but not overly mean spirited as well.
Leopard- should be worth the wait. Looking forward to WWDC and the keynote.
Decreasing R&D budget- not much of a factor. Apple has saved MILLIONS in developmental costs by hitching up to open source projects and not re-inventing the wheel.
Greenpeace...yawn.
AppleTV and HD-...it's coming. However I'm an HD optical disc guy so I won't be utilizing the HD rental/purchase movies all that much.
.mac- I'm sure they have some tasty updates in queue.
Microsoft Bashing- Not classy ..but not overly mean spirited as well.
Rot'nApple
macrumors 65816
No Stock Split, That Sucks!!!
From the CNBC.com link in the story...
"One of the more interesting exchanges occurred when one shareholder asked how Apple determined whether it would split the stock, a big issue as shares trade north of $100 and at an all-time high. Jobs pointed to the examples of Berkshire-Hathaway and Google
[GOOG 461.47 -7.78 (-1.66%) ] as the arguments against a stock split. (Google's Eric Schmidt sits on Apple's board). That exchange led Piper Jaffray's Gene Munster to tell me that a split now appears less likely. Earlier in the day, he had told me a split would happen with 90% certainty."
Guess I won't be increasing my shares of Apple stock any time soon. Hey, I can do the algore thing, anyone want to give me your money er I mean invest in my green diversement company and allow me to "invest" my, er your money into companies that are green and give you "Carbon Credits" to offset your worthless hide er lifestyle...
But Apple is no Bershire-Hathaway and definitely not a Google type company unless Apple starts having adverts on their website, products, iTunes etc, because isn't that where Google's revenue comes from the most, advertising, on their web sites!
Ouch! "not-splitting shares and allowing the stock price to move out of historical ranges" - from AppleInsider's report, I would hate to be there the day the walls come tumbling down
From the CNBC.com link in the story...
"One of the more interesting exchanges occurred when one shareholder asked how Apple determined whether it would split the stock, a big issue as shares trade north of $100 and at an all-time high. Jobs pointed to the examples of Berkshire-Hathaway and Google
[GOOG 461.47 -7.78 (-1.66%) ] as the arguments against a stock split. (Google's Eric Schmidt sits on Apple's board). That exchange led Piper Jaffray's Gene Munster to tell me that a split now appears less likely. Earlier in the day, he had told me a split would happen with 90% certainty."
Guess I won't be increasing my shares of Apple stock any time soon. Hey, I can do the algore thing, anyone want to give me your money er I mean invest in my green diversement company and allow me to "invest" my, er your money into companies that are green and give you "Carbon Credits" to offset your worthless hide er lifestyle...
But Apple is no Bershire-Hathaway and definitely not a Google type company unless Apple starts having adverts on their website, products, iTunes etc, because isn't that where Google's revenue comes from the most, advertising, on their web sites!
Ouch! "not-splitting shares and allowing the stock price to move out of historical ranges" - from AppleInsider's report, I would hate to be there the day the walls come tumbling down
Marky_Mark
macrumors 6502a
This week's Macbreak podcast had Uncle Leo making a skype call across wi-fi from a Nokia N95 -- Apple need to keep an eye on the competition in this cutthroat market and make sure they're matching these kinds of directly competing products feature for feature. Perhaps their Cingular contract may constrain in the short term, but I think these things will come along without too much undue delay. This is a different ballgame.
SMM
macrumors 65816
THAT will be huge for business customers as well. When the time comes we do not have to license WIndows and Office, the TCO really swings in Apple's favor.
Delicious-Apple
macrumors member
This week's Macbreak podcast had Uncle Leo making a skype call across wi-fi from a Nokia N95 -- Apple need to keep an eye on the competition in this cutthroat market and make sure they're matching these kinds of directly competing products feature for feature. Perhaps their Cingular contract may constrain in the short term, but I think these things will come along without too much undue delay. This is a different ballgame.
I'd love Skype but the iPhone will do just fine without it.... They dont need to match any product feature for feature, the same as they haven't with the iPod. Apple tend to release features just before they are going to hit the big time when people understand what they are, what they do and when the infrastructure is in place. That said... I will not be surprised to see a Web version of Skype being utilized over the iPhones WiFi connection.
TigerShark
macrumors member
flopticalcube
macrumors G4
Where are the new Macs?!?!?!?!?!
GanleyBurger
macrumors regular
theheadguy
macrumors 65816
These two statements calm my nerves for several reasons.
1. .Mac provides a service for a fee that is unjustifiable for the budget-conscious consumer who isn't a Mac addict. If I didn't get this for free via ASW I would certainly never fork out US$100 for it. When the day comes that I don't get it for free, I'd like to feel alright spending that cash so I can keep my e-mail address and not feel totally ripped off.
2. R&D spending has always concerned me, but in essence, he is entirely right.
I think he has given some very good replies here. Well done.
SMM
macrumors 65816
Sorry, but I can only agree with you so far. On the issue of staffing, he did address the question. It takes time to recruit, hire and train good engineers. He could have passed out the kleenex, but instead finished in a humorous, more upbeat way.
In case you do not know, high-demand staffing is one of the most confidential issues in the corporate world. Only an idiot would discuss the matter in any detail, especially in a public forum. He did not say any more than he had to, or should. And, I am completely missing the correlation between that, and a few viruses on the iPod.
SiliconAddict
macrumors 603
Bullcrap. How long has .crap been sitting there idle? When it comes time to renew in Feb I'm dropping it. Waste of damn money and a joke at this point. There are a crap load of other services out there that gives you WAY more value for your buck. Jobs and Apple have been sitting back and milking the same people who willingly shell out money on Quicktime Pro. >:O
actually i believe apple has the opportunity to grow exponentially over the next decade. the big money earner for them: itunes store.
i've maintained since the beginning that once the iTS gained critical mass you would begin to see apple either licensing fairplay (my original thought based on record company DRM fear) or drop DRM altogether.
i know apple consistently says that iTS is a break-even/slight profit producer designed to sell more ipods, but that's a load of crap designed to distract everyone from their real goal.
iTS right now has a huge percentage of the download market, but a miniscule percentage of the overall entertainment industry. when apple is selling a billion songs a month, and selling/renting HD content by the bucketfull the iTS won't be seen as so innocuous.
take a look at some 2006 revenue figures from around the industry:
blockbuster - $5.23 billion
netflix - $688 million
dvd sales - $16 billion
cd sales - ~600 million albums
i wouldn't be surprised if by 2015 half of apple's revenue was coming from the iTS.
FF_productions
macrumors 68030
I am definitely looking forward to this full features Leopard presentation at WWDC. If Steve says it's worth the wait it sure as hell will be or everybody on Macrumors is going to call him an idiot.
SiliconAddict
macrumors 603
Someone else would look at it as the glass as half empty. It sounds more like jobs is justifying cutting their R&D budget. Apple hasn't really innovated in years. I mean real innovation. The parts in an iPod, other then the wheel, aren't revolutionary. Since G1 of the iPod its been an evolutionary increase. Ditto with the Macbook and Macbook pro. Ditto with the Mac pro. Ditto with the
TV which is pretty much nothing more then a slimmed down Mac Mini. iPhone. *shrugs* Its not out yet so its hard to say. But the products Apple has been shipping over the lasts 5 years use pretty dang traditional parts. Just put together in a way that is creative and pretty. If you want want to call it innovative style then sure. Apple is innovating style. I mean some of the things that really put Apple in the lead long ago really haven't happened in years. Apple was the first, AFAIK, to come up with the claimshell desktop design. It was a godsend to get into the system. Apple was one of the first, I think IBM beat them to it though, to allow really easy access to most of the components inside of your laptop. Apple has done a lot of firsts in their history. I would love to compare those firsts to what they have put out since 2000.Yes they are nice, beautiful devices. But innovative from a technological standpoint? Meh. IMHO no.
I've said it before and I will continue to say it. Apple has stopped taking risks. Actually the iPhone IMHO is the biggest risk since the Newton IMHO.
SMM
macrumors 65816
The problem is, with every patch, they break something else. I would guess that there are no less than two MS updates per week. Some periods go by when there is an update every day of the week. It never ends. It is hell to manage an IT department, when you do not know when, where, or what the next disaster will be. Their systems are so bloated, and full of proprietary spaghetti code, even they do not know how it works any more.
longofest
Editor emeritus
Most of what I was annoyed at was that he was once again using Microsoft as a punching bag, in what I thought was an inopportune time. They did this when they shipped iPods with windows viruses on them. Instead of just biting the bullet and putting an outright appology, they actually had the gall to blame microsoft for allowing viruses on their systems (when they were the ones spreading the virus in the first place!).
Just not good taste, if you ask me.
SMM
macrumors 65816
Someone else would look at it as the glass as half empty. It sounds more like jobs is justifying cutting their R&D budget. Apple hasn't really innovated in years. I mean real innovation. The parts in an iPod, other then the wheel, aren't revolutionary. Since G1 of the iPod its been an evolutionary increase. Ditto with the Macbook and Macbook pro. Ditto with the Mac pro. Ditto with the
Yes they are nice, beautiful devices. But innovative from a technological standpoint? Meh. IMHO no.
I've said it before and I will continue to say it. Apple has stopped taking risks. Actually the iPhone IMHO is the biggest risk since the Newton IMHO.
Yes, keep saying it. Eventually I might make sense.
PlaceofDis
macrumors Core
here's to hoping that .Mac sees some worthwhile upgrades this year before mine expires.