Thursday, November 19, 2009
The Apple Tablet Is Delayed? So What?
Apple has reportedly decided to postpone the launch of its rumored tablet/slate until the second half of 2010. That’s the latest rumor from the occasionally reliable Digitimes, which claims that the device’s original March 2010 debut target became untenable after some component changes. The report, should it prove true, will no doubt be a disappointment to overanxious tabletites awaiting the mysterious device’s arrival, but really, that’s immaterial to Apple.
Since 2008, AT&T’s network in and around San Francisco has experienced an increase in 3G data traffic of 2,000 percent. If you find this metric as astonishing as I do, consider this: The increase in Bay Area data traffic is actually below the national average–significantly below. According to AT&T CTO John Donovan, 3G data traffic on the company’s wireless network has risen nearly 5,000 percent nationally in the past 12 quarters. 
When it launched on July 10, 2008, Apple’s iTunes App Store held just 552 apps. Today, Apple tells us, it boasts more than 100,000. Astonishing, really, when you think about it. The App Store isn’t even two years old yet. Nor is the iPhone SDK.
It has been about two years since Apple last released a major firmware update for its Apple TV platform, so the release of Apple TV 3.0 today will come as welcome news to those who own the device. 3.0 is largely as rumored: Adding support for both iTunes LP and iTunes Extras.
The econalypse may be winding toward its end, but for Apple it evidently never even started. Shares in the company spiked more than $12, or more than six percent, to $202 in early trading Tuesday as investors celebrated another of the company’s great quarters.
Apple’s September quarter saw, among other things, the release of Snow Leopard, the latest upgrade to its OS X operating system and the first public appearance of CEO Steve Jobs, who’d been on a medical leave of absence for a liver transplant. It was also the first full period since the company launched the iPhone 3GS in late June. No wonder it was a blowout quarter.
A complete reversal of its earlier policy restricting Internet telephone services to Wi-Fi only, AT&T’s decision to allow iPhone owners to use such services on its 3G network has gone over well with consumers and with Apple. But it hasn’t gone over well with AT&T investors. Shares in the company slipped on news of the decision yesterday and they’re falling still further today.
If the teen demographic is a critical indicator of a company’s long-term growth prospects in the consumer electronics and online music markets, Apple has nothing to worry about. Because according to the results of Piper Jaffray’s 18th biannual Teen Survey, Apple devices continue to do well with American teenagers.
The majority of Windows Mobile users have no idea what operating system is running on their phones, a recent survey from the CFI Group found. Microsoft is hoping to change that with the release of Windows Mobile 6.5 and the opening of Windows Mobile Marketplace, its long-awaited answer to Apple’s iTunes App Store.
Google and Verizon Wireless have evidently gotten over their 700-MHz spectrum auction-inspired differences. This morning, the two companies announced an agreement to deliver mobile applications and devices.
Apple seems to have gotten over its aversion to apps duplicating core iPhone functions. This morning, Internet telephony company Vonage released an app that allows iPhone users to make calls over Wi-Fi and AT&T’s voice network.
The deal went unnoticed until this week, but Apple evidently bought mapping outfit Placebase this past July in an acquisition that may have undermined its relationship with Google, which provides mapping technology for the iPhone. 
The Cliq, Motorola’s first phone based on Google’s Android operating system, is headed to market and will arrive there Nov. 2. Sales to existing customers will begin Oct. 19 and open to the general public Nov. 4. T-Mobile USA has priced the handset at $199 with a two-year contract, which seems a bit dear considering you can get a 16GB iPhone 3GS for the same price. 
