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.
Direct from Google headquarters, and liveblogged by John Paczkowski, Google’s Sundar Pichai, vice president of product management and Matthew Papakipos, engineering director for Google Chrome OS, explain some of the advantages of the operating system: Speed, simplicity and security.
Speaking at Microsoft’s Worldwide Partner Conference in New Orleans this past July, Microsoft CEO Steve Ballmer said of Google’s forthcoming Chrome OS, “Who knows what this thing is?” Today, he found out. The operating system, a direct challenge to Microsoft Windows, was on display at a media gathering at the company’s HQ this morning, and in the words of Sundar Pichai, Google’s vice president of product management, it is intended to make computing a “delightful” experience.
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. 
As clever as it is, Verizon’s reimagining of a Rankin/Bass animated Christmas television special as a criticism of AT&T’s wireless network coverage did not go over well with Ma Bell. On Wednesday, the carrier amended its complaint against Verizon, asking a federal court in Atlanta to force its rival to immediately pull the ad and two other holiday-themed spots that debuted with it.
The Pixi, the Palm Pre’s diminutive smart-phone sibling, arrives at market a few days from now (Nov. 15), and despite some potential pricing confusion with the Pre, analysts expect it to be another catalyst for the company’s comeback. In a note to clients today, Bank of America/Merrill Lynch analyst Vivek Arya said Palm is well-poised for growth in 2010.
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.
Here’s an interesting data point from Apple’s recent 10-K filing with the U.S. Securities and Exchange Commission: The company has budgeted $1.9 billion in capital expenditures for fiscal 2010. That’s 70 percent more than the $1.1 billion it spent in 2009. What does Apple plan to do with those additional funds? 
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.
If Verizon is in talks with Apple to become the second U.S. carrier for the iPhone, they evidently aren’t going very well. How else to explain the iPhone-slagging ad campaign for Verizon’s forthcoming Android handset, Droid?
Looks like tethering on Apple’s iPhone is still a matter of “when and not if,” as AT&T likes to say. Though the carrier’s decision to allow Internet telephony apps on its 3G network has lead some to speculate that the company will soon allow data tethering as well, that’s not the case. Evidently, there’s still a while to wait until AT&T supports that long-promised feature.
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.
It has taken far too long, but AT&T has finally warmed to the the idea of voice-over-Internet services on its wireless network. On Tuesday afternoon, the carrier opened its 3G network to telephony apps, ending a restriction that had limited them to Wi-Fi.
