From time to time, I have pointed to the Business Insider‚Äôs Chart of the Day. These sand charts tell a remarkable story because the time varying thickness of the layers shows the evolution of Apple‚Äôs revenue. Here‚Äôs the latest chart.
BI/SAI chart of the day
But there‚Äôs an even better way to display this chart, and it hasn‚Äôt been lost on Horace Dediu at Asymco. In a revised version of this chart, he‚Äôs grouped together the OS X and iOS related products. It looks like this:
This second way of looking at the chart is even more informative in that it reveals the rate of growth of iOS related products. And then when you start looking at how this explosive growth is impacting the PC industry, the picture really comes into focus. Finally, once Apple starts on a climb like this, the trend seldom reverses. The conclusion is that over the next few years, we‚Äôll likely see a steady decline in PC sales to point where the PC industry drops into panic mode. Given their delay in producing a viable tablet, one has to really wonder whether Apple will end up replacing the entire PC industry as the number one supplier of consumer computing devices. It could happen at this rate. It could.
I saw a tweet that said, ‚ÄúIf your dreams (meaning aspirations) don‚Äôt scare you, your dreams aren‚Äôt big enough.‚Äù
Six weeks ago, we had IPv6 day. It was a modest test to see what kinds of problems might be encountered as we move from IPv4 to IPv6 on the Internet. Iljitsch van Beijnum at ars technica has written up a nice summary of what happened and where we go from here. ‚ÄúSix weeks after World IPv6 Day, what have we learned?‚Äù Did you know that your Mac speaks IPv6? It‚Äôs been in OS X for years.¬†
Infographics are all the rage, and this is a cute one. It shows the development of Apple products in a kind of pseudo family tree, ordered by date. Suitable for framing I would think.
Underneath OS X is a UNIX operating system called Darwin. It‚Äôs mostly FreeBSD with tweaks as I understand it. Have you ever wondered about the early days and the development of UNIX? This November marks the 40th anniversary, by some reckoning, of the first UNIX system, developed by Ken Thompson and Dennis Ritchie. Here‚Äôs a neat overview of how UNIX got started ‚Äî with some surprising help from the U.S. Government. ‚ÄúThe Unix revolution‚Äîthank you, Uncle Sam?‚Äù
Normally, I try to collect offbeat stories of technical interest, but here‚Äôs a short and sweet snippet by Philip Elmer-Dewitt. To wit, Google‚Äôs Eric Schmidt recently derided Apple for resorting to the courts instead of, presumably innovating. So the Fortune author put up a picture of a recent Android phone next to an iPhone and asks the question, ‚ÄúDoes one of these phones look like the other? You be the judge.‚Äù
Who copied whom?
I like the people at AnandTech. They always go into great detail about Apple‚Äôs products, especially the CPU and graphics architectures plus benchmarks. Eager to delve into that detail myself, I wrote: ‚ÄúMore Details on the CPUs in the New MacBook Air.‚Äù For even more detail and some nice comparison charts, I recommend this companion article: ‚ÄúThe 2011 MacBook Air: Specs and Details.‚Äù
From what I‚Äôve been able to determine so far, there is very little advantage in this line of Macs and CPUs in going from the Core i5 at 1.7 GHz to the Core i7 at 1.8 GHz. There is an increase in the maximum Turbo speed and the L3 Cache, but that‚Äôs the kind of stuff that historically doesn‚Äôt make a huge difference in the benchmarks. I think you could save yourself $100 by sticking with the 1.7 GHz CPU, and that‚Äôs what I‚Äôm going to do.
For an spectacular benchmark comparison to the old Core 2 Duo MacBook Airs, see: ‚Äú2011 MacBook Air benchmarks are amazing, outperforms all 2010 MacBook Pros.‚Äù
Those who follow the patent lawsuits know that a gang of three, Oracle, Microsoft and Apple are converging on Android with lawsuits. That‚Äôs to both protect intellectual property (IP) and make Android have a hefty ‚Äúprice‚Äù if used by phone makers. Here‚Äôs an update on Google blinking in the suit brought by Oracle. ‚ÄúGoogle blinks in Oracle patent case, indicates willingness to pay.‚Äù In an even more recent development, Oracle will be allowed to depose Google‚Äôs Larry Page. It‚Äôs looking very bad for Google and Android. Oracle‚Äôs lawyers are good.
Adobe just can‚Äôt stop claiming that the dog ate its homework. After all the heads up they‚Äôve had about Lion, Developer Previews and WWDC, Adobe has come up with the lamest excuses yet why some users will have trouble with current Adobe products in Lion. It‚Äôs just so sad to see. ‚ÄúAdobe reveals ‚Äòknown issues‚Äô with Apple‚Äôs new Lion OS.‚Äù One would expect that, despite the friction with Apple, Adobe would retain a professional spirit and psychic energy for excellence on the Mac. So much for dreams of being one of the great Mac developers.
Investors know that Apple stock (AAPL) lingered a bit this spring. But now it‚Äôs on an upward climb again. Why? Here‚Äôs a nice analysis by Eric Jackson at Forbes. ‚ÄúWhat It Took To Move Apple‚Äôs Stock Price Finally.‚Äù
How damaging would it be to Apple‚Äôs competitors if it snapped up Hulu? Is that the right kind of acquisition for Apple‚Äôs business model? Could Apple secure content rights in Hulu, and keep them, that it couldn‚Äôt have otherwise obtained? Industry observer Steve Smith ponders it all and thinks it may be a good idea in: ‚ÄúDoes Steve Jobs Want Hulu?‚Äù But Jacqui Cheng and Michael Gartenberg think it‚Äôs a very bad idea: ‚ÄúRumored Apple bid for Hulu doesn‚Äôt make a whole lot of sense.‚Äù Finally, Bob Cringely has the interesting idea that Apple, with the threat of its cash hoard, is simply feinting, driving the price up for the eventual winner. What do you think?
Technical Word of the Week (TWoW)
Verbified (v.) Example: ‚ÄúThe industry has taken an acronym like EOL* and verbified it.‚Äù As in Apple EOLs the boxed version of iLife.
Speaking of recursive definitions, a long time ago, a friend, with a wink in his eye, playfully informed me that people who make excessive use of acronyms suffer ‚Äúacromania‚Äù which is itself an acronym for ‚ÄúA condition resembling overzealous madness (vi)a needless invention (of) acronyms.‚Äù
* EOL = End of Life