May 212009
Timothy Leary's dead. No, no, no, no, He's outside looking in.

Timothy Leary's dead. No, no, no, no, He's outside looking in.

Scott Moritz is one of Jim Cramer’s merry band of stock manipulators over at   Either that or he’s really‚ really bad at his job – especially when it comes to Apple. I actually think sound investment advice would be “Do the opposite of what this toolbox says”.

Scott’s latest gem, available in both words and talkie form, is here.

Warning: if you click on the video, in addition to the content and tone of the interview‚ the JJ Abrams camera work may snap you into a three state killing spree.

May 212009

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Apple does not respond to market trends by introducing “me too” entries. If there is something of value to be extracted from a market, Apple takes it and packages it into products that have a more intuitive UI, a better industrial design and consequently higher margins.

When MP3 music players were first introduced, Apple didn’t shove some ham-fisted music player out the door.  It thought a lot about how to navigate content, came up with the idea for the clickwheel, and made it the joystick of a UI.  The iPod Classics and Nanos still use this combination and the UI is also at the core of Front Row and the Apple TV.  With the hardware‚ we also got iTunes – the eventual portal to the iTunes Music Store.

Cell phones had been on the market for over two decades before Apple decided to enter it. It did so after carefully considering what was good (almost nothing) and what sucked (nearly everything) about cell phones.  From those musings, we not only got a revolutionary UI and a new model in carrier relationships, we also got advancements in SDK and app propagation.  The point is Apple didn’t compete in markets by conforming to them.  It redefined them through a marriage of form and UI,  backed by other Apple services.

This is why, when red-faced analysts jump up and down screaming about Apple losing out on millions of potential customers by not introducing a netbook, Apple is content to quietly utter “fuck you” through their smiles.

People have been proposing what Apple’s response will be to the netbook craze for at least the past 8 months. Every time Apple acquires, hires or delivers a keynote, speculation runs rampant. I think Apple will introduce a product that will be perceived as a “response” to the netbook‚ but I believe it will be a very different animal.

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