Tuesday, October 4, 2011

Apple Magic - Poof?

I thought the new iPhone 4s looked pretty cool at the unveiling today.  It's got the iPad 2 dual core processor under the hood now, better battery, much better wi-fi connectivity, worldwide compatibility, up to 64GB storage, and a MUCH better camera.

Courtesy of InfoWorld
And, it's the first version with Siri, the voice-driven intelligent assistant that Apple acquired the technology for last year.

But it's not the awaited iPhone 5, which a lot of people were expecting today.  No 4G.  No bigger screen, no improved case.  Etc.  So, while I see a much better phone, available everywhere now except on T-Mobile and MetroPCS, with the prior iPhone 4 just 99 bucks, it seems that disappointment abounds.

And it begs the question, is the Apple magic waning, in this, the start of the post-Jobs era?

Not really.

Despite the fact that early investments in Apple (like Xerox in a prior day) have made a lot of us wealthy, the fact is that Apple has never been able to sustain steady, long term equity growth.  Growth has been spectacular when it comes, but there have always been huge proportional declines.  Take a look at the chart and ask yourself, how is Apple to sustain the current growth trend?  Is there another iPad and iPhone to be pulled out of the hat?

Hint: it would be nice if a phone you buy today has 4G, which will be important over the total life of the phone.  Unless you like having to keep upgrading.  It would also be nice if someone really addressed - and emphasized - real cell phone security.  An unencrypted password for the phone and a 4 digit PIN number for my e-Wallet does not make me feel very secure.  Especially on an OS shot through of potential breaches.  And that is why every IT person you are likely to talk to will tell you that, given their preferences, there wouldn't be ANY mobile devices to manage securely in the enterprise, but the iPhone and iPad are clearly their preference if it has to be.

Back in the day, the lack of security nearly killed Windows in the enterprise.  Google would do well to take that lesson to heart with Android, and do it yesterday.  It is going to be an absolute given for Wallet, their mobile payment system, and everywhere security is a concern.

Which, unfortunately, and unhappily, is one long term trend that still appears to have plenty of upside in an overwhelming, international, climate of fear.

No comments:

Post a Comment