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    <title>Charlie Owen - AppleTV</title>
    <link>http://blog.retrosight.com/</link>
    <description>Charlie Owen</description>
    <language>en-us</language>
    <copyright>Charlie Owen</copyright>
    <lastBuildDate>Wed, 13 Jun 2007 18:10:42 GMT</lastBuildDate>
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      <dc:creator>Charlie Owen</dc:creator>
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        <p>
Apple is a huge competitor in the space Windows Media Center seeks to inhabit. Evidence?
</p>
        <p>
          <a href="http://www.apple.com/macbookpro/frontrow.html">Front Row</a> and <a href="http://www.microsoft.com/windows/products/windowsvista/features/details/mediacenter.mspx">Windows
Media Center</a></p>
        <p>
          <a href="http://www.apple.com/appletv/">Apple TV</a> and <a href="http://www.microsoft.com/windows/products/winfamily/mediacenter/default.mspx">Media
Center Extender</a></p>
        <p>
But even though I want to compare and contrast these products I find myself always
holding back.
</p>
        <p>
Why?
</p>
        <p>
Because of the signal to noise ratio. On the somewhat rare instance I do post something
related to Apple it almost never fails that folks show up bringing nothing to the
conversation of value. Case in point, go read the two comments on <a href="http://blog.retrosight.com/CommentView,guid,5266a85c-497f-46a0-a98a-43b386c4a822.aspx#commentstart">Thoughts
on iPod Amnesty Bin</a>. After reading those I again had to ask myself 'why bother'.
</p>
        <p>
          <a href="http://blogs.zdnet.com/microsoft/?p=505">Mary</a>
          <a href="http://blogs.zdnet.com/microsoft/?p=509">Jo</a> and <a href="http://www.istartedsomething.com/20070613/apple-leopard-world-war-3/">Long</a> are
beginning to understand the pitfalls of writing anything other than high praises of
Apple.
</p>
        <p>
So, I ask myself would it be worth the time and effort to give my perspective of MacOS,
iPod and AppleTV or will I be labeled as just another Apple hater who works for Microsoft.
Can I count on the community (both PC and Mac) to engage in the conversation?
</p>
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      <title>Why I Rarely Talk About Apple</title>
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      <pubDate>Wed, 13 Jun 2007 18:10:42 GMT</pubDate>
      <description>&lt;p&gt;
Apple is a huge competitor in the space Windows Media Center seeks to inhabit. Evidence?
&lt;/p&gt;
&lt;p&gt;
&lt;a href="http://www.apple.com/macbookpro/frontrow.html"&gt;Front Row&lt;/a&gt; and &lt;a href="http://www.microsoft.com/windows/products/windowsvista/features/details/mediacenter.mspx"&gt;Windows
Media Center&lt;/a&gt;
&lt;/p&gt;
&lt;p&gt;
&lt;a href="http://www.apple.com/appletv/"&gt;Apple TV&lt;/a&gt; and &lt;a href="http://www.microsoft.com/windows/products/winfamily/mediacenter/default.mspx"&gt;Media
Center Extender&lt;/a&gt;
&lt;/p&gt;
&lt;p&gt;
But even though I want to compare and contrast these products I find myself always
holding back.
&lt;/p&gt;
&lt;p&gt;
Why?
&lt;/p&gt;
&lt;p&gt;
Because of the signal to noise ratio. On the somewhat rare instance I do post something
related to Apple it almost never fails that folks show up bringing nothing to the
conversation of value. Case in point, go read the two comments on &lt;a href="http://blog.retrosight.com/CommentView,guid,5266a85c-497f-46a0-a98a-43b386c4a822.aspx#commentstart"&gt;Thoughts
on iPod Amnesty Bin&lt;/a&gt;. After reading those I again had to ask myself 'why bother'.
&lt;/p&gt;
&lt;p&gt;
&lt;a href="http://blogs.zdnet.com/microsoft/?p=505"&gt;Mary&lt;/a&gt; &lt;a href="http://blogs.zdnet.com/microsoft/?p=509"&gt;Jo&lt;/a&gt; and &lt;a href="http://www.istartedsomething.com/20070613/apple-leopard-world-war-3/"&gt;Long&lt;/a&gt; are
beginning to understand the pitfalls of writing anything other than high praises&amp;nbsp;of
Apple.
&lt;/p&gt;
&lt;p&gt;
So, I ask myself would it be worth the time and effort to give my perspective of MacOS,
iPod and AppleTV or will I be labeled as just another Apple hater who works for Microsoft.
Can I count on the community (both PC and Mac) to engage in the conversation?
&lt;/p&gt;
&lt;img width="0" height="0" src="http://blog.retrosight.com/aggbug.ashx?id=a6d036a1-3eb0-4675-85c3-49c8186c3050" /&gt;</description>
      <comments>http://blog.retrosight.com/CommentView,guid,a6d036a1-3eb0-4675-85c3-49c8186c3050.aspx</comments>
      <category>Apple</category>
      <category>AppleTV</category>
      <category>Media Center Extender</category>
      <category>Microsoft</category>
      <category>Windows Media Center</category>
    </item>
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      <dc:creator>Charlie Owen</dc:creator>
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      <slash:comments>6</slash:comments>
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        <p>
Normally, what Michael says most of the time is spot on -- I'm a big fan, and pay
close attention to what he writes. I'll admit his coverage of MacWorld has me a little
bit baffled, as he seems to be caught in the echo chamber that is created by Apple
for the Jobs keynote -- something I don't usually find him doing. Some examples...
</p>
        <p>
In <a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/macworld_apple.html">Macworld
- Apple Says It's Time to Phone Home</a> Michael states "Both Apple TV and the iPhone
are important devices as they cement Apple's role within different places of the digital
home." Apple has not yet shipped either of these products yet, and they hold exactly
0% market share for their respective categories (digital media receivers and mobile
phones). How can you cement a position you don't hold at all? I'll admit I'm interested
to see how AppleTV does over the long haul, and whether or not it's couple-of-tricks-pony
approach will resound with consumers on the scale iPods have to date. The iPhone has
*much* stiffer competition than the iPod really ever did (to his credit, Michael does
allude to this towards the end of this post -- kinda).
</p>
        <p>
Michael has this to say in <a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/is_apple_late_t.html">Is
Apple Late to the Phone Game</a>: "Yes, I know other devices can do a lot of what
the iPhone can do but that's like saying there's a lot of other music players out
there as well." Well, actually, no. There are many devices shipping today that can
do everything the iPhone will be able to do when it ships (and more). And, based on
prices given today, those devices do more things a whole heckuva lot cheaper now than
iPhone will when it ships. The market conditions that existed when the iPod rose to
its popularity aren't really in play today in the mobile phone market. Specifically:
Sony resting on its Walkman, Discman and (most importantly) proprietary NetMD laurels,
the rise of the MP3 as a universal standard, lack of understanding by the then current
crop of MP3 players to realize it's all about the hardware form factor, lack of attention
to marketing to get out a message. Apple showing up at the right time, with the right
device and the right service coupled with the lack of a timely and competitive response
from other established players in that market allowed the iPod to take its favorable
market position. While Apple will probably be successful by its own definition ("1%
market share in 2008" -- obviously and intentionally lowballed) it's doubtful the
competition will take the same laissez faire attitude. While you compare the success
of the iPhone to the iPod we could just as esily compare it to the Mac (as Jobs did
during his keynote today). I think there are few people who doubt the historical and
perhaps groundbreaking importance of the machine when it was introduced in 1984. The
ancestors of the original Mac now account for 3-5% market share (depending on who
you reference) for all personal computers worldwide. Which trajectory will the iPhone
follow...?
</p>
        <p>
          <a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/whats_missing_f.html">What's
Missing From the iPhone</a> outlines 4 significant blockers to the iPhone success
(go read 'em). Even so, Michael says "Even with these issues, I still believe Apple
is going to be force to reckoned with in this space." Michael seems to ignore the
fact cell phones (and in particular SmartPhones, which iPhones are suppose to squash)
are much more enterpise oriented than consumer oriented, and the first three of the
items he outlines represent some fundamental gaps in the story. Once iPhone reaches
feature parity with current offering, then it becomes a market changer. Sound familiar?
Yep. Zune.
</p>
        <p>
"...the XBox is the challenger against Apple TV (and the Slingcatcher as well). There's
a battle going on for your living room. There's still a lot of network issues that
Microsoft needs to work out. Where's the support for N in Media Center?" is what we
get in <a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/will_apple_tv_h.html">Will
Apple TV have issues as it's 'only' 720p</a>. Where to begin. First, the Xbox has
shipped over 10 million units. Windows Media Center enabled SKUs of Windows has sold
over 30 million units. Window XP (to which any XBox 360 can connect to and stream
content from) has sold in the 100s of millions. How many AppleTVs have shipped. Zero
to date. If anything, AppleTV is the challenger here. The network issues will also
tend to be a problem for Apple if and when they ever implement true high definition
TV (think about the live events scenarios here, like sports). As it is, they covered
most of the hurdles with the addition of a 40GB hard drive in the AppleTV (kudos to
them, but that has to bite into the profit margin due to the BOM) and limiting it
largely to content available from iTunes. Speaking of the content available from iTunes
-- most of that doesn't even need the bandwidth offered by 802.11n which Michael seemingly
calls a gap for Microsoft (certainly not music which can bounce around on 802.11b
just fine, and their standard definition videos which would be quite happy with 802.11g).
An admirable first attempt by Apple to enter this market segment and it remains to
be seen if they have all the wrinkles ironed out
</p>
        <p>
I'll be interested in what Michael has to say over the next couple of days when he
moves over to CES in Las Vegas, and notices Apple might not have a lock on everything
they present in their keynotes.
</p>
        <p>
Update: I thought Omar had some pretty good thoughts on this subject over at <a href="http://www.shahine.com/omar/ThoughtsOnTheMacworldKeynote.aspx">Thoughts
on the macworld keynote</a>.
</p>
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      </body>
      <title>Michael Gartenberg in The Echo Chamber</title>
      <guid isPermaLink="false">http://blog.retrosight.com/PermaLink,guid,580fec1e-b5c8-455f-be52-c187c42dc633.aspx</guid>
      <link>http://blog.retrosight.com/MichaelGartenbergInTheEchoChamber.aspx</link>
      <pubDate>Wed, 10 Jan 2007 05:51:30 GMT</pubDate>
      <description>&lt;p&gt;
Normally, what Michael says most of the time is spot on -- I'm a big fan, and pay
close attention to what he writes. I'll admit his coverage of MacWorld has me a little
bit baffled, as he seems to be caught in the echo chamber that is created by Apple
for the Jobs keynote -- something I don't usually find him doing. Some examples...
&lt;/p&gt;
&lt;p&gt;
In &lt;a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/macworld_apple.html"&gt;Macworld
- Apple Says It's Time to Phone Home&lt;/a&gt; Michael states "Both Apple TV and the iPhone
are important devices as they cement Apple's role within different places of the digital
home." Apple has not yet shipped either of these products yet, and they hold exactly
0% market share for their respective categories (digital media receivers and mobile
phones). How can you cement a position you don't hold at all? I'll admit I'm interested
to see how AppleTV does over the long haul, and whether or not it's couple-of-tricks-pony
approach will resound with consumers on the scale iPods have to date. The iPhone has
*much* stiffer competition than the iPod really ever did (to his credit, Michael does
allude to this towards the end of this post -- kinda).
&lt;/p&gt;
&lt;p&gt;
Michael has this to say in &lt;a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/is_apple_late_t.html"&gt;Is
Apple Late to the Phone Game&lt;/a&gt;: "Yes, I know other devices can do a lot of what
the iPhone can do but that's like saying there's a lot of other music players out
there as well." Well, actually, no. There are many devices shipping today that can
do everything the iPhone will be able to do when it ships (and more). And, based on
prices given today, those devices do more things a whole heckuva lot cheaper now than
iPhone will when it ships. The market conditions that existed when the iPod rose to
its popularity aren't really in play today in the mobile phone market. Specifically:
Sony resting on its Walkman, Discman and (most importantly) proprietary NetMD laurels,
the rise of the MP3 as a universal standard, lack of understanding by the then current
crop of MP3 players to realize it's all about the hardware form factor, lack of attention
to marketing to get out a message. Apple showing up at the right time, with the right
device and the right service coupled with the lack of a timely and competitive response
from other established players in that market allowed the iPod to take its favorable
market position. While Apple will probably be successful by its own definition ("1%
market share in 2008" -- obviously and intentionally lowballed) it's doubtful the
competition will take the same laissez faire attitude. While you compare the success
of the iPhone to the iPod we could just as esily compare it to the Mac (as Jobs did
during his keynote today). I think there are few people who doubt the historical and
perhaps groundbreaking importance of the machine when it was introduced in 1984. The
ancestors of the original Mac now account for 3-5% market share (depending on who
you reference) for all personal computers worldwide. Which trajectory will the iPhone
follow...?
&lt;/p&gt;
&lt;p&gt;
&lt;a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/whats_missing_f.html"&gt;What's
Missing From the iPhone&lt;/a&gt; outlines 4 significant blockers to the iPhone success
(go read 'em). Even so, Michael says "Even with these issues, I still believe Apple
is going to be force to reckoned with in this space." Michael seems to ignore the
fact cell phones (and in particular SmartPhones, which iPhones are suppose to squash)
are much more enterpise oriented than consumer oriented, and the first three of the
items he outlines represent some fundamental gaps in the story. Once iPhone reaches
feature parity with current offering, then it becomes a market changer. Sound familiar?
Yep. Zune.
&lt;/p&gt;
&lt;p&gt;
"...the XBox is the challenger against Apple TV (and the Slingcatcher as well). There's
a battle going on for your living room. There's still a lot of network issues that
Microsoft needs to work out. Where's the support for N in Media Center?" is what we
get in &lt;a href="http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2007/01/will_apple_tv_h.html"&gt;Will
Apple TV have issues as it's 'only' 720p&lt;/a&gt;. Where to begin. First, the Xbox has
shipped over 10 million units. Windows Media Center enabled SKUs of Windows has sold
over 30 million units. Window XP (to which any XBox 360 can connect to and stream
content from) has sold in the 100s of millions. How many AppleTVs have shipped. Zero
to date. If anything, AppleTV is the challenger here. The network issues will also
tend to be a problem for Apple if and when they ever implement true high definition
TV (think about the live events scenarios here, like sports). As it is, they covered
most of the hurdles with the addition of a 40GB hard drive in the AppleTV (kudos to
them, but that has to bite into the profit margin due to the BOM) and limiting it
largely to content available from iTunes. Speaking of the content available from iTunes
-- most of that doesn't even need the bandwidth offered by 802.11n which Michael seemingly
calls a gap for Microsoft (certainly not music which can bounce around on 802.11b
just fine, and their standard definition videos which would be quite happy with 802.11g).
An admirable first attempt by Apple to enter this market segment and it remains to
be seen if they have all the wrinkles ironed out
&lt;/p&gt;
&lt;p&gt;
I'll be interested in what Michael has to say over the next couple of days when he
moves over to CES in Las Vegas, and notices Apple might not have a lock on everything
they present in their keynotes.
&lt;/p&gt;
&lt;p&gt;
Update: I thought Omar had some pretty good thoughts on this subject over at &lt;a href="http://www.shahine.com/omar/ThoughtsOnTheMacworldKeynote.aspx"&gt;Thoughts
on the macworld keynote&lt;/a&gt;.
&lt;/p&gt;
&lt;img width="0" height="0" src="http://blog.retrosight.com/aggbug.ashx?id=580fec1e-b5c8-455f-be52-c187c42dc633" /&gt;</description>
      <comments>http://blog.retrosight.com/CommentView,guid,580fec1e-b5c8-455f-be52-c187c42dc633.aspx</comments>
      <category>Apple</category>
      <category>AppleTV</category>
      <category>iPhone</category>
      <category>iPod</category>
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