IWETHEY v. 0.3.0 | TODO
1,095 registered users | 0 active users | 0 LpH | Statistics
Login | Create New User
IWETHEY Banner

Welcome to IWETHEY!

New I'll tell you what they're thinking
Cook and co will look at the numbers.

tl;dr: it's all about the iPhone, to the tune of 90% of revenues.

That 90% is there in no small part because there's an app for that. At the moment, Apple is determined that those apps are written on MacOS.

(It's worth noting at this point that Apple does not (and probably cannot) eat its own dogfood when it comes to running the business; LOB apps are not Pages and Numbers, it's Word and Excel, and their internal messaging is Exchange.)

Anyhoo, hardly anyone is buying desktop Macs any more and of that small number, a low single-digit percentage is buying Mac Pros. The black bin Mac Pro was hubris writ large. It's completely impossible to meaningfully upgrade; you can't rack-mount it in any sensible manner; and probably most telling, the thermal budget is so low that it's trivial, in 2017, to spend literally £1500 to get a PC system that will comprehensively crush a maxed £8000 Mac Pro (pro-tip - you do this by buying an Nvidia Titan X card).

tl;dr: Apple doesn't own the creative sector any more; you get more bang/buck in PC land (whilst running the exact same software) and since Dell (and others) started making displays that matched and even exceeded Apple's, another reason to buy Apple disappeared.

In performance computing-land, Apple bet on OpenCL and the world went "ha, fuck no! We're going to get us some CUDA lurve" and so the already uncompetitive Mac Pro went from "expensive trinket" to "expensive, stupid trinket".

Apple will refresh the Mac Pro not for any business reasons, but because if they don't, they will come under pressure to port XCode to Windows*.

If ever that day comes, Apple will exit the desktop PC market.

Apple's problem here is that the ridiculous design of the black bin Pro has given its userbase five years to figure out high compute/GPU alternatives, whilst not offering any of those alternatives itself (even the gruntiest graphics card you can spec in a top-of-the-line iMac is basically crap; you can't fit more than 32GB in any current Mac, which is just fucking ludicrous in 2017, etc. etc. etc.)

*I think that Apple is currently and paradoxically simultaneously more successful and more vulnerable (in phones) than ever before. The hardware gap between iPhone and everything else has more-or-less closed - Samsung, Sony, and HTC (and maybe LG) can all build a handset that matches iPhone on fit'n'finish, despite what the zealots will try to tell you, and they all offer more options and choice. I'll let you know on the 20th whether the software gap seems to have closed - but it's definitely closing. Apple's business strategy here is to go "premium", pushing handset prices ever upward, but even then, a nod was given to the "low" (har har) end with the iPhone SE. What all this rambling leads up to is that if push ever came to shove, Apple would cheerfully and without hesitation sacrifice the Mac in all its forms, if it meant keeping iPhone healthy.
Expand Edited by pwhysall April 6, 2017, 02:59:04 AM EDT
New Re: Not eating their own dogfood
A basic rule for software companies is never spend time and money writing code that isn't your main business. This is usually to keep your geeks from writing their own bug tracker. There are companies that do *just that*. Let them. Or accounting, or word processing.

But Apple's selling point had always been It Just Works. Which means integrated hardware and software, designed to work together. If they can't maintain the walled garden inside their own literal walls, they're slowly drowning.


BTW if I believed in omens ... When I swiped "walled garden" above it auto-corrected to "raped garden".
--

Drew
New I can't remember where I saw it
But I did read an article that shows just how dependent Apple is on other people's software (and hardware) to run their business - to the point where the only bit of an Apple store that runs on an Apple platform is the POS, which is an iPad.

"Other people" is of course "Microsoft" and "Oracle" and "Dell" (other big PC OEMs are available), with filthy communist Linux doing its usual infrastructure turn.

Even iCloud is smeared out across AWS and Azure.
New iCloud uses Google now as well.
But it's a stopgap. Apple is building enormous data centers, and as part of Project McQueen is weaning off of 3rd party providers. They also bought a NoSQL database company in 2015 to start replacing their Cassandra/Mongo/etc. databases.

Your article about the Apple Store is incorrect: I happen to sit next to a previous Apple Genius who can confidently state that the only Windows screen he ever saw in an Apple Store was on a phone that someone was replacing or in Boot Camp.
Regards,
-scott
Welcome to Rivendell, Mr. Anderson.
New Oh goodie
I can't wait for Apple's famous capability in cloud to be entirely in their hands :)

As for the Store bit - yes, there's no Windows in the physical Stores, but there's no Apple platform in the stuff that the POS iPads and front-end Macs etc talk to.

I heard that they're a big SAP customer, which means for all practical purposes, they're an Oracle shop, too. That'll mean either Windows, Linux or (gawd help us all) AIX at the back end.
New Clouds of glory
Apple really has been conspicuously maladroit here, hasn’t it? I’m not remotely competent to evaluate the technical issues involved, but since the hamfistedness goes all the back to Jobs’ watch (I seem to recall reading that he chewed out the old iTools/dotmac team so thoroughly that one or two of them are still severely catatonic, confined to a sealed ward at the Stanford Medical Center and fed through tubes), and since other entities seem to have a handle on the tech, one wonders what it is about Apple that makes them so inept here? If cloud computing is rocket science, surely Cupertino can afford to hire an entire stable of von Braunses. A puzzlement.

cordially,
New I haz a feery
It goes like this: MS made their own cloud to run on their own OS to support their own platforms and they used their own dev tools to do it. They understand the whole thing top to bottom in excruciating detail, and then they run their business on it.

Amazon built AWS to run their business on, and they hired a shitload of really smart people to do it, and they had the ultimate micromanager at the top deciding everything.

Google's stuff runs their business (there's a trend here,) and they too hired a shitload of really smart people and wrote a fuckload of their own software to do it.

Apple run their business on SAP and Oracle and AWS and Azure and Google and they simply don't have the culture or talent (there's only so many sufficiently talented programmers out there, no matter how much money you wave around, and they've still got to be managed right, otherwise they'll just write the best bug tracking system in the world) to build a platform that can do it.

They'll spend a fucking mountain of money on these data centres, and on programmers, and on consultants, and they'll end up with pretty much what they've got now - a cloud system that's mostly used to store photographs.

tl;dr: Apple is a hardware company.

ETA: All this is a throwback to drook's comment about not writing code that's not relevant to the core business. Apple's core business is iPhone, not iCloud.
Expand Edited by pwhysall April 6, 2017, 05:09:31 PM EDT
New If Apple isn't thinking about things after the iPhone, then they're doomed.
And I don't think it's a watch or a self-driving car, either.

The days of the $1000 phone are numbered. I'm sure Samsung and Cook know that, but Samsung is big enough to survive $50 smart phones. Dunno if Apple is... Letting the Mac platform whither isn't a good sign, IMHO.

But we'll see.

Cheers,
Scott.
New Apple encourages internal battles.
Or at least, Steve jobs did. And they were complex battles, with not just poached staff but also other resources. I can't remember the name of the site made by an older Apple employee that described how the Mac came into being.

The Mac was championed at and by Apple over both the Lisa and the IIgs. The latter, in particular, was cheaper, faster and just better than the first Mac in a quite a lot of ways. But it was competition and Steve picked a side...

Wade.
     Mac Pro: End of an error - (rcareaga) - (10)
         It really is hard to figure out what they're thinking. - (Another Scott)
         I'll tell you what they're thinking - (pwhysall) - (8)
             Re: Not eating their own dogfood - (drook) - (7)
                 I can't remember where I saw it - (pwhysall) - (6)
                     iCloud uses Google now as well. - (malraux) - (5)
                         Oh goodie - (pwhysall) - (4)
                             Clouds of glory - (rcareaga) - (3)
                                 I haz a feery - (pwhysall) - (1)
                                     If Apple isn't thinking about things after the iPhone, then they're doomed. - (Another Scott)
                                 Apple encourages internal battles. - (static)

Listen up, you primitive screwheads!
108 ms