Apple burnishes while we wait for another breakthrough

SteveJobs3Some readers have asked me for a post on the new Apple iPhones announced yesterday. I’ll get to that in time but prefer to do so when I actually have an iPhone 5S in my hands because I have a very specific column in mind. And no, it’s not the column you think it is. But this is still a good time to write something about Apple in general, which is how Cupertino appears to now stand at a crossroads.

There is a world of difference between Microsoft and Apple but one way they are similar is in facing a generational change. Another way they are similar is in having robust legacy businesses that both put […]

Ashton Kutcher’s Steve Jobs somehow misses the whole point

steve:ashtonWhile Mary Alyce and the boys were in Theater 7 this weekend watching Percy Jackson: Sea of Monsters (“Needs more monsters,” says Fallon, age 7) I was in Theater 2 watching Jobs, the Ashton Kutcher film about Steve Jobs (“Has enough monsters,” says Bob, age 60).

I know the Jobs story fairly well having, well, lived some of it, but people have been asking me about the film so I thought I should check it out. Critics have not been kind and Steve Wozniak said he wouldn’t recommend it. I can see why.

The film is beautifully shot and Kutcher’s portrayal of Jobs, while not spot-on, is pretty darned good. He certainly has the look down and […]

Accidental Empires, Chapter 11 — Font Wars

john-warnock-steve-jobsClearly, given the recent battle between Flash and HTML5, things changed later in life between John Warnock and Steve Jobs. There’s a story I’d like to understand better. Meanwhile, back in the early 1990s….

ACCIDENTAL EMPIRES

CHAPTER ELEVEN

FONT WARS

Of the 5 billion people in the world, there are only four who I’m pretty sure have stayed consistently on the good side of Steve Jobs. Three of them—Bill Atkinson, Rich Page, and Bud Tribble—all worked with Jobs at Apple Computer. Atkinson and Tribble are code gods, and Page is a hardware god. Page and Tribble left Apple with Jobs in 1985 to found NeXT Inc., their […]

Accidental Empires, Chapter 10 — The Prophet

steve_jobs_appleACCIDENTAL EMPIRES

CHAPTER TEN

THE PROPHET

The most dangerous man in Silicon Valley sits alone on many weekday mornings, drinking coffee at II Fornaio, an Italian restaurant on Cowper Street in Palo Alto. He’s not the richest guy around or the smartest, but under a haircut that looks as if someone put a bowl on his head and trimmed around the edges, Steve Jobs holds an idea that keeps some grown men and women of the Valley awake at night. Unlike these insomniacs, Jobs isn’t in this business for the money, and that’s what makes him dangerous.

I wish, sometimes, that I could say this personal computer stuff is just […]

Apple’s challenges require leaving Steve Jobs behind

new_apple_campusThis is the second of two columns about the future of Apple. My last column looked at Apple’s immediate challenges in the iPhone business, while this one looks at the company’s mid-to-long term prospects and how best to face them. The underlying question is whether Apple has peaked as a company, but I think the more proper way to put it is how must Apple change in order to continue to grow?

Even as some analysts are downgrading Apple based on reported cancellation of component orders, saner heads have been crunching the numbers and realized that Apple still has a heck of an iPhone business. So if you are a trader I […]