Wed 11 Jan 2006
The Pundit's Dilemma
Category : Commentary/PunditsDilemma.txt
The dilemma faced by every management pundit is, how to account for Apple's success in music, digital convergence and personal/home entertainment - pummelling their competitors, Creative (not so creative) et al, into rivers of red ink - when they're basically following the very same philosophy that the pundits have long derided.
You can have it one way or the other. But not both. One must be wrong. So which way is it?
In Clayton Christensen's case, it's to go into denial. "I think it will allow them to survive for a bit longer", says the author of The Innovators' Dilemma (which I happened to think is an important book to read). But what do you make of it when he says that "Apple will soon fail again with their proprietary technology"? As if Microsoft's is not proprietary.
While watching Steve Jobs' demos of the iLife apps in the MacWorld Webcast, I was thinking that these pundits are not so smart, after all - if they can't tell the difference between what is commodity and what is not, what needs to be "commoditized" and which areas are more desirably kept proprietary.
The Intel Core Duos are commodities. So are the disk controllers, flash drives, power supplies, etc.
What is not a commodity is the genius to put everything together so you can set up a web site in five minutes. And bring joy to the life of Grandma across the Internet.
Try making all these work. Instead of just talking about it. It's like herding cats. Things are always breaking into entropy. It takes love, care, passion. And empathy.
Looking at iWeb, it makes so much sense. That's why we cheer Apple on. It's about the triumph of the human spirit. It's the pundits with their cookie-cutter, lemming-like, soul-destroying responses who are the real dime-a-dozen commodities.
Macs on Intel - riding down the cost curve
Category : Commentary/costcurve.txt
The day is finally here. We've got Macs on Intel, a move that strikes at the heart of the Wintel duopoly. The MacBook Pro has got Intel inside but not Intel prices. But the Core Duo chips are still new.
From now on, the more PCs (with Core Duo chips) that are sold, the cheaper the Mac will get. Apple rides down the same cost curve as Dell. It's like "going with the flow", the Aikido philosophy of "protecting oneself against aggressive attacks by blending and neutralizing them". Turn your opponent's strength to your own advantage.
Mac OS X 10.4.4
Category : Technology/10dot4dot4.txt
I've upgraded a couple of systems to 10.4.4, just released today, and tested them. They look OK - SMTP, POP, IMAP, Fetchmail, WebMon and DNS Enabler.