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Technology Stocks : Apple 3.0 -- Ignore unavailable to you. Want to Upgrade?

To: spitsong who wrote (1)	6/13/2014 6:51:12 PM
From: spitsong	Read Replies (1) \| Respond to of 157

re: iWatch From my time in the fitness industry, I think Apple would be remiss in omitting a couple capabilities from any iWatch that it might be developing if they are technically feasible (and they should be): a heart rate monitor and a blood pressure monitor. I also think Apple should consider co-branding when it releases a product like this ... a company like Nike has a lot more experience with wearables, it has been a valuable Apple early adopter and partner with its Nike+ family of products, and it would be a really good pilot case for a meaningful H*Kit Apple Partner program.

To: spitsong who wrote (1)	6/14/2014 7:18:42 PM
From: pyslent	Respond to of 157

becoming the software nervous system of the coming Internet Of Things much as Windows is the “brains” inside all those PCs in businesses, homes, and cash registers Definitely some food for thought. Interested in how you see Apple monetizing the connective tissue between these devices, some of which they sell, some of which they will license. I look at at CarPlay as an example where it's so mutually beneficial for the car maker and the iPhone maker that I suspect not a lot of money changes hands either way. Until I see differently, the iPhone is such an unprecedented profit driver that I think Apple should do everything in the service of protecting and growing iPhone profits. And if that means building/ enabling a health and home-based ecosystem for the iPhone to play in, so be it. But the iPhone is still where the money gets made.

To: spitsong who wrote (1)	6/20/2014 10:32:38 AM
From: spitsong	Respond to of 157

Yep, here comes the HomeKit voice interface, too. It's all coming together. AppleInsider \| First look: Siri gains smart home controls with HomeKit in iOS 8 By rights, the next shoe(s) to drop should be CarPlay-related.

To: spitsong who wrote (1)	6/23/2014 10:12:08 PM
From: spitsong	Respond to of 157

Martellaro talks about Apple's OS penetration iOS has been a great success in the enterprise for several reasons. First, Apple got on the mobility bandwagon early and aggressively with iOS. The company understood the fundamental needs of those using a smartphone and, later, the iPad, on the go in the business world. It's paying off. Secondly, Apple understood the severe requirement for great security in mobile devices. While that security aspect is often regarded casually by consumers who are inclined to go with other brands of smartphones, businesses have a much more hard-nosed, quantitative approach to securing corporate data in a mobile environment. Parochial fandom has been set aside. When Tim Cook talks about the extreme penetration of iOS in the Fortune 500 companies during earnings reports, he isn't just fluffing the analysts. It's virtually Cook Code for the idea that iOS has been warmly embraced in the enterprise thanks to the robustness and elegance of its security architecture. For more details on that see Steve Gibson rave about iOS security in his "Security Now" series, episodes #446 to #448. Finally, IOS has the numbers that the Mac never had. While Apple struggled in the enterprise with a few percent worldwide and traditionally less than 10 percent in the U.S. for years, iOS has done much better. Over 800 million iOS devices have been sold (including 200+ millon iPads, 500+ million iPhones). What that means is, regardless of the market share against Android in the consumer market, corporations are buying iPhones in groups of thousands for their employees in recognition of both their excellence in mobility and the leverage to be gained by in-house written iOS apps with, as mentioned above, excellent corporate security. John Martellaro at The Mac Observer: How Apple’s iOS Became the Darling OS for Mobile Enterprise Yes, OS penetration is a big part of the "Apple 3.0" concept.

To: spitsong who wrote (1)	7/9/2014 12:55:06 AM
From: spitsong	Read Replies (1) \| Respond to of 157

re: The Smart Kitchen LOS ANGELES -- GE unveiled its newest Monogram appliance at the Dwell on Design trade show today, introducing consumers to a new, ultra-high-end French door wall oven that promises sophistication and smarts, too. Like the GE Profile wall oven we reviewed earlier this year, you'll have full remote control over temperature and cooking time through GE's Brillion app, available for Android and iOS devices. ... Of course, GE is keeping smart features in the mix, while Samsung's Chef Collection, interestingly enough, is not. These features include basic remote functionality through the GE Brillion app, which impressed us when we played around with it earlier this year. With Brillion, you'll be able to do things like program custom cooking cycles or set the oven to start preheating before you get home from work. c\|net: Ultra-high-end kitchen smarts from the GE Monogram French Door Wall Oven (June 19, 2014) In the kitchen I'm a cast-iron sort of fellow, and this $5K wall oven really isn't in my universe of probability. One "smart feature" that I might be interested in would be the ability to check whether my oven was on. Shortly after I'd left for vacation. To be able to turn it off in that circumstance, even once, would be worth ... something. But this is still not the sort of low-hanging ... fruit that we will see Apple action on soon.

To: spitsong who wrote (1)	7/9/2014 1:24:39 AM
From: spitsong	Read Replies (2) \| Respond to of 157

What is iBeacon? There's a battle brewing in the world of location-based beacons. Fueled by Apple's iBeacon specification, devices for location-based marketing initiatives are popping up in an array of company product portfolios — but among the claims of ingenuity, how do all the beacon players really stack up? First a little beacon background. Those small pieces of hardware function like an indoor GPS system, exchanging data with apps on a phone to find a user's location. Once a consumer has an app enabled, the business can use it to trigger various types of campaigns for approaching consumers. The most common trigger used in beacons is a service called Bluetooth Low Energy, or BLE. Apple first introduced iBeacon at last year's WWDC with the rollout of iOS 7. Since then the vendor market for BLE-enabled beacons has become increasingly crowded as indoor location becomes more ubiquitous. ZDNet \| Apple iBeacon challengers multiply: A look at five rivals (June 24, 2014) Summary: Fueled by Apple's iBeacon specification, devices for location-based marketing initiatives are popping up in an array of company product portfolios. Here's a look at a few interesting players.

To: spitsong who wrote (1)	7/16/2014 2:41:37 AM
From: spitsong	Respond to of 157

Another development that bears repeating … is Apple's rapidly growing presence in the enterprise. This was highlighted dramatically after Tuesday's market close when news broke about "IBM MobileFirst for iOS": "IBM and Apple said they have forged an enterprise pact where the two companies will collaborate on exclusive industry-specific applications built on iOS." c\|net: Apple, IBM cozy up on iOS business apps Apple gets a big leg up in enterprise courtesy of IBM's vast army. IBM gets to show off its analytics and industry specific apps running exclusively on IBM. My guess is that this is the sort of announcement that will move the stock tomorrow, in part because Wall Street just doesn't think of Apple as having a credible presence in the enterprise, in contrast with Microsoft. To a large extent this is true, but by some measures Apple has made significant inroads already, some of which I was writing about years ago and which Apple CEO Tim Cook has been trumpeting for months to what has seemed a largely unimpressed press and market. Examples: Business Insider \| Tim Cook: Apple's Sales In The Huge Enterprise Market Are 'Unbelievable' (1/28/2014) ZDNet \| Apple maintains enterprise dominance; Windows Phone lags (2/12/2014) Summary: Good Technology's fourth quarter mobility index shows Apple's iOS activations in the enterprise remain strong with Android No. 2 and Windows Phone failing to make a move. Apple Daily Report \| Study: Windows is no longer the platform of choice in the enterprise (the Mac is) (7/4/2014) This enterprise foray is just another piece in the across-the-board Apple 3.0 platform strategy I see being unveiled this year in a so-far piecemeal fashion, and one which must have its competitors scrambling to pre-announce various half-formed responses of their own. Competitors who don't already have a response strategy well along in their own pipeline will doubtless search for partners to announce consortiums with. And/or replace their CEOs, restructure, and announce their need for new strategic directions.