As expected, the howls of disappointment I hear after yesterday’s SteveNote are coming from people not disappointed by what Apple is offering, but rather by how Apple isn’t giving them their imaginary dream machines and products. The disappointment is fueled not by poor products, but by the the failure to live up to impossible standards.
Look, the MacBook Air is a nice concept computer. (I may be the only one who likes the name.) Only the real die-hards are going to spend $1800 on a laptop they can fit into a manilla envelope. It’s just way too expensive for too little computer. The form factor is beautiful and the machine is a marvel of engineering. But is it necessary? Does it really fill a gap in the marketplace?
I know it’s been rehashed before, but the true gap in Apple’s product line is in a more entry-level computer for under $1000 that would plug into someone’s existing keyboard, mouse, and monitor. Picture a Mac Mini, but in a tower form or a pizza box form. Picture the kind of box that businesses would buy, or that home users familiar with a specific PC format would feel more comfortable with. If you want growth, that’s where you want to go.
Tangent: I’m not saying that growth is the be-all and end-all of business. It drives me nuts that companies on the stock market need to grow, grow, grow to keep investors happy and their stock price rising. Note that Apple’s stock price dropped dramatically during the SteveNote today. Of course, I believe it did during the iPhone announcement last year, which has been a money-printing factory.
The real star here is the Apple TV 2.0, which is just a software upgrade and a price drop. This is the set-top box we’ve all been waiting for. This is Apple TV done right. HIGH DEFINITION delivered from the cloud over the air to your TV directly. No intermediate computer way station. You order it up from your TV and it gets delivered to your TV. True, it’s only 720p instead of 1080p, but for a $5 rental of a chick flick, who’s going to mind?
My favorite conspiracy angle on the Next Gen DVD wars is the one that Don Reisinger repeated on TWiT this past weekend — that Microsoft threw hundreds of millions of dollars into HD-DVD to create a war that nobody would win, because Gates and Company knew that the real money would be in digital downloads, not more DVDs.
The funny thing is, if he’s right then Apple just won the first battle on Microsoft’s dime. I do think digital downloads are the future. And the Apple TV 2.0 is the first winning salvo in that war. Yes, the XBox 360 has offered something like this for a year, but it’s been hidden under a gaming box and a cheap HD-DVD player and — well, it’s too much for the average consumer. And it’s too expensive.
$229 for the Apple TV? That’s pure gold. That should just about put the Vudu player out of business, because it does something just as well for a much smaller price. $229 is a great price for this thing. It can replace Netflix and Blockbuster in one fell swoop, creating a product that’s easier to use and more fun, honestly, than anything the rest offer. Add onto that the free HD video podcast potential — we’ve been talking about that for a YEAR now — and the home network possibilities — showing off your pics, playing iTunes music, etc. — and you’ve got a winning product in an affordable form factor without another monthly fee.
Apple TV is the big winner here today. (I’ll be pushing future Amazon Associates points towards its purchase.)
I also really like the Time Capsule for its simplicity. Sure, you can do NAS yourself, and quite possibly for less. But the simplicity and the form factor and the ease of use of Time Capsule should make it a winning add-on for Leopard, too.
On the other hand, this might all be the Reality Distortion Field at work. Give it a week and we’ll see.
For now, I’m thinking that the Apple TV is within my reach. It has a small enough price point and a big enough upside that I think I might be able to get it past the Finance Committee in the relatively near future. And the longer the Writers Strike continues in Hollywood, the better the Apple TV and more movie rentals looks.
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