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January 2010 – habitusnet consulting ag Skip to content

Monthly Archives: January 2010

iPad. Yep. Pretty Cool stuff… will be a hit in Europe (My take)

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I am already getting some requests.  Europe is a key market for iPad.

Welcome, again, to the Post-PC Era.  I would imagine that there will be 1-2 of these in peoples daily lives.

This is Gen1 and the demand will be very high.

I like it overall.
I expect it to be a pretty big hit. (it is a tough sell but Apple may be able to breach the market and introduce a new segment.)

Apple is not invincible to mistakes, iTV and Air are not big hits while quite still nice products.

This iPad will work if price, availability and the accessories market plays catch-up.  I think it will.

In some ways, it is meant to compete with the Air and mini laptop class.  I am impressed overall.

It is highly network dependent but still decent for offline working with the web and screen.  The key missing piece is still Adobe Flash support.  In fact, I read a rumour that the support for Flash is less than the iPhone.  That seems really silly.

According to the Jobs slides, a WiFi only model should be available in 60 days internationally.

Deal subsidised models will be later. The International telecom deals start in June.  Which means if you are really lucky, you will need to grab them in one of the larger markets (UK, DE, NL). The key point is that the ipad is unlocked… which means you could replace the micro-sim in each region to keep roaming data costs down.

I see a bright future for the iPad.

Reminds me of a the MP3 stories when ipod first came out.  Apple was late to the market and cost driven companies, like creative labs, were in the lead.

Everyone talked about Apple as an old horse in a race… like… this won’t work.  Boy were they wrong.

.am

Google and China – A larger story is unfolding…

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While many people consider the position of Google from many perspectives: the ethical stance, the US/Chinese relationship, and the commercial value lost, it should be noted that most Google consumers / people are reacting emotionally to something they really want from Google.  Integrity.

The non-tech analysts are excited to see Google standing up and reversing the stance on filtering the Internet and not following the rules of the ruling party in China.  It would be characterized as a move closer towards their “don’t be evil” mantra.

I don’t think the decision is based on ethics but it might play a part of how the news was announced.  What is clear is there is a growing distrust of Google and the inclination to be just another company chasing the money and the consumers are wishing for more integrity from Google as a company.

I think this is Google starting to act like a big company.  I think this Guardian article by Jonathan Fenby really provides rich perspective on what is really going on.  Google is getting involved with geopolitical matters and playing in a new, rougher game than before.

China’s ruling party is not going to appreciate losing face.  This is very important and will play a part in Google’s future in China.  The user base for Google in China is 300 million and they only have 30% market share  (300 million by chance the same number as the entire US population)

Logo_cn Hillary Obama

For a more comprehensive analysis and story, read this blog post. The P.S. sections are also very valuable.

Update: The Economist says on its online front page that the decision has a commercial tail.