iOS6 Maps App Can Kill You! Kinda.

So apparently, there’s this town called Mildura that’s in the middle of a National Park in Australia that Maps can’t find directions to. When trying to get directions to it, Maps will give you a ending destination that is some 70km away. People have been stranded without food and water for up to 24 hours because they have been “lost”. There is so much that is wrong with this story. Here’s a tip. Don’t use a fargin iPhone as your GPS for camping trip to a place you’ve never been.

It’s not like Maps didn’t find the Starbucks you were looking for in Amsterdam and instead led you to a “coffee” shop. I mean, geez!

The World Has Gone Mad….

Apple (AAPL) is trading below $700 and Gangnam Style has almost a billion views on YouTube. Something just isn’t right.

And So The World Yawns At The iPad mini

I usually don’t get too excited about Apple product launches and so I won’t this time either. After all, Apple only releases products that sell in the millions and beat previous sales records of the product it’s replacing.

The iPad mini went on sale today with small lines and very little fanfare. So this product must be a flop. Wrong. Only the WiFi model went on sale today. Just wait until the cellular version goes on sale and the the holiday shopping season kicks into high gear. Then you will truly see that Apple’s family of iPads dominate the iPad market. As I’ve said many times before, there isn’t a tablet market. There’s an iPad market and everyone else.

Tim Cook Shakes Up The Orchard

When I first read the story, I was mixed with emotion. Happy to see John Browett leave, but kind of concerned about the departure of Scott Forstall. Browett wasn’t the right man for the job, and while his recruitment to Apple in a partial indictment on Tim Cook, his departure shows that Tim can pull the trigger when needed. But on the other hand, Forstall was like a rock star in Palo Alto. But if I think deeply about it, he needed to go.

But let me talk about this Browett guy for a moment. First of all, I had never even heard of Dixons before. But then when I found out what Dixons was, I realized that this guy wasn’t the right guy for the job. Apple Retail was created from the vision of Steve Jobs and the hard work of Ron Johnson. No one outside of Apple, has any idea how to make Apple Retail work. Ron’s successor should have been someone from within Apple Retail’s senior management. I suspect this will now be the case. Tim can’t afford to make the same mistake twice. Apple Retail is just as important as the products themselves. Think about it. Most people have their first meaningful interaction with an Apple product in an Apple Store. Not only does a customer buy an Apple product because it meet their needs, they buy it because of the support that they get with that product. And that support extends to over 380 Apple Stores worldwide. Apple Retail is the face of the company just as how Steve Jobs was and the iPhone is today. So you can’t have some British bozo (God save our Queen) who has no idea about the Apple culture come in and with such authority. Apple Retail employs more staff than any other division at Apple. Apple Retail is where the culture of Apple lives. And as a former Apple Retail employee, I felt extremely offended that this Browett guy would come in and try to make cost-cutting measures in Apple Retail. Apple Retail isn’t designed to generate revenue. It is a support feature first in many ways. Sales comes second. Why do I say this? Just ask any Apple Retail employee how much commission they make. They don’t! Apple Retail isn’t driven by salespeople. It is driven by people people. People who can empathize with an irate customer. People who can help an elderly couple get set up with an iPad that allows them to FaceTime their grandchildren halfway around the world. Any idiot that think laying off staff to increase revenue within Apple Retail is a good idea deserves to get sacked so quickly. Mr. Cook, you and I have been friends for a long time, but you better think long and hard before you pick Ron Johnson’s (Browett was a mulligan) successor.

Now on to Forstall. Like Jony Ive, I thought Forstall was golden. Simply untouchable. This is the guy who told Steve Jobs not to have an iPod-like interface for the iPhone and to go in the direction that the iPhone is at now. In any other company, the success of the iPhone would have been enough to secure employment until retirement. But not at Apple. Your current success only serves as the benchmark for your next project. And while iOS (Forstall’s division) continued to progress, the level of “wow” seemed to be fading. Each year the tent pole features seemed to be more and more incremental. And while I personally feel that smartphones are reaching a feature saturation point, I think the iOS team could push the envelope a little more. But this isn’t the reason why Forstall is leaving Apple. Speculation is that he’s actually being forced out. Here’s what John Gruber has to say about it:

Forstall is not walking away; he was pushed. Potential factors that worked against Forstall: his design taste, engineering management, abrasive style, and the whole iOS 6 Maps thing. I also wonder how much Forstall was effectively protected by his close relationship with Steve Jobs — protection which, obviously, no longer exists.

I can believe it. Siri debuted as a beta product. I think it still might be. Not sure. And while slapping a beta tag on something lowers expectations, it’s just so unlike Apple. You expect that from Google but not Apple, where products are known for having such polish. But instead of learning from that “mistake”, Forstall signed off on Apple’s new Maps app. Now while I haven’t had any problems with Maps on iOS6 so far, and much of the “issues” are overhyped, Maps was egg on the face of Apple. Apple had to publish an open letter to apologize for the new Maps app. A letter that Tim Cook had to sign because Forstall is rumored to have refused to sign it. This was the final nail in the coffin for the golden boy. And as Gruber suggest, without Jobs, the protection for Forstall is no longer there. Jobs was famously known for valuing personal relationships, but maybe Tim Cook doesn’t. It may appear that he is a cold a decisive individual. The reason why Apple masters the supply chain as well as they do.

Now I’m sure investors will overreact to this news and it’s good that Apple did it when the stock market was closed (Thank you, Sandy!). This will allow Apple PR to try and massage the concerns of its investors before the massive selling begins. I have to admit, this shake up had me thinking about selling my stock. Not because I don’t agree with the moves, but because it might show that Tim Cook isn’t a confident leader. I don’t believe this to be true. I believe that he is supremely qualified to head Apple, but I don’t know if the large investors believe that. But let’s give this shakeup some time to play out. Jony Ive is heading up HI (Human Interface) design, which I believe he will exceed in just like he had with the physical design of Apple’s products. And if we look ahead, Apple is heading into its biggest fiscal quarter with its strongest product lineup ever. Investor concerns should be eased over the holiday quarter’s massive sales.

Google Crashes The Market

Did anyone pay attention to the stock market yesterday? No? Well let me fill you in on what happened. Google’s earnings got published early and sent the tech sector into a dive. Google missed their quarterly expectations and so the selloff began. Now I genuinely don’t care about what Google does (aside from them ripping off everything that that produce from someone else). But I start to care when Google’s earnings somehow decrease my Apple (AAPL) shares! How the hell does Google’s earning have to do with my stock? I’m waiting for Wall Street to return my inquiries on that. Apple has exceeded their own guidance for as long as I can remember. Yet their stock gets hammered when they don’t crush analysts inflated expectations. Does anyone see what is wrong with Wall Street? Because I surely do.

Designed by Apple in California. Assembled in China.

I might not agree with the gasbag that is Rush Limbaugh but he’s right.

Now, something fascinating came up the other night in a debate, and I wanted to mention it the other day, and I didn’t get to it. Candy Crowley brought up the Apple example and manufacturing. And the example was that not one Apple product is made in America, and yet they’re the largest company in the country, they sell gazillions of products, and not one of them is manufactured in the United States, and of course the hand-wringing and, “Oh, what can we do? Can we bring that back? Oh, my God.”

There’s a simple reality. The last time Apple products were really manufactured in this country, you’ve gotta go back to when John Sculley ran the company, the early nineties. Apple had two factories, and they could stamp out a million Macs a day, computers. There was no iPhone at this point in time, just the Macintosh. They had two factories. One was in California, I think Fremont, if I’m not mistaken, somewhere in California. The other one was in Cork, Ireland. But the iPhone, the iPod, the current iteration of the iMac, all the Macintosh line of computers, the iPad, have never been made in America. Those are not jobs lost. Those are not manufacturing jobs that have somehow been squandered and lost.

Those products have never been made here. However, they wouldn’t exist without American ingenuity. All of the industrial design, all of the software engineering, many of the components for the various products, all of them are designed here, every damn one of them is designed here. Many of the components inside, the chips, made here… what did it take to get those iPhones in everybody’s hands? It took airplanes. FedEx, an American company. Apple buys out FedEx routes for weeks leading up to the release of a product. Then once the iPhones got here, where did they go? They went to Apple stores, they went to carrier stores, they went to individuals’ homes. They had to be delivered by somebody. UPS delivered some, FedEx delivered some, people picked them up themselves.

The Apple Store has its own employees. The number of jobs that Apple creates or facilitates, despite the fact that their products are manufactured (or assembled, I should say) in China would astound people if they ever stopped and looked at it. There are plenty of jobs in this country that are being filled and that are necessary because of Apple, even though their products are manufactured there…

By the way, I’m not speaking to you as an Apple fanboy. I’m speaking to you once again strictly in economic terms. Apple is not a drag on the US economy, even though those products are not manufactured here. Those are jobs that are never gonna come back. Have you ever stopped to think…? The iPhone 5 right now, they can’t make enough. They are selling every iPhone they make.

They have had the fastest rollout, international rollout of a product ever. The iPhone is on sale in more countries than any phone at this stage of its release date as any product they’ve ever had. They simply can’t make enough…. Their phones, their products, their computers, the iPads, the iPhones, the iPods. All these are made by one company called Hon Hai Precision, Foxconn, and they’ve got factories all over China, factories that employ 300,000 people. The total number of employees of the manufacturing firm is over one million. It takes five days to make an iPad, I read. Manual labor, five days. I don’t know what it is for an iPhone. One of the reasons the manufacturer says the iPhone’s late or tough to get is because its design is so intricate.

It’s the thinnest and the lightest and it just takes a long time to put one of these things together, and it is really hard because it’s so miniaturized. It’s so technically advanced… The bottom line is that those jobs were never here. We didn’t lose those jobs. And the jobs that are related to all those products are real, and they are American jobs, and the intellectual content — the stuff that makes those iPhones valuable — is all made and designed here…

I don’t know where to stop when talking about Apple. Look at the people that make accessories for all their products: the cases, the external batteries, the chargers. It really represents total economic ignorance to sit here and wring your hands and worry about the fact that the iPhone, the iPad, whatever, is not made in the United States. The economic activity associated with the assembly of those products over there by the ChiComs is incalculable.

Well, you could calculate it, but it would stun you.

That Joke That Is Windows Surface

I am very well aware that I have been missing for far too long. The rigors or life have gotten to me and I haven’t posted as much as I would have liked. I am just now surfacing from my palatial underground compound to realize that Apple released the iPhone 5. CNN is still showing people in waiting in lines outside of Apple Stores and Wall Street analysts are saying how the iPhone 5 has already outsold Samsung’s Galaxy S3. I guess I haven’t really missed anything. This was all to be expected.

But one thing I didn’t expect is for Microsoft to release their Surface tablet at the same price of Apple’s iPad. Who the hell does Microsoft think they are? With their pricing, they have somehow made everyone think that they have a comparable device in the market. I have said this before, but let me say this again. There isn’t a tablet market. There’s an iPad market and a market for all the other crap that is pretending to be an iPad. But just take a look at the Surface tablets. Firstly, they run Winblows. Enough said. Secondly, they have some overpriced cover/keyboard that is available for over $100 more. And people say Apple fans will buy anything. I feel sorry for the idiot that buys that overpriced, made in China, $10 accessory.

But the real kicker is that this isn’t even the Windows 8 version tablet. Who knows how much that will cost. Microsoft is going to quickly lower the price which will make everyone think that it isn’t selling well. And once people perceive that, sales will stall. And then Microsoft will introduce the Windows 8 version at a higher price that people won’t buy. They’ll price themselves out of the tablet market just like many others have done. If consumers want to spend what an iPad costs, they’ll buy an iPad. Not some inferior derivative. Only cheaper tablet devices are thriving right now. But don’t worry, Apple has something for them next week. iPad mini. BOOM!

Sold Out In 1 Hour???

If you’re trying to get an iPhone on launch day (September 21), you will have to wait outside of a store like some hopeless loser to get one. That is because Apple, in all their marketing glory, only had 500 iPhone 5’s available for pre-order sales. Last year, it took the iPhone 4S to sell out of pre-order inventory in 22 hours. Today, the iPhone 5 sold out of pre-order inventory in 1 hour. I bet the haters and doubters are getting tired of being wrong about every iPhone release. The only phone that can outsell an iPhone is a newer iPhone.

Sent from my iPhone 5 (Thanks, T. Cook!)