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The Next Six Months (daringfireball.net)
239 points by thushan on Feb 9, 2011 | hide | past | favorite | 218 comments



Microsoft AND Intel being effectively missing from the tablet race is staggering. And there are a few reasons why its staggering:

1) Both have known it was coming, maybe longer than anyone else. But got the core requirements all wrong.

2) No one really seems to care.

3) Related to (2), there is no belief that they have anything up their sleeve.

4) Their existing ecosystem, probably a billion units strong, doesn't seem to help their situation at all.

5) Both CEOs seem firmly in place still.

While Intel and MS will make money hand over first for years to come, it does appear to be the end of the consumer market for these two companies. Their focus will be business class computers, workstations, and servers.


Bill Gates (and with him, Microsoft) has been nigh obsessed with tablets since at least the mid-1990s. I think the trouble is more that MS entered the tablet market way too early, and got bogged down by hardware limitations of the era: the CPU etc. had to be something from the laptop world rather than from the PDA world because the latter was not capable of driving a big color display. Laptop CPUs were expensive and relatively power hungry. Big color displays were expensive too, so because of the cost people expected a tablet to replace a laptop. This probably led in part to the decision to run a desktop OS on tablets rather than come up with a new UI model and start a new app ecosystem. Rather than going with the (expensive, crappy, or both) touchscreen technology of the time they mostly used Wacom digitizers. The tablet that so resulted was doomed to be basically a niche product.

I think you could say that MS is in the same situation with respect to the modern tablet market, that Palm was in with respect to the smartphone market about four or five years ago.

As for the other phone makers, remember Nokia and others have been trying and failing to do the tablet thing for years too. Remember all the clamoring (for years) for Apple to introduce a tablet? It was not because all the Apple rumor bloggers had some clairvoyance about the market that Steve Jobs did not - it was because seemingly everyone else had a tablet out, or would soon, and people were afraid Apple would get left behind.


I think the problem wasn't Microsoft entering the market too early so much as never really rethinking their approach to a platform. Their idea for PDAs/phones was a tiny version of desktop windows (compare that to Apple's Newton, with all its flaws). Their idea for tablets was a pen based version of desktop windows.

Microsoft has NEVER really originated a UI paradigm or OS, they just copied/bought/stole stuff from other people, and generally did it badly. (No question they sometimes contribute refinements.)

We're just lucky they didn't try to put a tiny version of DOS on PDAs and a pen driven version of DOS on tablets.


Aside from Xerox, what large company has originated a UI paradigm or OS? Apple bought the multi-touch stuff, MS licenses Kinect, etc, etc.

Nintondo maybe with the Wii?


Apple bought the multi-touch stuff

I didn't know that they bought or licensed the entire UI paradigm from someone else. Or do you just mean the low level parts? Because there's more to a UI paradigm than the input device. So, if it's just the screen tech that Apple bought and not the interaction software, I would count multi-touch as an Apple-originated UI paradigm, just as you credit the desktop GUI to Xerox, not Stanford Research Institute where Engelbart invented the mouse.

Also, the iPod scroll wheel is an Apple-originated UI paradigm.


Well count yourself wrong: http://www.amazon.com/Fingerworks-IGESTURENUMPAD-iGesture-Pa...

That thing even let you switch between apps with gestures.

The iPod scroll wheel isn't an Apple paradigm either; jog dials for menu selection existed years before the iPod. I remember seeing it on the minidisc recorder in our school's music department.


That's not even a touchscreen. It's a trackpad with multitouch gestures designed for use with a desktop-based GUI on a PC. How is that equivalent to the iOS UI paradigm? That's like saying a mouse is equivalent to a Xerox Alto.


[deleted]


Of course; Fingerworks developed the input device, Apple developed the UI paradigm. There's more to a UI paradigm than the input device. How many times do I have to say this?


Yeah, the rotating jog wheels on VCRs were the inspiration, but the touch wheel itself was pure awesome.

Don't forget, other companies were still scrambling to find a legal way to clone it right up until the day when Apple released the iPhone.


Multi touch is not even the most important part of the iOS UI. It could have been done without it.


The most important part of the user experience that multi touch input enables might just be an onscreen keyboard that doesn't suck by being frustratingly slow and/or error prone. Requiring the user to only ever be touching the screen location of one key at a time slows the user down. And when the inevitable happens, i.e. the user is touching two on-screen keys at once, to take the average (which lots of older single-touch screens did) is not acceptable for text entry.


Disagree. Apple paid Xerox for the GUI (in shares) but then added a number of elements we consider an integral part of the GUI.

Xerox had overlapping windows, a mouse, networking and Smalltalk.

Apple lost the network and Smalltalk (later to reappear as Appletalk and Obj-C) but added icons, pull-down menus and the desktop metaphor.


Xerox didn't "invent" the GUI any more than Apple did. (Xerox got its ideas from Englebart et al.) Apple's desktop UI was "original" insofar as anything is. Windows (and for that matter NeXT) pointedly was not. Similarly Newton had a complete and "original" UI. Then there's iOS.

Apple's track record here is pretty darn good.


Nokia S60?

Blackberry for mobile texting?

We're past them now but we still see lots of bad UIs that could learn with their success. I'm thinking about the heterogeneous button layouts on Android and previous generation Windows Mobile devices.


> We're just lucky they didn't try to put a tiny version of DOS on PDAs and a pen driven version of DOS on tablets.

There were a number of pocket-size DOS computers, like the Atari Portfolio.


I agree, tablets have been the ultimate fixation in computing devices for a long time. We need only look at scifi -- how many shows have people carrying around pencil-thin panels and pulling up a ship's specifications while they walk and talk with the warp engineer, pounding on a glass table to engage weapons system, or other things like that? Apple hit the right combination of price and style at the right time, and imo took the scifi conception much more literally than their competitors, to bring tablets mainstream.


It's all about the multitouch. Sure a windows tablet with multitouch running XP would have been massively inferior to the iPad but it would have started to realise the potential of the form. Instead years of Wacom pen tablets just made people hate the idea.


I'm not sure if anyone remembers the Microsoft Courier tablet demo, which came out before iPad's announcement:

http://www.youtube.com/watch?v=UmIgNfp-MdI

This video left me with a strong impression of future general computing usage patterns. It has also been my personal gold standard of a superb video demo.

Interestingly enough, they abandoned it right after iPad's release:

http://en.wikipedia.org/wiki/Microsoft_Courier#End_of_Courie...


I'm going to -4 on this, but: it absolutely still remains to be seen whether or not tablets are worth a damn.

Seriously, people play shitty games on them, and I guess read ebooks (though I see vastly more Kindles on the subway, than iPads). I do not, at all see a compelling product yet, I see a trendy gadget that early adopters and trend followers have purchased. Sure there's great lip service to how revolutionary this concept is, but that's just talk.

I'm not saying that the iPad isn't the second coming of Christ. I am saying that it's not proven itself to be that just quite yet. I don't think the PC is (even close) to dead.


I have noticed that a surprising number of personal acquaintances that have no computer skills, have iPads. The iPad lets them surf the net, read books, email and run some games. They don't have to think about how to use it, it has great battery life, it does the basics that they want and it is fun. One good friend of mine (former business partner) who is almost -intentionally- computer illiterate goes everywhere with his iPad. He loves it. His use is email, basic web surfing and taking notes about what he wants his employees to do. He runs a notepad for each one and keeps track of tasks he has assigned and how they accomplished it. There are way better project management tools out there, but the point is that he, a techno-peasant, is making his iPad do it.

I think a large percentage of the iPad buyers were not techsavvy and the non-threatening aspect of the device is the appeal.


How does he manage without a Mac to use as a "dock" for the iPad? Sincere question, I am a linux user and have only seen an iPad a couple of times, but I understand you need to dock it via iTunes in order to do certain stuff with it.


There are few times when you need to connect to iTunes:

* after the purchase (to "activate" it) -- which the store will do for you

* if you want to update the OS

* if you want to back it up

* if you want to copy music/photos/videos/app data from your computer to the iPad.

So, if you don't update the OS and you activated it at the store you'll just use it forever with the existing OS without ever touching a computer.

You get a power plug the charges it directly from the socket (faster than USB anyhow) so you are all set.


And when it randomly crashes hard, leaving you looking at the dreaded "Connect to iTunes" screen.

It somehow knows to do this at the moment you're furthest from being able to find a computer with iTunes. My iPod Touch did it when I was on the Pacific coast of Colombia for a month (note the complete absence of roads and towns along said coast).

Getting to a place where I could listen to music again involved an overnight trip on a cargo boat through pirate-infested waters.

But I suspect that was an edge case that Apple didn't have in mind when they designed that feature.


I imagine that if Apple is seriously planning a future where the iPad is the only computer that 'normal' people need then the iTunes requirement will disappear soon. I imagine that some sort of iTunes in the cloud is currently in the works, where all your music and videos are stored by Apple (for a modest fee) and you can either stream directly or sync a subset of it for offline use.


>But I suspect that was an edge case that Apple didn't have in mind when they designed that feature.

Indeed, if you read the great-great parent comment, we are not talking about a device for Bear Grylls to be used in the wilderness.

Activation is an annoying concept, but except crashes like yours, a device will work just fine without a machine with iTunes nearby.


You take it into the Apple store. You know, the stores with great tech support that don't exist for PCs (yet).


Did you actually read the comment you're replying to?

In this particular anecdote, the nearest Apple store would have been in San Diego, 3200 miles away. The nearest internet connected computer capable of downloading iTunes was a mere 150 miles away in Buenaventura, a 2 hour motor launch, followed by a (weekly) night boat from the village I was in.

It was meant to illustrate that sometimes you take your mobile devices away from civilization. Suggesting that the solution is to bring them back to civilization sort of misses that point.


Not to detract from your point, but the nearest Apple Store to Buenaventura, Colombia is in Miami, Florida. That's only a 1,520 mile journey :)

http://www.wolframalpha.com/input/?i=distance+miami%2C+fl+to...


I did. But if something hard crashes, then it's a fair assumption you're going to have to take it to somewhere where they can fix it. My point is that, if you ignore the out-in-the-wilderness scenario, iPad support is probably friendlier than most PC support for normal people.

If you take your dell laptop back to PC World, don't expect much.


To me this list sounds like a lot of occasions that you'd need a computer - but in actuality, my mother who is an early adopter at nothing except iPads, has been running like this since day 1.

And, as my life is itinerant, I've done multiple 6 week stretches without syncing. It works fine.


His wife has a Mac and she is much more computer literate. She does anything that is required. He can't even use iTunes (Hi Rick!)


You're likely right in that tablets aren't about to kill PCs, but suggesting that tablets remain a simple "trendy gadget" seems a bit silly, especially considering Apple's Q1 reports [1].

Perhaps the iPad isn't to your taste, but it was to 7 million others. (And some 16 million overall.) One could argue that Apple does, in fact, have the largest consumer base of early adopters and trend followers of any company, but when you fan base grows larger than many other markets, you kind of have to call it main-stream.

I'm pretty sure that the iPad isn't the second coming of Christ. I'm comfortable saying that. But it's something other than a trend at this point.

[1] http://techcrunch.com/2011/01/18/apple-q1-2011/


If you are going to go calling tablets of any kind "main-stream", then I'm afraid you are devaluing that term to the point that it is meaningless. TVs are mainstream. Cars are mainstream. Computers overall are mainstream, though it is still easy to find homes in which "the computer" is put somewhere "out of the way" and gets maybe an hour of interaction a month. Tablets are not mainstream.


I think you're confusing "mainstream" with "ubiquitous".


No, I'm really not. That would be one extreme, sure. However reducing the meaning of the term "mainstream" by saying it applies to things as rare as tablets are today is to go to the other extreme.


Both of my parents recently retired. Now they're traveling a lot, and they wanted a portable device so they could send pictures, do email, and do basic web browsing. They didn't want a full laptop, and they didn't like the netbooks. So they bought an iPad.

Two weeks later, they bought another one so they wouldn't have to share.

My parents are early-adopters on nothing. They didn't get a car with air-conditioning until the late '90s. They didn't get a microwave until the mid '90s. That they jumped on the iPad when it came out, and then it won them over so immensely that they purchased another tells me something.


This is all anecdotal, but I know a number of people who bought their parents iPads for Christmas. In all those cases, their parents haven't touched their home computer since they got the iPad. The iPad, along with its competitors, are all the computer a good segment of the population needs.


I love Steve Jobs' analogy here. He essentially said that desktop computers will stay around, but they'll be the trucks of a car-dominated industry. My parents (and most consumers) never do heavy work on their computers. What they've always needed--and what these new tablets are finally delivering--is a fast, dependable car that runs a long time between refueling.


So true. My father-in-law needs a computer to check his email and FaceBook only. That's all he does. Even the iPad is too much for him.


I use my iPad nearly every day. It's a better experience than my laptop (which I do use literally every day) in several areas:

* reading in bed

* reading long PDFs. This is my primary "work purpose". I read a lot of machine learning books and journal articles in PDF form.

* quick checking of email, when you don't want to sit down for a while

* looking up recipes while cooking

* social media sharing: when friends are over, showing them a new video on youtube, etc


That list is pretty close to my list with the addition that I find the iPad to be an excellent device for video content (mostly BBC iPlayer but also stuff through iTunes).

If I want to watch with more than one person I use our 50" plasma - but if its just me I'm more likely to just sit on a comfy chair and get comfortable with the iPad. Watching extended videos (i.e. more than short YouTube clips) on a laptop or desktop just feels wrong to me.


It's not all content consumption, either. My wife's studying for an MBA at the moment and as well as using GoodReader extensively for the course material (in PDF), also finds it really easy to create mind maps while working.


Would you prefer reading the articles in paper or in the ipad? (I'm considering switching from paper to ipad)

Thanks!


I'm watching this space very, very closely (i.e. tablets specifically for reading PDFs of articles). There are a lot of options but none are quite perfect:

  * iPad
    Pros:
    - Color screen
    - Can zoom to exact size desired
    - Multi-touch
    - Papers.app (easy sync/organization for PDFs)
    Cons: 
    - Not e-ink
    - Battery life
    - Not as light/thin as Kindle

  * Kindle 3
    Pros:
    - E-ink
    - Amazing battery life
    Cons: 
    - Zoom is limited to a couple sizes
    - No touch screen
    - No expansion card & limited to ~3GB internal
    - No real way to organize large number of PDFs

  * Kindle DX
    Pros: 
    - Larger screen means PDFs are sized just about right without zoom
    - Same pros as K3
    Cons: 
    - Larger screen means it's a bit too awkward to hold with one hand
    - A bit on the heavy side
    - Same cons as K3
In my opinion the perfect PDF reader tablet would have a (color) e-ink display with multi-touch for scrolling and an arbitrary zoom. Kindle 4 maybe?


I'm not sure e-ink is an asset in a PDF reader. I use my iPad for a lot of technical papers and books. It's much faster than an e-ink display would be, and the page turning lag is still annoying. E-ink would be insufferable.


My Kindle 3 turns PDF pages about as fast as I could turn a page in a book or a stapled article printout. Not lightning fast, but good enough for me.


I have a k1, k2, k3 and iPad. In fact, I brought the k2 and k3 and iPad on a vacation with me to Kauai. Don't try and read complex PDFs on a kindle. I have several dozen downloaded onto my iPad (dropbox+goodreader make this trivial) - the kindle is not the right tool for flipping through PDFs. I have logged about 40 hours reading on the kindles in five days - (mostly on the beach, a little at coffeeshops) - but linear text reading (novels) is really their strong suit. I don't think I've ever run into anybody that tried to use them for technical/reference/diagrams and was happy with the results. Too slow, no easy way to hop around in the doc.

The iPad, on the other hand, is almost perfect for this. The screen needs to be higher resolution, easier to read in sun (though a matte screen protector helps a lot) and I'll be perfectly content.

As it is, I have not printed a single 8 1/2x11" printout in six+ months - the iPad has let me go almost 100% paperless. (11x17 printouts of network diagrams still useful in meetings)


Couldn't agree more. I love my Kindle for reading long-form (novels, non-fiction). But I read a lot of medical journals and while you can read them on the Kindle, it is sub-optimal at best. Plus I'm a pathologist and most of my journals have pretty pictures where color is nice to have. I'm currently using a rooted Nookcolor (which is okay), but I'm a recent Mac convert, so I'm looking to pick up an ipad on the refresh.


What's the consensus on the best PDF reader for iPad? Is goodreader 'it'?


Yes, it is really all you need. Recent updates have enabled annotation and other nice features and it was one of the first apps to jump on the dropbox bandwagon so it is easy to keep papers in sync on the device and across platforms.


Still you have to wait for the page to render. When you are turning a page in a book or a printout you are doing something that requires some kind of activity from your part, but when you have clicked the button you are just waiting for things to happen.

I don't mean to say that this is a big problem, and I haven't been using E-ink readers that much. But when it comes to digital reading, I appreciate the snappiness of scrolling fast through pages and also the "jump to" functions, whether it's via links or "go to page" actions.


Battery life is not an issue with my iPad. When using it for only reading (i.e. not streaming video), it can easily go for a week without charging. Even with video, on a full charge, it can easily play 8 hours without recharging.


A major selling point for me is not only organising papers but the ability to annotate papers with full text search for your notes - something available with the mendeley app on the iPad. If no other reader includes this ability soon I know a lot of academics planning on getting an iPad v1 once v2 is launched.


Check Adam from Notion Ink. Next pre-order round starts soon, next week I think (note: I haven't received mine yet, from the first pre-order. Others have, though).


First, that is all the vast majority of people do on their desktop computers, yet devices like the iPad are far more convenient and prices about equivalently[1].

Second, that is invariably how a disruptive product is defined. 'I have yet to see a use for 2.5" hard drives beyond certain toy value because the storage space is so limited.'

[1] Of course the iPad is less powerful for those dollars, but we are talking the vast majority of people who have never gotten their CPU beyond 10% utilization except when playing a movie with Flash.


Apple, Amazon, etc. are selling these in numbers that rival game consoles. Based on the market's reaction, tablets are neither a fad nor unproven. They're the next major form factor, and I don't see them going away. This format is on the rise as traditional desktop hardware declines.

Desks are not going out of style, so whether the PC is dead isn't necessarily the right question. People will continue to sit at desks and use computers. Microsoft's style of a desktop OS, though, could be on its way out. The hardware will be changing. Gamers, high performance computing (science, 3d, graphic design) and corporate networks will be the only ones who really need the 'tower' style computers. People who just want to read mail, browse the web, listen to music and use office software could basically take a tablet and plug in a monitor, mouse and keyboard for desktop use. Which OS they are going to use, how much flexibility it has and what sort of interface is the big question.

The real contest will be between notebooks, tablets and mini-tablets (previously known as phones). To break it down even more, the issue is whether you have a keyboard, monitor and display ports built in.

I'd love to have a tiny slab the size of a 13" Macbook with no monitor or keyboard (so, even smaller!) that I could use as a desktop. Oh, oops... I just described a Mac Mini. Looks like someone is ahead of me here.


>I see a trendy gadget that early adopters and trend followers have purchased.

7.3m iPads sold so far hardly seems like just early adopters.


7.3m is only the holiday quarter (FQ1'11 for Apple). The YTD was about 16m. I'd say that first year sales will probably bust 20m.


But think of what the tablet means: Small, super-light, instant-on hardware with long battery life; paired with a lean OS and small, fast, and focused apps. You can see some of the tablet/phone learnings leaking into other form factors, like the new Macbook Air. Tablets and phones are just the two current form factors for this new era of always-on, always-at-your-side computing. That's the shift that MS and Intel seem to be struggling with.


"I guess read ebooks"

Ebooks outsell paperback and hardcover novels (not combined) on the internet's biggest bookseller - we can safely say that many people definitely read ebooks on tablets (assuming we're including Kindle).

When reputable manufacturers bring mainstream tablets (i.e. Android pads that support the Market) to the $300-400 range, I believe that mainstream consumers will give them at least equal consideration with laptops in the same price range.


Technology-wise I see absolutely nothing preventing Apple from being able to port and merge OSX and iOS down the road. And if Nvidia's ARM chips work out it looks like tablets might just be able to replace laptops. Imagine a MacBook Air without the keyboard and running both iOS and OSX.


1 + 4 + 5 = classic disruption theory. The margins, cost structure, and organizations that have made them so successful so far are what's preventing them from seizing the tablet space. The CEO's are in place because they have made so much money from the old business.


Ding ding ding.

MS and Intel are still aware of the disruptiveness of "Tablets" (a poor description for the phenomenon, but descriptive enough), but they are chained to their existing org-charts, ship schedules, and revenue streams. Whether or not they'll be able to pivot fast enough is still up in the air.

The really interesting aspect is that the important part in market growth isn't when the disruptive technology takes the lead in marketshare, or when it starts eating into the marketshare of the old guard significantly. Rather, it's the inflection points of growth that are important. When a big company is past its knee (still growing but growing at a smaller and smaller pace over time) while the little guy is growing at a faster and faster pace, that's when to pay attention, because lots of things happen quickly and by the time the marketshare starts shifting it's already too late, the die has been cast.


Chained, but not oblivious.

Windows 8 will borrow heavily from Surface. Registry will be gone. It will be good, but it may be too late.


"...and by the time the marketshare starts shifting it's already too late, the die has been cast."

Sounds like precisely where we are with mobile computing platforms.


> While Intel and MS will make money hand over first for years to come, it does appear to be the end of the consumer market for these two companies. Their focus will be business class computers, workstations, and servers.

If it were just the end of the consumer market, then Intel and MS should be concerned, but at least they could take comfort in the fact that they still dominate the enterprise space. The issue is that their dominance in the enterprise space is eroding as well. For Intel, a central issue is the ascension of ARM. Smooth-Stone (a well funded startup), Dell, and NVIDIA (see Project Denver), as well as others, are now prototyping ARM-based servers for datacenters. A related issue is that Intel's latest processors now overshoot the performance needs of a majority of customers. Meanwhile, Microsoft's enterprise business is eroding due to several trends, such as cloud services (e.g., Gmail) and cloud computing (e.g., PaaS and IaaS). And both companies have to overcome some reputational issues stemming from their historical power in the PC space through the Wintel standard.

Intel and Microsoft have tremendous resources to respond to these threats, but the clock is ticking.


"For Intel, a central issue is the ascension of ARM. Smooth-Stone (a well funded startup), Dell, and NVIDIA (see Project Denver), as well as others, are now prototyping ARM-based servers for datacenters. A related issue is that Intel's latest processors now overshoot the performance needs of a majority of customers."

Innovator's Dilemma.


Yes, there are signs that the x86 architecture is in the early stages of being disrupted. Here is an article I posted in October that uses Christensen's disruptive technology framework to assess the threat posed by ARM:

The End of x86? - http://www.fernstrategy.com/2010/10/21/the-end-of-x86/


> Microsoft AND Intel being effectively missing from the tablet race is staggering.

The real staggering fact is that it's just not the tablet market. Both Microsoft and Intel are also absent or significantly behind in smart phones, eBook readers, portable media players, connected TVs, and almost every market that represents computing (devices) beyond the PC for consumers.


you are missing the xbox.


... which uses a PowerPC chip, likely (and ironically) the reason Apple switched to Intel.


The xbox/zune/netflix combo is really amazing. And the kinect is poised to create a different revolution in a different space. Tablets are not the whole future of computing, not by a long shot.


>While Intel and MS will make money hand over first for years to come, it does appear to be the end of the consumer market for these two companies. Their focus will be business class computers, workstations, and servers.

the server market, for all of my career, really, has been following the consumer market. The stuff you see in a server is basically upmarket desktop kit; the primary difference being the addition of ecc in various places.

If ARM beats X86 on the desktop, within a short number of years, they will beat x86 on the server, too.

Now, arm is a /long way/ from winning the desktop market, and I'm not at all sure they will. I'm just saying... /if/ x86 loses the consumer market, they will also lose the cost-sensitive server market.

x86 only owns the server market because the r&d and economies of scale paid for by the consumer market.


There will be no desktop market. That's the disruption.


Personally, I find that... unlikely. Of course, that's a market I know nothing about, so I could very well be wrong. It doesn't really change my argument, though. s/desktop/consumer hardware/g and you get the same meaning. It's the mass market that makes things cheap, and if you can cram enough power in to a tablet CPU that it can replace the desktop, you can bet that us server folks will start using those CPUs (maybe modified with ecc support in the ram/cache) for our own applications

The real difference for us server folk is that tablet CPUs are always going to be behind the curve in terms of raw power. Likely, that will result in server boards accelerating further in to the 'massively multicore' direction they are going now. Which is okay with me; 1024 chickens, for what I do, actually work better than four strong oxen.


You really see offices full of workers staring at tablet PCs, trains & planes full of road warriors bashing out long reports on touchscreens?

The home market may primarily shift to tablets; I'm not convinced by that and I think there's still a problem with the use case for content creators on tablets which includes an awful lot of school children. But the market I absolutely can't see abandoning PCs as we see them now and moving to handheld touchscreens is the office market and that's far from insignificant.


Watch it happen.

Tablets cost considerably less than desktop computers. There is nothing preventing you from being able to plug a second monitor and a mouse into a tablet and use it exactly the same way that you use a laptop and a desktop today.


At the moment, they're significantly more expensive and less compatible. They're also, by virtue of design, far easier to steal / lose and we've had quite enough (UK) stories about laptops being left on trains by mistake or stolen from homes and critical data being leaked as a consequence. Also, I can't see many people wanting a 10" desktop monitor or a 17", let alone 22", tablet.

I don't dispute it could happen, but I'd be surprised.


Microsoft actually jumped the shark on tablets with the whole XP Tablet edition years ago. The hardware just wasn't ready and interacting with Windows XP and it's app via a stylus is just not compelling. XP Tablet is Microsoft's Newton, an idea ahead of it's time.

I think there is an anti-tablet culture at MS stemming from the failure of the early laptop-based tablets.

Once MS has a solid hold with Win Phone 7 you'll see that interface transition to tablets.


XP? Really?

What about Windows for Pen Computing? http://en.wikipedia.org/wiki/Windows_for_Pen_Computing


I'm glad someone remembers Windows for Pen Computing. It's also the first instance I can think of of Microsoft using vapourware to obliterate a potential competitor (Go in this case).


I wouldn't count them out. They've ported NT to ARM. The Windows Phone 7 shell, which runs on CE currently, could easily run as a front end to NT/Win8 on smaller devices. The touch device model and API is fully developed in WP7 and Win7. They have all the pieces in place to release a very compelling product--both from the end-user perspective, in the WP7/Metro shell, and the developer perspective, with excellent tools and a solid OS underneath. Whether they'll do it is another question.


If they can't get enough devices out in the market to make it a compelling target platform for app makers, it won't matter that they have all the pieces.

That's increasingly looking like the outcome. Why would anyone develop an app for W7 before iPhone or Android, assuming they don't have incumbent knowledge of the W7 environment (and even then...)?


I wouldn't underestimate the huge number of .Net / Windows developers that exist for Microsoft's ecosystem. If they manage to line their technologies up just right and make a big push for the mobile space, there's a huge developer mindshare that's entrenched in the Visual Studio / .Net world. A lot of these people have never used a Mac or other OS, and never programmed for another platform. Many of them don't have the interest to switch over to Java or ObjC and would prefer to work in the MS ecosystem. These are the people who would be developing the apps.


If a developer's personal inertia / sloth around learning a new framework is such a factor that they'll choose to develop for W7 rather than iPhone or Android, that doesn't bode well for the quality of the app they're going to produce. Most great devs I've ever worked with are perfectly happy jumping languages / frameworks if it means their work will be more successful.


What if Windows Phone apps also ran on Windows proper?


This has been Microsoft's strategy all along, and it has been an abysmal failure.

A mobile app blown up for the desktop sucks as a desktop app, and a desktop app shrunk down into a mobile app will suck as a mobile app. Apple figured this out, and had the talent to invent a usable interface paradigm for mobile. Which led them to the highest market cap in the tech industry, with a lot of growth potential left.


It's not just about having apps, it's about having good apps. Good mobile apps, in most cases, would not make good desktop apps and vice versa.


I remember playing with one of intel's tablet prototype units way back in 2007. It was bulky and was running XP and used a stylus for input. Obviously it was more for testing feasibility of the platform more than anything but it was incredibly unusable and uninteresting at the time. They were aiming for a fall release which obviously never materialized.

So they have been thinking about the tablet space for a while, they just haven't been approaching it the same way as Apple has and I think realized that it would have been a shitty product if they had released it.


Intel is pretty heavily involved in MeeGo, an open source operating system targeting all sorts of post-PC environments.


It's looking like Nokia's about to get shaken up, which might possibly entail a jump to Android or Windows Mobile. Where does that leave MeeGo? Can Intel go it alone as the only major commercial sponsor? Whose devices will run it?


Agreed but they have so much cash they could buy a company that does tablets well then rebrand/integrate. Never underestimate what a billion dollars can do given the willpower to use it.


It won't do them any good if they don't have people in house who "get it". Look what happened with the Kin after they acquired Danger.

Edit: another thing, the top dogs in this space (Google and the staggeringly efficient Apple) have a lot of cash and are much more focused. So if they were to go all in in any market segment their money is likely to go a lot further than it would at Microsoft.


true. good point!


In fact, this is exactly what HP did.


Like Google, with Android...


"Apple was willing to announce it months in advance because they had no competition..."

What? They announce the first version of a product early because, being the first, it can't stop people from buying the previous version. If they announced the new iPad now, iPad 1 sales would tank.


An existing product of their own would constitute competition. So it's not inaccurate what he's said. But I agree, it could have been explained more clearly.


unless they drop the price of the iPad 1, similar to what they do with the iPhone.


It also gave developers a ton of time to adapt their apps to the new form factor. And obviously provided time for new apps. That's huge.


The Osborne effect. I would think Apple and all other current/successful tech companies have this in mind re: their products - especially given the rapid turnover.



* If they announced the new iPad now [and not release it for a few months] iPad 1 sales would tank.

* If they announced the new iPad now [and release it in a "handful of weeks"] iPad 1 sales would tank. [and iPad2 sales will skyrocket]


I don't think the market for these things is huge as he suggests. Why would anyone buy a non-Apple touch or tablet device? I can see the argument for smart phones from different vendors, but not for these causal computing touch devices.

And this is coming from someone who has never paid a cent to Apple. I haven't drank the kool-aid but none of these touch devices appear to really be competing with Apple. They look like they are struggling to catch-up. These devices always have some combination of a bigger price tag, buggy interfaces, crappier specs, and/or way less software available.

I'd rather see these other vendors go a completely different direction. Microsoft releasing an iPad clone this late in the game would just be embarrassing. The Kinect was a good response to the Wii. The Playstation Move was not. (I'm making assumptions here since I'm not a gamer. I have no idea whether the Move/Kinect are successful or not.)


There's little doubt that in a few years, Android-based tablets will be competitive (and I'm saying this as an iPad lover). Google will make the software work because they want the ad-viewing-and-clicking ecosystem to grow and there will be diminishing growth in hardware expectations so other vendors will catch up. I predict Android tablets with beefier hardware and horsepower and iPads with better screen tech and more polish.


If I have the choice, I'd definitely prefer Android tablets over iPads. By choice I mean similar price and performance.

I don't really care for apps, I only need a good browser, video and skype functionality.

I have considered the Galaxy Tab, but as reviews said the browser sucks I passed (plus, it was very expensive).

Looking forward to Honeycomb lot...


Yeah, I might like to own something similar with a good browser like you mentioned but I can't see consumers buying a lot of Android or Web OS tablets.


Why not? They are buying a lot of Android phones, too.


Only in the U.S., the last country with single carrier exclusivity. Android isn't doing as well internationally.


I am curious what kind of tech stuff you do spend money on. Not into apple, and yet not a gamer, which is one of the few holdouts


Are you serious? You think the choice is between Apple or gamer?

Hi my name is Tux.... I don't make Steve Jobs rich(er) and I'm the greatest developer operating system ever made.


Yes, I am aware of Tux. I said "spend money on".


Is he that unusual? I don't game much these days but I also own no Apple products. There's plenty of non-Apple desktops, laptops, phones, mp3 players, etc. to go around.


"Is he that unusual?" - well, either he is or I am. Almost all of my roommates and coworkers have apple products, most more than 1. Those that do not are still hardcore gamers.


you're the unusual one. apple market share is only 10% or so.


His comment didn't say they have Macs, he said they have Apple products. The dominance of the iPod makes it more probable that everyone he knows has at least one Apple product. Also, you assume that market share is evenly distributed in all demographics. I think the preceding discussion was about Apple's market share among tech enthusiasts, which I have never seen solid numbers on, but which seems, anecdotally, to be higher.


What does "own iPod" have to do with "is gamer"?


Loose correlation, (probably) not causation. It's obviously anecdotal, but thinking about the tech habits of people I know, it seems plausible to me.


I used to be an early-adopter and gadget geek. I've owned a few crappy mp3 players (never an iPod for some reason) and even a Nokia 770 (also crappy). I think that was the last of my tech gadget purchases.

These days I just own a nice laptop and a clamshell cell phone. I don't even have a camera anymore.


I loved my 770. Still have it in a box somewhere. It had a great browser for its time and made a good ebook reader. Vastly foreshadowed my use of an iPhone today. That's all I used it for though and at some point I shelved it.


I wrote an entire comment about how great it is for Apple to work in secret and release and "blitzkrieg" the competition. But it turns out Apple announced their iPhone ~Jan 2007 and it shipped ~June 2007.

So why did HP announce their entire 2011/2012 line up and direction of products without a price and or release date?

I think that this means HP has stake holders breathing down their neck, and they had to publicly show their hand asap. Thoughts?


only reason Apple announced six months in advance was the the FCC approval process, being public the iPhone would've been out in any case whether Apple announced or not.


It's also possible they simply didn't trust ATT employees to keep the secret, so they announced the phone publicly before showing it widely within the carrier. With later versions of the iPhone the network doesn't have to make as many changes (like visual voicemail) so they don't have to tell them about it so far in advance.


I don't think that's true. It might have been what they said, but it's February now and we haven't seen any glimpses of iPhone 5 (or whatever) from the FCC, and I'd be willing to bet it launches less than six months from now.


"Jobs unveiled the iPhone to the public on January 9, 2007 at Macworld 2007. Apple was required to file for operating permits with the FCC, but since such filings are made available to the public, the announcement came months before the iPhone had received approval."

http://en.wikipedia.org/wiki/IPhone

I remember hearing this story at the time, as well.

For all we know, the rules could be different for iPhone 5, since it is an update of an existing product, rather than a new one.


Given we've already had a few different iPhones, if the rules are different shouldn't we know already?


Announcing early slows sales of previous models. Apple announced the iPhone 1 and the iPad 1 early, but not any subsequent models just for this reason, because the only previous models were competitors. In HP's case, their previous models aren't selling anyways, so they hope to slow the competition. It's called the Osbourne effect.


If Apple does have two separate iPad releases in 2011, I definitely think the first announcement will replace the current iPad and the next announcement will be a product that augments the iPad line, an HD or Pro model, as Gruber predicts. But I sincerely doubt there will be two different iPad announcements this calendar year.

Ever since Gruber's initial review of the iPad, I've been intrigued by the possibility of a Pro model with more RAM and possibly some extra horsepower. Again, it doesn't seem like Apple's plan though.


While better specs certainly never hurt, I've never heard any iPad users complain processing power or RAM. iOS does memory management seamlessly (if I didn't understand how it worked, I probably wouldn't even notice it) and the interface is notably responsive.

I'm sure the new version will have a spec bump. Whatever that ends up meaning (dual core, faster, more RAM), it will continue to be plenty.


I'll complain.

The ipad is a second class browsing experience not because of the lack of flash, but the lack of cache. It's just not anywhere near as snappy reading as a Real Computer(tm) because it's constantly reloading stuff that's been purged.

My usual style of reading (on the desktop) is to pop open a pile of stuff in tabs, then batch read through. Can't do that on the iPad.

Safari could also use a few more cycles to make it seem that much snappier. While it feels like magic, and I would have killed for its browsing performance a few years back, it just doesn't feel quite there yet.

Also, just in the last month or so, I've noticed some sort of background task that causes stuttering in some places. (mainly in angry birds). For the first time, I've noticed that I needed to restart it. Its' a small thing, but it's also the first time I've had to resort to computer troubleshooting on it.


FWIW, iCab/Terra help with this style of browsing a little bit. They don't seem to cache as much and do a better job of handling more background tabs with things waiting to be read.


I'm trying Terra right now ... Hadn't heard of it yet, so thanks! I just posted a question to see what everyone's favorite iPad browser is and why - http://news.ycombinator.com/item?id=2200302, hopefully we'll get some good discussion there about alternate browsers. I've considered buying iCab; what are your thoughts on it versus Terra?


By default iOS only uses an in-memory cache for HTTP (including in Safari). Developers have the option of augmenting it with a disk cache if they so choose, but few do.


The current iteration could stand some more RAM (and/or Safari could be smarter about how it purges its page cache). With the latest version of iOS, I can only keep a single page in memory at a time and reloading pages when hopping between two is less than desirable.


Sometimes, even one page is enough to illustrate the problem.

e.g. The Boston Globe's Big Picture blog


Maybe no users complain, but as a developer I often think, god damn, why is there so few RAM in there. And no iOS doesn't do memory managment seamlessy, the responsiveness comes from developers working hard to constantly cache/unchache everything that might take up a few megs.


My guess is that it's related to supply constraints. They sold 14 million of them last year. That's a lot of chips.

Is their RAM special in some way that might make it a supply constraint big enough to warrant limiting the memory in the iPad so much?


I think they did everything to get the price down to $499 - including removing camera and reducing RAM. I'm guessing they thought that the $499 price point was required to make iPad a hit.

$499 is a very symbolic price.


I doubt supply constraints are an issue. They're the single largest purchaser of flash memory in the world[1]. I imagine manufacturers would be bending over backwards for them, since their orders must all be quite large.

[1]:http://edition.cnn.com/2010/TECH/gaming.gadgets/10/21/macboo...


As all the rumor sites (e.g., WSJ ;-) are predicting, it'll definitely have at least 512MB of RAM (can't imagine it having less than the iPhone 4).

But that's still pretty anemic, as jonhohle noted: that's not enough to keep a lot of pages in Safari's cache. (Though, from my experiments, Safari/WebKit is REALLY aggressive about minimizing memory usage, perhaps even stupidly.)


According to this Engadget comparison (http://www.engadget.com/2011/02/09/hp-touchpad-vs-ipad-vs-xo...), competing tablets (TouchPad, Xoom, PlayBook) all have 1GB of RAM. It wouldn't be surprising for the 2nd iPad to have 1GB or more RAM.


Anyone know why they're skimping on the RAM?

Does the ipad need some super-special expensive DIMMs? Is it about power consumption?

A 4GB DDR3 SO-DIMM costs a measly $40 bucks. I don't think the ipad target audience would care if apple added that to the MSRP.


It's almost certainly about power consumption; Apple absolutely loves being able to tout huge battery life compared to the competition, and one way they do that i s by being tighter on things like RAM usage.

It's also worth pointing out that the RAM lives in a Package-on-Package configuration right on the CPU die. They're not exactly buying mass market SO-DIMMs and sticking them in a bog-standard bus, so the cost per MB is probably higher.


The processor and the ram are stacked on the same chip. So they're kinda limited as to what they can put in there. I doubt that you could fit a SO-DIMM of any stripe inside an ipad case, nor would you want the power problems.

There was a teardown of the chip assembly done back when the ipad came out that has some good details: http://www.ifixit.com/Teardown/Apple-A4-Teardown/2204/1


I mostly agree with Gruber but disagree on a couple of major points:

1. Releasing the iPad in September makes no sense simply because it was such a massive hit in the holiday season. Generally speaking, you want to spread out your demand as much as possible. It took 2 months to get the previous iPad from the US to the first round of international markets and another 3-4 months to do the full round. You can only produce so many. Actually not being able to buy one because demand is so high is not Apple's style;

2. I don't see Apple releasing a new version 6 months after the previous, particularly when, in all likelihood, the iPad 2 won't have been in some markets for more than a month or two.

As far as conflicting reports on parts and specs, that's nothing new. Just like there were reports of a CDMA iPhone YEARS before there was one. There are two reasons for this:

1. Apple produces far more prototypes than they release (eg the CDMA iPhone was tested for about a year before release); and

2. People just make stuff up for page views.

I also fully agree with Gruber on a rear-facing camera making very little sense on a device that large.


>I also fully agree with Gruber on a rear-facing camera making very little sense on a device that large.

A rear-facing camera makes little sense if you imagine the use is for people to walk around taking pictures like they would with a phone. However, when you start imagining uses like Augmented Reality or other situations where you're interacting with real world artifacts, then it makes a little more sense.


> It took 2 months to get the previous iPad from the US to the first round of international markets and another 3-4 months to do the full round.

It took about 5 months for the initial iPhone to get out of the US. By the 3G's release, iPhone was in 6 countries (USA, France, Germany, UK, Ireland and Austria).

The iPhone 3G was released simultaneously in 22 countries (though the 3GS backed out a bit, release day for only 8 countries and the rest staggered over 2 months)


I think you make a very good point. The iPhone 4 was released in June, but in Europe we didn't see any real availability for many months afterwards, even into October. If Apple had released an iPhone 4GS in September, it would have delayed many peoples plans to buy an iPhone, I would think.


Two iPads in one year is possible, and Gruber has better Apple-watching-skills than most. But I also think Apple is long overdue for a true "AppleTV", an all-in-one product with big screen, deeply integrated with everything else iOS/iTunes. That would also fit well with a late-in-year but in-time-for-Christmas release.


It's the wrong time in the upgrade cycle for home TVs to do that - everyone just bought a new flatscreen LCD HDTV during the past two years and sales are flat in that sector. Introducing an AppleTV with screen would be an uphill battle to convince people to replace a device they're still pretty happy with (and still paying off.)


"everyone" didn't. I know a number of holdouts (myself included) who are still waiting. When the next big thing comes along, another portion of us will take the plunge.


Sure, but an increasingly small portion. And quite a few of you won't until the next big thing, and so on for quite a while; there will be people without a flatscreen in their residence in 2020 but I wouldn't recommend building a business on convincing them to change their mind. No, the situation in 2011 isn't like that, obviously; this is a rhetorical point made for seeing the situation I'm describing in a time when it is perfectly clear. Today isn't to that extreme, the point is that already that market has peaked.

Besides, an Apple TV that doesn't require HD, which would not be that much more effort, would also work for anyone with a TV, so it really doesn't make sense to me to only make this an integrated product.


When was the last time Apple entered a new product space without having something fundamentally different to offer?

The Xserve is the only recent example I can think of, and they discontinued that product recently. I'd be surprised if Apple makes a TV.


There were digital music players before the iPod – and despite some initial evaluations that the iPod added nothing different, it turns out it did, when considering the whole product and ecosystem.

There were smartphones before the iPhone that seemed similar (or even better) in specs/features.

There were tablets before the iPad.

Apple in entertainment takes old categories and adds a new product/platform that excels along some evaluative dimension(s) that people weren't even previously conscious of – not by simply outdoing the incumbents in the same-old dimensions.

I think there are plenty of ways an iOS/iTV could break the old moulds. Adding basic integration with the iOS ecosystem – docking ports, media sync/backup, iTunes purchases, handhelds as remotes/controllers for big-screen content and games, Facetime – would be plenty to excite the gotta-have-it Apple households for a successful v1 release.

Throw in new voice/gestural controls (as with Kinect) and app APIs that work with live and recorded TV programs – including iAds targeted to individual households. ("This episode is available for $1.99, or with 3 customized-for-you commercials.")

That'd be a new platform for digital TV, bound to Apple/iOS – "fundamentally different" enough for me!


The possible disruptor is the Kinect, but Apple are going to have a hell of a time getting into that space, this is Microsoft's big chance.

I think Apple are going to stay away from it and instead of pushing computing on a far away screen they are going to do everything to put screens in peoples hands and on their laps. The Apple TV will continue as a way to put your iOS content up on a TV screen (maybe including things like games), but I don't think they'll push an iOS TV Screen device as a big thing on its own.


No need to waste working televisions and monitors.


The same argument could be made about the iMac. It's possible that Apple would say roughly the same thing they would about the iMac: That their goal is to create one device that does everything, without having discrete components that people have to manage, or cables that they have to deal with. It's Apple's style.


I dont get why everybody is falling for the "end of pc era" hype that is surrounding tablets and smartphones.

Can someone explain to me why the ability to browse the web from the couch without sufficient text-entry possibilities is going to challenge the amount of pc's in a world where textentry is our main method of searching, sorting and creating data. Honestly, this is not a rhetorical question, i feel i'm missing some part of the picture here.


The secret is to take a deep breath and realize that an absolute majority of people in the world go years at a time without writing so much as two paragraphs in a row.

People do write. In Twitter-sized chunks. That is why Twitter is so popular. But you can compose a Tweet on a touchscreen keyboard. I'm sure that's especially true if you have been to middle school in this century and have lived the life of the text messager.

But that's just part of the answer. The real answer is that the PC isn't going anywhere. But that's not enough to make an "era". As Bruce Sterling once said: We very likely have better flint-knife technology today than they did in the flint era, if only because the flint-knapping enthusiasts can swap secrets on the net and share a global collection of books, videos, and meetups. But that doesn't mean we are in any kind of "flint era". We have more paper and more pens available today than ever in history, but we don't speak of the pen-and-paper era. And there is more rock music being played today than in 1968 and yet we think of then, not now, as more of a "rock era".

An "era" is defined by newness, disruption, and the smell of profit. The modern PC platforms are between fifteen and twenty-five years old and have changed little in the last decade. Major parts of the industry have seen their margins shrink to near zero. Others are profitable but only for a tiny handful of big players. This doesn't mean history is over - I refuse to believe that, say, Adobe Photoshop circa 2011 is the last word in image editing for the next hundred years - but to change the PC market from within is a long hard slog. The build-out of mobile will be a lot more fun to watch.


I'll try to explain by personal anecdotes—two of them. In my household, there's just my wife and myself. I'm an übergeek; she's a technically competent teacher. Computers are merely tools to her.

We went to Italy this past summer. We took my iPhone (data turned off), an iPad 3G, my SLR, and her camera. Because I couldn't find someone locally to sell me a photo tank, I also had to take an Airport Express, a netbook, and a card reader to save the pictures I took (I didn't have the camera connection kit at the time). Except for that, we did not use a laptop. We used the iPad extensively in Italy, paying our bills, making calls on a SIP client, browsing the web, writing blog posts, and even uploading edited photos to a photoblog at http://aureolastatua.tumblr.com. We didn't once feel like we were missing out on anything or that we needed to go to an Internet cafe. The portability was astounding. We needed a laptop in 2006 when we went to Europe to do much the same.

The second anecdote is current. When I get home, I rarely get on the single "real" computer unless I'm programming. When my wife is doing report cards, I can't get on until shortly before bedtime. In years past, I would have quickly been annoyed by this and gotten a laptop by now. I don't need it for my evening browsing—because of the iPhone and iPad.

The PC isn't going away, but it's not going to be the main screen soon. That screen won't be the iPad 1, either. It'll be g4 or g5, but it will happen. I don't need a "real" computer for a lot of what I do, anymore.


It's the "end of PCs" for the mainstream market, which was overrun with them for the last 10 years. Now the mobile technology is good enough that bulky desktops are going to be used primarily by professionals. You're not going to edit video/render 3D on the iPad 2, but for 90% of the population that just needs to check their email, it's good enough.


I think that idea is overblown, simply because "Check their E-Mails" means someone has to write e-mails worth checking...


Input really is not that terrible. It’s disingenuous to act as though tablets don’t allow you to enter text.


We're getting closer. Years ago, must have been 7 or 8 by now, I was talking with a friend @ Microsoft, and he was going on and on about how the phone was going to be the computer. "This Phone" and he'd hold up a generic GSM flip phone.

My objection then was UI, both on the input and output side. In a way, wifi and bluetooth have solved a lot of that, as they can offload the heavy duty stuff to wireless sometimes connected displays and keyboards.

At some point, we're likely to have enough power in a cellphone to run most of what you'd want to do for day to day stuff. And do it all day on a charge. Couple that with always on networking and the availability of machines in the cloud for bigger jobs, you start to be able to have the phone/tablet be most of what you need.


This is exactly the point and where the future is going because of Moore's law and all the various others ways ourt gadgetry gets cheaper and faster every year. Remember when laptops were too expensive and underpowered to serve as a geek's main machine? Now that's the norm. In a few more years, all the computing power, storage and connectivity most people will need will be inside a phone. The Motorola Atrix may be ahead of of its time but I think it is a harbinger of things to come.


Most of the tablets assume a hardware keyboard is going to be used for long form text entry. I think even the iPad is less fascist about this than it has been in the past.


One interesting thing to see will be whether newer tablets with webOS, Android, or anything else will get advanced, full-sized tablet apps like Apple's iWork apps. The iWork apps definitely are some of the very best on iPad, and it wouldn't be nearly as useful of a device without them. Docs to Go and QuickOffice are a joke in comparison (except each of them are much better at file sync and orginization...). It's the more advanced apps like these, though, that will really enable tablets to take over traditional PCs.


It's going to be pretty interesting watching this play out. But Apple and Android have an unfair advantage right now...apps, and lots of them. If you've got an iOS or Android phone and already own some apps the other guys are going to have to ship something amazing or dirt cheap to get your attention.

As great as the new HP stuff looks, I wouldn't like to be HP, RIM (or Nokia and their potential Meego tablet) right now...tough road ahead building app ecosystem momentum. Who cares if the tablet is slightly better when I can't get my favourite apps.

I find it greatly amusing the roles are reversed from back when Apple struggled on the desktop due to lack of apps while microsoft dominated. My how times change in 10 years. At least this time we might have more than one platform that dominated 90% which is good for everyone.


The first step is to build a great device, and it looks like HP might be there. It seems to be the best iPad contender yet, stealing that crown from Motorola's zoom from just a few days ago.


No credit until it ships. Everything looks great in a demo.


And gets priced!


I'd really like to see a laptop with two touch screens: one replacing the regular screen and another replacing the keyboard and trackpad. This tablet/laptop hybrid would have some awesome benefits. For example one could comfortably use the device while seated at a table (display and input area can be at about 90 deg relative to each other... something that's not possible w/ the iPad). Another awesome benefit would be replacing the on-screen keyboard with far-out stuff like a painter's palette, Scrabble tiles, dominoes or even two turn-tables like a DJ uses.

Imagine mixing digital paint with your fingers (on the touch screen that replaces the physical keyboard on current laptops) then actually painting on the other touch screen (the touch screen replacing the non-touch screens on current laptops).


We almost had it. http://www.engadget.com/2010/03/05/microsofts-courier-digita...

Why Microsoft killed Courier, I'll never know.


That looks cool! However it's rotated from what I was hoping for. I literally want just a laptop w/ two touch screens. Too bad it was cancelled.


The Kyocera Echo... while a phone, has what you describe:

http://www.tabletpcreview.com/default.asp?newsID=1970&ne...


Sounds like a giant Gameboy.


The logic doesn't hold up for me.

Are holiday buyers really the same kind of people who will have even heard gadget rumors, let alone coordinate their purchases accordingly? Do we have any reason to think many of them held off this year?

Furthermore, I thought the speed of iOS updates has been a good thing. Why are three iOS targets undesirable or problematic?

It just sounds... flimsy; like someone shopping for justification after they'd latched onto a conclusion.


You can’t imagine everyday people hearing advice not to drop hundreds of bucks on Christmas presents that will be obsolete in a month? Because if iPads & iPods were expected in Jan/Feb I can guaranteed a ton of nerds will be looking out for Mom and Dad.


I can't imagine everyday people caring enough about specs to actually make decisions based on said rumors.

The default expectation is that iPads will hit in late March. So we're talking about rumors relating to devices that may exist three to four months after the decision of "what are we getting Sally for Christmas" gets made.

And Gruber thinks average people will hear those rumors and then be willing to disappoint a loved one on Christmas over a spec bump they have no context for?

And, again, I wonder aloud if we have any indication that this happened this year. Because we all heard rumors and those things flew off the shelves anyway. So if it didn't happen this year, why would anyone expect it to happen next year?


I actually clicked this expecting the article to be parodying the Friedman Unit (http://en.wikipedia.org/wiki/Friedman_%28unit%29) only to find utter sincerity!


If you're an iPad/iPhone developer: How does the prospect of a new iPad being on the horizon affect your development/product strategy?


The prospect of a new iPad has motivated me to hurry up with the iPad development. Recently I got an iPad and the dev experience so far has been great. Some other considerations: Apple has been pretty good IMO in supporting old iPhone apps on the new retina displays... so it seems reasonable to assume Apple will be mindful of old iPad apps running on the new device. Also the iPad is a larger investment/purchase for most people... so I don't see all iPad owners instantly updating when the new model becomes available.


compatibility has been pretty good, so unless you were to target an app with specific new features it wouldn't affect much.


It will undoubtably have a camera, so now start making all those camera apps use the bigger screen. Same with skype, etc... I will add the ability for users of my iPad apps to use photos, take photos, etc... This was limited to the iPhone version.

More memory means will be able to do more things, load up bigger files into mem.


I need a poor-quality, low-sensitivity camera attached to the back of a foot-long iPad about as much as I need cameras built into my jeans, belt buckle, toothbrush, and turkey baster.

Just because you can build a camera (or two cameras) into everything doesn't mean you should. Cameras are a certain size and shape for a reason.

I see no reason to build a rear-facing cam into the iPad. Ever tried to hold a slippery, 7.5" x 9.5", 1.6 pound slab at arm's length before, and hold it steady? Not compelling.


Cameras aren't cameras anymore, they're just another sensor input. Do you want to scan a barcode or QR code? Do you want to scan a document? And then translate it? Do you want Augmented Reality games that let you fly a little spaceship around the room and shoot your friends? The plunging cost of camera chips means they'll be increasingly ubiquitous. I wouldn't rule out one on your toothbrush.


Though I think Apple is the only one that can pull it off. I'm a bit surprised that they'll be able to keep to a one year product cycle with things like the iPhone/iPad when the rest of the market is hitting a new product every couple weeks. Not that they've been one to match the rest of the market, but a lot happens in a year.

Then again, maybe the biggest lesson out of the touch screen revolution is that its not the hardware - it's the software, and Apple has been certainly setting the pace on that front.


The phone market is doing a new product every couple of weeks, but how about the individual companies? Most buyers are on contract, and can't change phones more frequently than once a year with a reduced subsidy or once every two years with full subsidy.

If a phone company introduces a new phone, and then a few weeks later introduces a better phone, they've to some extent limited the market for the first one to the people who happened to hit the end of their contracts in that few weeks. Given the two year contract cycle, a phone a year makes a lot of sense (assuming your phones are good enough that it takes the competition several months to match or best them--as has been the case for Apple so far).


That's a damn good point.


It should work OK for them, as long as the new release leapfrogs whatever came out during that time. I think handsets makers had pretty aggressive schedule while Apple was making iPhone. It took Apple two and a half years to get the first gen iPhone ready—eternity in mobile phone makers timeframe–but look at the result. Apple somehow can predict the future (or are they just making it?) well in Advance and prepare accordingly.


The iPhone makes complete sense. The standard 2-year phone contract keeps the (non-fanatic) customers happier... their 2 year contract would only mean skipping one product release without paying the $200 premium.

The iPad... might see faster than 1-year cycles because there is no contract, per-se (of course the competitors keep screwing that part up, so maybe not).


"The next six months are going to set the foundation for the future of personal computing."

Gruber needs to make the leap and become a political talking-head on cable news already.

Unleashing lines like that without a hint of sarcasm or irony? You can't teach that, folks, that's god given.


I’m confident in predicting that tablets will be more than one third of unit sales to consumers of all PCs in Europe and North America within five years.

346 million PCs were sold worldwide in 2010, Apple sold 15 million iPads so far. That’s still a long way off but it is not impossible, especially with other manufacturers bringing their devices to the market.

This is a reasonable prediction. It might well be wrong but it is reasonable. Calling tablets “the future of personal computing” with such a prediction in mind seems perfectly justifiable to me. Don’t ridicule other reasonable opinions just because you disagree with them!


All of that? perfectly reasonable; the original claim? still slightly absurd.

If you want to look at it by comparison to the iphone led smartphone revolution, the timeframe there was:

first iphone release: 1/2007

first android phone: 10/2008

first touchscreen BB: 11/2008

first webos phone: 6/2009

(all dates courtesy of the wikipedia articles for the specific phones or OSes)

and then you didn't really get a phone which competed well with the iphone until, arguably, the nexus one which was in 2010 (or even the Pre which was middle of '09) making it a full 2.5 - 3 years later.

The point is that this stuff progresses in fits and spurts over a long period of time and that the next six months are going to be no more significant than the six which follow it, contrary to what HP's and Motorola's marketing people tell you today (or Apple's will in a few weeks time).


“The next six months are going to set the foundation for the future of personal computing.”

That’s the claim. Still seems reasonable to me. What’s wrong with it? I don’t understand what you are getting at.

If you think that tablets will be important in the future there is nothing wrong with thinking that a lot of groundwork will be done in the next few months: Honeycomb is coming, HP and RIM get started. That sounds to me like a solid foundation.


"...[tablets] are the future of the entire computing industry..."

That's more than a little hard to swallow...


Today's fad is the future of the entire industry. No questions allowed.


My prediction:

* Apple will keep April as the refresh month for iPad. Putting iPad in the same iPod event will steal thunder and is no good. And component supplies is tighter for iPad thus it takes few months to meet the demand and September is too tight to the holidays season. When iPad 2 is launched in April, the rest of the world will get it by Jun-Aug which ensure Apple can manufacture enough to meet year end holiday demand.

* There will be no iOS 5 this year. At June WWDC, Lion will be the focus and Apple will give sneak peak of iOS 5 at the event, with beta available in early 2012, ship in June 2012. Aple needs to get its developers ready and it takes time. iOS 5 will share the code base of Lion and will ship after Lion. iOS 5 will include user interface elements changes. I think Apple is keeping two years release cycle for major OS release.

* There will be iOS 4.4/4.5 this year for: iPhone 5, NFC capability, AppleTV 3, App Store for AppleTV and App/Games on AppleTV.


This is of course a subjective opinion, but something doesn't quite feel right about HP making a tablet PC. They seem to put out quite a lot of things without much of an overall guiding principle. HP PCs, laptops, printers, servers, now tablets. I ask myself "Why HP?" and can't seem to come up with a very reasonable answer. Nothing jumps out at me as seeing this as the best thing ever.

With Apple they have the whole underlying principle of "Think Different" or something along the lines of changing the status quo. Apple didn't really do anything new with the iPhone and iPad in essence. Smartphones and tablet PCs were already out there. However because it went with their overall message, it made sense. People wanted to include it in their "Apple Lifestyle" so to speak.

Just my .00002 cents.


I am hoping for some strange reason that WebOS wins out over them all.


Is it possible that the new product announced during the Fall event is actually a 7-inch retina display iPad? Apple might find it expensive to build a 9.7-inch retina display and that could explain the $3billion+ investment that Apple has put in (possibly for the 7-inch retina display screens). Yes, Steve Jobs did say that 7-inch tablets are DOA but it was the same Steve who said Apple doesn't see e-books as a big market.


Re: Rear Facing Camera.

This would be most useful on a device with a daylight readable transflective screen. Then you could use it outdoors with augmented reality apps.


While riding your Segway? Just don't see it happening (average folks holding a tablet-size device in front of their face, running AR apps).


Sure, when stationary for a moment, looking up information. You see average folks looking dead tree/ink information device in public all the time. They're called tourists. They're called museum-goers. They're called audience. Those things they're holding are called guidebooks and programs.

I think this would make for an awesome museum AR experience.


neat idea, long way away.


There are already such apps on the App Store.


Apple's touch strategy is definitely awesome, but the only reason it's spectacular is because of the app store.

HP's new TouchPad won't have that. It will probably do well, but it won't even touch the success of the iPad. Nobody writes apps for WebOS.


HP should court Amazon to run a WebOS app-store.


That is true, but it could change. It is very easy to write for webos, since it is based on HTML/CSS/Javascript. So a lot of web developers can get into this.


You're right.

But HP doesn't seem to be hyping or publicizing this at all. No shout-outs to developers. No "here's our SDK, here are some screencasts and tutorials". They exist, but they aren't being advertised at all. Apple has conferences where they get developers excited about working on apps.


The end of the PC era is always announced. But don't see how I can do my daily work on a Ipad. I need a laptop or PC.


The hyperbole of the language belies the underlying truth: not the death of the PC, but a widening of the spectrum in which PCs are a minority among numerous types of computing devices.


This is very much besides the point but I think that calling what you just described the end of the PC era is not hyperbole. When PCs stop to dominate personal computing – like they have ever since personal computing existed – that would be very much the end of an era. No hyperbole involved. That doesn’t mean that PCs will suddenly stop existing or even stop being made.


I don't think Apple will release two significantly different versions of the iPad within 6 months.


"One startling omission from that list: Microsoft. Their former hardware partners are heading off into the touch-computing future without them. We could have four competing tablet platforms six months from now — iOS, Android, WebOS, and Playbook — and not one of them is from Microsoft"

Microsoft clearly seems to have taken their own sweet time to make an entry but they clearly have an intent and when they do, the biggest thing that they will have going for them is the knowhow of the platform and a plethora of apps that are already existing there that will be easy to port.

Just like mobile this will end up being a 3 horse race in a few years. Apple, Google and Microsoft. The rest of them are just wasting their time and money in competing. None of them have existing ecosystems or platforms that they can leverage to fight with the three big players.


“A plethora of apps that are easy to port”? Windows compatibility implies a terribly inadequate offering, just like every previous Windows Tablet PC to date. How is that competing? Metro/Win Phone 7 doesn’t have a “plethora of apps” ready to be tweaked for tablet size, so I’m baffled by your reasoning.


One of the biggest problem with Microsoft's tablet strategy to date has been the assumption that porting apps from a mouse-based window environment to a tablet works.

Rather than reworking the UI to be suitable to touch interaction, they wanted to force you to use a stylus and pretend you're using a mouse.


What would have changed if the Microsoft Courier was real? I thought this a pretty good start, but then it disappeared.




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