The Market Ticker
Commentary on The Capital Markets- Category [Technology]
2014-09-19 06:15 by Karl Denninger
in Technology , 203 references


Given the materials suggested, the Apple Watch Sport with aluminium at $349 is a reasonable price. It’s the pricing for the second and third tier watches that are far too low. As John Gruber points out on Daring Fireball, the stainless steel watch with a sapphire screen could easily reach $1,000. If Apple releases a solid gold Apple Watch, the raw gold alone could cost a few thousand dollars. Apple traditionally looks for high margins with its products, so there’s no reason why the entry-level Apple Watch Edition, made with 18-karat gold, could command a starting retail price of $5,000, with further customisation options reaching $10,000.

What makes anyone think that's going to "disrupt" anything, other than the careers of the people who planned and executed that abortion?

Something akin to Rolex?  


First off, this is a "watch" that really isn't a watch -- it's a wrist computer that happens to display time.  And that sounds great until you realize that the same problem that buggers phone (pocket computers) does the same here, but writ really large -- energy density, space, and thus battery lifetime.

Charge daily if not heavily used?  Oh yeah, that'll go over well.  And if heavily-used?  You'll go to that swanky dinner and..... it's a brick on your wrist.  

There goes that "aspirational cachet."

I'll make a prediction right here and now -- this is a niche product that has less appeal than a Garmin running watch.  It's fancier and more-expensive, yet does less than the Garmin for fitness buffs (try Sunnto's current models as a comparison) and anything with Apple on it as a brand is no Rolex -- and never will be.

I call flop, here and now.

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It's simple -- it's the camera.

It sticks out from the back, rather than being flush.

Here's why that's important -- the front element can be damaged, and if it is, the camera becomes severely compromised.  This is not a warranty item and it is expensive to fix.

This is one of the "touch points" I pay very close attention to with phones, especially if I don't intend to case them.  With a case that's thick enough to stop any protrusion from being a protrusion it doesn't matter, but without that it's a huge problem.

Phones are frequently set down on flat surfaces, such as a table, a bar, a nightstand and similar.  It is very common for those surfaces to have extremely hard, small objects on them -- like sand, for instance.  If the camera protrudes it is quite a bit more-likely to take scratch damage from this encounter.  Incidentally the Galaxy S5 has the same issue, for the same reason.

This is a design trade-off that IMHO should not be made.  I know why Apple did it; as devices get thinner it gets much harder to get the camera you want to use to fit otherwise.  But in my view it is always a mistake and one that, if it's made and you still want the device, will pretty-much mandate that you also get a case and use it all the time -- which destroys the entire "make it very thin" premise that led the company to design it that way in the first place.

We'll see how this works out for Apple -- my money is on "poorly."

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Gee, they'd never do anything like this at Facebook, would they?

A month later (after being effectively forced to load their messenger application - Ed), Facebook Messenger has reportedly been downloaded more than 500,000 times for Android devices alone. It also remains the number one most downloaded free app on the Canadian iTunes App Store.

Some of those who downloaded the app may be thinking twice this week about keeping the app around, however, in light of one iOS forensics and security researcher's recent assertions that Messenger is tracking more data than most people realize.

"Messenger appears to have more spyware type code in it than I've seen in products intended specifically for enterprise surveillance," tweeted Jonathan Zdziarski, a noted author and expert in iOS related digital forensics and security on Tuesday.


Facebook has denied the accusations, of course.

But heh, it's just a matter of these guys who do this stuff for a living looking at what it does and what it sends to "mother."

You decide who you wish to believe and whether you care if everything you do winds up in Zuckerburgler's hands.

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