schneiderism

Another Steve Jobs keynote at Macworld passes and the consumer electronics world breaths a collective sigh of relief. This close to CES, I think everyone is just about exhausted. Though Steve announced a range of smart, cool new gear… those following his keynote presentation seemed a little let down. I believe that this mood was also reflected in Apple’s stock price, which oddly closed lower for the day by 5.45%. Is this the dreaded “iPhone affect”? Was the anticipation and hype around the release of the iPhone too much for Apple to match? Who cares. The fact is that what Apple presented to us today represents the future direction of both personal computing and media.

In the event that you live under a rock, the star of the day was the elegant and minimalist MacBook Air, Apple’s appropriately reductionist take on the laptop computer, stripped down to the important essentials and built for speed. It presents a much more transportable (and beautiful) form factor and clearly shows the influence of the successful experiments with multi-touch from the iPod Touch and iPhone. Apple also offers the opportunity to upgrade to solid state memory, further eliminating moving parts. Interestingly, and not surprisingly given the speculation, the MacBook Air is also a definitive statement by Apple that optical drives are not long for this world, as it does not have one. To my mind, all very cool and a welcomed departure from the now classic Powerbook/MacBook ubiquity. Yeah, I want one. But my MacBook Pro is doing just fine and the reality is that I don’t NEED the MacBook Air. At least, not yet. Though I definitely appreciate what it represents for portable computing, which is to actually be portable.

Back to the pervasive post keynote mood, people are let down today because just about everything released was anticipated by the speculative technology press in detail, relentlessly, over the last few weeks. That, and Apple has set the product launch bar very high - and consumers and market analysts have, perhaps, unreasonable expectations which apparently Steve Jobs did not meet today, given the drop in stock price. Give it a week, the stock market is a terrible indicator of Apple’s Macworld performance.

Incidentally, Steve Jobs also announced today that Apple has moved 4 million iPhones since the launch 200 days ago (do the math). This has garnered Apple a 19% stake in the smartphone market. In 200 days.
See also my post on the iPhone launch from last September.