Besides, Southwest Airlines bought Surfaces instead of iPads, so Apple is doooooomed! "IBM? Pfffhhtttt!"
I used to do a lot of editing work on SWA tv spots for their ad agency. I sometimes got interesting inside information about SWA from the agency people. I learned that Southwest is unrelentingly PC centric so I'm not surprised they made the wrong decision on tablets. They must have a bunch of elderly IT managers and directors. I'm surprised they don't require Internet Exploder to access their website.
Are you sure about SWA buying Surfaces... I'm pretty sure it was Delta that jumped off the wrong side of the bridge...
Steve would be the first one to crow about this deal. This is a huge win for Apple to expand its enterprise operations.
I agree. Steve "managed" AT&T into a sweet carrier deal for the original iPhone and that paid off big time. This IBM deal could be similar in scope and payoff for Apple over the long term.
IBM was probably easier to deal with than those AT&T asswipes.
Aside from the tailor-made software, IBM will also offer services like mass device management, security, analytics and mobile integration.
Microsoft's future just snapped into focus for me. Because now they have something to copy, and not just in terms of OS look-and-feel. Now Microsoft has an enterprise competitor to mimic. And if the IBM + Apple partnership is successful, Microsoft is sure to attempt something just like it.
Except for one thing. Apple is now officially "taken" in the enterprise space. Who can Microsoft team up with on the mobile hardware side? Nokia? Nope. Already own Nokia. Plus there's the whole death-spiral thing. BlackBerry? Nope. Death-spiral too. Oh well. Microsoft can just write apps for iOS devices, like they already are. And they can handle the whole enterprise management, analytics, and mobile integration all by themselves. But, of course, it's too late anyway. iOS devices already dominate enterprise mobile. Game over except for the battle for distant second.
We'll see who Satya Nadella lays off. My guess is that most or all of the hardware division will go (some of Surface, most of Nokia) and maybe some or or all of the Windows Phone and/or Windows RT software division(s) will go. Best to cut your losses and mimic another successful competitor in your newly refocused market. And that would be IBM. They dumped all their hardware long ago, even the CNET-darling ThinkPad line. (But maybe Microsoft will keep Xbox, just because it's finally breaking even and they can point to it as a "hardware success.")
This move to me seems to be apple recognising that it needs to get into the enterprise space when it has concreted on the consumer space in the past, and IBM recognising it needs an integrated mobile solution.
Microsoft doesn't need to partner with anyone. It has the back end, and importantly the IT departments in its pockets. The IT area only let Apple products in a a result of heavy and sustained user demand, particularly from executives. The current MS message is that the IT gurus don't need to do that anymore as nokia and surface products just use windows and integrate seamlessly. IT heads may not use a tablet, and look at the surface and think it is better because it uses windows.
So they are increasingly pushing surface instead of iPad. This partnership will make that argument harder.
This is a BIG deal. iOS already dominates enterprise use (for mobile) over Android, BB and MS. Now they're adding an 800lb gorilla to fill in the gaps and round out their enterprise offerings.
I'm also surprised that IBM is going to exclusively sell iOS devices to their enterprise customers.
I'm curious to know who all inside Apple has been involved with this. From what I saw on IBM's website a lot of these applications were co-designed by Apple and IBM. Plus it sounds like some of this stuff will be announced this fall. Maybe we will hear about it at an Apple event announcing an "iPad Pro". Hmm...
One of the early extensions to Swift could be a CICS interface!
When I worked for IBM providing technical market support for CICS, some said that CICS (Customer Information and Control System) was, in reality an acronym for Consistently Ignore Customer Satisfaction
While other tablet makers though the tablet has plateaued as simply a consumer product, Apple knew.
That's why they pushed for the 64 bit A7. When the rest of the world though 64 bit was a gimmick.
The two barriers that tablets have to replace laptops/desktops is computing power and enterprise software integration. With the A7 Apple has broke through the computing power barrier. A quad core A8 could replace 90% of the laptops/desktops in the workforce right now. With this IBM collaboration they have address the enterprise software integration issue.
Last year the laptop/PC market had an estimated $300B in revenue. I'm predicting in the next 5 years Apple will break off a huge chunk of that revenue to iOS devices in enterprise. I can easily see Apple growing revenue 100% in the next 5 years with this enterprise deal, gaming, home automation, health, and wearables.
Apple's not doing too bad with MBAs in the enterprise market, with most of them running Windows. However, there's a reasonable chance that desktop computers are seriously on the wane. Even within a large company there's more pressure to attend meetings or go from building to building with your computer, not printouts. Then, if you watched the WWDC keynote, the new iOS and OSX will be able to exchange data via AirDrop like crazy. This mean the IBM Big Data apps locked to the iDevices will be able to create data from the apps and share with all the computers at a meeting, as well as other iPads and iPhones. Someone with just a desktop computer will be the odd man out.
Also, with IBM selling AppleCare there's another reason for enterprise to lean toward Apple MB products. IBM always did a good job of selling service contracts with their hardware and then did a great job servicing the contracts. This becomes especially important for worldwide customers and Apple has the worldwide presence to back up the AppleCare where ever it's sold. ...again Apple has the physical presence with their stores for worldwide service where IBM need not use a competitor like HP to fill in for them. Apple has all the pieces IBM needed already in place.
This partnership with IBM will spur even more development at Apple to expand the partnership even further... this is only the beginning!
Any significance to Apple announcing this right before earnings release? Does it perhaps signal a good quarter? Or maybe they announced it now to cover up a not so great quarter?
This move to me seems to be apple recognising that it needs to get into the enterprise space when it has concreted on the consumer space in the past, and IBM recognising it needs an integrated mobile solution.
Microsoft doesn't need to partner with anyone. ...
Two things:
1. Apple is already dominating enterprise mobile. The IBM partnership will lock that in and shut out Microsoft and Google. At least in terms of hardware and OS market share. Microsoft already knows this, and that's why they released Office for iPad after so many years of foot-dragging. Evidently Nadella isn't as rigidly doctrinaire as Ballmer was.
2. Microsoft doesn't know how to "partner" with anyone, and they don't care that they don't know. The last time they "partnered" with IBM, they mutated their version of OS/2 into Windows NT, and used the success of Windows 3.x to crush IBM's version of OS/2. And everyone in the software industry knows that about Microsoft.
My Target for my 1200 shares of Apple was $105-$110 before this news. Now I need to run my numbers again. My preliminary numbers say we see $200 in 5 years.
No, in A Year !
Unless Villain's STOCK MANIPULATION INVOKED As Usual !!!
This move to me seems to be apple recognising that it needs to get into the enterprise space when it has concreted on the consumer space in the past, and IBM recognising it needs an integrated mobile solution.
Microsoft doesn't need to partner with anyone. It has the back end, and importantly the IT departments in its pockets. The IT area only let Apple products in a a result of heavy and sustained user demand, particularly from executives. The current MS message is that the IT gurus don't need to do that anymore as nokia and surface products just use windows and integrate seamlessly. IT heads may not use a tablet, and look at the surface and think it is better because it uses windows.
So they are increasingly pushing surface instead of iPad. This partnership will make that argument harder.
While agree with your second paragraph, I don't with your first ...
Apple has done a host of things with iOS aimed at the enterprise for 6 years now. THIS announcement is the payoff for moving all the pieces into place. For IBM the chief reason is knowing they can pre-install their secret sauce on the iOS devices and they are securely fixed there. There are a lot of other things about the iDevices and Apple that make it a good fit as well. Another I'd like to mention is the selection of Apple iPad as the ONLY tablet the GSA allows to be purchased by government agencies...the ONLY one. So, if anyone, IBM included, wanted to promote a special app for the U.S. government they need to consider the GSA requirements.
This is going to sell a lot of, iPhones, iPads and AppleTVs, said Tim, expansively
Maybe a smokescreen?
I've read practically every one of the comments about this historic partnership but I've seen no mention of the possibility of Apple and IBM teaming up for payment systems. IBM has supplied and supported many large (and small) retail chains with point-of-sale systems (hardware & software) for many, many years and Apple has the motherlode of credit cards on file*. Is it just me or is there a huge possibility that this partnership's dark horse is the Apple payment system that's been rumored and speculated about?
(edit) *...and takes the point-of-sale mobile with iOS.
Any significance to Apple announcing this right before earnings release? Does it perhaps signal a good quarter? Or maybe they announced it now to cover up a not so great quarter?
It sure would cover up bad news, but Apple's gonna rock the quarter, which will be good sauce to pour on Samsung's goose which was cooked by really bad numbers. By the end of December Samsugn stock will be fit to sell in gumball machines.
I've read practically every one of the comments about this historic partnership but I've seen no mention of the possibility of Apple and IBM teaming up for payment systems. IBM has supplied and supported many large (and small) retail chains with point-of-sale systems (hardware & software) for many, many years and Apple has the motherlode of credit cards on file. Is it just me or is there a huge possibility that this partnership's dark horse is the Apple payment system that's been rumored and speculated about?
Excellent point. If Apple has been talking with IBM for several years just to announce this partnership, you can almost bet there is more happening behind the scenes.
So they are increasingly pushing surface instead of iPad. This partnership will make that argument harder.
How will this make an argument for Surface over iPad harder? Apple's deal with IBM doesn't really affect the typical company running a Windows server, does it?
How will this make an argument for Surface over iPad harder? Apple's deal with IBM doesn't really affect the typical company running a Windows server, does it?
Even Apple uses Azure servers for iCloud, that's not the issue. The issue is this deal tilts hardware and enterprise software solutions in Apple's favor.
This is a BIG deal. iOS already dominates enterprise use (for mobile) over Android, BB and MS. Now they're adding an 800lb gorilla to fill in the gaps and round out their enterprise offerings.
I'm also surprised that IBM is going to exclusively sell iOS devices to their enterprise customers.
I'm curious to know who all inside Apple has been involved with this. From what I saw on IBM's website a lot of these applications were co-designed by Apple and IBM. Plus it sounds like some of this stuff will be announced this fall. Maybe we will hear about it at an Apple event announcing an "iPad Pro". Hmm...
One of the early extensions to Swift could be a CICS interface!
When I worked for IBM providing technical market support for CICS, some said that CICS (Customer Information and Control System) was, in reality an acronym for Consistently Ignore Customer Satisfaction
Ben Riggins is BALR 13ing in his grave
heaven destroyed by an 0C4?
Now, you've done it ... I'll be up all night reading hex dumps.
Comments
Are you sure about SWA buying Surfaces... I'm pretty sure it was Delta that jumped off the wrong side of the bridge...
Steve would be the first one to crow about this deal. This is a huge win for Apple to expand its enterprise operations.
I agree. Steve "managed" AT&T into a sweet carrier deal for the original iPhone and that paid off big time. This IBM deal could be similar in scope and payoff for Apple over the long term.
IBM was probably easier to deal with than those AT&T asswipes.
Are you sure about SWA buying Surfaces... I'm pretty sure it was Delta that jumped off the wrong side of the bridge...
I think you might be right. SWA is still very PC centric internally as far as I know. Most big companies are.
This move to me seems to be apple recognising that it needs to get into the enterprise space when it has concreted on the consumer space in the past, and IBM recognising it needs an integrated mobile solution.
Microsoft doesn't need to partner with anyone. It has the back end, and importantly the IT departments in its pockets. The IT area only let Apple products in a a result of heavy and sustained user demand, particularly from executives. The current MS message is that the IT gurus don't need to do that anymore as nokia and surface products just use windows and integrate seamlessly. IT heads may not use a tablet, and look at the surface and think it is better because it uses windows.
So they are increasingly pushing surface instead of iPad. This partnership will make that argument harder.
The obvious play now would be Microsoft Google partnership
I don't think so. Microsoft and Google are enemies on the enterprise front. Google is in the process of stealing MS's Office business.
I don't like Google but I'd have to put that on hold if they can damage Microsoft, then they can fail ...
heaven destroyed by an 0C4?
Apple's not doing too bad with MBAs in the enterprise market, with most of them running Windows. However, there's a reasonable chance that desktop computers are seriously on the wane. Even within a large company there's more pressure to attend meetings or go from building to building with your computer, not printouts. Then, if you watched the WWDC keynote, the new iOS and OSX will be able to exchange data via AirDrop like crazy. This mean the IBM Big Data apps locked to the iDevices will be able to create data from the apps and share with all the computers at a meeting, as well as other iPads and iPhones. Someone with just a desktop computer will be the odd man out.
Also, with IBM selling AppleCare there's another reason for enterprise to lean toward Apple MB products. IBM always did a good job of selling service contracts with their hardware and then did a great job servicing the contracts. This becomes especially important for worldwide customers and Apple has the worldwide presence to back up the AppleCare where ever it's sold. ...again Apple has the physical presence with their stores for worldwide service where IBM need not use a competitor like HP to fill in for them. Apple has all the pieces IBM needed already in place.
This partnership with IBM will spur even more development at Apple to expand the partnership even further... this is only the beginning!
This move to me seems to be apple recognising that it needs to get into the enterprise space when it has concreted on the consumer space in the past, and IBM recognising it needs an integrated mobile solution.
Microsoft doesn't need to partner with anyone. ...
Two things:
1. Apple is already dominating enterprise mobile. The IBM partnership will lock that in and shut out Microsoft and Google. At least in terms of hardware and OS market share. Microsoft already knows this, and that's why they released Office for iPad after so many years of foot-dragging. Evidently Nadella isn't as rigidly doctrinaire as Ballmer was.
2. Microsoft doesn't know how to "partner" with anyone, and they don't care that they don't know. The last time they "partnered" with IBM, they mutated their version of OS/2 into Windows NT, and used the success of Windows 3.x to crush IBM's version of OS/2. And everyone in the software industry knows that about Microsoft.
No, in A Year !
Unless Villain's STOCK MANIPULATION INVOKED As Usual !!!
Doesn't Big Blue still make some big iron?
I thought they sold their x86 server business to Lenovo too.
Yeah. Thought so: http://finance.yahoo.com/news/ibm-server-business-sale-lenovo-213505232.html
Oh, and Lenovo now owns IBM's former server business as well.
While agree with your second paragraph, I don't with your first ...
Apple has done a host of things with iOS aimed at the enterprise for 6 years now. THIS announcement is the payoff for moving all the pieces into place. For IBM the chief reason is knowing they can pre-install their secret sauce on the iOS devices and they are securely fixed there. There are a lot of other things about the iDevices and Apple that make it a good fit as well. Another I'd like to mention is the selection of Apple iPad as the ONLY tablet the GSA allows to be purchased by government agencies...the ONLY one. So, if anyone, IBM included, wanted to promote a special app for the U.S. government they need to consider the GSA requirements.
Only the X86 portion was sold. IBM is essentially out of the market for those smaller servers only...
This is going to sell a lot of, iPhones, iPads and AppleTVs, said Tim, expansively
Maybe a smokescreen?
I've read practically every one of the comments about this historic partnership but I've seen no mention of the possibility of Apple and IBM teaming up for payment systems. IBM has supplied and supported many large (and small) retail chains with point-of-sale systems (hardware & software) for many, many years and Apple has the motherlode of credit cards on file*. Is it just me or is there a huge possibility that this partnership's dark horse is the Apple payment system that's been rumored and speculated about?
(edit) *...and takes the point-of-sale mobile with iOS.
It sure would cover up bad news, but Apple's gonna rock the quarter, which will be good sauce to pour on Samsung's goose which was cooked by really bad numbers. By the end of December Samsugn stock will be fit to sell in gumball machines.
Maybe a smokescreen?
I've read practically every one of the comments about this historic partnership but I've seen no mention of the possibility of Apple and IBM teaming up for payment systems. IBM has supplied and supported many large (and small) retail chains with point-of-sale systems (hardware & software) for many, many years and Apple has the motherlode of credit cards on file. Is it just me or is there a huge possibility that this partnership's dark horse is the Apple payment system that's been rumored and speculated about?
Excellent point. If Apple has been talking with IBM for several years just to announce this partnership, you can almost bet there is more happening behind the scenes.
So they are increasingly pushing surface instead of iPad. This partnership will make that argument harder.
How will this make an argument for Surface over iPad harder? Apple's deal with IBM doesn't really affect the typical company running a Windows server, does it?
How will this make an argument for Surface over iPad harder? Apple's deal with IBM doesn't really affect the typical company running a Windows server, does it?
Even Apple uses Azure servers for iCloud, that's not the issue. The issue is this deal tilts hardware and enterprise software solutions in Apple's favor.
Now, you've done it ... I'll be up all night reading hex dumps.