With most major companies already using iOS, Piper Jaffray doesn't see IBM deal surging Apple sales

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Comments

  • Reply 61 of 97
    hametahameta Posts: 79member
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  • Reply 62 of 97
    rogifanrogifan Posts: 10,669member
    Hmm...Apple stock was up around 1% all day and then at the very end of the trading session there's a big sell off? I swear if Apple announced they sold 100M iPhones in a quarter the stock would still sell off that day. :rolleyes:
  • Reply 63 of 97
    balken07balken07 Posts: 10member
    Looks like a smart move for Apple. I only hope they make sure that the on site repairs provided by IBM will match the service standard Apple is offering to it's customers.
  • Reply 64 of 97
    mstonemstone Posts: 11,510member
    Quote:
    Originally Posted by sog35 View Post



    How would like to lug your desktop with you on the road?

     


    Of course I use a MBP which is necessary for me to run full desktop class applications.

     

    Sure, many people can get by with just an iPad when traveling but how many corporate cubicle workers travel? Seriously I don't know the answer to that but there is absolutely no reason to use an iPad when a full desktop is available and will do a much better job and is more ergonomic to use. People around here seem to think that every employee of every Fortune 500 company including the janitors will be using an iPad now that IBM is selling them. iPhones are great and everyone should have one, and almost everyone already does, but they are crap to actually do any productivity tasks on. iPads are a little better for work but why would you use one if you are in the office? Makes no sense to me. 

     

    You need to look at the type of business tools IBM is offering and then ask yourself if that is something that would be easy to do on a mobile device. Corporate use of mobile devices is mostly about calendar, phone, email, messaging and a little browsing. No one is going to be running security analysis, financial planning, manufacturing supply chain, data warehousing, or any complex tasks like the ones offered by IBM Cloud Marketplace. The whole idea is preposterous. 

     

    Apple selling more iPads is great, but just like with the Beats deal, I think Apple gave up too much and in this case the crown jewels because in order for IBM to do what is stated in the agreement they will have all the source code and have complete access to the inner working of Apple.

  • Reply 65 of 97
    chadbagchadbag Posts: 1,993member
    Quote:

    Originally Posted by mstone View Post

     

    I really don't understand what is the big deal with iPads in corporate environments. iPhones sure, they are the best phone hands down and everyone needs a good phone, however, you can't really do much work on a phone, but what do corporate employees do with an iPad?

     

    People always bring their iPad to meetings, but in the meetings I attend we sometimes use an iPad for FaceTime with a manager from a different office, but that is about it. Usually someone has a Windows laptop with a PowerPoint presentation, and printouts of the slides. Even though people have their iPad, they tend to make notes on the slide printouts. In larger global meetings we have a projector and an AV guy to hook up the presenters laptops, some Macs but mostly Windows.

     

    I know traveling sales people can use an iPad for presentations, doctors making rounds and executives use them in the airport, but to be secure you would need to be on cellular and that isn't always very fast, plus it is not the best ergonomic setting to do intensive work. Why would someone with a nice desktop and a comfortable ergonomic workstation want to trade that for a tiny iPad that has to be held or propped up using awkward touch input? It is a mystery to me.

     

    I have two iPads which are seldom used except for reading iBooks. I use the iPad when I travel just to browse the web at a cafe, mostly just the news. If I have to do actual work I always prefer a desktop or at least a MBP with a mouse.


     

    This has nothing to do with the iPad that you or anyone at your company is bringing with them so they can check email and look at web pages and play games and look at a numbers spread sheet or a Keynote presentation.

     

    The iPad is good at those things too, and up to now, that is what most people have been doing with them in the corporate world.  There  are some companies that develop custom software for their business to run, but that gets expensive.

     

    This is all about IBMs business software being accessible through the iPad and iPhone.   So instead of taking your big bulky laptop and logging in to your IBM based business system or your custom software or your customized IBM software through your browser, you take your iPad and run the app there (which talks to the big IBM iron out back).  This is a WHOLE NEW use for the iPad.  

     

    That is why it is huge.

  • Reply 66 of 97
    chadbagchadbag Posts: 1,993member
    Quote:

    Originally Posted by mstone View Post

     

    You need to look at the type of business tools IBM is offering and then ask yourself if that is something that would be easy to do on a mobile device. Corporate use of mobile devices is mostly about calendar, phone, email, messaging and a little browsing. No one is going to be running security analysis, financial planning, manufacturing supply chain, data warehousing, or any complex tasks like the ones offered by IBM Cloud Marketplace. The whole idea is preposterous. 

     


     

    Corporate use in many corporations has been calendar, phone, email, messaging, and a little browsing, but in many companies, they run serious apps on their iPads that they custom develop or buy from small time custom business app shops.   This is bringing this to the mainstream enterprise world and legitimizing the whole use of it.  When Tim Cooks says 9x% of the F500 are investigating and using iOS devices, he does not mean for calendaring, email, etc.  He means custom apps those companies develop for internal use.

     

    And, Oh yes they are.   There is nothing preposterous about single use iPads that are dedicated to a specific corporate function or job.

  • Reply 67 of 97
    jungmarkjungmark Posts: 6,926member
    mstone wrote: »
    ... People around here seem to think that every employee of every Fortune 500 company including the janitors will be using an iPad now that IBM is selling them.

    Who thinks that? What post number?
  • Reply 68 of 97
    mstonemstone Posts: 11,510member
    Quote:

    Originally Posted by jungmark View Post

     
    Quote:

    Originally Posted by mstone View Post



    ... People around here seem to think that every employee of every Fortune 500 company including the janitors will be using an iPad now that IBM is selling them.




    Who thinks that? What post number?

    /e for exaggeration 

  • Reply 69 of 97
    georgeip5georgeip5 Posts: 225member
    If companies and shops can use Apple's iPads together with IBM's teller machines, lets say for stock along or maybe they have a smaller store and want to look more modern then they'll need to buy the iPad's first!
  • Reply 70 of 97
    tundraboytundraboy Posts: 1,882member
    mstone wrote: »
    I really don't understand what is the big deal with iPads in corporate environments. iPhones sure, they are the best phone hands down and everyone needs a good phone, however, you can't really do much work on a phone, but what do corporate employees do with an iPad?

    People always bring their iPad to meetings, but in the meetings I attend we sometimes use an iPad for FaceTime with a manager from a different office, but that is about it. Usually someone has a Windows laptop with a PowerPoint presentation, and printouts of the slides. Even though people have their iPad, they tend to make notes on the slide printouts. In larger global meetings we have a projector and an AV guy to hook up the presenters laptops, some Macs but mostly Windows.

    I know traveling sales people can use an iPad for presentations, doctors making rounds and executives use them in the airport, but to be secure you would need to be on cellular and that isn't always very fast, plus it is not the best ergonomic setting to do intensive work. Why would someone with a nice desktop and a comfortable ergonomic workstation want to trade that for a tiny iPad that has to be held or propped up using awkward touch input? It is a mystery to me.

    I have two iPads which are seldom used except for reading iBooks. I use the iPad when I travel just to browse the web at a cafe, mostly just the news. If I have to do actual work I always prefer a desktop or at least a MBP with a mouse.

    And you really think that IBM and Apple are too stupid to figure out solutions to the tablet's shortcomings that you pointed out? Or come up with new uses that you would never have thought of in your wildest imaginings? What do you call that syndrome wherein people assume just because they can't envision or imagine something then no one else can? Oh yes, analystitis or colloquially, Munster's disease?

    Why would someone with a nice desktop prefer to work on a tablet? Well, if someone has to walk down the hall to attend a meeting? Then you can type in the new production targets directly on your tablet to automatically show up on your desktop. Why not a laptop? What if you'll be visiting the plant afterwards and you need to refer to information and input new info as you are walking and talking with the production engineers?

    Use your imagination, man! Don't try to graft tablets into current work patterns, try to imagine if more efficient work patterns are attainable with the mobility offered by tablets!
  • Reply 71 of 97
    mstonemstone Posts: 11,510member
    Quote:
    Originally Posted by tundraboy View Post

     
    Use your imagination, man! Don't try to graft tablets into current work patterns, try to imagine if more efficient work patterns are attainable with the mobility offered by tablets!


    I would rather see Forstall be CEO than make any deal with IBM. And I dislike Forstall probably more than anyone.

     

    IBM is a nobody. They should have to shelp their stuff through the App Store like everybody else.

  • Reply 72 of 97
    Quote:
    Originally Posted by sog35 View Post

     

     

    You are absolutely wrong.

     

    This IBM deal could setup a huge movement to electronic payments with TouchID/iBeacons.  IBM does a ton of POS systems for massive companies.  That one aspect alone would move the needle.


    I think not only will it let companies expand iOS (and maybe even macs) on the front line it also protects against erosion to Microsoft should they ever get their act together and start pitching enterprises again. 

  • Reply 73 of 97
    fastasleepfastasleep Posts: 6,393member
    mstone wrote: »
    I use the iPad when I travel just to browse the web at a cafe, mostly just the news. If I have to do actual work I always prefer a desktop or at least a MBP with a mouse.

    The fact that you have to use a mouse with your MBP to get work done says a lot. Guessing you still have scrolling reversed or refuse to upgrade from Snow Leopard too?

    People learn new things and move on. I haven't used my mouse with my Macs since multitouch and gestures. Just because you're stuck on that input device doesn't mean everyone else is.
  • Reply 74 of 97
    mstonemstone Posts: 11,510member
    Quote:

    Originally Posted by fastasleep View Post

     
    Quote:

    Originally Posted by mstone View Post



    I use the iPad when I travel just to browse the web at a cafe, mostly just the news. If I have to do actual work I always prefer a desktop or at least a MBP with a mouse.




    The fact that you have to use a mouse with your MBP to get work done says a lot. Guessing you still have scrolling reversed or refuse to upgrade from Snow Leopard too?



    People learn new things and move on. I haven't used my mouse with my Macs since multitouch and gestures. Just because you're stuck on that input device doesn't mean everyone else is.

    Great! I see that you don't do anything more advanced than surf the web. I do a lot of graphic design which requires a mouse.

  • Reply 75 of 97
    fastasleepfastasleep Posts: 6,393member
    mstone wrote: »
    Great! I see that you don't do anything more advanced than surf the web. I do a lot of graphic design which requires a mouse.

    LOL. I run my own web/multimedia/design company. I design, code, edit video and audio, as well as surf the web.

    We as designers may need more pixel-perfect accuracy than your average office drone, but that certainly doesn't help your labored point or have any relevance in this thread really.

    You sound like the art director I deal with who won't get rid of his duct-tape covered trackball.
  • Reply 76 of 97
    mstonemstone Posts: 11,510member
    Quote:

    Originally Posted by fastasleep View Post

     
    Quote:

    Originally Posted by mstone View Post



    Great! I see that you don't do anything more advanced than surf the web. I do a lot of graphic design which requires a mouse.




    LOL. I run my own web/multimedia/design company. I design, code, edit video and audio, as well as surf the web.



    We as designers may need more pixel-perfect accuracy than your average office drone, but that certainly doesn't help your labored point or have any relevance in this thread really.



    You sound like the art director I deal with who won't get rid of his duct-tape covered trackball.

    Whatever dude. You might think you are so cutting edge that you don't need a mouse but I guarantee you would be left in the dust if you tried to compete with us. 

  • Reply 77 of 97
    fastasleepfastasleep Posts: 6,393member
    mstone wrote: »
    Whatever dude. You might think you are so cutting edge that you don't need a mouse but I guarantee you would be left in the dust if you tried to compete with us. 

    This has nothing to do with you. It's funny how wrapped up you are in how this doesn't apply to you or your workflow. Nobody cares, you're
    clearly not the target audience for this.
  • Reply 78 of 97
    hmmhmm Posts: 3,405member
    Quote:

    Originally Posted by mstone View Post

     

    Great! I see that you don't do anything more advanced than surf the web. I do a lot of graphic design which requires a mouse.


    No intuos tablet?

  • Reply 79 of 97
    mstonemstone Posts: 11,510member
    Quote:

    Originally Posted by fastasleep View Post

     
    Quote:

    Originally Posted by mstone View Post



    Whatever dude. You might think you are so cutting edge that you don't need a mouse but I guarantee you would be left in the dust if you tried to compete with us. 




    This has nothing to do with you. It's funny how wrapped up you are in how this doesn't apply to you or your workflow. Nobody cares, you're

    clearly not the target audience for this.

    Only a fucking idiot would try to argue that you don't need a mouse to do graphic design. That is if you were defining graphic design as professional artwork composed in Adobe CC. Perhaps you have some other definition. I wouldn't know anything about that.

  • Reply 80 of 97
    mstonemstone Posts: 11,510member
    Quote:
    Originally Posted by hmm View Post

     
    Quote:
    Originally Posted by mstone View Post

     

    Great! I see that you don't do anything more advanced than surf the web. I do a lot of graphic design which requires a mouse.


    No intuos tablet?


    That could work but the discussion started with traveling and MBP.  I have a Wacom in my studio but I don't take it on the road.

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