Lots of earnings reports this week, mostly good ones. Apple did better than expected, even by the most enthusiastic earnings seers, so did Amazon whose shares went up 26.8% today, adding more than $10B to its market cap in one day. I’m happy to see a quality company, one that treats its customer better than the vast majority of short-term oriented businesses, reap rewards for a combination of long-term vision and everyday attention to detail. We’ll get back to Amazon in a future Monday Note, when we discuss the flurry of e-book readers.
You might have heard Microsoft just launched Windows 7 this past Thursday, to good reviews and newish Apple ads, more installments of the ‘I’m a PC, I’m a Mac’ age-old campaign. The gent who plays the PC, John Hodgman, is much more than the character he’s become known for. See the speech he wrote and delivered at the June 2009 White House Correspondents dinner: he roasts the newly elected Barack Obama, calling him the first nerd president. This YouTube video won’t bore you, I’m not sure I can say the same for the latest, somewhat repetitious Apple ads.
As for Windows 7 itself, I haven’t updated any of the four candidate computers I mentioned last week. In part because I want to hear from early upgraders before I take the plunge, I still have the expensive and painful memories of being a Vista early adopter in 2007. I was the first one in line at Fry’s, in Palo Alto, at 8:00 am on January 30th — and proud of it. When the door opened, I turned around and saw I was also the only one in line. Instead of taking the hint, I forged ahead, bought a big HP laptop and the full Office 2007 Professional DVD. I had grown reasonably adept at running Windows Xp machines and couldn’t imagine how painful the Vista experience would turn out to be. I’m more careful, this time.
There is also the money. Upgrading the four machines, including a first install on a Linux netbook will cost me about $800, plus some application software, plus my time. Upgrading five Macs in my family cost me $49 and not too much time as the process was, for me at least, uneventful.
(This said, I plan to write a few short subjects on strange bugs, UI caprice or ergonomics non-sense in Apple’s products. Being a polite optimist, I’ll marvel: if the products sell so well in spite of these kinks, imagine what would happen if these problems disappeared!) More