2011 prediction #9: Apple's Carolina strategy

If you put together my 2011 predictions so far they create a world view of tech culture and business as I see it for the coming year.  Each prediction builds on the others until we get to these last two, which present a couple boffo conclusions, the big question being “What does Apple need with a 500,000 (soon to be one million) square foot data center in rural North Carolina?”

First we have Apple working to kill small hard drives.  We’ll shortly see Apple also killing optical drives in its notebooks. This is to save money, space, and weight, sure, but it is mainly to limit local storage.  We need local storage, but Steve doesn’t want […]

2011 prediction #3: 1.8-inch and 3.5-inch disk drives will die

This year will see the end of the iPod Classic and with it the 1.8-inch disk drive, 90 percent of which are sold by Toshiba. This is a testament to the rise of flash memory and Solid State Disk (SSD) drives, but that’s not the only cause or the only result, because I predict that late in the year the venerable 3.5-inch disk form factor will hit end-of-life, too.

Apple is by far the largest consumer of 1.8-inch disk drives with most of the rest going into competing media players and netbooks. Toshiba might be able to keep its 1.8-inch disk business going to serve those alternate markets but I don’t think Apple will allow it, […]

2011 Prediction #2: The white iPhone IS the Verizon iPhone

No other explanation makes any sense.

Certainly there is no supply problem that could keep Apple from introducing a white iPhone.  But what if white is a Verizon exclusive in the USA?  That would to a certain extent pull the branding rug out from under AT&T and even put a bit more oomph behind those iPhone users who might choose to jump carriers.

It’s silly, I know, but as Mrs. Cringely always says, “Husbands die every day.”

Edifice Complex

Apple bought a huge piece of Bay Area property for a new corporate campus, promising to develop the land into an enormous project that would allow thousands of company employees to live, work, shop and play without ever having to leave company property. It would be the perfect community for staffers who are allowed to work any 80 hours per week they choose. This may sound a lot like Apple’s plan to redevelop the old Hewlett-Packard Cupertino campus about a mile from current Apple headquarters on Infinite Loop, but it isn’t. What I’ve just described was Apple Computer’s plan to develop 640 acres in Coyote Valley south of San Jose, circa 1985.

What goes […]

Verizon LTE iPhone4V

No insider info here, no leaked secrets, just an aging but wily geek putting himself in the place of Verizon Wireless and guessing how that mobile carrier will handle next year’s rumored iPhone introduction on its U. S. network. I’d go for a knockout punch and I think Verizon will, too.

Apple’s iPhone is coming to Verizon sometime early next year as AT&T loses its exclusive deal for the iconic smartphone. It could be as soon as January. Verizon will want to use this opportunity to grab disaffected iPhone users from AT&T because surveys have shown American iPhone users love their handsets, but not their carrier. So Verizon, which already appears to have the better network, […]