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HP Businesses Media Media (Apple) Music Apple

HP Licenses Apple's iPod & iTMS 563

grouchomarxist writes "According to the press release here and this article at Forbes HP is licensing Apple's iPod technology for its own MP3 player and use the iTunes Music Store. 'HP and Apple today announced a strategic alliance to deliver an HP-branded digital music player based on Apple's iPod, the number one digital music player in the world, and Apple's award-winning iTunes digital music jukebox and pioneering online music store to HP's customers.'"
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HP Licenses Apple's iPod & iTMS

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  • Dear Apple: why? (Score:3, Informative)

    by mandalayx ( 674042 ) * on Thursday January 08, 2004 @04:36PM (#7920677) Journal
    From Apple's point of view, I'm not sure what they gain.

    Sure, you get a desktop audience of new HP computers. And that's significant, because many newbies will only get to what's pre-installed and use that (cough*IE*cough). But is that really enough to justify diluting your brand? I can forsee the HP version of the iPod sucking.

    But hey, I could be wrong, and we could all be getting $99 hPods next December. And we'll all be happy, right?

    PS - Did anyone notice that HPShopping.com's CEO is named Appl? No joke [slashdot.org].
    • by OmniVector ( 569062 ) <see my homepage> on Thursday January 08, 2004 @04:37PM (#7920696) Homepage
      apple stands to gain a LOT from this. HP alone probably ships more machines a year than apple, so that's already doubling the distribution of iTunes for them. iTunes really is the key to this one. iTunes introduces them to iPods and iTMS
      • Re:Dear Apple: why? (Score:5, Informative)

        by frodo from middle ea ( 602941 ) on Thursday January 08, 2004 @04:43PM (#7920769) Homepage
        Also don't forget that HP is a much bigger international company than Apple will ever be.

        HP printers, desktops etc. are already popular in asian countries and apple, has a better chance of tapping in to these markets, using HP's help than on its own.

        Of course this goes only for the iPod or hPod , as itunes currently works only for US customers.

      • at $0.99 a track, after the credit card companies and the record industry receive their cut, let's be honest, the iTMS isn't exactly yielding huge dividends on its own merits .

        the ipod/itunes combination is the horizontal monopoly apple attempting to cut the legs out from underneath the vertical monopoly microsoft with an intellectual attack . the kind of choice apple offers is, "do what you will with your hardware, but do it legitimately and legally." microsoft's model of a free-for-all as long as you
        • [nitpick]
          I think your axes are mixed up.

          Apple is the vertical monopoly, since it controls a music store, a music application, a music player, and a computer that links them all. Microsoft is the horizontal monopoly, since they control all of Windows, but not any store (below) or any players (above).

          Horizontal monopolies are usually illegal, since the company completely controls one market and can easily abuse that power. Vertical monopolies are not, since the company doesn't control any particular market
      • According to the chart at http://www6.tomshardware.com/mobile/20031202/index .html HP has around 19% marketshare to Apple's 3%.
        • That's not marketshare, that's percentage of new machines sold.

          It's almost impossible to determine marketshare accurately. However, the service life for a Mac is, on average, thrice that of a PC - making attempts at calculating marketshare based on pure sales numbers a joke at best, and fraudulent at worst.
    • by badasscat ( 563442 ) <basscadet75NO@SPAMyahoo.com> on Thursday January 08, 2004 @04:40PM (#7920737)
      "But hey, I could be wrong, and we could all be getting $99 hPods next December. "

      It seems obvious that part of the licensing deal would stipulate that HP cannot undercut Apple's pricing. I would be shocked to see any HP models with anything but the same capacities as Apple's at the same prices. And if anything, they'll be physically bigger, or won't look as nice. Apple's going to keep the high ground somehow.
      • by sql*kitten ( 1359 ) *
        It seems obvious that part of the licensing deal would stipulate that HP cannot undercut Apple's pricing.

        It's not obvious at all. Remember HP and Apple have radically different business models. HP is all about commodity and volume and price competition. Apple's model is "if it's cool enough, we can charge what we like, even if it means our volume is lower".

        And if anything, they'll be physically bigger, or won't look as nice. Apple's going to keep the high ground somehow.

        Indeed. This is potentially a
      • Re:Dear Apple: why? (Score:4, Informative)

        by Selecter ( 677480 ) on Thursday January 08, 2004 @06:46PM (#7922347)
        The article I read directly said that the device would be made by Apple in reb-badged form which will be a *actual* iPod that simply has a HP logo on it. In other words, it *is* a real iPod.
    • by jest3r ( 458429 ) on Thursday January 08, 2004 @04:44PM (#7920777)
      Apple needs to get iTunes onto the Windows desktop by default .. otherwise M$ will be able to pull a Netscape manouver pretty easily. I am sure Apple will be able to use this as leverage to negotiate better deals with the Record Labels down the road.

      Hardware-wise maybe HPiPods will introduce a little competition and make Apple rethink the pricing on the mini iPods ..
    • Re:Dear Apple: why? (Score:5, Interesting)

      by happyfrogcow ( 708359 ) on Thursday January 08, 2004 @04:45PM (#7920791)
      well if competition drops the iPod price, then Apple has jumped the gun and gets royalties, license fees, or whatever, which might exceed what which they would expect to make off sales of iPod at the lower cost which competition will force.

      holy run-on batman. did any of that make sense? what i think i'm trying to say is that Apple expects the price of iPods to go down sometime soon. While they are a hot commodity, they license the technology at a very good price for themselves. the competing products will both be less expensive, and sales matter less to Apple now, since they get a peice of the competitions pie anyway.
    • by greenskyx ( 609089 )
      "From Apple's point of view, I'm not sure what they gain." Because they are getting money through licensing the technology. This is EXACTLY what they should have done with the MacOS back in the 80's. I bet deals like this could cement iTunes as the premier online music store platform.
    • by gid13 ( 620803 ) on Thursday January 08, 2004 @04:49PM (#7920869)
      Um... Could it be cash? What else would "HP Licenses Apple's iPod & iTMS" mean?

      I find it funny that capitalism has progressed far enough that people always talk about brand recognition and publicity and things like that as the end goals. It seems to me that when a company is directly receiving cash they're skipping the middlemen.
    • by Rikardon ( 116190 ) on Thursday January 08, 2004 @04:51PM (#7920896)
      The scary thing is how many Slashdotters will agree with you, while many will be the same people who just excoriated HP (only four stories ago!) for exporting tech jobs overseas.

      "HP is fscking over American IT employees because we let them. Our government won't even.... Ooooh, iPods!"
      • "HP is fscking over American IT employees because we let them. Our government won't even.... Ooooh, iPods!"

        Just like Ford fscked over the buggy whip industry, the horse and carriage industry, and decimated the "we clean horse shit off of the street" service industry.

        Joe Slashdot: just like everyone else "Keep the gov't off my back, man... but put it on HPs because they've found someone that can do my job for half the price. Fuck progress, I have a mountain of credit card debt to pay off."

        Evolve or die,
    • by justMichael ( 606509 ) on Thursday January 08, 2004 @04:52PM (#7920906) Homepage
      Apple will manufacture the player, which will not have the iPod name but will have the same design and features as Apple's third-generation iPod players, Phil Schiller, senior vice president at Apple, said in an interview. Also, the HP music player will come in "HP Blue," he said.


      Found here [com.com], props go out to guet for posting the link over on macslash
      • by silentbozo ( 542534 ) on Thursday January 08, 2004 @05:04PM (#7921102) Journal
        Sounds like Apple is going for mass-mass production of the iPod/iPod mini players to get per-unit costs down. Having a guaranteed buyer for a significant portion of them allows Apple to produce that many units without having to worry about excess inventory on their end.

        Look for Apple to either make more per iPod on the ones that they sell, plus the revenue on units that they wholesale to HP. Also, I'd expect the recent shortages of iPods to be a thing of the past once manufacturing is ramped up. This is great news for 3rd party equipment manufacturers (like Belkin, and th replacement battery sellers) as they get to sell more product, at possibly lower prices.

        Plus, Apple gets more clout with record distributors when negotiating future rates (or trying to get hard-to-license songs) since the available pool of iTunes/iPod users will grow.

        This is win-win-win, for Apple, Apple partners, and iPod/iTunes buyers/users. The only people this would be bad news for are Microsoft and the other WMA player folks.
    • by FatRatBastard ( 7583 ) on Thursday January 08, 2004 @05:21PM (#7921357) Homepage
      From Apple's point of view, I'm not sure what they gain.

      Mindshare and marketshare, not to mention money. If you want clout with component manufacturers on the hardware side and the Big 5 (soon to be Big 4) on the content side you have to be a volume leader. So lets see what happens if Apple told HP to go fly a kite.

      HP comes up with their own player and service (or, more likely license someone else's) that would be .wma based (with respect to purchased music), and while it may not be the greatest bit of kit, nor the greatest service HP will sell enough of them with system bundles / special deals / etc. (and even if the content side of the equation blows a user would have the option to use any other .wma based content service, like BuyMusic.com, Music.Walmart.com, etc.)

      Instead, cut a deal with HP (since they seem to love the iPod and iTunes) and you may lose some money on a per-unit basis, but you are further cementing the AAC format, increasing the volume of the iTunes store, and increasing the volume of equipment that you're buying from hardware suppliers, the latter two allowing you further leverage to bring down costs and/or increase profit margins.

      Apple needs to continue to hold a large share of the music d/l market. Let, ahem, others grab too controling a share of the codec pie and they'll use that leverage to lock everyone else out.
  • by fxer ( 84757 ) on Thursday January 08, 2004 @04:39PM (#7920723)
    Well not licencing MacOS back in the day was obviously one of the major causes of Apple nearly falling off the face of the planet. So if they want to learn from ther (many) historical blunders and licence the iPod while it is at its current peak of popularity, more power to them. Way to go Steve!
    • by tgd ( 2822 ) on Thursday January 08, 2004 @05:44PM (#7921665)
      For the 10,000th time, Apple has been and always will be a hardware company, not a software company. They write innovative software so people buy their hardware. Period.

      Given that fact, why exactly is not licensing MacOS obviously one of the major causes of Apple nearly falling off the face of the planet?

      Seems to be based on their very successful business model (you start a company and be profitable for 30 years!), not licensing MacOS is exactly the right thing for them to have done.
      • If Apple had been smart enough to license and port Mac OS to X86 they might actually have a sizeable marketshare. Apple trying to stick it out as a hardware company is what dragged Apple down to its current position as a total niche hardware maker with a 3% market share. If they had licensed and pushed for Mac OS they would have become a much bigger software company than their current hardwaree company model provides for. Look at Microsoft. They correctly bet on software and while the rest of the world incl
        • I don't really understand this line of thinking.

          Imagine Apple opened up their OS, let people build Mac compatibles, and ported their OS to x86.

          Given this scenario, what is different about Apple that would let them survive, face to face against Microsoft on Microsoft's home turf, where every other company that tried this failed? OS/2 died, the DOS clones died, NeXT couldn't do it, Be couldn't do it, etc.

          The thing you do not want to do is sell a product that directly competes with MS-DOS or Windows.
      • by juuri ( 7678 ) on Thursday January 08, 2004 @08:12PM (#7923113) Homepage
        Gah. For the 10,1000th time. Apple has been and always will be a SOLUTIONS company, not a hardware or software company.

        Apple is about a total computing environment.
  • by the_2nd_coming ( 444906 ) on Thursday January 08, 2004 @04:39PM (#7920724) Homepage
    over the HDD music market.

    apparently, the only thing that will be different about these devices is that they will be HP blue and have HP on the case. the rest of it is unmodified. the iPod firmware will be the same as the firmware that the rest of the product line uses.
  • A better article (Score:4, Informative)

    by destructo666 ( 526045 ) on Thursday January 08, 2004 @04:39PM (#7920726)
    Internet News [internetnews.com]
  • Brilliant (Score:5, Insightful)

    by Keighvin ( 166133 ) on Thursday January 08, 2004 @04:40PM (#7920735)
    Thoroughly smart move by HP - tie into a strong offering from Apple's growing recognition in the field. Apple wins tremendously by getting the backing of additional hardware distribution and essentially provides nothing (support & specs) to turn a profit on the licensing portion while having another route to their system lends it significantly to their legitimacy (and therefore brand exposure).
  • by mekkab ( 133181 ) * on Thursday January 08, 2004 @04:40PM (#7920738) Homepage Journal
    Yet another reason to Love Carly Fiorina. Apparently HP still knows a thing or two about good engineering; even if its someone else's engineering.
  • by photomic ( 666457 ) on Thursday January 08, 2004 @04:41PM (#7920746)
    I wonder how long it will take HP to break the iPod drivers. . .
  • by hazman ( 642790 ) on Thursday January 08, 2004 @04:41PM (#7920747)
    With the installation of iTunes, Apple has managed to get QT installed on alot of computers without resorting to whining or lawsuits. Congrats Apple.
  • Together (Score:5, Insightful)

    by mr_tommy ( 619972 ) <tgraham AT gmail DOT com> on Thursday January 08, 2004 @04:42PM (#7920749) Journal
    Apple has much to gain from this. HP is effectivly giving them a bigger audience to the Itunes music store, in a similar fashion that MS Windows has given Aol via putting links to AOL on the desktop of all new PCs. The strategy is tried and tested; more importantly, it works.

    HP also gains by getting a neat bit of kit which they can brand, allowing them to compete against Dell's new musical offering. Seeing as almost everyone is getting in on the act these days, it would seem foolish for HP not too; and why not do it with the best thing that there currently is on the market? Who knows, they might even intergrate it better with the PC? They might even bring the price down a bit. Who know- whatever happens, i'm sure it will be good for music lovers.
    • Imagine if you will this product - a PC, with iTunes built in AND a CF/card reader AND an HP photo printer, all in one case.

      It sounds stupid at first to build a printer into a device like that but I really think it would attract a lot of users that wanted a simple solution. It would gain a lot of mindshare for HP which currently has very little in the PC space (among consumers)...

      As precident I'll note that Epson is releasing TV's with built in printers and card readers, where you can browse you images o
  • PC world clout (Score:5, Interesting)

    by amichalo ( 132545 ) on Thursday January 08, 2004 @04:42PM (#7920751)
    This is a pretty huge sign that the PC world is impressed with what Apple has done. From a company that clearly has the ability to enter a new market behind other market leaders and have success (iPaq PDAs), they recognize that they can't build something to defeat the iPod (unlike Dell's DJ move [dell.com]) and their best move is to join 'em.

    Beter still, HP is preloading apple software on their systems. This will be a boon to Apple as it makes it even easier to access the music store.

    With AOL, HP, and Pepsi all endorsing iTMS and the iPod, 2004 is shaping up to be a big year for Apple and On-line Music.
  • One Year (Score:3, Interesting)

    by thomas.galvin ( 551471 ) <slashdot&thomas-galvin,com> on Thursday January 08, 2004 @04:42PM (#7920756) Homepage
    Apple tried this with their computer architecture, and they began hemoraging business. The licensed cloners undercut Apple's hardware prices, and Apple itself couldn't compete.

    HP will, in all likelyhood, make a "cheaper iPod," and cut into one of Apple's darling moneymakers. Remember, Apple makes no money off of iTunes MS, but uses it as a way of promoting the iPod.

    I give this one year, max.
    • Re:One Year (Score:5, Insightful)

      by Durandal64 ( 658649 ) on Thursday January 08, 2004 @04:50PM (#7920878)
      Yeah, because no one at Apple would ever think of putting a stipulation in the contract to bar HP from undercutting Apple ...
    • by amichalo ( 132545 ) on Thursday January 08, 2004 @05:09PM (#7921193)
      The mac clones were not produced by Apple for the cloners, they were licensed the OS and the chips they needed to run them and were responsible for the components and specs of the devices themselves.

      Not comparing apples to Apples
    • Re:One Year (Score:3, Insightful)

      by chia_monkey ( 593501 )
      I give this one year, max.

      Out of curiosity, how long did you give the original iPod to survive? The one that came out two years ago amongst other mp3 players, mp3 players that worked with PCs, cheaper mp3 players, players that are not "those damn Apple products"? Did you plan on them becoming the dominant player or did you plan on them dying? I'll be honest...I wasn't that excited when they came out two years ago. But then I saw this as something big. When I finally saw the dominant numbers that the iPo
  • 1GB (Score:3, Interesting)

    by mpost4 ( 115369 ) * on Thursday January 08, 2004 @04:43PM (#7920776) Homepage Journal
    it would be nice if HP did a smaller one and sub $100, I would think that a $99 for 1Gb would be good for the low end market.
  • by Otter ( 3800 ) on Thursday January 08, 2004 @04:45PM (#7920802) Journal
    My favorite iPod news of the day was Rio putting a note on their site (now removed, apparently) claiming "featured in the Steve Jobs Keynote at MacWorld 2004". True, if you consider "Look how superior the iPod Mini is to this Rio!" to be "featured". Give them points for taking a positive attitude, certainly...
  • by mapmaker ( 140036 ) on Thursday January 08, 2004 @04:47PM (#7920822)
    HP is licensing Apple's iPod technology

    What technology is there to license? It's a portable harddrive. I'm pretty sure HP can build one fo those without needing to license anything from Apple.

    It's the design of the iPod that makes it unique, not the technology. That's what HP is licensing.

    • by adzoox ( 615327 ) * on Thursday January 08, 2004 @04:52PM (#7920909) Journal
      Nope:

      There are several things to license:

      Why do you think we don't see lots and lots of 20 30 and 40 GB hard drive players? Apple co creates/researches with Toshiba and apparently now with Hitachi.

      The iPod OS is very slick and even though there are close to similar copies - none are as easy - no other player has the games that I'm aware of either

      Lastly, they license the implementation of Quicktime AAC - while AAC is open itself - the secure component of it Apple owns.

      + Apple licenses out the firewire name
      • Apple's license for the Firewire name doesn't cost any money. It is free to use as long as you follow licensing requirements. The change was made as a direct or indirect response to Sony's iLink trade name for the same device.

        The result is Sony now uses "Firewire", and iLink is gone.
  • by Dutchmaan ( 442553 ) on Thursday January 08, 2004 @04:50PM (#7920876) Homepage
    I'm sure that HP computers will have a pretty good chance at having Quicktime and iTunes preinstalled to support the 'hPods'

    not only will this add to the QT base but will ad potential customers to the iTunes music store..

    I think this is a really good move for Apple.
  • by account_deleted ( 4530225 ) on Thursday January 08, 2004 @04:50PM (#7920877)
    Comment removed based on user account deletion
    • * Creative labor jobs outsourced, America left with pure labor or pure creative jobs.

      And yet thanks to Bush's recent immigration policy shift, pure labor jobs will be handed over to a 'temporary workforce' culled from nearby foreign lands willing to do jobs 'Americans don't want' which should be read as 'Jobs that don't pay a living wage.'

      Ugh. Corporate America gets bolder by the day.
      -j
  • by Ibanez ( 37490 ) on Thursday January 08, 2004 @04:52PM (#7920914)
    how the hell do you respond to this? HP is the largest PC manufacturer behind Dell, correct? And Dell has its plans to do its own Music Store, correct?

    So Apple, who has already made great inroads to the PC market, is going to make it in even deeper. I think this bodes well for Apple, and I don't know how even MS could fight this off, at least not without doing something that would violate the rulings or what not from the monopoly trial.

    Of course, if they did do something that might violate it, and it wouldn't surprise me if they did and it went unnoticed, this time Apple might get into it...

    Anyways, the only bad thing I can see coming out of this for Apple is the fact that it might stop people from switching to Apple computers, since, unless the marketing is done well, newbies might not realize this is an Apple product, not an HP product.

    BTW, I didn't RTFA so feel free to flame me, but how will Apple keep the supply up? Is HP going to help manufacturing etc.?

    Blake
  • It's all about aac (Score:3, Insightful)

    by bbahner ( 693829 ) on Thursday January 08, 2004 @04:53PM (#7920932)
    Apple gains an enormous amount from this- they will further solidify their proprietary audio codec as the standard for internet music distribution. We can be sure that HP won't be the only licensee. Apple has done this exactly right- create the most seamless integration in the industry, then graciously allow what would otherwise be their competition to join the party...
  • by Genady ( 27988 ) <gary.rogers@NOsPAM.mac.com> on Thursday January 08, 2004 @04:55PM (#7920966)
    It's the vaxPod! Oh the irony.
  • Ogg Vorbis? (Score:3, Insightful)

    by steveha ( 103154 ) on Thursday January 08, 2004 @04:55PM (#7920973) Homepage
    Should we assume that this will have the exact same internal software, or is there a chance that HP will change things around? I'd love an iPod that could play my Ogg Vorbis tunes.

    I wonder if the contract from Apple would even allow this.

    Perhaps, for the PC market, HP would want to support Windows Media Audio files... and if as they are doing that, they might as well add Ogg Vorbis support.

    I also wonder if HP will put FireWire on all their computers now, or whether they will just depend on the USB 2.0 support Apple already has for the Windows version of the iPod.

    steveha
    • by amichalo ( 132545 ) on Thursday January 08, 2004 @05:05PM (#7921129)
      Not trying to start a flame but please, please don't start the Ogg Vorbis conversation. This is an APPLE device...APPLE is committed to AAC+Fairplay. Apple knows about Ogg, as do all the other WMA music sites and music device manufaturers.

      As hard as it is to swallow, Apple has decided AGAINST supporting Ogg Vorbis in current devices. So have all but ONE music device manufacturer. The market isn't there because as bad as you want Ogg, you will settle for AAC and buy an iPod because it is a more complete package. And if you won't, then you are a market minority so small that Apple doesn't have the time and money to spend reaching you.
  • by llamalicious ( 448215 ) on Thursday January 08, 2004 @04:56PM (#7920979) Journal
    First in line:

    hiPod - Comes with a free dime-bag, too.

    Where's yours?
  • by amichalo ( 132545 ) on Thursday January 08, 2004 @04:56PM (#7920984)
    According to ZD NET's Article [macrumors.com] and reported by Mac Rumors [macrumors.com], the devices will come in an exclusive "HP Blue" color and be compatible will all 3rd generation iPod accessories.

    If you don't know what color "HP Blue" is, look at the /. icon for this story.
  • by Infonaut ( 96956 ) <infonaut@gmail.com> on Thursday January 08, 2004 @05:03PM (#7921088) Homepage Journal
    Talk about a perfect way to keep Windows Media from taking over the media creation and playback markets. Apple has a slew of professional and home user media creation tools that all leverage QuickTime, plus with the introduction of GarageBand, they're taking aim at the XBox crowd for media creation.

    With the iPod, iTMS, and now HP-branded iPods, Apple is working hard to keep WMA from controlling online music. That also makes it more difficult for MS to dominate in the video playback market as well, because one of the supposed advantages of WMP is that it acts as a playback mechanism for a wide variety of media, all delivered in Windows Media formats.

  • HP & OS X? (Score:4, Interesting)

    by 32bitwonder ( 684603 ) on Thursday January 08, 2004 @05:12PM (#7921231) Homepage
    I wonder. It's long been speculated that Apple may some day bring OS X to the x86 platform. It's technically feasible and has most likely already been proven so. OS X is now at a stage where it's stable and reached a point where even the die-hard OS 9 users can't avoid it any longer - and has essentially become what OS X should've been in the first place. They are however still selling product to the converted - and this is where iTunes comes in. It all starts with introducing iTunes to Windows users. Windows users use iTunes and soon realise that Apple can write some fantastic software. It's free, without ads and it works famously. Apple then decides to partner with HP to sell an HP branded iPod to those Windows users who still can't get themselves to buy an Apple branded iPod even though it will work with Windows. An HP iPod on the other hand will be easier for them to swallow - it's all about establishing a comfort factor. Once the HP pod starts getting more glowing reviews and iTunes becomes even more prevelent on Windows desktops, Apple and HP would be in a great position to produce HP branded computers (x86?) running OS X - as by that time they'd have established their market. HP has the manufacturing and cabibility to pull this off whereas it's doubtful that Apple does, esp with a potentially different platform.

    • Re:HP & OS X? (Score:3, Informative)

      by amichalo ( 132545 )
      Apple Doesn't make money off the OS, they make money off the hardware. There is no reason to port OS X to the x86 platform. Especially when the G5 is a faster chip and their new architecture is butter than Intel's.

      Apple made the decision, probably before OS X 10.0 was released, not to switch to the x86. With people switching to Apple in a slow by steady fassion and all those who haven't switched drooling for a Mac to run OS X, there is no reason why they should.
    • Re:HP & OS X? (Score:3, Informative)

      by laird ( 2705 )
      "It's long been speculated that Apple may some day bring OS X to the x86 platform."

      Remember, Apple shipped "Rhapsody" for x86 to developers. And, um, it's been credibly "rumored" that Apple is maintaining the MacOS X code based on x86.
    • Re:HP & OS X? (Score:3, Insightful)

      by burns210 ( 572621 )
      three words: NEVER, GONNA & HAPPEN.

      Licensing OS X for x86, god, that just rekes of a bad idea. One of the first things Jobs did when he returned: killed the mac clones.

      *Apple is a hardware company*, they make kickass software to sell kickass hardware (iLife sells iMacs, iTMS sells iPods...) They don't want to get rid of their BIGGEST MONEY MAKER by letting HP sell all the hardware on lowend boxes, and slapping macos on their... You can't keep the 'it just works' ideals of the mac that way, and Steve J
  • by amichalo ( 132545 ) on Thursday January 08, 2004 @05:31PM (#7921490)
    Now that the news has sunk in a few minutes, I am not so certain HP had a lot of better options.

    They are already
    (1) fighting off loosing market share to Dell
    (2) managing a HUGE merger with Compaq (these things take years to work themselves out)
    (3) spending tons in R&D with the iPaq

    When HP sat down, they had a few options

    The WMA way:
    (1) Go with the WMA music store everyone else has and try to differentiate, knowing that at $0.99, the service is basically break even
    (2) Build a player in house - a huge R&D expense (and risk) should the solution not work out when they launch head to head with Dell that isn't going through restructuring, has a huge market share, and doesn't have the iPaq taking R&D dollars.

    The Apple way:
    (1) recognize no one is teamed up with the market leader and WHY THE HECK SHOULDN'T WE!
    (2) instead of trying to improve on what 31% of the entire MP3 market has already said they wanted by purchasing an iPod, just rebrand the damn thing like IBM did with the Palm III and be done with it.

    The Apple way is less risk (and less money in HP's pocket) but if it turns out to be a fad, then haven't spend tens of millions in R&D and they can walk away. If it works out great, then five years from now, they can build their own in-house if they think they can do it better than Apple.

    This is a HUGE win for HP and I bet it has Michael Dell slappin' his head sayin "I could'a had a V8!"
  • Real supports iPods (Score:3, Interesting)

    by WatertonMan ( 550706 ) on Thursday January 08, 2004 @05:34PM (#7921529)
    I didn't see any mention of the even bigger iPod news story. Real is launching a competitor to iTMS that like Apple uses AAC and thus supports iPods. (Indeed iPods are the only players I know of that support it) Real Networks [nwsource.com]

    This is big for Apple. First of iTMS is a loss leader so competitors aren't that big a deal unless the recording industry gets their heads out of their asses, promotes downloads, and standardizes on a few outlets. (No sign of that happening) Anyway, Real will end up selling more iPods for Apple.

    Of course this all makes sense. Real is getting hit from Microsoft's player as well as the success of iTunes/iTMS. Unless they get something going, even at a loss, they may disappear in a few years. So they've got to come up with an iTunes/iTMS competior -- likely supporting video unlike iTunes. Will it work? It's hard to say. The old RealJukebox from a few years back was my favorite player but became dated quickly and then was killed in favor of a subscription based RealOne. Plus most other iTMS competitors haven't done well. And there are more coming including one from Sony. Meanwhile Apple's system is garnering the best reviews, despite heavy marketing from companies like Napster. With the new Pepsi ad compaign I don't see anyone toppling them.

    But perhaps they can manage to be the Pepse to Apple's Coke. (Yea, ironic, isn't it?) Right now iTMS and others may not make money. But three or four years from now the market may shift such that this becomes the standard distribution channel and bandwidth becomes such that you can make more money at it. Look at Amazon. How long did they lose money?

    • by suchire ( 638146 )
      Sorry, but Real's music store won't support iPods. Read the article [com.com]: "For example, both RealNetworks and iTunes will distribute songs encoded in the AAC format, but Apple's iPod will not be able to play Helix-wrapped songs unless Apple licenses that technology."
    • Real's AACs will be protected with their own proprietary "Helix" DRM, which is not readable by iPods.

      Tunes from Real's store will NOT work on iPods.

      Tunes from Apple's store WILL work in the new RealPlayer b/c it is calling out to QuickTime/iTunes to do the DRM work.
  • by LionMage ( 318500 ) on Thursday January 08, 2004 @05:36PM (#7921560) Homepage
    I submitted a similar article earlier today, but I guess I didn't beat the person who posted this article. However, one point that I made in my submission, and that nobody has made here: Check the press release [apple.com]. Notice something? Apple is claiming that the "Allowance" feature of the iTunes Music Store is patent pending. This smacks of the One Click patent that Amazon.com secured. Obligatory call for prior art examples goes here. :-)
  • In a classic HBR (Harvard Business Review) article back in the early 90s, the domination of the computer industry by Microsoft and Intel was predicted.

    The foundation of this article was the position that control of a lower layer in the stack allowed you to extract significnatly more revenue higher up in the stack. Microsoft by controlling the OS could extract revenue for applications; Intel by controlling the processor could extract revenue for support chips and logic boards.

    This has turned out to be a "law" and has worked to the advantage of both these companies.

    It now looks like Apple is working to grab the "Music Sales and Distribution" layer, and it looks like this will allow them to extract revenues they previously were not able to get.

    Interesting...gives hope for Apple down the road...

    Yours,

    Jordan

    PS. Love my iPod!

    • I would be interested to read that article. Because, they way you described it, it doesn't describe why NeXT, Be, and even Apple have (relatively) failed in the marketplace, although they are all OS creators, too. The fact that you need Apple's OS to use Apple applications (such as Final Cut Pro) sure doesn't guarantee anything, if you prefer to use another application on another OS at the end of the da.

      In fact, history proves this wrong: Apple had the OS, and MSFT had the Office suite for the Mac even
    • so apple will become the dominant player in the media market. Positioning themselves as the digital hub provider Steve has wanted to be for several years now. Since i only see this expanding, what should we expect from further buyouts and developments in music and movie making?

      There were rumors for apple to buy one of the major record labels(vivendi, was it), this would give them a cheap access to the many thousands of artists it would now control(taking a bigger cut of that 99 cent deal than they normally
  • by hirschma ( 187820 ) on Thursday January 08, 2004 @07:02PM (#7922501)
    Compaq more of less invented [pjbox.com] the hard drive based portable music player.

    I have one of the first sold, almost 6 years ago. Back then, it featured 10 hour battery life, gapless play (albums were ripped as one large mp3 with pointers), and open sourced PC client and drivers. It is still the golden standard for audio quality from such a device. No player out there has all of its technical features, still.

    People were so excited when it first came out, delayed over a year (yes, this thing was ready to be sold in '96/'97), that the first units were bid as high as $2000 on mp3.com. My girlfriend, flush with dot.com bucks, bought me one.

    So, what happened given the HP acquisition? What happened when a shipping product was so accutely sought after, people where paying 4x what Compaq originally sought to price it at? It was abandoned, licensed to a Korean company called Hango that had no marketing or R&D budget, and forgotten. The engineers on the project were sacked. Even the case was ugly, but the unit was (and still is) great. Given the time frame, the orginal is the size of two iPods wide.

    HP could have had a platform and something like iTunes a long time ago. This is apparently the new HP.

  • by rediguana ( 104664 ) on Thursday January 08, 2004 @10:02PM (#7923985)
    ... is that more companies will be able to access the HP iPod through the wholesale channel, whereas Apple distributors keep a very tight leash on those who are able to purchase the products at wholesale. This potentially means that HP could down the track be outselling Apple purely because a much greater number of stores will have access to the HP iPod. Should be interesting.
  • by Zhe Mappel ( 607548 ) on Thursday January 08, 2004 @11:18PM (#7924566)
    Far from diluting Apple's brand, this move protects it while managing to find a whole new udder on the cash cow.

    Despite the real gains it has made in OS improvements, Apple's cachet remains largely in its sexy, elite image. The schizophrenia that's marked its retail relationship with Target and other vendors - iPods for sale one day, then not, then back on again - points to the problems of dealing with the unexpected success of having a mass consumer hit on its hands.

    And when is it ever a problem to dominate a mass consumer market? Well, it's a problem when you need to protect the refined sensibilities of your loyal base when at the same time you want to get a little, uh, action with consumers on the other side of the tracks. Put another way: how do you retain the people who don't shrink in horror at declarations that your product is "lickable" while reaching out to guys who dwell at Wal-Mart? They're mutually exclusive markets. You can't exactly make the ickyPod, now, can you? (Or can you? Look at the colors on those miniPods, jeezus!)

    So this is Apple's challenge, then: continue selling iPods as avatars of youthful upmarket hipness, while growing the business by shifting product to another market segment via a ho-hum go-between. Enter HP with plenty of succesful experience in being ho-hum...

  • by King_TJ ( 85913 ) on Thursday January 08, 2004 @11:20PM (#7924576) Journal
    I don't know that it would play out this way, but potentially, this move might allow Apple to start offering all Apple branded iPods as being the natively Mac-formatted versions, while the blue HP versions come formatted for Windows by default.

    (Apple currently offers only second-rate Windows support for the iPod as it stands, anyway. You can't boot a DOS/Windows type OS over firewire to a PC - although you CAN do this on a Mac system. iPods formatted in Apple's HFS+ format won't synchronize to iTunes on a Windows PC unless you run Apple's utility to reformat the iPod in FAT32, erasing anything already on it. That or you buy a 3rd. party PC product that can read Mac filesystems, like "MacOpener".)

Someday somebody has got to decide whether the typewriter is the machine, or the person who operates it.

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