Author: Joe Wilcox

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I Am Cusper

Sometimes you just want to claim credit where it’s due. While searching for one thing I came across another related to a word coined by me about two decades ago. I hadn’t realized that the term slowly makes its way into the vernacular, with others credited for the origins. How rude!

I turned 56 nearly a fortnight ago, which makes me a 59er—as in born in 1959. Problem: I never really embraced the values or attitudes of Baby Boomers, even though by the time-span fixture established by social scientists, I belong with that generational group. Much more of my behavior and thinking aligns with Generation Xers. I sought for a word to describe myself—being born on the cusp between generations. I called myself a Cusper, starting in the mid-1990s. In January 2001, I registered the cusper and cuspers dot com, net, and org domains. 

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Flickr a Day 204: ‘Planking’

Some fads are short-lived, while others you wish hadn’t been even that long. There is my reaction to planking four years ago. I was oblivious to the thing until someone commented on a pic of our cat Kuma posted to my social network. For fun, and no other reason, we begin three days of selections searched using the “P” word.

First up, from Patricia van Casteren, is the appropriately self-titled “Planking”, which she shot on June 21, 2011, using the Sony Alpha DSLR-A550. Vitals: f/6.3, ISO 200, 1/500 sec, 210mm. “Even the polar bears are totally hooked on planking these days”, she says, providing reference to a Wikipedia article for folks who don’t know what the hell the thing—also known as the “Lying Down Game”. I am surprised to see the origins go back more than three decades, given the sudden surge in popularity four years ago. 

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Tim Cook Talks a Lot but Doesn’t Say Much About Apple Watch Sales

Today’s question: Is Apple’s CEO hiding weak smartwatch sales or does he demonstrate transcending leadership by positioning for greater platform success—taking the long view? The answer lies perhaps in his comments made during yesterday’s fiscal Q3 2015 earnings conference call.

In data released today, Strategy Analytics puts Apple Watch shipments at 4 million for the April quarter. Yesterday, Canalys gave estimate that is 200,000 units higher. Apple doesn’t share the real numbers that it surely has, although in chief exec Tim Cook’s remarks that follow, there are hints—but little more. Something he says later in the call is quite provocative; genius and contrary-logistics-thinking. Either he’s hiding or abiding. 

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Apple Fiscal Q3 2015

After the closing bell today, Apple announced results for fiscal third quarter, which largely is congruent with calendar Q2 (End date, April 27). Broadly: $49.6 billion in sales, $10.7 billion net income, and $1.85 earnings per share. Year over year, revenue rose 33 percent and EPS by 45 percent. Apple guidance before the big reveal: Between $46 billion and $48 billion revenue. Wall Street consensus was $49.31 billion sales and $1.81 EPS. The Street’s estimates ranged from $46.9 billion to $53.64 billion.

Gross margin reached 39.7 percent compared to 39.4 percent annually and 40.8 percent sequentially. Company guidance: 38.5 percent to 39.5 percent. Once again, international sales accounted for most of the quarter’s sales: 64 percent, which is up from 59 percent the previous year but down from 69 percent three months earlier. 

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Two Years Later

I begin with a nod of thanks to my wife Anne for struggling with the Fuji X100T, which she handled for the first time yesterday, to shoot these photos of me and several others. We couldn’t go outdoors because of heavy thunderstorms, which are quite unusual for San Diego. Finding a good wall in the apartment with adequate ambient light proved difficult. I turned 56 one week earlier; these are the first pics at my new age.

You see me here at 131 pounds (59 kg). That’s down from 182 (82.6 kilos) when I cut my carb consumption by more than than 90 percent starting July 15, 2013. But my weight is up from 127, or by more than 2.2 kilos, since late June. The long decline reverses as I carb cheat. That behavior stops after today—not so much to lose weight but to be healthier. The massive weight loss is but a side benefit. 

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What I Like About Apple Watch

In another universe, I don’t own Apple Watch. Either LG Watch Urbane or Moto 360 adorns my wrist. But in this one, I not only sold my soul to the bitten-fruit logo company but I grew to enjoy the servitude. Thirty-three days after purchasing the smartwatch, I can express satisfaction, even if sometimes muted, with the user experience.

I prefer Android Wear for its fantastic contextual utility, but find greater overall usability and positive emotional response from living with Apple Watch. As expressed in the previous post, I suspect that returns rates may be high for this device—at least compared to others that Apple produces. The real measure of any product’s success is: 1) Did you keep it?; 2) Do you use it?; 3) Do you enjoy it? 

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The Measure of Apple Watch Success is Percentage of Returns

Apple announces on Tuesday quarterly results that will for the first time include its wearable. Already, ahead of the big day, speculation soars about Apple Watch sales. Expect drama for sure, as CEO Time Cook explains how supply shortages constrained availability, leaving investors with more questions than answers.

I am more interested in data the company likely won’t reveal: return rates. I took back two. The first: I ordered online but sales started, after long delay, in the retail store before the device arrived. Rather than wait another week, I bought there and later returned the other, which the shop specialist sold seconds afterwards to a family that had come in looking for Apple Watch only to be told the Sport sold out. The second: A week later, I exchanged the aluminum timepiece for stainless steel. How many other people returned one for another because of taste or altogether because of dislike? The measure of Apple Watch success is percentage of returns.