Thursday, February 21, 2008

MySpace mulling own online music service

Published: 11:00 AM EST



MySpace is looking to distinguish itself from encroaching competitors such as Facebook by launching an online music service that would offer both streaming and iPod-compatible downloads, according to the Wall Street Journal.

The News Corp.-owned social networking super-site, which maintains over 300 million user accounts, has held talks with all four of the major record labels in recent weeks, the financial paper said.

The service, tentatively dubbed MySpace Music, would reportedly offer both a free ad-supported streaming music model and paid MP3 downloads, which could be played on any digital music player, including Apple's iPod.

In its report, the Journal speculates that MySpace's recent partnership with online video service Hulu, a joint venture between NBC Universal and News Corp.'s Fox unit, could serve as an example of how the networking site would implement a music service.

However, the paper notes that Universal Music and MySpace are locked in a copyright-infringement lawsuit that would most likely need to be settled before any agreement could be reached on a new service.

Growth potential seen in steadily maturing iPod market

Published: 09:00 AM EST

Though Apple's iPod unit shipments have been declining since the end of 2006, price cuts like those applied to the iPod shuffle on Tuesday and cheaper Internet-capable models down the line should help the company reverse course and maintain a steady rate of growth through 2009, says one Wall Street analyst.



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In a note to clients on Wednesday, Piper Jaffray analyst Gene Munster noted that Apple was able to maintain the price of its third-generation iPod shuffle players for over 500 days, more than twice as long as the previous price levels which lasted only about 200 days.

The price cut (38 percent) on the 1GB model (to $49) and introduction of a 2GB model at $69 will result in the average selling price (ASP) of the shuffle line falling from $67 to $55, Munster estimated. Assuming no change in his shuffle unit estimate for the current March quarter, the analyst believes segment revenue would increase 12 percent year-over-year compared to his current estimate of 15 percent.

"However, we believe unit numbers will see a modest uptick due to the price decrease," he wrote. "As a result, we are increasingly confident in our estimate of 11.3 million iPods in the March quarter."

Additionally, Munster said he believes that even a modest uptick in shuffle units would neutralize the impact of the price cut on iPod ASPs and overall iPod revenues. Apple's iPod business should also see help from "cheaper, innovative iPods with Wi-Fi and multi-touch technology" in the not too distant future.

These assumptions and others lead the analyst to remain bullish on shares of the Cupertino-based electronics maker, which he rates a Buy with a $250 price target. He's now modeling Apple to sustain an average iPod unit shipment growth rate of 15 percent through fiscal 2009, compared to the 5 percent reported for the most recent December quarter and an estimated 7 percent for the current quarter.

Apple, Starbucks sued over custom music gift cards

Published: 07:20 PM EST

A Utah couple acting as their own attorneys have filed a lawsuit against Apple and Starbucks over the retailers' recent "Song of the Day" promotion, which offers Starbucks customers a iTunes gift card for a complimentary, pre-selected song download.



In a seven-page formal complaint, James and Marguerite Driessen of Lindon, Utah say they developed in 2000 (and successfully patented in February 2006) a utility dubbed RPOS, or retail point of sale, for Internet merchandising. The concept, which forms the heart of the infringement lawsuit, would allow gift cards for pre-defined items that can be sold at a brick-and-mortar store but used online; customers could redeem a card for a dining room set or a DVD, for example.

But while the patent was under review, Apple had developed its own similar concept for iTunes Custom Cards. Unlike its past general-purpose gift cards for the iTunes Store, the Cupertino, Calif.-based company's then-new cards allowed shoppers to buy a card for a specific artist's album or song, complete with custom artwork.

This apparently direct comparison led to legal pressure from the Driessens, who asked Apple to license the patent once it had been granted -- only to learn after discussions that Apple had simply pulled the iTunes cards from stores in the US, leaving the products on UK shelves alone and the Driessens without the possibility of a licensing deal.

Driessen patent illustration
An illustration of the Driessens' patent on gift cards.

To the plaintiffs' surprise, however, Apple appears to have simply resurrected the American version of the concept under a different name more than a year later, in November 2007. Called a Digital Release Album, the card was once again tied to a specific iTunes song or complete record.

iTunes Custom Cards
An iTunes Digital Release, from 2007 (top); iTunes Custom Cards, from 2005 (bottom).

In releasing these cards, the Driessens say, Apple is simply hoping to skip royalties by implying that customers can claim songs with a notebook computer, iPhone, or iPod using the iTunes Wi-Fi Music Store at a local Starbucks coffee shop, bypassing the need to return home. Though superficially different, this is just an infringement of the patent under a new name, the lawyers argue.

Starbucks is said to be a complicit partner in the infringement as a willing distributor, selling the cards across the US and holding its "Song of the Day" promotion to encourage purchases of the allegedly infringing iTunes cards.

Apple has not publicly responded to the charges made in the lawsuit, which would bring the complaint to a jury trial and ask for triple the normal damage compensation as well as issue a permanent injunction barring both Apple and Starbucks from selling the offending cards. However, it's notable that Apple's WI-Fi Store sites aren't believed to have referenced the cards, and in current form only spur customers to buy directly from iTunes itself.

Separately this week, Apple was also subject to another suit with seemingly fewer merits, this time manifesting itself in the form of a four-page complaint by John Martin of Rockford, Illinois.

The plaintiff in this second lawsuit accuses the iPhone maker of infringing on a patent for controlling an electronic game system with a finger-release touchscreen serving as the control mechanism. In selling one or more similar products -- which are unnamed in the document but may include the iPhone and iPod touch -- Apple is knowingly drawing on at least some of the patent for its own unlawful gain, Martin's representing law firm says.

As with the Driessen suit, this new case would block Apple from selling any of the alleged infringing products and would look for both royalties as well as "enhanced damages" to compensate for the perceived losses.

UK iTunes Store price drop; BBC on iTunes; iPhone software 2.0

Published: 01:00 PM EST

Apple appears poised to make good on its promise and reduce the cost of songs sold through its iTunes Store in the UK. Meanwhile, BBC is rumored to have reached an agreement to sell TV shows from its Worldwide subsidiary on the Apple download service. And yet another rumor has Flash support for the iPhone arriving imminently.



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iTunes Store UK price drop

Apple may be ready reduce music pricing on its UK iTunes Music store, according to tipsters who claim they were charged just 73p per song for downloads over the weekend rather than the usual 79p.

"I bought a track from iTunes last night and my Debit Card was charged 73p instead of the usual 79p," one tipster said. "The iTunes Store UK still shows the track as 79p."

Apple last month said it would lower the prices it charges for music on its UK iTunes Store by mid-year, resolving European Commission charges that its online download service broke European Union rules by setting prices country by country in Europe.

British shoppers were at a particular disadvantage, the European Commission has argued, as the 79p song downloads were the most expensive across the entire region.

BBC Worldwide on iTunes

BBC as early as Tuesday could announce a partnership with Apple to sell its BBC Worldwide television show content over the iTunes Store.

The British broadcasting conglomerate is reportedly struggling to fund its expansive array of online services through license deals alone, and is said to pushing for a two-fold increase in revenues from its Worldwide subsidiary over the next five years.

Citing a source in the television broadcasting industry, the Register claims that BBC has already detailed its plans in an email to third parties, indicating a formal announcement of the new distribution channel is slated for tomorrow.

More iPhone software claims

For the sake of completeness, AppleInsider notes a dubious rumor report from MacBidouille on expectations for the next version of Apple's iPhone software.

According to a tip passed onto the site, Apple recently commissioned a survey alongside its exclusive French iPhone wireless provider indicating that the next version of the handset's software would be labeled iPhone software 2.0 rather than 1.1.4 and include support for Adobe Flash, copy and paste, and iChat over WiFi, among other things.

MacBidouille holds a mixed track record on its forward looking Apple reports as of late, with its most recent claims falling well shy of their mark. Additionally, the site hedges its own bets, noting an "absence of confirmation" on its latest report.

If accurate, however, the rumor has the next version of the iPhone software arriving "in a few days."

Toshiba rumored to quit HD DVD as Wal-Mart pulls support

Published: 06:00 PM EST

The conflict between high-definition disc formats is rapidly drawing to a close, as Wal-Mart is the latest store to back Blu-ray over HD DVD and Toshiba is reportedly poised to withdraw its format from the market in the near future.



Remaining support for HD DVD began to unravel on Friday morning when the Hollywood Reporter cited a source which claims Toshiba will shutter its HD DVD efforts "soon," with an announcement potentially due within weeks.

The apparently reluctant concession would follow weeks of steep decline in support for the optical disc standard, which began with Warner Bros.' switch to Blu-ray as its exclusive HD movie format just ahead of the Consumer Electronics Show in Las Vegas. Since then, Best Buy and Netflix have both chosen Blu-ray as their de facto choice for HD movies, relegating HD DVD to second-tier status and threatening to discontinue it entirely in the case of Netflix.

Several independent movie studios have also followed Warner's lead in opting for Blu-ray, with only Paramount and Universal now left as HD DVD supporters.

Just hours later, however, the likelihood of an HD DVD resurgence was dimmed even further by an official announcement by Wal-Mart that it would focus solely on Blu-ray. A statement issued by the big-box retailer on Friday revealed that the company would reorganize shelf space at all its Wal-Mart and Sam's Club stores within 30 days to promote Blu-ray alone. HD DVD products will exit the company's product channel entirely by June.

Wal-Mart's decision is anticipated to be especially damaging to HD DVD's prospects, as the nationwide chain is often regarded as the single largest video sales outlet in the US and is sometimes cited as a potential obstacle to widespread adoption of online movie downloads through its influence over movie studios' pricing.

And while Toshiba officially remains confident in HD DVD, its frequent partner Microsoft has itself seemingly scaled back its normally vocal endorsement of the beleaguered storage medium, says the Reporter. The Windows developer's technology evangelist for HD DVD, Kevin Collins, has reportedly failed to respond to multiple requests for comments.

Apple has largely kept to the sidelines during the battle between Blu-ray and HD DVD, providing small amounts of support to both camps while declining to build either technology into its Mac range.

Wednesday, February 20, 2008

A new volume order program launched as part of Apple's online store seeks to make it easier for business and other organizations to place bulk orders for custom engraved iPods, iTunes gift cards, and accessories.

Through the new

Report: 400,000 unlocked iPhones loose on Chinese network

Published: 05:10 PM EST

Nearly half of the 800,000 to 1 million iPhones that are believed to have been unlocked for distribution and use outside Apple's sanctioned networks may be in China, according to a new report.

Market research firm In-Stat reported Friday that China Mobile, the nation's largest wireless carrier, said there were 400,000 unlocked iPhones using its cellular network service at the end of 2007, representing approximately 10 percent of the touchscreen handsets sold at the the time.

"The figure surprised us as it is fourfold of that we estimated before," the firm said. "We have never doubted that the iPhone will achieve greater success than iPod in China if Apple teams with China Mobile to launch its Chinese version."

The surge is credited to a fundamental difference between American and Chinese buyers. Where most US buyers confine smartphone purchases to the workplace, Chinese customers often use their phones for entertainment or Internet access, such as playing music or e-books. Apple's focus on this last usage pattern for the iPhone, especially with its user interface, makes it a logical fit for the market.

Chinese are also more likely to spend larger amounts of money on their phones, In-Stat says, despite lower average incomes. A full fifth of all phones sold in the southeast Asian country cost at least 4,000 Yuan Renminbi each, or $533.

Separate reports in recent days have pointed to China as the heart of a thriving gray market economy in unlocked iPhones. With as many as one million of these devices on the market around the world, the country is potentially a hotbed of supply chain leaks that sees iPhones reach unofficial hands before ever reaching territories officially slated to receive the shipments.

Analysts have wrestled with tracking the missing devices themselves and, in one case, estimated that the number of iPhones in use outside of Apple's official bounds could total 1.5 million, or more than a third of the entire supply as of last month.

In the short term, however, Apple is unlikely to convert this semi-underground trade into legitimate business. China Mobile, the dominant carrier in the country, claimed to have ended talks regarding an official iPhone in January. Company chief Steve Jobs later contradicted these claims and said that the provider had only made one visit to Apple headquarters to discuss the possibility of a Chinese iPhone.