John Bresee

Which is to say big and loud and fast and it’ll piss a lot of people off.

Ironically it’s those in the Netbook world who look shocked and say, “look how much more we give for half the price?” I’ve got bad news for Netbookians…your computers suck. They’re slow and painful and cramped. But oh yes, they were cheap. And we love cheap.

But the iPad isn’t a nicely done Netbook. It isn’t a Kindle with color. It’s not an iPhone that met a steam roller. It is the the next fom of computing and it’s beautiful. Yes, as always, it’s missing some things. But it’s not like a boat missing a motor. It’s more like, well, an iPhone that launched without cut and paste. We suffered along while we all worked to change the world.

The truth is we carry 100X the computer we need in our laptop most of the time. Buried in a slow loading inconvenient poorly designed behemoth. The iPad can accomplish 95% of what we need our laptops for. Oh, we won’t get rid of our laptops. That five percent is crucial. We will just add the fourth form of computing to our lives. And it will be beautiful and we will wonder in two years how we ever ordered off a menu that wasn’t pre-loaded in our iPad with our built in payment system.

The iPad is our wallet, portfolio, memory, communication, calendaring…well it’s our life. It’s just not our phone replacement. Our bags got lighter. We’ll take the laptops home one the weekends for heavy work.

Desktops? How cute…they’ll be good for towing behind cars or some such anti-world recreation. But the iPad will be our center.

And yes Android will follow and it will be good. It will be the Chevy 3/4 ton to the beautiful Pininfarina like lines of the iPod. Change is good and at first it will look effete and snobbish. But soon it will be real. And Microsoft and RIM and others will head for other shores, other businesses where they don’t have to compete with such smart people.. Most of our computing is simple and can even be fun. and it’s always better when it has location. The world continues to change whether we bought a two pound Droid with a worthless keyboard or not. The iPad makes me happy.

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What I hadn’t realized when I got the Droid is that market economics don’t apply. You don’t have a customer in the Verizon store comparing the heft of the iPhone and the Droid and saying, “hey, nice, if worse comes to worse I could cudgel a would be attacker to death with this five pounds O’Droid.

What I mean is that people are so fooled by their wireless contracts or about the disinformation about network superiority or inferiority that they aren’t doing true comparison shopping. I picture Tina Turner, again from Mad Max saying to people at Verizon stores, “You know the story, Bust the Deal, Face the Wheel!”  And those people, white as ghosts from fear and from being relentless geeks with 80 plus hours a week of laptop tans, subsuming their will and instead of walking out the door and going and buying an easily superior product in the iPhone, instead saying, “what do you have that’s iPhone-ish?” I mean we all saw how Clark Griswold ended up with the coveted Family Truckster.

And that I get. After two years of pent up geek demand as they steadfastly didn’t give in to apple the Verizon faithful are going to line up long and deep and keep the factories Wii busy for ages to come. And we will have an actual two horse race for a little while.

And so my believe is that la familia, mi cosa nostra…etc. have a super hit on their hands. The mafia like entities Verizon and Motorola coming together to craft a blood oath under a waxingg moon with the naive Google is laughably funny. If you’re Google. See the old men from Schaumberg will do okay but somehow Verizon got tricked into being a dumb pipe again. Ouch.

If you read the best article on the wireless landscape in years, by Bill Gurley, he espouses a notion of Less Than Free and it’s powerful. When you look at the Droid you see Google taggers hammered the place. You can’t take a morning constitutional without the Droid scouring google for words like loamy or brown. Google is so deeply integrated into the Droid that they have uncorked the largeest champagne bottle of clicks, searches and paid clicks since Bill Gross first invented this little idea at a company known as GoTo.com.

Well played Google. Y’seee Verizon and Motorola…they can dance this dance again with anyone they like. There are lots of hardward vendors. And Verizon your right to dip your toe in the click stream was the play…but you didn’t make it. You made like the record companies not knowing that Apple was using you to sell iPods and create an ecosystem. And now Google has played the telcos in order to lift the cap off of their market cap. Double in 24-36 months. Nice work Sergey, Nice Larry.

Lets see how well you play the trust busters when the game next changes. B-Gates is still ahead of you there.

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