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[2536.22 --> 2542.22] And if they saw a sudden dramatic decline in shipments compared to what they normally get when there's an upcoming iPhone, |
[2542.22 --> 2547.22] then they'd kind of figure out, okay, I guess they're not using Gorilla Glass 3 this time around. |
[2547.22 --> 2552.22] So what Corning had to say about sapphire glass is that it's about ten times the price. |
[2552.22 --> 2557.22] And yes, it is more expensive right now. It's a lot more expensive and less environmentally friendly to produce |
[2557.22 --> 2563.22] due to the energy involved and the amount of time it takes to build the large panes of it. |
[2563.22 --> 2569.22] And it is, while more scratch resistant, not necessarily able to take more pressure. |
[2569.22 --> 2574.22] Although, one of the things that... I didn't actually read the entire transcript of the call, |
[2574.22 --> 2578.22] but one of the things the summary didn't mention was impact resistance. |
[2578.22 --> 2579.22] Yeah. |
[2579.22 --> 2581.22] And that's something I think most people would actually be more concerned about. |
[2581.22 --> 2582.22] What do you... |
[2582.22 --> 2584.22] Than pressure? I would be way more concerned about impact than pressure. |
[2584.22 --> 2586.22] What about impact versus scratching? |
[2586.22 --> 2593.22] Probably be more... looking at the things I've seen happen to iPhones. |
[2593.22 --> 2594.22] Or any other phone, I mean... |
[2594.22 --> 2596.22] Or any other phone, probably impact. |
[2596.22 --> 2597.22] Right. |
[2597.22 --> 2601.22] Because you can kind of deal with scratching, but when the entire face of your phone becomes not usable |
[2601.22 --> 2605.22] because you dropped it from a foot and it just landed at a really weird angle. |
[2605.22 --> 2606.22] I don't know. |
[2606.22 --> 2607.22] Not very cool. |
[2607.22 --> 2613.22] Well, at any rate, Corning obviously is going to be defensive of Gorilla Glass. |
[2613.22 --> 2618.22] They did say they have a new Gorilla Glass coming sometime in 2014, Gorilla Glass 4. |
[2618.22 --> 2621.22] So that'll probably have their antimicrobial... |
[2621.22 --> 2622.22] The like... |
[2622.22 --> 2623.22] Agent... |
[2623.22 --> 2624.22] Yeah, you saw that at CES, right? |
[2624.22 --> 2625.22] Yeah, very cool. |
[2625.22 --> 2626.22] Yeah. |
[2626.22 --> 2627.22] So that'll probably have that. |
[2627.22 --> 2628.22] Maybe it'll be even stronger and thinner. |
[2628.22 --> 2631.22] Oh, they also said that Gorilla Glass is lighter. |
[2631.22 --> 2634.22] I think it's something like 60% lighter or something like that. |
[2634.22 --> 2635.22] So... |
[2635.22 --> 2638.22] With how much lighter phones have been getting, I don't think that's going to be a huge deal. |
[2638.22 --> 2640.22] Here's what Corning said. |
[2640.22 --> 2641.22] Um... |
[2641.22 --> 2646.22] We don't know what kind of glass Apple's using, but our forecast is still 30% growth, blah, |
[2646.22 --> 2647.22] blah, blah, blah, blah, blah. |
[2647.22 --> 2650.22] So whatever they're using won't have any impact on our volumes. |
[2650.22 --> 2651.22] So... |
[2651.22 --> 2652.22] Whatever that means. |
[2652.22 --> 2653.22] That's weird. |
[2653.22 --> 2654.22] Yeah. |
[2654.22 --> 2655.22] Uh... |
[2655.22 --> 2660.22] The camera on the iPhone 6 is rumored to be up to 13 megapixels, although the actual megapixels |
[2660.22 --> 2664.22] are not nearly as important as some of the other innovations we've seen in cameras over the last little while. |
[2664.22 --> 2670.22] Like the dual LED flashes for a more balanced skin tone and stuff like that. |
[2670.22 --> 2671.22] Okay. |
[2671.22 --> 2672.22] Ha! |
[2672.22 --> 2673.22] I culled this. |
[2673.22 --> 2674.22] What? |
[2674.22 --> 2675.22] Yep. |
[2675.22 --> 2677.22] I know what you're going to be into now. |
[2677.22 --> 2679.22] I'm not even at the right article, but it's... |
[2679.22 --> 2680.22] Yep. |
[2680.22 --> 2682.22] I culled this so hard. |
[2682.22 --> 2683.22] The iPhone is... |
[2683.22 --> 2684.22] Or the iPhone. |
[2684.22 --> 2685.22] The iHome is coming. |
[2685.22 --> 2689.22] Apple just patented a system that could put Siri in charge of your home. |
[2689.22 --> 2691.22] We should have seen this coming. |
[2691.22 --> 2692.22] I did. |
[2692.22 --> 2695.22] No, but like this level of it. |
[2695.22 --> 2698.22] This looks absolutely fantastic actually. |
[2698.22 --> 2700.22] To the point where like if some... |
[2700.22 --> 2705.22] Like it is not going to come down to Moto 360 versus Pebble. |
[2705.22 --> 2708.22] And it's not going to come down to iPhone versus HTC One. |
[2708.22 --> 2714.22] It is going to come down to whoever can build the best ecosystem that makes it so that your |
[2714.22 --> 2716.22] life is augmented in meaningful ways. |
[2716.22 --> 2718.22] And then that watch will go along with it. |
[2718.22 --> 2720.22] And then that you'll buy whatever watch goes with it. |
[2720.22 --> 2721.22] If I'm... |
[2721.22 --> 2727.22] If the watch that when I'm sitting on my couch being a potato for too long says, hey, you're |
[2727.22 --> 2730.22] at like a super low like resting heart rate. |
[2730.22 --> 2732.22] Have you even done anything in the last three days? |
[2732.22 --> 2733.22] Get your ass up. |
[2733.22 --> 2734.22] Go for a run. |
[2734.22 --> 2738.22] And then when I get in my car, it's like, yo dog, I said go for a run. |
[2738.22 --> 2740.22] Not go for a drive. |
[2740.22 --> 2743.22] Like when we get something that's that intelligent, I mean... |
[2743.22 --> 2744.22] I haven't seen it yet. |
[2744.22 --> 2745.22] Have you seen Her? |
[2745.22 --> 2746.22] Who? |
[2746.22 --> 2747.22] Her. |
[2747.22 --> 2748.22] Her? |
[2748.22 --> 2749.22] The movie. |
[2749.22 --> 2750.22] Yes. |
[2750.22 --> 2751.22] You have? |
[2751.22 --> 2752.22] Yes, I have. |
[2752.22 --> 2754.22] So I haven't seen it yet, but like that, because I've seen trailers. |
[2754.22 --> 2755.22] Is that what you're kind of talking about? |
[2755.22 --> 2757.22] Where it can like converse with you? |
[2757.22 --> 2758.22] Because that's essentially what you're just doing. |
[2758.22 --> 2760.22] Even without the conversation. |
[2760.22 --> 2762.22] Even without the conversational aspect. |
[2762.22 --> 2765.22] Something that really looks for patterns in your behavior. |
[2765.22 --> 2769.22] And if you give it a set of goals, like look, I want to be more active. |
[2769.22 --> 2770.22] I want to be more active. |
[2770.22 --> 2771.22] I want to lose 10 pounds. |
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