Hi folks. Rafe Needleman here from CNET News. I'm in the conference right now and they're just warming up.
And here in San Francisco we Dan Farber, Paul Sloan and myself. We'll be chiming in alongside Rafe (virtually of course) during the interview.
Walt Mossberg and Kara Swisher are coming up now. This is the 10th year of the D conference, so there's a bit of a retrospecto video first.
Uberboss Rupert Murdoch is in the throne of honor, first row center aisle. I am in the line of fire for pies, should there be any.
Guy is bringing out a cake with a "10" on it. Everybody ducks.
@applelover It's hard to imagine Cook announcing products at an event other than Apple's own.
What will be the first question to Tim Cook? When is the iPhone 5 coming? Answer: I knew you would ask that...good question. Now let's move on.
2nd question: And about that TV...?
A gospel group in white robes is singing Hard Day's Night and the crowd is on its feet. Cook's got a tough act to follow here, folks.
That was the Peninsula High School Marching Band. They're great, if you're an event planner in the market.
This is arguably the first time Tim Cook has begun an interview that's been preceded by a marching band.
Jane Lynch (Glee) introducing Walt and Kara again. The red chairs come out. Tim Cook enters.
Hard to tell. He's from Alabama.
Kara: What is the state of Apple?
Tim: It's an incredible time at Apple. I'm loving every minute. Never have I seen the things I can't talk about today. The juices are flowing. We have some incredible things coming out.
The $4,995.00 D10 standard registration fee (sans accommodations) includes the marching band and choir, as well as a bag of outstanding goodies and issue of the Wall Street Journal.
Tim: The company is healthy. We'have had some decent quarters. 70m more people have iPhones now. iPad has been unbelievable. I've never seen a product and tech that consumers love, businesses love, education loves, and people of all ages love. And I think we're in the first inning on the iPad.
Tim: The Mac has always been about making the best product. Not the most. We're never going to make the most personal computers, but we are going to mkae the best.
Cook: "First inning of the iPad" -- Apple has scored 70 million runs in the first inning...hard for the competition to catch up in a nine inning game. Competitors will have to change the game somehow or wait for Apple's pitchers to crumble
Note: There's NO live video stream.
Tim: iPod introduced Apple to a whole bunch of people who didn't know Apple. And it introduced Apple to people in the developed world... US, France, UK, Australia. When iPhone came along in 2007, many people were introduced to Apple in Middle East, China, Latin America. iPad is doing well in a number of those markets. The world has met Apple.
But we're still in the first inning.
Kara: So what are you introducing in the first inning?
Tim: We're gonna introduce some great stuff. I think you're gonna like it. Love it.
Tim: The tablet market is going to eventually surpass the PC market. There were naysayers on that. But today there are more believers. There are people who use their iPad more than their computers. As time goes on it will get more and more like that
Walt: why isn't a tablet a PC?
True to apple form, when asked about what products are coming up: “That’s a great question,” Cook said. “I’m not going to answer it.” (that's from AllThingD's live blog)
Tim: The tablet and the PC are different. You can do things with a tablet that's different when it's not encumbered by the legacy of the PC.
I love convergence and it's great in many areas, but products are about tradeoffs, and you have to make tough decisions. The more you look at a tablet as a PC, the more the baggage from the past affects the product.