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01:49We just wanted to get together and celebrate a little today.
01:57I'm a little grubby, I'm still trying to get some sleep and stuff from last week.
02:02We had a very good week last week in New York.
02:05I hope, I know some of you, many of you were there.
02:08I hope the rest of you had a chance to watch part of the webcast.
02:13We introduced our iBook and everybody loved it.
02:17And the show was amazing.
02:19It was the biggest New York Mac world ever.
02:24We had almost 50,000 people there.
02:26It was up, oh golly, I'd say up almost over a three good show.
02:31So, the first thing that I wanted to do was just say last week went great, if you weren't there.
02:38And we've gotten some great press this week on the iBook,
02:42if you've seen Time or Newsweek or Businessweek.
02:44And all of the online stuff is just phenomenal.
02:49And I know we have a lot of people here who worked on the iBook,
02:53in engineering, and in operations, and in marketing, and in finance,
02:59and in really every area of the company.
03:01And you should be really proud of this.
03:04Everybody's just going nuts over it.
03:07Including our competitors.
03:15And what everybody's saying about it is that Apple is on a roll with the iMac,
03:22and they're now taking it even up another level with the iBook.
03:27And I think the iMac is a really hard act to follow.
03:30And I think iBook has absolutely followed it in style.
03:35So I think you should be really proud of yourselves.
03:38It's awesome.
03:40And I know you've all seen iBooks probably, and most of you have seen them anyway.
03:44But if you haven't, we have some over in the cafe you can go take a look at.
03:48The product is truly awesome.
03:52It's hard to build a consumer portable because you can't put in all the latest great stuff
03:58and still make it affordable.
04:00So you've got to use, you know, panels that are a little thicker than you'd like.
04:04Drives that are a little thicker than you'd like.
04:06And you can cheese out and put in tiny little displays and things like that.
04:11But if you want to make a really good product, it's really hard.
04:13And our team did it.
04:14You've all seen it.
04:15It's just incredibly beautiful.
04:18And the way we announced this last week was we announced the iBook
04:21and went through all the features, and everybody was just going nuts over it.
04:25And then we started browsing the web while we were just walking around
04:29to figure out what might be going on.
04:33And then we told them about airport, and they just lost it.
04:39And this is something that people have been dreaming about for over a decade.
04:50I mean, education in particular has been dreaming about.
04:53And we were able to work with Lucent on this wireless networking
04:56in the best way that, you know, Apple does things.
05:01We were able to really extract some technology out of their labs
05:04and help them turn it into really working together with them
05:07into a very low-cost product.
05:10Much lower than they thought they could do.
05:12And, of course, package it and take it to market
05:16and do all of the software work to make it all transparent.
05:20So when you plug in an airport card into an iBook,
05:23you don't sit there and configure the thing for an hour
05:25and have all your apps break and things like that.
05:27It just works.
05:28And it's really, really a testament to the software work
05:32that's done in our software group and in our hardware group
05:34to make this all work.
05:36There were mapOS changes we needed to make,
05:38and, of course, a lot of driver work and low-level software work as well.
05:41And it really is, you guys have done an awesome job.
05:45So, congratulations.
05:52As you know, two years ago, we had taken a ton of work on all of your parts to get
05:59us here.
06:00And I thank you because you've completely overhauled Apple.
06:03And you've completely overhauled the product line.
06:06And we now have the most kick-ass product line, not only in the industry,
06:11but that Apple has ever had in its history as a company.
06:14So, congratulations.
06:24Another thing worth pointing out is that,
06:28although we are just now getting the iBook into that last quadrant,
06:32the other three products are all on their second or third iteration.
06:37We're actually on our third Power Mac G3.
06:43We are on our second PowerBook G3.
06:47And we are on our second rev of the iMac.
06:49Remember, in January, we did life sales.
06:51So, each of the other three products has already been turned over at least once.
06:57And that's the mode we're going to be in now,
06:59is turning those products and those quadrants over much more frequently
07:04to keep them very, very far ahead of our competitors, very fresh,
07:08and always something new coming from Apple.
07:11And yet, it's very understandable what it is, where it fits in, who it's for.
07:16Right? Make sense?
07:18That's our plan. Very simple.
07:23One last thing I wanted to talk about today was, you know, two things actually.
07:32A lot of people have declared our turnaround officially complete.
07:38And you would have to say that's true.
07:42We've had seven consecutive profitable quarters.
07:47We made $200 million last quarter. That's a lot of money.
07:52And we've got great products.
07:56But, you know, I never looked at it that way.
08:01The reason I came here had nothing to do with turning Apple around.
08:09Because, you know, that's about the company.
08:13And I know we all love this company.
08:14But what we love even more is putting these great products out into the world and see people use them.
08:26And so, the reason I came back here, and I'm sure the reason you're here,
08:29isn't to turn Apple around.
08:30It's to make Apple great again.
08:33Right?
08:35And I think we are now, we now have that possibility.
08:41We now have that possibility.
08:42With the work that you've all done in the last two years,
08:45the foundation we have now is really great.
08:49The technology foundation, the marketplace foundation,
08:53the capabilities we've built in every area of the company,
08:56from operations that's got the best operational excellence in the business now,
09:00even better than Dell, you know, to engineering,
09:03which clearly is doing the best engineering work in the industry,
09:06to marketing, I think our marketing is now the best in the industry
09:10and arguably some of the best in the world.
09:12Our design capability, our industrial design capability,
09:15mechanical engineering capabilities,
09:17we've built so many capabilities, we've rebuilt so many capabilities
09:20and built some way beyond where Apple has ever had them,
09:23that we now have this incredible foundation to, I think,
09:27really do some awesome stuff in the next few years
09:30and make Apple truly a great leader,
09:34not just within our industry, but the kind of company that is a great leader, period, in the world.
09:40And so that's why I'm here, and I think we have that shot right now,
09:45due to a lot of hard work that everybody's done over the last two years.
09:50And the reason now, the strategic reason that we have that shot,
09:56is because we're the last company in this business to make the whole widget.
10:03Put risk here, because it's innovation.
10:06We've got to convince peripheral manufacturers, convince our customers,
10:09but this is going to be one of our strategic initiatives, let's go for it,
10:12and align behind that and bring innovation to the marketplace in a way
10:16that when you have to convince five companies, it's very hard.
10:20Another example, same thing as Firewire, right?
10:24Firewire's another core technology, this time we happened to invent that one,
10:29finally decided to use it, and we're building it into our machines one by one,
10:35and again, the PC industry can't get their act together on this.
10:40Hardware, software, evangelism, marketing, all working together to bring innovation to the marketplace.
10:46And wireless is a third.
10:48I mean, this technology's been out there waiting to happen.
10:51But, you know, if you went to Compaq or Dell, they go,
10:54well, I don't know, I mean, it's not an industry standard.
10:58Well, it is an industry standard actually, but nobody's using it yet.
11:00Plus, it doesn't work with Windows. I mean, go get Microsoft to do it.
11:04You can go talk to Microsoft and they go, well, it is not high volume.
11:07We've got 38 million things wrong with our software.
11:09We'll put it in the bottom of the list.
11:11We'll get to it in three years.
11:15Even in these other situations, like Microsoft would say, well,
11:17if Dell and Compaq were shipping it in high volume, then we'd make the software to make it work.
11:23But, you know, it's a chicken and egg thing.
11:25We can break through those things and bring innovation to customers
11:29because we're the last people in this business who give a shit about making great computers.
11:45And I think, you know, as we come back to our roots and said, hey, it's okay if we don't,
11:54you know, aggressively sell to corporate enterprise customers.
11:58That's not why Apple was put on this earth.
12:00It'd be fun, but we're not going to go make a frontal assault on the enterprise.
12:04We're going to go and sell to creative professionals who we love selling to and they love us.
12:09We're going to regain our leadership position in education.
12:13Our market share is still number one.
12:14We're going to start taking back market share that we lost over the last five years.
12:17And we're going to come back in the consumer market with a vengeance.
12:25And these are our customers.
12:27It just feels good to me.
12:29This is why Apple was put on this earth, to serve these kinds of customers.
12:33And it just so happens that, you know, I think we are gaining market share in the creative professional market.
12:39We're gaining market share in education.
12:40We're gaining market share in the consumer market.
12:42And I think we have a chance for explosive growth in the consumer market and very strong regaining of market
12:48share in the education market.
12:50And even some gaining of market share in the creative professional market.
12:53So I think our prospects are looking pretty good.
12:56And I think we're in exactly the right place with exactly the right core assets and strategy to take advantage
13:02of these explosions.
13:03And I think it will be very exciting next few years.
13:06And I think there's very few companies that can make products as cool as ours and get them out to
13:13millions and millions and millions of people.
13:16We're shipping four to five million computers a year now.
13:20That's a lot.
13:21That's a lot of people.
13:23That's a lot of computers.
13:24And it's a big opportunity to change the way people think about computers, to change the way people think about
13:31design,
13:31and to put things out into the culture with something truly great.
13:35We have four great products moving into our biggest quarter of all, the Christmas quarter.
13:42And I happen to know all the things in the pipeline.
13:45And I can tell you there's so many more great things coming.
13:48It's unbelievable.
13:49The products are just unbelievable.
13:52The best stuff I've ever seen in my life.
13:54So I think we're going to be able to really rock and roll in the next few years.
13:59So congratulations.
14:00And we got some food and we got some iBooks right over there with Cafe Max.
14:05Thank you.
14:11Thank you.
14:23Yeah, I know.
14:26That's great.
14:27Thank you.
14:27Work I was doing.
14:30You can't check it.
14:36¿Puedo hacer un bloqueo?
14:54¡Aquí es su bice!
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