Roger McNamee on why both Apple and HTML5 are kings of the hill — [VIDEO]

Transcript.

http://fora.tv/2011/06/28/Elevation_Partners_Director_and_Co-Founder_Roger_McNamee

Elevation Partners Director and Co-Founder Roger McNamee from The Paley Center for Media on FORA.tv

In Q1, the iPad was equal to 7% of the PC market. Now, it’s at 11%. — [LINK]

[I]f the iPad were lined up against all other computers, it would be the fourth-biggest computer brand in the world — after HP, Dell, and Lenovo [...].

Why you should never trust John Battelles opinion on tech – [PREDICTION POST-MORTEM]

- John Battelle pumped up “-Color”- at inception, and now we have confirmation that it is a lemon.

- John Battelle badmouthed the iPad at inception, and now we know that it is revolutionizing computing.

Wall Street analystss view is too short term.

They are incapable of forecasting a revolution.

And that includes Jason Ruspini.

UPDATE:

- Keep in mind that, at inception, Apple also underestimated the iPad numbers. They had to ramp up production, later on.

- See Paul Hewitt’-s comment, below.

Why you havent seen nothing yet when it comes to iOS games

Graeme Devine:

When I first got an iPad, I was sold on it being the ultimate piece of science fiction technology for gaming. I think it is the most interesting new technology product I’-ve worked on in years and I really wanted to make games for it.

I don’-t think a lot of people are really thinking yet what games mean on these touch platforms, the joystick is gone, there is no proxy in between you and the screen anymore. When I first saw the photos being rotated and pinch / zoomed on the iPhone, I knew things had changed forever, and people are trying to insert something back in there when clearly the best applications are the ones where the screen is a window onto a world that you can touch. I am not a fan of virtual d-pads, pointers, or other crutches, we have an opportunity on these devices to let players hold, move, touch, and feel the game in front of them and I intend to focus on that.

People who invest in stocks should pile in on AAPL.