Analyst meets Tim Cook, hears about Chinese voice messaging craze, sees an iWatch job-to-be-done.
Steven Milunovich, UBS’ Apple AAPL guy, waited until the second paragraph of his note to clients Tuesday to mention that he’d just met with Apple’s CEO.
Voice messaging on the iPhone also has a ways to go. If you want to dictate a message in iOS 7, you say your piece, wait for a server somewhere to translate it into text, and proofread the result to make sure you weren’t misunderstood.
Voice messaging in iOS 8 is more like voice mail, only instant. You don’t have to listen to your carrier explain how it works for the umpteenth time. You just touch a microphone button, record a message, and swipe the screen to send it.
It’s not hard to imagine doing that on a watch. Milunovich sees Chinese-style voice messaging as one of the chief “jobs to be done” — along with encouraging wellness — for the iWatch Apple is rumored to be building in large quantities for release in October.
Assuming they get it right, Apple will probably sell millions of the things. The only question, says Milunovich, is how many millions.
Below: Screenshots of how voice messaging works, via Apple’s iOS Preview.