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Apple execs "overtly optimistic" about iOS, see tablets outpacing PCs soon

post #1 of 43
Thread Starter 
After meeting with Apple executives, Goldman Sachs analyst Bill Shope reported that the company appeared "overtly optimistic on the long-term prospects for the iOS platform."

Shope met with Apple's chief operations officer Tim Cook, retail head Ron Johnson and chief financial officer Peter Oppenheimer.

According to a report obtained by AppleInsider, while the trio of Apple executives didn't divulge any secret features of the upcoming iOS 5, they did note high expectations for iPads and iPhones.

In his Goldman Sachs note, Shope noted that Cook "remained remarkably optimistic about the demand for the iPad and the long-term market opportunity for tablets. Indeed, he stated that he sees no reason why the tablet market shouldnt eclipse the PC market over the next several years."

Apple already sells more iPads than Macs, and the impact the iPad is having on PC sales in general (which are shrinking globally) is making a clear imprint on Microsoft's plans for Windows 8.

The new features of Windows 8 demonstrated so far focus entirely upon making the product suitable for use on iPad like devices. Microsoft has even clarified that it will not support emulation of existing Windows apps on new mobile ARM-based tablets, pushing users to move entirely to a new type of apps built using HTML5 and JavaScript.

Shope also noted that Apple now reports having 200 carriers for the iPhone (up from 189 at the end of the March quarter) and that it continues to enjoy strong retail sales from its chain of more than 200 outlets, something that neither Microsoft, nor its Windows PC hardware partners, nor any Android licensees have at their disposal to help sell and train users on new products.

The analyst estimates that Apple will sell 8.1 million iPads in the June quarter, an increase of 72 percent over last year's summer quarter, pointing out that Apple management "noted that they continued to work to meet iPad demand and that they were making as many devices as they could."
post #2 of 43
What the heck is 'overtly' optimistic? As opposed to being secretly optimistic?

Or, did the analyst mean 'overly,' which would have a very different connotation.....
post #3 of 43
Quote:
Originally Posted by anantksundaram View Post

What the heck is 'overtly' optimistic? As opposed to being secretly optimistic?

Or, did the analyst mean 'overly,' which would have a very different connotation.....

It would seem by the context that they mean that the execs' optimism was readily apparent.

I agree it's a strange way to word it. I originally read it as "overly".
post #4 of 43
this is NEWS?
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post #5 of 43
I'd never find an iPad to be a suitable replacement for any flavor of Mac. In fact I don't really like the iPad much prefer my iPhone 4.
post #6 of 43
Quote:
Originally Posted by DougDolde View Post

I'd never find an iPad to be a suitable replacement for any flavor of Mac. In fact I don't really like the iPad much prefer my iPhone 4.

Never? Okay...
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post #7 of 43
Quote:
Originally Posted by snova View Post

this is news?

yes!!
post #8 of 43
Quote:
Originally Posted by DougDolde View Post

They didn't ask me.

That's because you don't count. A tiny minority of people who either don't get or don't like the iPad for whatever reason are not going to be taken into consideration when a company has a certified blockbuster hit on their hands.

The iPad is great, and I happen to own a number of other Macs also. I won't be giving up those anytime soon, but I find the iPad to be pretty useful for certain things.

Tablets and touch screens is where everything is heading. Other companies are seeing the huge success of the iPad and now everything is all about tablets. Look at Windows 8 which was previewed yesterday, it's a tablet OS! It was pretty obvious where they were heading, I have bing on my iPad.
post #9 of 43
Quote:
Originally Posted by DougDolde View Post

I'd never find an iPad to be a suitable replacement for any flavor of Mac. In fact I don't really like the iPad much prefer my iPhone 4.

Your individual usage case is irrelevant to Apple.

Apple is interested in the broad market response to its products, not individuals (well, apart from Steve Jobs and Jonny Ive).

The fact of the matter is the iPad is a massive hit, the only large-scale success in a product category (tablets) that has existed for a good fifteen years.
post #10 of 43
Most likely plausible, although I'm not too worried about it.

I stopped buying PC's outright years ago, when I learned that they were one of the biggest waste of money ever for me.

Ah, the joys of building
post #11 of 43
Quote:
Originally Posted by Jexus View Post

Most likely plausible, although I'm not too worried about it.

I stopped buying PC's outright years ago, when I learned that they were one of the biggest waste of money ever for me.

Ah, the joys of building

You don't build anything. You don't design anything. You assemble parts that others have designed, manufactured, and marketed, the same parts that go into numerous devices. You are no different than the typical Foxconn worker. And you have the nerve to tell people you build your own computers?! That and a dozen roses wouldn't get you a girlfriend either. But I guess it puffs up your self worth and gives you that superior feeling. I'd like to see you "build" a tablet.
post #12 of 43
Quote:
Originally Posted by snova View Post

this is NEWS?

This is a comment?
post #13 of 43
Quote:
Originally Posted by Pendergast View Post

It would seem by the context that they mean that the execs' optimism was readily apparent.

I agree it's a strange way to word it. I originally read it as "overly".

Me too.

Quote:
Originally Posted by snova View Post

this is NEWS?

This just in: Execs from companies are overtly optimistic to media about their products even if they think they are complete shit.
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post #14 of 43
Overtly is right. Executives can be coy with analysts, as any information given is "forward looking". It's not a press conference either, so they don't tend to be sales men. In this case they didn't hide their optimism.

Overly would be a judgement call- the analyst would be saying they were over- confident.
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post #15 of 43
Personally I prefer my iPad to my Mac for many tasks and when I'm in situations where I only have my iPad I don't find myself longing for my Mac at all. There's a few things it doesn't do well right now but I'm sure they'll be fixed (possibly on Monday when we get the iOS 5 beta). I've been convinced they'll displace laptops for most users from the start and I haven't seen any reason to change my mind yet. There's every reason for optimism.
post #16 of 43
Quote:
Originally Posted by solipsism View Post

Me too.


This just in: Execs from companies are overtly optimistic to media about their products even if they think they are complete shit.

You do realize that Apple execs are usually VERY reserved with the media regarding the sales and marketing of Apple's products. This is actually very significant news when Apple takes the wraps off internal sales optimism to allow it to get to the media.

Please note I am NOT referring to Apple's boundless enthusiasm about the quality and impact of their products but the sales of same.

Overtly is a GREAT word. Good to see real vocabulary being used.
post #17 of 43
yes, it's "overtly"; yes, it makes sense; and yes, it is news.

Apple is famous (notorious) for low-ball earnings estimates and very cautious statements about the future. Their approach is to always try to under-promise and over-deliver. So if apple execs are so giddy that they can't contain themselves, it is indeed news.

Now, obviously the apple execs could be wrong -- we may find that "overly" was the right word after all. But this is still news. (and as an apple investor, I see it as good news, because these guys are right way more often than they are wrong)
post #18 of 43
Quote:
Originally Posted by lkrupp View Post

You don't build anything. You don't design anything. You assemble parts that others have designed, manufactured, and marketed, the same parts that go into numerous devices.

That is true. Building something cool out of legos is more complicated than putting together a PC. A PC or a hackintosh consists of maybe 10 parts that you buy, you throw them into a case, and you have your machine. It's not rocket science.
post #19 of 43
Quote:
Originally Posted by paxman View Post

This is a comment?

This is silence?
post #20 of 43
Does anyone else think that Microsoft is making a potentially retarded decision re standardizing to HTML / JavaScript?
post #21 of 43
Quote:
Originally Posted by peter02l View Post

This is silence?

And this is rice?
post #22 of 43
There is one big thing preventing iPad sales from overwhelming PC sales: You need a PC in order to sync an iPad (or an iPhone). I would love to get an iPhone and/or an iPad for my mother, but she does not have or want a computer. If Apple turns these IOS devices into independent devices (with Internet access), then they may be right.
post #23 of 43
Quote:
Originally Posted by jonro View Post

There is one big thing preventing iPad sales from overwhelming PC sales: You need a PC in order to sync an iPad (or an iPhone). I would love to get an iPhone and/or an iPad for my mother, but she does not have or want a computer. If Apple turns these IOS devices into independent devices (with Internet access), then they may be right.

Speculation time:

The Airport routers and Time Capsule devices have been pulled and are not available right now, signalling a refresh soon.

Apple is going to announce iOS 5 soon, and one of the rumored features is over the air upgrades. I wonder if over the air backups to a Time Capsule will come with it.

Think about it: a new Time Capsule could facilitate Internet access and device backup, negating the need for a PC.
post #24 of 43
Quote:
Originally Posted by anantksundaram View Post

What the heck is 'overtly' optimistic? As opposed to being secretly optimistic?

Or, did the analyst mean 'overly,' which would have a very different connotation.....



That's funny! Love it.

They were overly optimistic about Ping too I would suppose.
post #25 of 43
Quote:
Originally Posted by jonro View Post

There is one big thing preventing iPad sales from overwhelming PC sales: You need a PC in order to sync an iPad (or an iPhone). I would love to get an iPhone and/or an iPad for my mother, but she does not have or want a computer. If Apple turns these IOS devices into independent devices (with Internet access), then they may be right.

Not for an iPad anyway. You can buy all the content you want and leave it on the iPad forever without ever having to sync. You can do updates too.

And who says a PC? Buy an iMac instead to sync that shiny new iPhone.
post #26 of 43
Quote:
Originally Posted by lkrupp View Post

You don't build anything. You don't design anything. You assemble parts that others have designed, manufactured, and marketed, the same parts that go into numerous devices. You are no different than the typical Foxconn worker. And you have the nerve to tell people you build your own computers?! That and a dozen roses wouldn't get you a girlfriend either. But I guess it puffs up your self worth and gives you that superior feeling. I'd like to see you "build" a tablet.

1. http://dictionary.reference.com/browse/Build

And I quote:
Quote:
to construct (especially something complex) by assembling and joining parts or materials: to build a house.

2.Please point to the EXACT phrase were I Specifically tell people to build their own PC's.

3. The Girlfriend joke, is pathetic...seriously, it's almost as common as Godwin's law.

4. You can build many things. Bikes, Fans, PC's, Laptops(<---hell) the list can go on. It's entirely possible to build a tablet.

http://thecustomizewindows.com/2011/...-in-under-500/

So yes, if tablets go the way of PC's or laptops in terms of availability, there WILL be component suppliers and part sellers. The only thing to be seen would be connectivity and battery life.
post #27 of 43
Quote:
Originally Posted by physguy View Post

You do realize that Apple execs are usually VERY reserved with the media regarding the sales and marketing of Apple's products. This is actually very significant news when Apple takes the wraps off internal sales optimism to allow it to get to the media.

Please note I am NOT referring to Apple's boundless enthusiasm about the quality and impact of their products but the sales of same.

Overtly is a GREAT word. Good to see real vocabulary being used.


Finally, a guy that gets it. I thought, for sure, Solip would set everyone straight but he seems to have glazed over the between the lines meaning, also.
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post #28 of 43
Sorry, I still don't think this is significant news.

Its true that Apple has a history sandbagging upcoming quarterly results numbers. However, lets look at the actual statement:
"[Cook] sees no reason why the tablet market shouldn’t eclipse the PC market over the next several years."

Making a statement that they are "overtly" aka "openly" enthusiasm about potential iPad market share years into the future is no where close to a change from their sandbagging approach. They will continue to sandbag actual numbers for the iPad.

They can be openly enthusiastic all they want. Its not the same thing as commiting to an actually upcoming quarterly result. In my opinion, this is NOT anything you can hold them to and NOT news. This is the pretty much the same thing they have been saying for a while now "we believe the post-PC era in upon us" or words to the that effect. Read the statement again folks.. don't read more into it than was is stated. This is NOT a change in position. It is a carefully crafted statement which commits to nothing. Heck he didn't even say an Apple Tablet! He was just referring to the tablet market in general.

ps. It is comical me to see someone showing off their vocabulary skills... when they can just as easily use another "layman's" word with the same meaning thus allow a greater number of readers to "get the true meaning". Trying to show off how smart you are, backfires on you if you fail to meet the primary goal of your job; communicating something clearly to your readers.
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post #29 of 43
Quote:
Originally Posted by asdasd View Post

Overtly is right. Executives can be coy with analysts, as any information given is "forward looking". It's not a press conference either, so they don't tend to be sales men. In this case they didn't hide their optimism.

Overly would be a judgement call- the analyst would be saying they were over- confident.

Thank you for explaining that. Two totally different meanings. I was going to explain that when I first read it, but was called away.
post #30 of 43
Quote:
Originally Posted by snova View Post

Sorry, I still don't think this is significant news.

Its true that Apple has a history sandbagging upcoming quarterly results numbers. However, lets look at the actual statement:
"[Cook] sees no reason why the tablet market shouldnt eclipse the PC market over the next several years."

Making a statement that they are "overtly" aka "openly" enthusiasm about potential iPad market share years into the future is no where close to a change from their sandbagging approach. They will continue to sandbag actual numbers for the iPad.

They can be openly enthusiastic all they want. Its not the same thing as commiting to an actually upcoming quarterly result. In my opinion, this is NOT anything you can hold them to and NOT news. This is the pretty much the same thing they have been saying for a while now "we believe the post-PC era in upon us" or words to the that effect. Read the statement again folks.. don't read more into it than was is stated. This is NOT a change in position. It is a carefully crafted statement which commits to nothing. Heck he did even say an Apple Tablet! He was just referring to the tablet market in general.

ps. It is comical me to see someone showing off their vocabulary skills... when they can just as easily use another "layman's" word with the same meaning thus allow a greater number of readers to "get the true meaning". Trying to show off how smart you are, backfires on you if you fail to meet the primary goal of your job; communicating something clearly to your readers.

And you read WHERE that this was a NEWS site?

This is a blog. They write whatever they like, slant it however they like if they want to (or even inadvertently or due to personal bias), and as far as I can remember, do not advertise themselves as a NEWS site.

And yes, communicating clearly is paramount, but there are words that do in fact communicate more clearly and I for one am glad that these words pop up from time to time. If the reader is confused, then that is precisely why the dictionary was invented.

The more we use, as you call it, "layman's" language, the more we dilute our language and actually get far worse at communicating clearly, not better.

I, for one, am glad that hopefully some of the readers of this thread have an new word in their vocabulary that they can use, when applicable, to more clearly communicate their thoughts and ideas.

And, seriously, overtly? This is a word that summons some sort of snobbery? Why, I don't know. It's a plain, ordinary English word that should be used more often, along with thousands of others that have been left by the wayside.

post #31 of 43
Only using my Mac for serious work nowadays, while I'm reading and responding to articles like this on the iPad. Surprised myself to be honest as I never saw myself embracing anything except a desktop as my day to day machine.
post #32 of 43
Quote:
Originally Posted by GregoriusM View Post

And you read WHERE that this was a NEWS site?
The more we use, as you call it, "layman's" language, the more we dilute our language and actually get far worse at communicating clearly, not better.

Lets respectfully agree to disagree on this one.

Your point of view and motivations for using uncommon words obviously differs from mine.

In a world of globalization, english is often not the first language for most of my customers or colleagues. Even when english is a first language not everyone is an english scholar. Thus, I have learned that to be successful, you need to talk to the lowest common denominator.

Frankly, I have no motivation to raise the bar and educate others by confusing them with unfamiliar words that come out of my mouth. We have enough challenges in communicating already. Have you ever tried to do business overseas?

I am more interested in teaching myself most any language BUT English. Mandarin, Japanese, Korean, German, French, Spanish.. pick one.
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post #33 of 43
Quote:
Originally Posted by Blastdoor View Post

yes, it's "overtly"; yes, it makes sense; and yes, it is news.

Apple is famous (notorious) for low-ball earnings estimates and very cautious statements about the future. Their approach is to always try to under-promise and over-deliver. So if apple execs are so giddy that they can't contain themselves, it is indeed news.

Now, obviously the apple execs could be wrong -- we may find that "overly" was the right word after all. But this is still news. (and as an apple investor, I see it as good news, because these guys are right way more often than they are wrong)

Precisely this.
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post #34 of 43
It would seem that the less like Windows the new Windows is, the better.
post #35 of 43
Quote:
Originally Posted by cvaldes1831 View Post

Your individual usage case is irrelevant to Apple.

Apple is interested in the broad market response to its products, not individuals (well, apart from Steve Jobs and Jonny Ive).

The fact of the matter is the iPad is a massive hit, the only large-scale success in a product category (tablets) that has existed for a good fifteen years.

But you are just attacking this chap without even reading his post. He says he prefers the iPhone, that is still an iOS device . . . And the article is about the future of iOS, not iPad alone.
post #36 of 43
I also initially read "Apple execs 'overly optimistic'..." and thought, "Oh, that's not good." What a difference a letter makes!
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post #37 of 43
Quote:
Originally Posted by Gustav View Post

Speculation time:

The Airport routers and Time Capsule devices have been pulled and are not available right now, signalling a refresh soon.

Apple is going to announce iOS 5 soon, and one of the rumored features is over the air upgrades. I wonder if over the air backups to a Time Capsule will come with it.

Think about it: a new Time Capsule could facilitate Internet access and device backup, negating the need for a PC.

Interesting.
I think your on to something here. Not just discrete elements of your data portfolio in the cloud (calendar, music, etc.) but your ENTIRE data set as an always available personal (or extended) ecosystem - Mac, phone & pad.

This is the story I would like to see on June 6th.
post #38 of 43
Quote:
Originally Posted by Gustav View Post

The Airport routers and Time Capsule devices have been pulled and are not available right now, signalling a refresh soon.

They haven't been pulled. They are both available in stores (that have them) and online stating a shipping time within 24 hours on Apple's own store.

What was stated is that the supply is running dry which is signaling a refresh/discontinuation of the current product.
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