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Cook: Apple has surprises in the works for fall, all of 2014 - Page 2

post #41 of 73
New new or redesigned new?
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post #42 of 73
Quote:
Originally Posted by zanne101 View Post

Do we really need something new every 6 mos or a year? What do you want your computer to do for you - make your breakfast, pick up your clothes from the cleaners? Nobody has to read a map anymore, talk in person to someone, call a friend etc. We are all becoming shells due to technology and we keep asking for more. And no, I'm not a luddite, just someone who can actually do things without my computer, phone, tablet and all the other gadgets.

And can everyone really afford to keep buying new tech every 6 mos or year? What a waste of money and resources.

Simply put, all Apple customers do not adhere to your chronology. 

 
post #43 of 73
Quote:
Originally Posted by Marvin View Post

We'll probably be seeing iOS 7 and possibly OS X 10.9 at WWDC so that's something I suppose. Application software updates really would have been a nice way to fill the gaps like new Aperture etc. You sort of wonder what the team at HQ is actually doing for such a long time. Obviously the retail staff keep the rollout going but what does Ive do between launches?
Working on news stuff that we're not thinking about? I keep reminding myself that Apple is down an exec as they didn't replace Forstall, just divided up his work. Yet I doubt the guys who got his work were bored or looking for things to do...
post #44 of 73
Quote:
Originally Posted by samosAI View Post

I am on Tim Cook's side. He is a stabilizing influence for Apple, reorganizing the management group into an effective, coordinating whole. He and the team continue producing/refining excellent products. Cook and the Management Team should ignore Wall Street. 
 

 

I quite agree.  And frankly, I don't understand the impatience of some enthusiasts on this site.  It's a hell of a lot of work to create these amazing new products that are so close to flawless.  It's going to take Apple the time it takes to get it right.  So if they released something before it was ready, it'd be buggy, it would damage their reputation, and perhaps worst of all, it would make Apple more like Microsoft and Google!  I definitely want Apple to take their time and do it right.  And if they also have some strategic reason to wait for back-to-school or xmas or whatever, that's fine too. I'm a customer and a stockholder and Tim Cook has my vote of confidence!

post #45 of 73
Quote:
Originally Posted by scotty321 View Post

I think Apple has forgotten that they actually make software.
I suspect Apple is waiting for their iOS apps to catch up their desktop counterparts. After that, they can start adding and improving both at the same time.
Pages, Numbers, and iPhoto haven't seen any major upgrades in almost 5 years.

OS X's Mail, Contacts, Calendars haven't had any major new features or bug fixes in about the same amount of time.

Not to mention that Apple silently discontinued 2 of our all-time favorite apps, iDVD and iWeb.

Apple is really faltering on the software front!
post #46 of 73
It should be remembered that the iPod was introduced in 2001 and the iPhone in 2007. That's six years. The iPad is largely an evolution of the iPod touch. 2013 would be just right for the next big thing.
post #47 of 73
Quote:
Originally Posted by pulcinella View Post

It should be remembered that the iPod was introduced in 2001 and the iPhone in 2007. That's six years. The iPad is largely an evolution of the iPod touch. 2013 would be just right for the next big thing.

And the time between the Mac and iPod was 27 years.

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post #48 of 73
"And the time between the Mac and iPod was 27 years."

Absolutely!
Expectations are too high
post #49 of 73
Tim, I hope you're s**tting us. You're already late.
post #50 of 73
Why is nobody whining about the MacPro not even being mentioned?
Has it been put off till "later" this year?
post #51 of 73
So they don't expect anything in 2013? They think that 2014 will be great, huh? They wish. If they won't hit the jackpot this year, apple will be too late to recover all minus growth. Good luck with iWatch which nobody wants to buy.
post #52 of 73
So they don't expect anything in 2013? They think that 2014 will be great, huh? They wish. If they won't hit the jackpot this year, apple will be too late to recover all minus growth. Good luck with iWatch which nobody wants to buy.
post #53 of 73
So they don't expect anything in 2013? They think that 2014 will be great, huh? They wish. If they won't hit the jackpot this year, apple will be too late to recover all minus growth. Good luck with iWatch which nobody wants to buy.
post #54 of 73
Quote:
Originally Posted by scotty321 View Post

I think Apple has forgotten that they actually make software.

Pages, Numbers, and iPhoto haven't seen any major upgrades in almost 5 years.

OS X's Mail, Contacts, Calendars haven't had any major new features or bug fixes in about the same amount of time.

Not to mention that Apple silently discontinued 2 of our all-time favorite apps, iDVD and iWeb.

Apple is really faltering on the software front!

 

I couldn't agree more! It seems, the only software Apple is concerned about is iOS, and maybe OS X. They really need to improve their other software. The only reason I can think of why they wait is that they plan a massive iCloud integration with these titles. The current iCloud integration of iWork is a complete mess.

post #55 of 73
Originally Posted by VanFruniken View Post
Why is nobody whining about the MacPro not even being mentioned?

 

Because it was already mentioned last year.


Has it been put off till "later" this year?

 

No, it has not been "put off". Stop it.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

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Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply
post #56 of 73
Quote:
Originally Posted by Tallest Skil View Post

Not sure I understand that first part, but I agree with this. There's no reason for an event for a spec bump, but if there's a new case design, a new software feature tied to that hardware, or something special about the new processor family that they want to highlight, by all means have an event.
When it comes to Mac hardware events are an important element in reassuring users that Apple is still serious about the platform. Plus when Apple does do a spec bump, lately it seems to go unnoticed by the user community.

Apple really needs something more halfway between the types of events they are famous for and for example the last laptop bump.
Quote:
I wonder just how much Haswell will actually improve battery life… They claimed 24 hours on machines with ULP CPUs, but that was… hoo boy… what, 2011 when they said that?
Intel is way behind on power management in their CPUs so the potential is there. The problem with some of the techniques is that they work great for light users but a more demanding user might not get the same power savings. Turning off idle sections of a chip can significantly reduce power if an app doesn't use those sections of a chip.

That being said Intel has a lot of BS when it comes to marketing power efficiency. I do hope that they are serious this time around. In any event 24 hours of operation is not a valid goal in my mind. The real goal should be a laptop that can hold up to a 10-12 hour work day, where said laptop is under heavy load.

In a nut shell a portable computer needs to be functional as a portable. That should seem obvious but many a laptop can't really spend much time off the AC nipple. If Apple could get over its need to thin the laptops we could get really good run times from Haswell. The problem is if Haswell allows for even thinner laptops Apple may be tempted to shave the machines down even more.
post #57 of 73
This is so true, iWork is a mess if you consider its so called integration with iCloud. I'm also of the belief that part of the wait may be to realize better iCloud integration and perhaps more importantly feature parity. They really need to iron out the incompatibilities of iWork on the two OS's.

One thing to consider is that iOS hardware has really matured in the last year or so. That may make it far easier for them to whip iWork into shape. Lets face it iWork on iPad 1 or 2 was mostly wishful thinking.
Quote:
Originally Posted by MacApfel View Post

I couldn't agree more! It seems, the only software Apple is concerned about is iOS, and maybe OS X. They really need to improve their other software. The only reason I can think of why they wait is that they plan a massive iCloud integration with these titles. The current iCloud integration of iWork is a complete mess.
post #58 of 73
Quote:
Originally Posted by SolipsismX View Post

And the time between the Mac and iPod was 27 years.

Yep, Apple is doing fine! All this whining about new products seems to ignore that today's products are doing very well indeed.

Sadly much of this pressure is due to institutional ignorance on Wall Street and the inability to see beyond a quarter. Anybody supporting this nonsense needs to realize that many a good company has been ruined trying to satisfy unreasonable expectations on the street. It can lead to really bad management choices.
post #59 of 73
While I realize it's the hardware that makes the profit for Apple, I'm still of the mindset that without powerful software to take advantage of the hardware... well, you just have pretty graphs showing benchmarks.

That's why I seriously believe that at WWDC we and the world are just going to go slack-jawed at the new iOS7, new OS X, and new native apps being presented.

It is also why Apple will need until the end of the summer to get it all rolled out and give the developers a chance to integrate the changes to their apps/programs, at which time the new hardware will be announced with the new OSes installed.

At this point in time where a lot of potential customers proclaim their current Apple hardware to be "good or fast enough", it is the software that will make their current devices sing and dispel their thoughts of springing to another platform. One word: retention.

For those that have jumped ship, in order to get their hands on the very best integrated software money can buy... they will be compelled to purchase an Apple product again.

I believe this is called not putting the cart before the horse... or something along those lines.*
*Jeez... does anybody still know that saying, use it, or even know that it was a mode of transportation once upon a time? Trippy! 1smoking.gif
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post #60 of 73

I'm enjoying how many people here say iWork needs updating, but haven't offered any specific features or fixes they desire. The iCloud framework is a seperate beast with its own problems. So what missing feature of iWork is a work stoppage issue? Is it deleting every fifth document?

 

Rogifan View Post
I love how everyone bitched last year because of all the leaks and that there were no surprises and now this year people are bitching because there's no news. They don't want leaks but they want to know what Apple is up to. With some of the issues Apple had last year I have a feeling the mantra from Cook this year is we'll release products when they're ready and not a minute before. When Ive says Apple's goal isn't about making money this is what he's talking about. And Oppenheimer mentioned it on the call - Apple is focused on the long term, not short term profits. Wall Street might not like that answer but Apple' basically saying we don't care.

Hear hear. I don't get the logic behind most companies obsessed with pleasing the people who make money from them (via stock) instead of pleasing their customers, from whom they make money. Wall Street doesn't dictate what any company is actually worth.

 

Marvin View Post
While the 15" MBP can be updated, the 13" can't be so unless they updated them separately, they all get pushed back. I think they should update the 15" in June and cut the prices down. Even if the 13" stays as is, worst case, it drives people to the higher value machines until September.
Obviously the retail staff keep the rollout going but what does Ive do between launches?

The rMBP has been on a staggered update so far, so at least it's consistent.

Ive prototypes. I can imagine him playing with a Liquidmetal hand cover, like a T-1000-esque version of the Power Glove.

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post #61 of 73
Quote:
Originally Posted by samosAI View Post

I am on Tim Cook's side. He is a stabilizing influence for Apple, reorganizing the management group into an effective, coordinating whole. He and the team continue producing/refining excellent products. Cook and the Management Team should ignore Wall Street. They are myopic, focusing on the short-term, confusing correlation for causal assessment.

I am an applied econometrician with an understanding of open-economy macroeconomics.

Sam S., Ph.D.

I was going to say the exact same thing .... 1wink.gif
Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini, SE30, IIFx, Towers; G4 & G3.
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Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini, SE30, IIFx, Towers; G4 & G3.
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post #62 of 73
Quote:
Originally Posted by jdnc123 View Post

Something for the bears and the bulls.  Stock down slightly as I type....

 

Positive

- dividend increase (about 3% at $400)

- buyback.....reduce share count, improve eps all else being equal, make shareholder turnover less volatile, reduced div payments offset interest expense

- taking on debt...reduce cost of capital

- hinting at new product categories, more than just evolutionary products

- number of first time smartphone buyers over next few years "isn't lost on" apple .....hint for lower cost phone?

- Cook changed and communicated a little more

 

Negatives

- No new hardware until the fall 

- March qtr gross margin lower than the lowest of nearly 40 estimates on bberg.  

- Guided June quarter well below street's already low expectations.  Guided to about $7.70/share vs street at $8.87; $4 billion below estimates on sales and a whopping 200 bps below estimates for gross margin.  

- More problematic, September numbers will have to come down massively, currently at $10.40, but may be lucky to hit the june number without a product launch that impacts at least september.

- Expect a lot of model/earnings revisions lower tomorrow

- Fiscal 2013 eps on trajectory for 11-13% year over year decline

- I thought TC and PO danced a little too much on the China issue and gross margin question, not to mention the growing slower than the market question.  Enough with the longwinded channel inventory stuff, just say you are indeed growing slower than the market and expect to change that.

- Just amazed that everything appears to be coming out the last 3-4 months of the year again; iOS7 may be behind schedule, pushing everything back?

- Continue to dismiss large screen phone 'with current trade offs' 

 

Excellent rundown. This forum needs more posts like this!

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post #63 of 73
Quote:
Originally Posted by wizard69 View Post

Yep, Apple is doing fine! All this whining about new products seems to ignore that today's products are doing very well indeed.

Sadly much of this pressure is due to institutional ignorance on Wall Street and the inability to see beyond a quarter. Anybody supporting this nonsense needs to realize that many a good company has been ruined trying to satisfy unreasonable expectations on the street. It can lead to really bad management choices.

In all fairness Apple did release new product categories in those 27 years, they just didn't fare as well as Apple's 21st century releases. The Newton and QuickTake come to mind.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

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"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #64 of 73
Quote:
Originally Posted by JeanDarch View Post

Next big thing is a systemic product solution like InterestMachine™ with which you win. We have seen separate and individual products but now we need a system.


- So, what comes after iPhone and iPad?

The only way for Apple to survive is to bring one more great product. If it isn't Apple's InterestMachine™ and MIST-UI™ and its BlinkUI™  it may be Marissa's and Yahoo-Sony-Oracle's, all quicker than Apple?

Interesting but it's more of a feature than a actual product.
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"Just because something is deemed the law doesn't make it just" - SolipsismX
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"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
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post #65 of 73

From transcript:

 

Tim Cook - CEO: Our teams are hard at work on some amazing new hardware, software and services that we can't wait to introduce this fall and throughout 2014.

 

...then later...

 

Steven Milunovich - UBS Securities: Tim, you alluded to fall announcements of products. Is that indicating that there may not be substantial new products until literally fall, late September, which means the September quarter could look a lot like the June quarter, is that part of what you're implying or were you just being more general?

Tim Cook - CEO: I don't want to be more specific. But I'm just saying we've got some really great stuff coming in the fall and across all of 2014.

 

I interpret his comments to emphasize "amazing new" stuff in the fall.  Doesn't mean there won't be roll outs of updated stuff.

 

If I had to guess, all new iPhone hardware (& iOS) won't come until Sep.  But that's expected (by the reasonable folks).

 

I see no reason why updated ipads, mac, software, etc. couldn't come earlier than fall.

 

Obviously, TV, watch, etc. would come post fall...2014.

post #66 of 73

I still  believe a nano (feature) phone would be good.

and deeper into fantasy land... how about a REALLY small iPhone nano (a flip phone?).  So small that it can be docked INSIDE an iPad Mini.  That way, the user can carry around just the phone while exercising, at a restaurant, out with the family...but can dock into the iPad Mini for business meetings, travel, to/from work, etc.  I know this is a bit gimmicky, but having hybrid/options of a small portable device along with a larger/more powerful device suits a lot of people with an active lifestyle.  This is probably what an iWatch (optionally paired with a larger device) is supposed to address as well. 

post #67 of 73
Of course they do, there apple.
post #68 of 73

Since we're dreaming big, here's a pleasant surprise I'd like to see: the next rMBP having the mobile variant of this.

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post #69 of 73
I hope he's s**tting us. If there isn't a new product announced during WWDC, they'll have an even deeper hole to dig out of.
post #70 of 73
Originally Posted by Robert Turner View Post
I hope he's s**tting us. If there isn't a new product announced during WWDC, they'll have an even deeper hole to dig out of.

 

Come off it.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply
post #71 of 73
Apple will once again demonstrate its leadership by July 2013...shares will cross $600
Apple shares will be back to its highs by December 2013
post #72 of 73
Quote:
Originally Posted by Robert Turner View Post

I hope he's s**tting us. If there isn't a new product announced during WWDC, they'll have an even deeper hole to dig out of.
People need to stop spreading rumor and generate unrealistic expectations. And, if the Wall Street is manipulating the stock based on the rumors, they are doing injustice to their client's money.
post #73 of 73
Quote:
Originally Posted by arvikaul View Post

Apple will once again demonstrate its leadership by July 2013...shares will cross $600
Apple shares will be back to its highs by December 2013

 

That's very optimistic, hope you are right.

 

i think we will be in the 500-550 by year end.

 

Mar and June 2014 Quarters should be blowouts for Apple seeing the relatively week 2013.  That's when i see this thing going to 650-700

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