Originally Posted by disco
So, I've been a member of AI for quite a long time. In the past 2 years or so I really haven't visited much, as my interest in rumors is slowly decreasing. I'm a professional grapic designer who sees a computer as just another tool, like a pencil or marker. My infatuation with the latest and greatest has waned, as I see a lot of it now as gimmickey and just another reason to get users to upgrade. Now, after all of these years of not really caring or having any inside information, I finally heard some news from a very reliable source. I don't know anything more than what I'll state below, so I won't be able to answer any more follow up questions, or quite frankly, have any more access to additional info. It was a one-time spilling of the beans by someone who should have kept their mouth shut I'm guessing. Choose to believe me or not, but as you can see from my posting history, I'm not much of a speculator these days. I'm posting this because for once, I actually know a little somthing. It's not ground-breaking, but it may shed a little light on the situation.
-The iPhone is indeed a huge drain on Apple right now. Engineering efforts are intense around the new product due to various reasons.
- The iPhone was originally was designed with a plastic LCD screen - it has been switched to glass at the last minute. I am not certain of the reason behind the switch, but engineering is struggling to implement the last-minute change.
-There are worries within engineering about the durability of the new glass screens.
-Projections for the phone are huge. Over 1 million units a month.
-The interface of the iPhone is really shaking up Leopard. Many of the new interface paradigms are being folded into the OS.
-Touch-everything. A massive rethinking about how people interact with hardware will be introduced.
-There is a huge amount of R&D regarding multi-touch. It's resulting in some amazing new interface opportunities.
That's all I really know as being factual. Some of it is rather obvious, but the impact that the phone is having on Apple is perhaps the most interesting nugget. If one were to speculate, it seems Apple is telling a half-truth about the Leopard delay. yes, the phone is a drain on Apple, but the delay is most-likely related to rolling new interface features into Leopard and developing the hardware to drive it. Needless to say, it will interesting to see what Apple unveils in October.
Excellent Post! Thanks for the info and insights!
I too was thinking that today's annoucement was probably a half truth--here's why?
- I think Apple/Jobs have been quite surprised by the emptiness and issues with Vista.
- I believe as a couple of months passed, more and more reviewers were saying Vista needed huge memory and had many security vs. practical usability drawbacks.
- Finally, Vista has not been selling that well...
- On the other hand, despite Vista, Mac sales since Vista launch has not been hurt and the Intel Macs and Boot Camp/Parallels have been getting greater traction due to Vista's weaknesses.
If you are a corporate strategy guy and you see this competitive opening then you could very well rethink, reconsider, look at the Intel Chips, sense greater Microsoft vulnerability and say to yourself: " Well, lets do even better than we planned with Leopard, not just Apple TV and Iphone integration but Vista BootCamp integration, leverage latest Intel Chips and take an additional 4 months and go for the knockout Punch!
So, I think that this could very well be the latest thinking....lets take a little more it, beef it up even more, make Vista look ancient by fall of '07 and go for the Microsoft/Vista knockout punch and let the Iphone and Apple TV all then work in synergy to really make a quantum jump in the consumer mindset and create a huge powerball effect.
Maybe I thinking this too much but something tells me the above thoughts may have some reasonable probability of being reasonably on target.
In the process, Mac sales may come roaring back once Adobe PS3 ships......and Apple will actually optimize by making this strategic timing change.