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Apple seen unloading new MacBook Pros and (possibly) iMacs at WWDC

post #1 of 107
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With new product expectations weighing in its favor, Apple Inc. at its upcoming Worldwide Developers Conference will complement a showing of Mac OS X 10.5 Leopard with new MacBook Pros and quite possibly new iMacs, according to one Wall Street analyst.

Previewing the annual developers conference for investors, PiperJaffray analyst Gene Munster on Wednesday dismissed rumors of an iPhone launch at the traditionally Mac-focused event but said new versions of the company's professional MacBook Pro notebooks are a near certainty.

MacBook Pros and iMacs

"While there may be rumors of an iPhone launch at WWDC, we expect Apple will host a separate event in late June to launch the device. But Apple will not fail to deliver new products at WWDC," he wrote. "Apple has announced that a full-featured version of OSX 10.5 Leopard will be demonstrated and handed out at the event. This means that we will finally see how Apple will integrate Windows operability into Leopard."

Munster added that he "expects" new MacBook Pros (1, 2) to make a showing at the developer conference and that it's "also possible" that Apple will introduce a redesigned iMac. He notes that on average, the Cupertino-based company has updated its professional notebooks every 182 days, with the most recent generation having launched 209 days ago (data presumably gathered via help from the MacRumors buyer's guide). Similarly, he said, iMacs have traditionally seen updates every 168 days but the current generation is now a whopping 257 days old.

No iPhone delay

Within weeks of WWDC, Apple will also launch iPhone. Due to the hype surrounding the device, the analyst acknowledged that there have been rumors of delays. However, he says he has confirmed with Apple that the launch will indeed take place in late June, and sees no reason why the company would fail to deliver.

"The iPhone launch is set to be one of the largest product launches in company history," wrote Munster. "Both Apple and AT&T stores will sell the device (nearly 2,000 combined storefronts) and both companies will sell iPhone on their websites."

He added that, initially, he expects lead times (estimated wait for delivery) for the iPhone through Apple's online store to be about 2-4 weeks.

How will investors react?

In his report to investors on Wednesday, the PiperJaffray analyst also took a detailed look at the closing price of Apple shares before and after launch events such as Macworld and WWDC. He was expecting the maxim "buy on rumors, sell on news" to hold up alongside a pattern where Apple shares were sold-off after the much-hyped events.



"But instead, we found that historically it has been beneficial to own shares of Apple heading into and out of launch events," the analyst explained. "Apple consistently delivers, and investors respond positively."

Specifically, by using the closing price the day before events as a base, Munster found that shares of Apple have risen an average of 1 percent the day of an event, and rise 3 percent in the week after the event. Using the closing price the week before events as a base, shares of Apple have risen 6 percent on average between the week before and the week after an event, he said.

Munster maintains an Outperform rating on shares of Apple with a price target of $140 per share.
post #2 of 107
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2.0 GHz MBP / 2GB RAM / 256 MB / 120 GB
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post #3 of 107
Quote:
le has announced that a full-featured version of OSX 10.5 Leopard will be demonstrated and handed out at the event. This means that we will finally see how Apple will integrate Windows operability into Leopard."

Ummmm Bootcamp.
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post #4 of 107
The investor reaction looks pretty erratic to me.

It also looks like the significance of the products has little to do with investor reaction.

For instance, the iPhone announcement got a huge response, but it was just about the lamest keynote ever. Moreover, it was obvious by the lack of anything else being released at that time that Apple was farting around when it came to its other products (including the cash-cow known as iPod).

Of course, this was later driven home when Leopard was delayed in favor of the iPhone.

We can really see from this that a significant portion of Apple investors really have no idea wtf is going on, and are probably just Apple fans who read too much into things and have emotional investment in Apple. I would argue these numbers mainly reflect this fickle viewpoint.

All that being said, if Apple upgrades their entire product line this time around, it'll be a good show. The Mac Pros, especially, need more graphics cards and need the promise of a across-the-board octo core by July. Sales are WAY down for their computers because they're in dire need of updates and Leopard's delay.
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post #5 of 107
Quote:
Originally Posted by hmurchison View Post

Ummmm Bootcamp.

Yes, but there has been some speculation that Apple will also include a virtualisation solution, similar to the likes of Parallels. Personally however, I'm more looking forward to the new Finder UI that everyone keeps suggesting will happen.
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post #6 of 107
19 days... Seems like such a long time.
post #7 of 107
Quote:
Originally Posted by andrewcod View Post

Yes, but there has been some speculation that Apple will also include a virtualisation solution, similar to the likes of Parallels.

If they did that, hopefully it would be after buying Parallels, Inc. I'd hate to see them force the company out like that, especially since Parallels has been so integral in luring switchers over in the first place. But then, I really doubt Apple will ultimately integrate anything other than a bootcamp solution because that would (likely) be the only way to ensure full compatibility with all Windows applications.
post #8 of 107
"Apple seen unloading new MacBook Pros and (possibly) iMacs at WWDC"

That title makes it sound like someone caught a picture on their camera of delivery men carting boxes through the back doors of Moscone West...
post #9 of 107
Is it just me, or does it seem like that analyst checked out the MacRumors Buyer's Guide?

post #10 of 107
There are probably two groups of Apple investors. Some get into Apple for a short term after reading what a hot stock it is. They will sell on news, happy with their return, at least for a brief period - then they moan that they should have held longer. the other group is for people who, at some point, realized that Apple was doing a better job than anyone else in the tech industry and they are holding their stock for the long term - and are very pleased that they are!

Now if Apple would just give out a 3 for 1 stock split . . .
Ken
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Ken
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post #11 of 107
Exactly my thoughts. Very misleading. How about "Apple plans to update MacBook Pros and iMacs"?


Quote:
Originally Posted by Phizz View Post

"Apple seen unloading new MacBook Pros and (possibly) iMacs at WWDC"

That title makes it sound like someone caught a picture on their camera of delivery men carting boxes through the back doors of Moscone West...
post #12 of 107
Quote:
Originally Posted by AppleInsider View Post

Munster maintains an Outperform rating on shares of Apple with a price target of $140 per share.

Very pleased with Munsters outlook. Well analysed. Highly positive.

…positive analysis = higher 'buy' recommendations = greater investment = continued research/development = more innovation = better/newer products = higher sales = positive anlaysis…

And Apple is right in the center of a Great Circle to be in.
post #13 of 107
Laptops are for chumps. If they update the iMac I will buy one...
post #14 of 107
But I'd like to see this:



A MacBook Pro (RED).
post #15 of 107
Quote:
Originally Posted by kenaustus View Post

Now if Apple would just give out a 3 for 1 stock split . . .

I still don't quite understand the infatuation behind stock splits other than companies that do them do so because their stock is doing well and have a (misguided?) mentality that if the price is 'too high' it could scare investors away. People would understand that the action of a split (by itself) doesn't really "DO" anything...

Heck, why not wish Apple would pull a reverse stock split? Say 1 for 4, then your Apple shares would be worth $450 bucks each!!!

Back on track... I for one am for the 1st time in a long time anxious to see a new Mac Book Pro... My trusty 1st gen 17" PowerBook G4 1.3GHz (I think) is on it's very last leg... The power cord is all but shot (hanging together by a wish and a prayer) and just two weeks ago I dropped (fell from the couch actually) it and the panel that rides over the LCD cracked and ... while it still works it's like looking a screen thru a cracked window.

Dave
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post #16 of 107
Quote:
Originally Posted by ascii View Post

Laptops are for chumps. If they update the iMac I will buy one...

Yep and now that Airlines give us so much extra room pulling out a 20" iMac is **so** nice.
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post #17 of 107
Quote:
Originally Posted by DaveGee View Post

Yep and now that Airlines give us so much extra room pulling out a 20" iMac is **so** nice.

Airplanes are for chumps too.
post #18 of 107
Quote:
Originally Posted by ascii View Post

Airplanes are for chumps too.

lol

D
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post #19 of 107
Quote:
"Apple has announced that a full-featured version of OSX 10.5 Leopard will be demonstrated and handed out at the event. This means that we will finally see how Apple will integrate Windows operability into Leopard."

This guy needs to buy a freakin clue. Apple's world does not revolve around Windows. If it did, Legacy BIOS would have been a feature of the Intel Macs from the start, not an afterthought firmware update.

Boot Camp and Parallels are both great ideas for those poor schmucks who still need Windows occasionally (like myself) But with that done Apple has it's own stuff to worry about. And Leopard is going to be about Leopard, not Windows. Apple has already confirmed this.
post #20 of 107
There are 30 or 40 high-end Macs at my office that weren't there a year ago. It's not about poor schmucks; it's about the corporate market. It's large, and it can afford the best stuff.

Certainly Apple's world should not revolve around Windows, but supporting it is strategic, not a mere sideshow.
post #21 of 107
Quote:
Originally Posted by AppleInsider View Post

Munster maintains an Outperform rating on shares of Apple with a price target of $140 per share.

and i have been waiting since january to buy but can't until after june, funds tied up till then, it looks like i have really missed the boat on this one
post #22 of 107
Quote:
Originally Posted by Alonso Perez View Post

A MacBook Pro (RED).

Ooh, pretty.

Probably not very practical in real life though. I'd be scared to get it scratched.

I'm looking forward to see if they change the Finder substantially - not just deleting metal and adding crap like a slideshow that doesn't show you all the files in the directory if you've more than a screens worth and bad spotlight integration. I dug out BeOS a few months back for old time's sake and it's just painful how crap the Finder is compared to BeOS's tracker from a decade previous.

And the other thing to fix is networking. OSX Networking is just terrible. If they want us backing up with Time Machine, then I hope they fix networking first. Waiting ten minutes for Finder to realise a share has gone away before you regain control again from the beachball is just stupid. Having to use Sharepoints to share folders like you could in MacOS v7 is stupid.

Actually, there's just one thing they need to fix - kill the beachball. I don't think BeOS even had an equivalent 'I'm busy' pointer. With all the ex-Be employees at Apple you'd think they'd get suitably annoyed with it by now and fix it.
post #23 of 107
Quote:
Originally Posted by Alonso Perez View Post

But I'd like to see this:
A MacBook Pro (RED).

I couldn't care less about black, but I would pay more for (RED).
post #24 of 107
Quote:
Originally Posted by jawzzy View Post

Is it just me, or does it seem like that analyst checked out the MacRumors Buyer's Guide?


MacRumors has reset the "Days since last update" for minor things like adding the 17" edu iMac. If you're tracking this yourself but didn't consider this a real update, your average days since update obviously wouldn't match MR. If you're an analyst, are you going to track the averages yourself or just borrow someone else's work?
post #25 of 107
Quote:
Originally Posted by marshall View Post

I couldn't care less about black, but I would pay more for (RED).

Sorry, I find the red rather irritating. I would not like to have to work on a machine coloured like that.

And to comment on the original rumor here, no, I don't believe a second that Apple would release in the Leopard show new MBPs and redesigned iMacs.
post #26 of 107
Quote:
Originally Posted by Alonso Perez View Post

But I'd like to see this:



A MacBook Pro (RED).

You can have any color you want as long as your willing to pay for it...

http://www.colorwarepc.com/products/...x?configid=493
post #27 of 107
Quote:
Originally Posted by andrewcod View Post

Yes, but there has been some speculation that Apple will also include a virtualisation solution, similar to the likes of Parallels. Personally however, I'm more looking forward to the new Finder UI that everyone keeps suggesting will happen.

Apple has already said that they wouldn't be doing that, so, we'll see.
post #28 of 107
Quote:
Originally Posted by jawzzy View Post

Is it just me, or does it seem like that analyst checked out the MacRumors Buyer's Guide?


More likely, the MacRumors buying guide uses the reports from the analysts.
post #29 of 107
Quote:
Originally Posted by John the Geek View Post

This guy needs to buy a freakin clue. Apple's world does not revolve around Windows. If it did, Legacy BIOS would have been a feature of the Intel Macs from the start, not an afterthought firmware update.

Boot Camp and Parallels are both great ideas for those poor schmucks who still need Windows occasionally (like myself) But with that done Apple has it's own stuff to worry about. And Leopard is going to be about Leopard, not Windows. Apple has already confirmed this.

In a way, it does. Otherwise Apple wouldn't have developed BootCamp in the first place.

Years ago, Apple even produced their own x86 cards for their machines.

Windows compatability is an important strategic move by Apple. It's considered to be critical for users of Windows who might like to juimp over, but otherwise couldn't.

It's also being considered as a stepping stone for businesses, who otherwise wouldn't ever get an Apple product.

BIOS has nothing to do with this at all.
post #30 of 107
Quote:
Originally Posted by ascii View Post

Airplanes are for chumps too.

I think your brain is for chumps.
post #31 of 107
Quote:
Originally Posted by DaveGee View Post

I still don't quite understand the infatuation behind stock splits other than companies that do them do so because their stock is doing well and have a (misguided?) mentality that if the price is 'too high' it could scare investors away. People would understand that the action of a split (by itself) doesn't really "DO" anything...

Heck, why not wish Apple would pull a reverse stock split? Say 1 for 4, then your Apple shares would be worth $450 bucks each!!!

Back on track... I for one am for the 1st time in a long time anxious to see a new Mac Book Pro... My trusty 1st gen 17" PowerBook G4 1.3GHz (I think) is on it's very last leg... The power cord is all but shot (hanging together by a wish and a prayer) and just two weeks ago I dropped (fell from the couch actually) it and the panel that rides over the LCD cracked and ... while it still works it's like looking a screen thru a cracked window.

Dave

It's partially like a gift to the shareholders. Ok, let's say I own 500 shares of AAPL and there is a 2 for 1 stock split. That means I now have 1000 shares. And let's say AAPL goes up $1/share tomorrow. Well that means by the end of the day tomorrow, I'm up $1000 in my position in AAPL when I would've only been up $500 with half the number of shares. Each share may be worth less initially after the split, but if it keeps doing as well as it has been, there would be a lot of happy investors, because each day they'd be making twice as much as they would have before the split. Do you see why shareholders of any stock that is doing really well might want this to happen? On the other hand, your reverse split scenario would have the opposite effect so I HIGHLY doubt any investor would be too happy about this. They'd probably sue Apple
post #32 of 107
Quote:
Originally Posted by KD86 View Post

I think your brain is for chumps.

If you are important enough people will come to you.
post #33 of 107
Quote:
Originally Posted by KD86 View Post

It's partially like a gift to the shareholders. Ok, let's say I own 500 shares of AAPL and there is a 2 for 1 stock split. That means I now have 1000 shares. And let's say AAPL goes up $1/share tomorrow. Well that means by the end of the day tomorrow, I'm up $1000 in my position in AAPL when I would've only been up $500 with half the number of shares. Each share may be worth less initially after the split, but if it keeps doing as well as it has been, there would be a lot of happy investors, because each day they'd be making twice as much as they would have before the split. Do you see why shareholders of any stock that is doing really well might want this to happen? On the other hand, your reverse split scenario would have the opposite effect so I HIGHLY doubt any investor would be too happy about this. They'd probably sue Apple

Um, nice jump there. Assuming that the stock's going up a $1, so let's split the stock, so then that'll be like $2! Woohoo! Certainly it wouldn't just go up .50 after the split. That just wouldn't happen.

And if we're going to take it like this, then let's do a 100-1 stock split. That way, when the price goes up a $1 tomorrow, we'd make $50,000!!!!!!!!!
post #34 of 107
Quote:
Originally Posted by PB View Post

Sorry, I find the red rather irritating. I would not like to have to work on a machine coloured like that.

As long as the inside is silver/grey it'd be quite nice I reckon. Red annodizing has a habit of turning pink eventually in sunlight though so you'd possibly end up with a pink top and a red base after a few years - not good.

Quote:
Originally Posted by PB View Post

And to comment on the original rumor here, no, I don't believe a second that Apple would release in the Leopard show new MBPs and redesigned iMacs.

They're overdue, as is a Mac Mini update so who knows. I still want to know where iWork 07 has gone.
post #35 of 107
Quote:
Originally Posted by KD86 View Post

It's partially like a gift to the shareholders. Ok, let's say I own 500 shares of AAPL and there is a 2 for 1 stock split. That means I now have 1000 shares. And let's say AAPL goes up $1/share tomorrow. Well that means by the end of the day tomorrow, I'm up $1000 in my position in AAPL when I would've only been up $500 with half the number of shares. Each share may be worth less initially after the split, but if it keeps doing as well as it has been, there would be a lot of happy investors, because each day they'd be making twice as much as they would have before the split. Do you see why shareholders of any stock that is doing really well might want this to happen? On the other hand, your reverse split scenario would have the opposite effect so I HIGHLY doubt any investor would be too happy about this. They'd probably sue Apple

Investors are not dumb. If in your scenario the stock went up $1 post split, then had the split not have happened, the stock would have raised $2.

You don't get free equity with a split. The P/E ratio stays the same.
post #36 of 107
Quote:
Originally Posted by Phizz View Post

"Apple seen unloading new MacBook Pros and (possibly) iMacs at WWDC"

That title makes it sound like someone caught a picture on their camera of delivery men carting boxes through the back doors of Moscone West...

And I bet the reason its only "(possibly) iMacs" because of union issues. Working overtime, that kind of thing.

I actually read "unload" more like trying to get rid of something you don't want, as in "Apple's going to have some crappy new macbooks coming that they're going to try to unload on people at WWDC".

Which is actually worse then the way you read it.
post #37 of 107
Quote:
Originally Posted by ascii View Post

If you are important enough people will come to you.

Too right. And in these days of carbon footprint reduction and easy to use video conferencing, I'd have to agree with your 'Airplanes are for chumps'.

It'd have to be a damn good reason to get me on a plane.
post #38 of 107
Quote:
Originally Posted by slughead View Post

The investor reaction looks pretty erratic to me.

As an investor, you should be worried. Notice the two times the stock dropped. It was WWDC!!!!!

And I think its still foolish for apple to treat WWDC, a special developer's event that costs bigtime $$$ to get in, as just another MacWorld keynote party or something. Its bad enough when they show off new features of an OS, and the developers there from whom they ripped off the features get to go "Oh, great, there's my business down the crapper!".
post #39 of 107
Quote:
Originally Posted by aegisdesign View Post

Too right. And in these days of carbon footprint reduction and easy to use video conferencing, I'd have to agree with your 'Airplanes are for chumps'.

It'd have to be a damn good reason to get me on a plane.

How about "Steve Jobs requests your presence at the unveiling of their next new gadget"?
post #40 of 107
Quote:
Originally Posted by KD86 View Post

It's partially like a gift to the shareholders. Ok, let's say I own 500 shares of AAPL and there is a 2 for 1 stock split. That means I now have 1000 shares. And let's say AAPL goes up $1/share tomorrow. Well that means by the end of the day tomorrow, I'm up $1000 in my position in AAPL when I would've only been up $500 with half the number of shares. Each share may be worth less initially after the split, but if it keeps doing as well as it has been, there would be a lot of happy investors, because each day they'd be making twice as much as they would have before the split. Do you see why shareholders of any stock that is doing really well might want this to happen? On the other hand, your reverse split scenario would have the opposite effect so I HIGHLY doubt any investor would be too happy about this. They'd probably sue Apple

No, if it didn't split, it would have gone up $2/share. Let's say a stock is at $100 today. The next day it goes up 1%. If it split, it would go up $1. If it doesn't split, it would go up $0.50. Either way, your portfolio would increase by 1%.

It can help liquidity of both the stock and options, though AAPL is fairly liquid already.
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