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Analyst braces clients of "underwhelming" Apple event - Page 2

post #41 of 96
Quote:
Originally Posted by Hattig View Post

What we will see in my end-of-work-week befuddled opinion:
New iPod nano
New iPod touch
Slightly cheaper Shuffle
iTunes 8 announcement, but "coming in October"
HD TV shows on iTunes "coming in October"
Blather about iPod and iTunes sales, and some iTunes App Store software packages

Yes, but you've got it in reverse chronological order!
post #42 of 96
I knew this trash talk would start. How many years has Apple had events that showed upgraded iPods and was it always considered underwhelming? The iTunes application upgrade is something to look forward to. Maybe most of the new iPods will work with MobileMe. Is Shaw Wu expecting some sort of iPod time machine? I'm sure the iPods will be evolutionary products. Increased memory, modified cases, maybe different colors. If most of the new iPods have WiFi and streaming capabilities all for less money, that should be a great thing. An upgraded, lower-priced Touch will become an instant multi-player gaming machine hit and should sell in huge numbers. I just don't like Shaw Wu due to his narrow-minded insight.

Most likely this event is just for iPods, so I can't imagine why Wu would be expecting some iTablet or introduction of a totally new product. He's telling clients to be braced for underwhelming. Why? Who the heck are his clients anyway and why do they have such high expectations. The iPhone doesn't have the greatest hardware available, but it's still selling like crazy and that's what investors should concern themselves with.

To me a 64GB iPod Touch with a long-life battery and some built-in speakers and a mic would be terrific.
post #43 of 96
He called Shaw Wu a "Prince McClean?" Wow, that's rough! At least he didn't stoop to calling him a "Rob Enderle!" In traffic, I sometimes yell at bad drivers that they are a "Rob Enderle;" they freeze up solid. There is no rebuttal to that. Phrases with sexual, genital or excretory functions are at least an order of magnitude weaker than the Rob Enderle epithet and aren't worth the effort.

I'm expecting something completely out of the blue. I call it the Oppenheimer Special since Apple's CFO alluded to an upcoming thing in the last conference call.

Apple stock will shoot up if Steve shows up sporting a nice middle-aged beer gut. I'd be happy to mentor him to that end -- I am quite expert in the subject!
post #44 of 96
Quote:
Originally Posted by anantksundaram View Post

1) I am (sort of) OK with some occasional negative news about AAPL, since that allows for upside surprises. There somehow always seems to be a little too much good news impounded into Apple's price.

2) What's with this guy's writing style. Sheesh. He says: "...disturbance in the macroeconomic environment is within lower-income demographics and financial institutions with exposure and impact to overall liquidity" when he means to say "... the current economic slowdown only affects poorer people and investment firms with junk in their portfolios."

He gets paid to write like that.
Big words like "macroeconomic", "demographics" and "impact" compensate for the fact he doesn't know what he is talking about.
post #45 of 96
Quote:
Originally Posted by jittery jimmy View Post

Yep, it'd appear that this guy is way off the mark. This guy should know that Jobs is not interested in competing against the Cable TV monopoly or introducing a near-defunct idea like an over-the-air TV tuner.

I would have to disagree with your assessment that OTA is "near-defunct". The best HD, outside of blu-ray comes OTA. I realize not everybody has it, but most of us that do, wouldn't trade it.

Basically, I get all the major stations for free, in beautiful HD. If there are shows I want to watch that I can't get OTA, then I buy them a'la carte from iTunes or watch them on Hulu. So instead of paying any type of subscription fee for cable I am making out like a bandit with OTA HD and iTunes as a supplement. The only subscription I am paying for is the $37.05 per month for my internet connection.
post #46 of 96
<If I still have it, I will post the exchange between your hero and Jeremy Horowitz of iLounge that slammed your supreme leader for his "accuracy" in reporting.>

You should I would love to see how accurate is Jeremy Horowitz's facts.
post #47 of 96
Quote:
Originally Posted by Thomaspin View Post

The only thing that matters is Jobs's appearance. if he hasn't fattened up some, that's all she wrote for the stock.

He may give the keynote over an iSight camera, or by IM.

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Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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post #48 of 96
Quote:
Originally Posted by macFanDave View Post

Apple stock will shoot up if Steve shows up sporting a nice middle-aged beer gut. I'd be happy to mentor him to that end -- I am quite expert in the subject!

Only if it is beer made from organic, fair-trade, shade grown barley and hops from the foot hills of the Himalayas.
post #49 of 96
Quote:
Originally Posted by satchmo View Post

Umm...how long has Wu been targeting this mythical $220 mark? It must be over a year since he been so bullish, yet it languishes at $160.

IMO, Apple needs to brace itself for an even greater downturn in the economy

Just in case, I have a standing order to "buy" AAPL at $125.

Proud AAPL stock owner.

 

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Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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post #50 of 96
Quote:
Originally Posted by sapporobaby View Post

No worries Merdhead.

I currently live near Russia, I balanced my check book, and organized a community play. I will be submitting my name for VP. I will fight to make sure you get the Mac's you need.

Good work. That means the Ruskie nukes will be flying over your head. I'm currently in Berlin and that's why. You're the sort of fresh thinking this country needs (the US), but you're overqualified to be VP. Have you won any beauty pageants lately? If so, enter you name now in the sweepstakes to win the US presidency - you're only a heart attack from being leader of the free world!

USA! USA! USA!
post #51 of 96
Quote:
Originally Posted by Enigmafan420 View Post

I goggled him-is it that extreme wrestler type?

Sorry, I should take back that slight against Prince McClean.

Who I meant was Prince McLean, the moron who writes those 64 bit articles and other trash, a contributor to this fine website.

I suspect the only type of wrestling he does it with his trouser-snake.
post #52 of 96
Hopefully it will be more "jaw-dropping" than the iPhone making the Best Buy circular cover- now that's overwhelming.
post #53 of 96
Quote:
Originally Posted by merdhead View Post

Sorry, I should take back that slight against Prince McClean.

Who I meant was Prince McLean, the moron who writes those 64 bit articles and other trash, a contributor to this fine website.

I suspect the only type of wrestling he does it with his trouser-snake.

What is with all this hatred and animosity? I don't get it! The author's name is right under the title. If you don't like the style of writing, the topics or, as one person put it, the use of big words, then you don't have to read it.

AI and RD are Apple-centric websites so you should expect the favour leaning toward Apple. RD articles that aren't associated with AI are often rebuttals to anti-Apple shills. There is a certain balance in that!

At very least McLean writes extremely well and offers up a great deal of info about Apple's past present and future. If there are things that you disagree with then post them in the thread in a civil manner. I'm sure I've seen him reply in kind. I may not agree with all his points but I don't recall a single article he's written in which i didn't come out with at least a nugget of new knowledge.
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post #54 of 96
You guys are so mean

And I wouldn't mind but the name on this article is Sam Oliver.
Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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post #55 of 96
Quote:
Originally Posted by Ireland View Post

You guys are so mean

And I wouldn't mind but the name on this article is Sam Oliver.

The comparison was to Shaw Wu who is mentioned in the article.
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post #56 of 96
Ok, so what could Steve and crew announce that would make everyone happy, and make the stock go up oh

and then what will they announce in January?

- iPod stuff, and maybe a Phone now
- Desktops and displays in January


Skip
post #57 of 96
Quote:
Originally Posted by SpamSandwich View Post

Just in case, I have a standing order to "buy" AAPL at $125.

I sold some at $175 on the way down and put in a buy at $160. That got filled this morning at $158. I hope I guessed right and it heads back up before going down to your order. $125 seems awfully low.

After the last earnings report they fell to $150ish and quickly popped back up to $180ish before sliding down over the past couple weeks. I'm hoping whatever gets announced causes a little pop. But that depends on how whatever is introduced gets spun. Will it be "Ooh. Apple introduced something new for the holiday shopping season. Shiny!" or "Apple introduces yet another ... into an already flooded market in a depression-nearing economy. What were they thinking?"

- Jasen.
post #58 of 96
Quote:
Originally Posted by sausage&Onion View Post

What? Are you kidding? He does this crap all the time. Info about the SDK that was coming out in a few months, lame ipod updates before this.

The SDK was a big deal. Millions of dollars big. I agree that SDK's in general do not seem glamorous, but there were a lot of people/companies dying to get their hands on that.

I think there's going to be something bigger than new iPod colors, etc. However, I admit that I'm one who is easily excited. For example, when they unveiled the current generation of iMac, I was pretty amazed with its beauty.
post #59 of 96
Quote:
Originally Posted by jasenj1 View Post

I sold some at $175 on the way down and put in a buy at $160. That got filled this morning at $158. I hope I guessed right and it heads back up before going down to your order. $125 seems awfully low.

After the last earnings report they fell to $150ish and quickly popped back up to $180ish before sliding down over the past couple weeks. I'm hoping whatever gets announced causes a little pop. But that depends on how whatever is introduced gets spun. Will it be "Ooh. Apple introduced something new for the holiday shopping season. Shiny!" or "Apple introduces yet another ... into an already flooded market in a depression-nearing economy. What were they thinking?"

- Jasen.

I agree it's very low for AAPL. But if the US invades or attacks Iran, we could have a huge smoking hole of a stock market for a long time.

Proud AAPL stock owner.

 

GOA

 

Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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post #60 of 96
in some industries you might think the analyst has inside information but I frankly think Apple is way to tight for that.

In the case of the Nano and Touch of course the revs would be rather minor externally. Internally is where it counts and is where I expect a major overhaul. The question then become go major.

If what this analyst is trying to say is that Apple will not have any new pruducts that target different market segment that is possible. What really seems strange this time around is that there have been no attempts from Apple legal to deal with suspected leaks. For example the alledged CAD drawing which if real would be Apple property. This leads me to believe that no body really has a handle on what is up or coming. This means there is a potential for out of the box hardware.

As to device pricing well might as well say this: they are grossly over priced. That largely due to the very significant drop in the cost of flash. So it doesn't take rocket science to understand that prices will move in some manner. That could be done in part by making the 8 & 16 GB devices Nano only. There are thousands of ways in which Apple could morph the current line up, what will shake things up though is a new model or two.

So maybe nothing vastly new physically. Doesn't matter because stradegy is changing and new software is coming.

Dave
post #61 of 96
Quote:
Originally Posted by Virgil-TB2 View Post

Jeepers!

I feel bad sometimes about some of the grumpy things that I post here but at least I have an argument when I do. If you have nothing to offer other than a one line personal attack, maybe you should just not post, M'kay?

I know you have nothing to support your dig at "Prince McClean" because I have read every single article posted under the name and every article of Roughly Drafted for the last two years.

You can't just make crap up about people who know more than you and expect to get away with ....

wait, .... Are you John McCain?

Well, I'll stop just because you said so. Thanks for the heads up. You are soooo needed here.
post #62 of 96
Quote:
Originally Posted by jasenj1 View Post

Shiny!" or "Apple introduces yet another ... into an already flooded market in a depression-nearing economy. What were they thinking?"

- Jasen.

Nice with the speculation and abuse of the markets! I have to ask though how do you think the economy got into it's current situation? Unfortunately it has a lot to do with people like you going after short term gains and not at all concerned about the long term!

By the way the economy if far from depression status around here as many businesses are booming. You can't really look at specific businesses like housing and the associated banking industries as an economic indicator any more due to their unethical and opportunist business practices.

Frankly one can look at how well Apple has done in what should have been a down turn year as an indicator that not all is bad. Apple still has the potential to keep momentum going forward well into next year. Success at Apple right now has nothing to do with the economy but is rather an issue of good solid products. Speaking of which it looks like AIR sales are off in favor of MB & MBP's which speaks to the concern about good solid products that are not frivolous. People will spend money if they believe there is value in the device.

Going back to the iPods for many people they might be considered a better alternative to larger laptops in a bad economy. Let's face it you will need to remain connected to the net even if the economy goes tits up. An iPhone or better a cheap Touch based device allows for that in a very mobile way and at far greater economy. It would have to be one very severe depression for Apple to not have a viable way to market the Touch devices.

Dave
post #63 of 96
Quote:
Originally Posted by solipsism View Post

What is with all this hatred and animosity? I don't get it! The author's name is right under the title. If you don't like the style of writing, the topics or, as one person put it, the use of big words, then you don't have to read it.

AI and RD are Apple-centric websites so you should expect the favour leaning toward Apple. RD articles that aren't associated with AI are often rebuttals to anti-Apple shills. There is a certain balance in that!

At very least McLean writes extremely well and offers up a great deal of info about Apple's past present and future. If there are things that you disagree with then post them in the thread in a civil manner. I'm sure I've seen him reply in kind. I may not agree with all his points but I don't recall a single article he's written in which i didn't come out with at least a nugget of new knowledge.

Bah. It's mindless fanboyism dressed up in pseudo-technical analysis. It's posing as something meaningful but it's not. It's just all so much drivel.

Yes Macs have 64 bits. Yes they do it better than PCs. Yes it will make your life better (one day). I could say that about almost any design issue on the Mac versus PC. This sort of article only impresses people who don't really understand it. Everyone else cringes.

I'll respond to articles as I wish. If you don't like it ignore my posts or start a campaign to get me banned (although I'll just come back out of spite). Or, god forbid, ignore my style if you don't like it and engage me on the issues. Have you ever seen me be rude to anyone who has made an intelligent or well though out point or even something close to it?
post #64 of 96
Quote:
Originally Posted by Ireland View Post

You guys are so mean

And I wouldn't mind but the name on this article is Sam Oliver.

I don't mind Sam Oliver. The article seams reasonable. I wouldn't ever compare Mr Wu to him. What's your point?
post #65 of 96
Quote:
Originally Posted by Enigmafan420 View Post

It is down over $15 from a few days ago-and this on news that they may have sold 7(!) million iPhone 3Gs already-it looks to be another record MAC quarter-and the Christmas shopping season is right around the corner.

Whatever, APPL investors buy on rumors and sell on facts-even good ones?!?

And Google hypes, sells advertising, indexes [not context searching] the web and they push it up to absurd prices.

There are companies that people EXPECT a Perfect 10 and there are companies that they think may eventually have a Perfect 10.

No one speaks of WebKit and it's advances, but look out world! Here comes Google Chrome!

If your CEO is a legendary rock star, Steve Jobs, then the work gets panned if it isn't the next Pink Floyd's The Wall.
post #66 of 96
Quote:
Originally Posted by merdhead View Post

I think you nailed it there. I would also add: No mid-size Mac Pro.

Exactly...no fabled xMac for the masses...let's bury this dead dud once and for all. The xMac IS gonna be an updated Mac Mini.

As for the event, the poster above nailed it:

1) Slightly updated Shuffles (4Gb), Nanos (redesign plus more storage) and Touch (redesign plus more storage and cheaper prices);

2) HD shows, iTunes 8 announced for October;

3) Software update to the Apple TV to support some new features.

NOTHING ELSE...
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post #67 of 96
Damn-this conversation is sinking rapidly into a political discussion-better head for the door...
post #68 of 96
Quote:
Originally Posted by anantksundaram View Post

1)...little too much good news impounded into Apple's price.

2) What's with this guy's writing style. Sheesh. He says: "[I]...disturbance in the macroeconomic ...]"

Well you said "impounded into" - try a bit harder and he might give you a job.
post #69 of 96
Quote:
Originally Posted by ncee View Post

Ok, so what could Steve and crew announce that would make everyone happy, and make the stock go up oh

and then what will they announce in January?

- iPod stuff, and maybe a Phone now
- Desktops and displays in January


Skip

What do I want? An Ipod Touch that is able to handle VOIP. I'd immediately buy 2 for my kids and get myself an iPhone.
post #70 of 96
Quote:
Originally Posted by merdhead View Post

I don't mind Sam Oliver. The article seams reasonable. I wouldn't ever compare Mr Wu to him. What's your point?

I don't know, I'm drunk.
Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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post #71 of 96
Quote:
Originally Posted by Ireland View Post

I don't know, I'm drunk.

I hear ya. I just took about five Oxycotin.
post #72 of 96
Quote:
Originally Posted by mbc View Post

What do I want? An Ipod Touch that is able to handle VOIP. I'd immediately buy 2 for my kids and get myself an iPhone.

If they did that for the iPod Touch, I'd immediately buy 2 also. I'm pretty certain Apple is going to make all but the shuffly WiFi enabled, because it vastly opens the market for their App Store and other iTunes products. This could be huge for Apple, but just "exciting" for everyone else...

Proud AAPL stock owner.

 

GOA

 

Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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Proud AAPL stock owner.

 

GOA

 

Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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post #73 of 96
Quote:
Originally Posted by SpamSandwich View Post

If they did that for the iPod Touch, I'd immediately buy 2 also. I'm pretty certain Apple is going to make all but the shuffly WiFi enabled, because it vastly opens the market for their App Store and other iTunes products. This could be huge for Apple, but just "exciting" for everyone else...

The iTunes Store, sure, and potential Remote Control usage, but the App Store seems difficult. Now you have to do what other mobile OS makers do and have different apps that work on different devices. The inputs are different between the Nano/Classic and the Touch/iPhone and the display size, resolution, and I think ratio, are different between these devices. That isn't as bad as having to choose the country and carrier but it's still a bit nightmarish. Apple could do it, but they do tend to shy away from these types of complexities.
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post #74 of 96
Quote:
Originally Posted by solipsism View Post

The iTunes Store, sure, and potential Remote Control usage, but the App Store seems difficult. Now you have to do what other mobile OS makers do and have different apps that work on different devices. The inputs are different between the Nano/Classic and the Touch/iPhone and the display size, resolution, and I think ratio, are different between these devices. That isn't as bad as having to choose the country and carrier but it's still a bit nightmarish. Apple could do it, but they do tend to shy away from these types of complexities.

Good points, but I can't imagine many more ways they could incrementally improve the whole line-up that could be directly tied to increasing revenue. Improving margins right now is vital, especially since it looks we're going to be in for a really bumpy ride in the stock market.

Proud AAPL stock owner.

 

GOA

 

Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

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Proud AAPL stock owner.

 

GOA

 

Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

Reply
post #75 of 96
Shawn Wu is the most inept moron on the face of the Earth. He knows less about Apple, the computer industry, and financial analysis in general than my 3-year-old Rottweiler. AST should fire him immediately.
post #76 of 96
Quote:
Originally Posted by wizard69 View Post

Nice with the speculation and abuse of the markets! I have to ask though how do you think the economy got into it's current situation? Unfortunately it has a lot to do with people like you going after short term gains and not at all concerned about the long term!

I've held AAPL since the 90s. In recent days I've decided to start playing with their volatility and see how I can do. So far, not too bad. And I'm trying to employ the "never lose money" principle - buy a bit, hopefully it goes up, then put sell orders in at some level that locks in some profit. If it keeps going up, keep raising "the bar". If it drops and sells off, put in a buy order where I think a bottom will be. Rinse, repeat.

Quote:
By the way the economy if far from depression status around here as many businesses are booming. You can't really look at specific businesses like housing and the associated banking industries as an economic indicator any more due to their unethical and opportunist business practices.

Tell that to the talking heads on TV who seem to think we're all a blip in oil prices away from Third World status. I'm not saying what I wrote about spin is MY opinion; I think it's the two extremes that could come out of the press - and I think what the press writes will directly affect the stock price.

Quote:
Frankly one can look at how well Apple has done in what should have been a down turn year as an indicator that not all is bad. Apple still has the potential to keep momentum going forward well into next year.

Agreed.

Quote:
Success at Apple right now has nothing to do with the economy but is rather an issue of good solid products.

I wouldn't say it quite that strongly, but Apple certainly is more tied to solid products and keeping their "cool" image than to the economy. Marketing is very important to maintaining sales, too.

Quote:
Speaking of which it looks like AIR sales are off in favor of MB & MBP's which speaks to the concern about good solid products that are not frivolous. People will spend money if they believe there is value in the device.

I don't think the AIR has bombed, but certainly not a lot of people are willing to pay the premium. But I don't think Apple expected people to abandon the other machines for the AIR - the AIR is a boutique item testing out new technologies.

Quote:
Going back to the iPods for many people they might be considered a better alternative to larger laptops in a bad economy. Let's face it you will need to remain connected to the net even if the economy goes tits up. An iPhone or better a cheap Touch based device allows for that in a very mobile way and at far greater economy. It would have to be one very severe depression for Apple to not have a viable way to market the Touch devices.

I think the Touch and iPhone have opened people's eyes to the fact that they can have a REAL connection to the Internet/Web in a handheld device. Just as having a cell phone quickly became a necessity rather than a luxury, I think the Facebook/MySpace generation will find having a GOOD connection to the web very important. So far the iPhone is winning that product niche.

- Jasen.
post #77 of 96
Quote:
Originally Posted by sapporobaby View Post

Does anyone listen to Shaw Wu? He is about as bad as Prince McClean.

What is your problem with Prince McClean, if you can do better, go right ahead.

The guy spends an enormous amount of time trying to give insight into Apple tech and and what might be coming.

I read on these forums so many attacks on him, but none of the naysayers on here, who apparently know absolutely everything are ever prepared to have a proper go themselves.

Some people seem to think that their opinion is the governing one and no one else's opinions are valid.

Geez, if you don't like what he rights, don't read it.
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post #78 of 96
Hmmm. "Underwhelming" announcement. Sounds suspicious. I now expect something fraking phenomenal.
post #79 of 96
Quote:
Originally Posted by jasenj1 View Post

I don't think the AIR has bombed, but certainly not a lot of people are willing to pay the premium. But I don't think Apple expected people to abandon the other machines for the AIR - the AIR is a boutique item testing out new technologies.

There is no evidence that the MBA is a failure and plenty that it's holding its own quite nicely. Amazon lists the bestsellers and the MBA has consistently beat out most of their notebooks and even a few of the Macs they sell, like the Mac Pro. Right now the Mac is lower on that list than usual because of the release of the new Intel chipsets. Also, there are now 3 other OEMS making "MBA-clones" which tells me that if this market is attracting healthy competition, then it's a worthy market, even if ones particular needs don't coincide with the MBA's demographic.

Note: Amazon stats can't be used to establish a baseline outside of Amazon as there are more popular ways to buy a Mac, but this does show at least one place where the MBA is popular.
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post #80 of 96
Quote:
Originally Posted by merdhead View Post

Sorry, I should take back that slight against Prince McClean.

Who I meant was Prince McLean, the moron who writes those 64 bit articles and other trash, a contributor to this fine website.

I suspect the only type of wrestling he does it with his trouser-snake.


Hey merd, if you can do beeter, then go ahead and do better.

So many people who think they know all, but not prepared to put up.
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