Originally Posted by financegozu
They just mash together the cheapest possible components, without any innovation. Apple will NEVER do that! I think any thought along the lines of a Maxi-iPod Touch is much more reasonable.
BTW, the margins you get out of Netbooks this way are razor-thin! I think this statistic is by counting units, so making 15$ on a 300$-netbook weighs the same as making 400$ off a 2000$ MacBook Pro. Go figure ...
The key, key, key thing for Apple here is, in lieu of such economic madness, is that if the Apple "NetBook" is going to have 3G, which it should, Apple will very likely leverage all their iPhone 3G sales channels.
Think about it.
Apple will be pushing hard to continue to grow the Mac platform, etc etc. All good, though the numbers will never live up to the analysts' expectations.
However, the iPod line is now "cannon fodder".
Now let's look at the iPhone 3G.
Apple's leverage of global iPhone 3G sales, contracts, and very expanded sales channels through all the telco providers, make this the best way of introducing the NetBook.
So you've got iPhone 3G as it is, then the upsell (for example, through AT&T USA) is ---
BOOM! Mac Touch 3G.
Apple continues to push the higher-margin Mac desktop and portable platform through 2009, while having the "backup" of having all their telco partners share the risk of the iPhone 3G line and the Mac Touch 3G/NetBook line.
I mean, next month, Apple slips an ultra-sexy "netbook"-thingy into the market, it will be iPhone 3G madness all over again.
Throw gaming into the mix, I mean, right now, Steve is
*conceptually surfing the zone between the MacBook Air and the iPhone 3G and he is loving it*
Get ready for the bright spot in January 2009 while the rest of the world screams doom and gloom.Steve turns GLOOM, into BOOM!
(Yeah, I don't know why I never made it to becoming a journalist or hack writer of some sort...)