To be fair, most people don't make comments about product releases in terms of fiscal years - and Steve's sentences were quite clearly delineating between the holiday season lineup and the 2010 lineup.
It's reasonable to interpret that as very likely meaning; no new products in the calendar year of 2009.
NO, it is not reasonable to interpret it like you say. The following was taken from the article titled "Apple Says Cheaper New Products in the Pipeline" which was just posted on AI:
"Regarding revenue, as you know, the education and back-to-school seasons are over," Oppenheimer added. "The December quarter is typically driven by holiday purchases. Our guidance includes double-digit revenue growth from last year."
Sounds to me like they do intend to introduce new product in 2009.
Funny- did he say Fiscal 2010? Did I miss that? It reads like he's implying the holiday season and 2010 are 2 different things. He would have stated Fiscal 2010 including holiday season if your interpretation is to be valid.
Apple's fiscal year starts Oct.1( roughly ... actually, I think it's Sept 29) every year. So this year's calendar year 2009 holiday season is Q1 for Apple's 2010 fiscal year. hope this clears it up.
Funny- did he say Fiscal 2010? Did I miss that? It reads like he's implying the holiday season and 2010 are 2 different things. He would have stated Fiscal 2010 including holiday season if your interpretation is to be valid.
The following was taken from the article titled "Apple Says Cheaper New Products in the Pipeline" which was just posted on AI:
"Regarding revenue, as you know, the education and back-to-school seasons are over," Oppenheimer added. "The December quarter is typically driven by holiday purchases. Our guidance includes double-digit revenue growth from last year."
Sounds to me like the first fiscal quarter of 2010 does include the 2009 holiday season. Don't be so quick to boost you post count and just blow by the facts.
WAIT! Steve Ballmer said specifically that Macs are too expensive, especially in this economy who would by an expensive Mac when you can buy a cheap PC.
Why are these numbers conflicting with Ballmer's statements? I don't get it, Ballmer is always right. Now, I'm just more confused.
Does this mean we have to wait until January for the new iMacs?
According to the store I deal with, because they are having supply problems on the iMac side, he anticipates , very strongly, that there will be something happening before Nov.1/09
I hate to be pessimistic about this, but it's possible Steve really did mean no new products in calendar 2009. After all, AI's own rumours regarding the new iMac say it's dual core. In order to put a new dual core chip into the iMac Apple will have to wait for Arrandale a chip that won't be shipping in volume until 2010.
They could put Penryn in (again). And AppleInsider's latest rumor says Clarksfield is a possibility.
It's funny how the media loves to jump all over Apple when they make a mistake, but this really quite dramatic shortage problem they have been having has been almost swept under the rug. It is at best, under-reported.
Apple did a kind of dastardly thing here. They made sure that the USA had stock of the 3Gs and a few other places, and then screwed over everyone else royally. I find it ironic and dumb that almost no US coverage has been given to this huge failure on Apple's part, just because Apple made sure that the US reviewers and customers all got their phones?!
Are analysts really that dumb? Apple also wins awards for their supply chain handling fairly regularly, so it's a great little story that they have screwed up so bad on the 3Gs.
The US based tech analysts should lift up there heads once in a while and look at the rest of the world. There has been close to zero stock of the iPhone 3Gs in Canada, Australia, and a lot of other countries all year long. I, and a lot of people who were champing at the bit to get one in August, have already given up and are waiting for the next model (and for Apple's supply chain issues to sort themselves out).
There must have been an absolutely huge number of lost sales world-wide due to these shortages and other supply chain screwups.
I read somewhere that Apple had bought up so much of the available NAND that there was only another 18% of total capacity available. Maybe they just didn't want to be accused of anti fair trade practices (since I imagine it would take at least several months to increase capacity).
The Koolaid is tasting pretty good these days isn't it, my fellow fanboys? This is truly a sad day for the Apple haters on this forum. And you know who you are.
iFrame video: Coming soon (January) to an iPod Touch near you...
THAT would be pretty good. We know that the hardware supports it, because I've seen UTube videos from the 3Gs done at 720p, though so far, Apple doesn't allow that officially.
This is from another site but is the most interesting thing I've read so far. That is a pretty solid indicator that we are getting new stuff this year before Christmas. What that new stuff is I don't know but an iMac replacement has to be high on the list. A tablet seems to be out of the question right now, but maybe. An updated Mini would be nice to, but a bump would do just find there.
More interesting would be new devices! I don't want to start another XMac rant but this is a good possibility. A couple of other ideas would be a media server, an Apple TV that is a TV, or a vastly improved Apple TV itself. A new model iPhone would be nice too, but it is obvious that Apple is having trouble here. New displays would ROCK also. I'm having trouble imagining what else could be coming from Apple. In any event everyone feel free to guess along.
dave
Yeah, I was going to post about that as well. What strikes me is that Apple is talking about increased freight costs in terms of moving lots of product around rapidly for the holiday season-- which suggests that, whatever they have ready to go, they expect to sell a lot of them.
That could be anything from a brand new device, to the fabled Touch with camera, to sharply discounted iMacs and Minis, to a revamped MacBook. Given the emphasis on reduced margins, it doesn't seem like too much of a stress to think that Apple is planning a blow-out holiday quarter in terms of unit sales (with the freight costs associated with getting the product into the customer's hands) due to cheaper computers.
That does seem to be the exact point that is often missing when folks go toe-to-toe on market share, etc.
Earning more for selling less always made my accountant and banker happy.
True, it's not an easy trick to pull off. It gets harder when you're talking about larger companies too, when operating in a highly commoditized market.
Steve said they have a great holiday season line-up. That could easily contain new products. Nothing new in "fiscal year 2009" (because it's already over for them), but still possibly new products in the actual year of 2009.
He also mentions new products in 2010, but a reductionist/absolutist like yourself probably reads that as the reverse (no new products in 2009), when in fact, one doesn't exclude the other.
NO- A REALIST like me would say "wait til you see the new products we will be releasing on (such n such a date) for the upcoming Holiday season and not that mumbo jumbo California claptrap talk. Only you and your ilk would eat up everything and anything APple says a god's word.
The Koolaid is tasting pretty good these days isn't it, my fellow fanboys? This is truly a sad day for the Apple haters on this forum. And you know who you are.
Kool-aid is Kool-aid and not something to be so proud and brag about no matter where that pitcher is being filled from.
LED backlighting is more expensive than fluorescent backlighting. If Apple is going to reduce retail prices without destroying their profit margins then something is going to have to be sacrificed.
I'm worried they'll try to save money on the LCD panels and justify it by saying the target market for the iMac is more interested in fast response times (which benefit gaming and video playback) than accurate color.
Comments
To be fair, most people don't make comments about product releases in terms of fiscal years - and Steve's sentences were quite clearly delineating between the holiday season lineup and the 2010 lineup.
It's reasonable to interpret that as very likely meaning; no new products in the calendar year of 2009.
NO, it is not reasonable to interpret it like you say. The following was taken from the article titled "Apple Says Cheaper New Products in the Pipeline" which was just posted on AI:
"Regarding revenue, as you know, the education and back-to-school seasons are over," Oppenheimer added. "The December quarter is typically driven by holiday purchases. Our guidance includes double-digit revenue growth from last year."
Sounds to me like they do intend to introduce new product in 2009.
well it shows up all the other PC makers, and MS
just look at the stock growth vs competition wow, i should have bought more at 88
Funny- did he say Fiscal 2010? Did I miss that? It reads like he's implying the holiday season and 2010 are 2 different things. He would have stated Fiscal 2010 including holiday season if your interpretation is to be valid.
Apple's fiscal year starts Oct.1( roughly ... actually, I think it's Sept 29) every year. So this year's calendar year 2009 holiday season is Q1 for Apple's 2010 fiscal year. hope this clears it up.
Funny- did he say Fiscal 2010? Did I miss that? It reads like he's implying the holiday season and 2010 are 2 different things. He would have stated Fiscal 2010 including holiday season if your interpretation is to be valid.
The following was taken from the article titled "Apple Says Cheaper New Products in the Pipeline" which was just posted on AI:
"Regarding revenue, as you know, the education and back-to-school seasons are over," Oppenheimer added. "The December quarter is typically driven by holiday purchases. Our guidance includes double-digit revenue growth from last year."
Sounds to me like the first fiscal quarter of 2010 does include the 2009 holiday season. Don't be so quick to boost you post count and just blow by the facts.
Why are these numbers conflicting with Ballmer's statements? I don't get it, Ballmer is always right. Now, I'm just more confused.
Does this mean we have to wait until January for the new iMacs?
According to the store I deal with, because they are having supply problems on the iMac side, he anticipates , very strongly, that there will be something happening before Nov.1/09
I hate to be pessimistic about this, but it's possible Steve really did mean no new products in calendar 2009. After all, AI's own rumours regarding the new iMac say it's dual core. In order to put a new dual core chip into the iMac Apple will have to wait for Arrandale a chip that won't be shipping in volume until 2010.
They could put Penryn in (again). And AppleInsider's latest rumor says Clarksfield is a possibility.
I agree.
It's funny how the media loves to jump all over Apple when they make a mistake, but this really quite dramatic shortage problem they have been having has been almost swept under the rug. It is at best, under-reported.
Apple did a kind of dastardly thing here. They made sure that the USA had stock of the 3Gs and a few other places, and then screwed over everyone else royally. I find it ironic and dumb that almost no US coverage has been given to this huge failure on Apple's part, just because Apple made sure that the US reviewers and customers all got their phones?!
Are analysts really that dumb? Apple also wins awards for their supply chain handling fairly regularly, so it's a great little story that they have screwed up so bad on the 3Gs.
The US based tech analysts should lift up there heads once in a while and look at the rest of the world. There has been close to zero stock of the iPhone 3Gs in Canada, Australia, and a lot of other countries all year long. I, and a lot of people who were champing at the bit to get one in August, have already given up and are waiting for the next model (and for Apple's supply chain issues to sort themselves out).
There must have been an absolutely huge number of lost sales world-wide due to these shortages and other supply chain screwups.
I read somewhere that Apple had bought up so much of the available NAND that there was only another 18% of total capacity available. Maybe they just didn't want to be accused of anti fair trade practices (since I imagine it would take at least several months to increase capacity).
Just a thought.
The Koolaid is tasting pretty good these days isn't it, my fellow fanboys? This is truly a sad day for the Apple haters on this forum. And you know who you are.
Starts with a "T" and ends with a d"ud"?
iFrame video: Coming soon (January) to an iPod Touch near you...
THAT would be pretty good. We know that the hardware supports it, because I've seen UTube videos from the 3Gs done at 720p, though so far, Apple doesn't allow that officially.
This is from another site but is the most interesting thing I've read so far. That is a pretty solid indicator that we are getting new stuff this year before Christmas. What that new stuff is I don't know but an iMac replacement has to be high on the list. A tablet seems to be out of the question right now, but maybe. An updated Mini would be nice to, but a bump would do just find there.
More interesting would be new devices! I don't want to start another XMac rant but this is a good possibility. A couple of other ideas would be a media server, an Apple TV that is a TV, or a vastly improved Apple TV itself. A new model iPhone would be nice too, but it is obvious that Apple is having trouble here. New displays would ROCK also. I'm having trouble imagining what else could be coming from Apple. In any event everyone feel free to guess along.
dave
Yeah, I was going to post about that as well. What strikes me is that Apple is talking about increased freight costs in terms of moving lots of product around rapidly for the holiday season-- which suggests that, whatever they have ready to go, they expect to sell a lot of them.
That could be anything from a brand new device, to the fabled Touch with camera, to sharply discounted iMacs and Minis, to a revamped MacBook. Given the emphasis on reduced margins, it doesn't seem like too much of a stress to think that Apple is planning a blow-out holiday quarter in terms of unit sales (with the freight costs associated with getting the product into the customer's hands) due to cheaper computers.
That does seem to be the exact point that is often missing when folks go toe-to-toe on market share, etc.
Earning more for selling less always made my accountant and banker happy.
True, it's not an easy trick to pull off. It gets harder when you're talking about larger companies too, when operating in a highly commoditized market.
Record Mac sales. Record everything. But hardly a surprise.
wow@@
You misinterpreted the article.
Steve said they have a great holiday season line-up. That could easily contain new products. Nothing new in "fiscal year 2009" (because it's already over for them), but still possibly new products in the actual year of 2009.
He also mentions new products in 2010, but a reductionist/absolutist like yourself probably reads that as the reverse (no new products in 2009), when in fact, one doesn't exclude the other.
NO- A REALIST like me would say "wait til you see the new products we will be releasing on (such n such a date) for the upcoming Holiday season and not that mumbo jumbo California claptrap talk. Only you and your ilk would eat up everything and anything APple says a god's word.
The Koolaid is tasting pretty good these days isn't it, my fellow fanboys? This is truly a sad day for the Apple haters on this forum. And you know who you are.
Kool-aid is Kool-aid and not something to be so proud and brag about no matter where that pitcher is being filled from.
Well, it's both.
More consumers are pleased with the products, which results in rising sales and stock prices.
What's the problem?
If I have to explain it then it not worth it. We are talking about the bulk of the threads and posters on here.
Starts with a "T" and ends with a d"ud"?
Shew fly, shew.
Not a hater nor Kool-aid guzzler like yourself.
What do LEDs have to do with the panel?
LED backlighting is more expensive than fluorescent backlighting. If Apple is going to reduce retail prices without destroying their profit margins then something is going to have to be sacrificed.
I'm worried they'll try to save money on the LCD panels and justify it by saying the target market for the iMac is more interested in fast response times (which benefit gaming and video playback) than accurate color.