Apple's iTV delay doesn't help "dull holiday season" - report

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  • Reply 21 of 98
    Uh... correct me if I'm wrong, but isn't iTV slated for early 2007?



    And secondly, iSuppli, no one ever mentioned the name "Internet Television" and even "iTV" is up in the air. You're an escapading idiot.



    I'm still holding out for "TelePort." I should write an article saying that Apple is shipping TelePort in June 2007... Sure, maybe they'll start shipping in January, but they'll also be shipping in June, right?



    -Clive
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  • Reply 22 of 98
    wilcowilco Posts: 985member
    Quote:
    Originally Posted by PatsFan83


    I don't consider the 20 HD-DVD titles on Netflix reason enough to want an HD DVD player for Christmas.



    Santa doesn't like liars. Did you even bother to check the number of HD-DVD titles on Netflix?
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  • Reply 23 of 98
    Quote:
    Originally Posted by T'hain Esh Kelch


    PSX3 has been pushed to 2007, spring release.



    Not for USA and Japan. These analysts seldom seem to think of Europe.
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  • Reply 24 of 98
    Quote:
    Originally Posted by jbella


    While it's true that Steve never promised the iTV in 2006, the fact remains that for a consumer electronics device to be released right after the holiday season is unfortunate. You can be sure that Apple would have wanted to launch it in time for Christmas.



    It will be launched just in time for Christmas 2007.

    You see it will take them 8-10 months to meet demand.

    There should be an adequate supply just in time for the holiday shopping season.
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  • Reply 25 of 98
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by AeronPrometheus


    "Apple, has yet to launch any significant new iPods so far this year,"



    hahahahahahahahaha...



    These people make me laugh, I shall allow them to live.



    Why? It's true.



    You obviously haven't read all of the complaints on these boards about how disappointed people were that Apple didn't come out with a really new iPod, just rehashed versions of the older ones.
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  • Reply 26 of 98
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by Zandros


    Not for USA and Japan. These analysts seldom seem to think of Europe.



    But the numbers have been reduced severely.
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  • Reply 27 of 98
    mark2005mark2005 Posts: 1,158member
    It seems iSuppli wanted to paint a certain picture of no big consumer electronics hits, and so slanted their reporting to fit that picture. That's the way analysts are. Maybe Microsoft put them up to this with some dough, on the premise that if people were told there was nothing to buy, they will wait until next year and buy Vista PCs and the next generation of Zune.



    I believe Apple sets a release date target for each new or updated product based on both technology readiness and on financial goals. In the case of the iTV, technology (802.11n issues) probably caused a delay to the early 2007 date. But often, I think Apple determines the expected life-span of a prior generation (when sales begins to slow), and they aim to release a product at that end-of-life-span date with the technology they think they can get into it. And I think Apple often aims to release stuff in Jan/Feb because of the lull in the overall market (no one else is doing anything so Apple can get lots of bang for the buck for just introducing something), and the lull in the quarter for Apple following the big Christmas quarter. So Apple has introed in Jan, the iPod mini, iPod shuffle, Mac mini, 12"/17" Powerbooks, iMac G4, 14" iBook, etc. All of those likely could've had a great deal more sales if Apple had pushed for Nov releases, but not if they had to leave some key new feature or integration out.



    Finally, people expect Apple to move much faster than they actually do. Look at how long it took to move through the first 3 generations of the iPod, and how little was really added to each generation. The Jan-Mar 03 quarter, Apple sold 80k iPods after having sold 219k during the Xmas 02 quarter, and more than 100k every qtr all the way back to Oct 01. Then in Apr 03, Apple introed Gen 3 (and the iTMS).



    I'm disappointed that Apple didn't release the iPod video, but Apple probably figures that as long as the current generation is still selling well (and it is!), why rush forward with the next generation? They'd rather take the extra time to get the next one done even better.
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  • Reply 28 of 98
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by mark2005


    It seems iSuppli wanted to paint a certain picture of no big consumer electronics hits, and so slanted their reporting to fit that picture. That's the way analysts are. Maybe Microsoft put them up to this with some dough, on the premise that if people were told there was nothing to buy, they will wait until next year and buy Vista PCs and the next generation of Zune.



    I believe Apple sets a release date target for each new or updated product based on both technology readiness and on financial goals. In the case of the iTV, technology (802.11n issues) probably caused a delay to the early 2007 date. But often, I think Apple determines the expected life-span of a prior generation (when sales begins to slow), and they aim to release a product at that end-of-life-span date with the technology they think they can get into it. And I think Apple often aims to release stuff in Jan/Feb because of the lull in the overall market (no one else is doing anything so Apple can get lots of bang for the buck for just introducing something), and the lull in the quarter for Apple following the big Christmas quarter. So Apple has introed in Jan, the iPod mini, iPod shuffle, Mac mini, 12"/17" Powerbooks, iMac G4, 14" iBook, etc. All of those likely could've had a great deal more sales if Apple had pushed for Nov releases, but not if they had to leave some key new feature or integration out.



    Finally, people expect Apple to move much faster than they actually do. Look at how long it took to move through the first 3 generations of the iPod, and how little was really added to each generation. The Jan-Mar 03 quarter, Apple sold 80k iPods after having sold 219k during the Xmas 02 quarter, and more than 100k every qtr all the way back to Oct 01. Then in Apr 03, Apple introed Gen 3 (and the iTMS).



    I'm disappointed that Apple didn't release the iPod video, but Apple probably figures that as long as the current generation is still selling well (and it is!), why rush forward with the next generation? They'd rather take the extra time to get the next one done even better.



    They don't slant their reporting.



    They look at what's out there, and what is coming out, and then decide what the market is doing.



    Then they state that. They have no reason to slant their results one way or the other.
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  • Reply 29 of 98
    vineavinea Posts: 5,585member
    Quote:
    Originally Posted by melgross


    Why? It's true.



    You obviously haven't read all of the complaints on these boards about how disappointed people were that Apple didn't come out with a really new iPod, just rehashed versions of the older ones.



    Eh...I don't consider the new Nanos and Shuffles rehashed. I mean geez...its a flipping small mp3 player. The number of permutations given the size are limited but going from plastic to aluminum is a largish change to provide more colors and less scratches. Plus it's a hair thinner and the battery lasts longer.



    Vinea
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  • Reply 30 of 98
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by vinea


    Eh...I don't consider the new Nanos and Shuffles rehashed. I mean geez...its a flipping small mp3 player. The number of permutations given the size are limited but going from plastic to aluminum is a largish change to provide more colors and less scratches. Plus it's a hair thinner and the battery lasts longer.



    Vinea



    Well, that's true. But the differences aren't internal in any significant way. Other than the case, replacing one that has been bashed for its scratch problems, and the larger memory, what other major features have been added?



    Same thing for the Shuffle.



    What about the 5G, or as some now call it, the 5.5G?



    Nothing there either, except for more HD space, a brighter screen, and lower prices.



    In other words, not major changes to the functionality. At best the Nano case can be seen to be fixing problems from the older model, and differentiating itself from the older model so that people will have to buy a new one if they want to be seen having the latest. The Shuffle is just changed for sales purposes as well.



    I'm not saying that they don't have improvements, but we ALL have been waiting for all of this new technology that Apple has been patenting the past two years. It hasn't come out, one of the major reasons why Apple's stock was hit so badly this year.
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  • Reply 31 of 98
    kukukuku Posts: 254member
    Quote:
    Originally Posted by Eduardo






    Xbox is number two in the gaming console wars. Nintendo is struggling to gain buyers.



    Xbox360 is like #10 or something with the GC selling more then it. Per quarter even. And GC is bottom of the barrel almost.



    The report is very truthful in a condense basic sort of way. The devil is in the details though.



    Though apple's Ipod is no slack. It's going to be a hot holiday season with so many must buy items on the shelf.



    Sales figures though will not be the best. Economy dictates how much consumers spend, and that is a much bigger toss up.
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  • Reply 32 of 98
    vineavinea Posts: 5,585member
    Quote:
    Originally Posted by melgross


    I'm not saying that they don't have improvements, but we ALL have been waiting for all of this new technology that Apple has been patenting the past two years. It hasn't come out, one of the major reasons why Apple's stock was hit so badly this year.



    Its a long road from patent to product...



    A workable touch screen video iPod at the current price segments should be interesting. I have a touch screen tablet and it costs a lot more than a usual tablet. Not to mention the smudging is annoying at times but occasionally its nice not having to use the stylus.



    Vinea
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  • Reply 33 of 98
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by vinea


    Its a long road from patent to product...



    That's true. I can attest to that myself.



    But Apple has often come out with products before the patent filing was even made available. Often we see a "new" Apple patent that is now obsolete on their machines. We saw the patent filing on the "lamp" iMac being made public long after Apple moved to the G5 model.



    Quote:

    A workable touch screen video iPod at the current price segments should be interesting. I have a touch screen tablet and it costs a lot more than a usual tablet. Not to mention the smudging is annoying at times but occasionally its nice not having to use the stylus.



    Vinea



    Possibly. But remember that Palm had come out with under $100 color 320 x 240 PDA's with touch screens several years ago when the technology was even more expensive than it is now.



    How much would a new Nano+ cost with these new features?



    Try this one on.



    Widen the Nano by 1 cm. Turn sideways, put a much larger screen centered in the case. Have a touch-screen with the virtual click-wheel they supposedly developed. Put touch buttons at the ends. Possibly make it a couple of mm thicker to allow a 50% stronger battery. The current battery is just a few mm thick now.



    And use one of the available OLED screens to cut down on the thickness and power use of that screen. Also to give good performance in outdoors settings.



    Give an option for 12GB flash.



    Add any other features you can think of.



    Would that sell?



    You bet!



    How much? You got me there!



    But, even if it started at $299, and went to $379, it would sell well. higher? Very possibly, because of the uniqueness factor, and because it was from Apple, which seems to be a selling point these days, thank heaven.



    Too bad I have to leave now. See you later this evening.
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  • Reply 34 of 98
    Quote:
    Originally Posted by Eduardo






    Xbox is number two in the gaming console wars. Nintendo is struggling to gain buyers.





    Yes, Xbox is #2, and they continue to lose billions on it.
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  • Reply 35 of 98
    ipod will still be hot item this christmas. there are a lot of people that still want one.



    and wii is looking very sweet too. i think nintendo is stocking about 4 million units or something like that before the year ends.
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  • Reply 36 of 98
    mark2005mark2005 Posts: 1,158member
    "They don't slant their reporting.



    They look at what's out there, and what is coming out, and then decide what the market is doing.



    Then they state that. They have no reason to slant their results one way or the other."



    I wrote what I wrote based on what they wrote. Do they or you have any evidence that the iTV was "pushed back to January"? Who promised it before January? If that's what iSuppli saw, where did they see it?



    Who promised a "“true video” iPod featuring a larger, landscape-oriented display better suited for watching movies."? Rumor sites think there is such a thing but until today, the patent submissions haven't even made it clear if it's a tablet Mac or a video iPod. But why bring up this "strawman" for argument?



    And finally, how do you know that iSuppli has no reason to slant their results one way or the other? There are plenty of analysts out there that have hidden reasons to slant things one way or another.



    Yes, other than the PS3 and Wii, there really isn't anything dramatically new for Christmas. But ther than 2001 (original), 2004 (photo), and 2005 ("video"), there wasn't a dramatically new iPod capability for Christmas. (Going from the mini to the nano in 2005was just a shell change; going to flash memory actually costed you more money or less storage! And the original mini and shuffle were introduced after Christmas.)



    But there are still exciting products at better prices than there was before, like the new shuffle.
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  • Reply 37 of 98
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by monkeyastronaut


    ipod will still be hot item this christmas. there are a lot of people that still want one.



    and wii is looking very sweet too. i think nintendo is stocking about 4 million units or something like that before the year ends.



    The Wii will be hot.
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  • Reply 38 of 98
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by mark2005


    "They don't slant their reporting.



    They look at what's out there, and what is coming out, and then decide what the market is doing.



    Then they state that. They have no reason to slant their results one way or the other."



    I wrote what I wrote based on what they wrote. Do they or you have any evidence that the iTV was "pushed back to January"? Who promised it before January? If that's what iSuppli saw, where did they see it?



    Who promised a "?true video? iPod featuring a larger, landscape-oriented display better suited for watching movies."? Rumor sites think there is such a thing but until today, the patent submissions haven't even made it clear if it's a tablet Mac or a video iPod. But why bring up this "strawman" for argument?



    And finally, how do you know that iSuppli has no reason to slant their results one way or the other? There are plenty of analysts out there that have hidden reasons to slant things one way or another.



    Yes, other than the PS3 and Wii, there really isn't anything dramatically new for Christmas. But ther than 2001 (original), 2004 (photo), and 2005 ("video"), there wasn't a dramatically new iPod capability for Christmas. (Going from the mini to the nano in 2005was just a shell change; going to flash memory actually costed you more money or less storage! And the original mini and shuffle were introduced after Christmas.)



    But there are still exciting products at better prices than there was before, like the new shuffle.



    You're making the error that I've seen time and again.



    First, we don't know if that is their wording. We also don't know the entire bit around it to understand the context.



    Also, even if there was a slip, it doesn't mean that it was slanted, does it? It could have been a mistake also, correct?



    That was only one point to the part of the report that was published third hand. The rest we saw seemed to be fine.



    They never said that APPLE promised the true video iPod, even though everyone, including most everyone here expects it. What with all of the patents leading up to it, and the movie service coming online, to not expect it would be odd.



    Two problems in perception.



    One is to ignore (without intention) the parts that are correct, and remember the parts that are not. Why? Because that is what is being looked for here. Errors!



    It's the opposite of what happens when a psychic writes a book about what will happen over the next year. People who buy that book are looking for correct predictions. When, at the end of the year, they find a few, they hail them, and promptly forget the 95% that are wrong.



    Because they want to believe. just as people here want to not believe.



    The second point. Jobs made that famous prediction that the G5 would reach 3GHz in a year. It didn't happen.



    Even though he HAD to have had reassurances from IBM that it would happen, people were calling him a liar. Why? Because he said something that was wrong, that didn't happen.



    Even though I pointed out that IBM MUST have told him, in no uncertain terms, that it would happen, they wouldn't back down.



    They felt that if he said something that turned out to not be true, he was a liar, no matter what the circumstances.



    Why was that? Because they dislike Jobs and Apple, and want to believe the worst of them.



    It's all very illogical, but that's what happens.
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  • Reply 39 of 98
    sunilramansunilraman Posts: 8,133member
    Quote:
    Originally Posted by melgross


    They don't slant their reporting...They look at what's out there, and what is coming out, and then decide what the market is doing...Then they state that. They have no reason to slant their results one way or the other.



    All major analyst reports have a slant - they have an interpretation of what the market is like, has been like, and is going to be. What the agenda is ... is anyone's guess, from just plain "say something plausible about this topic" to as many conspiracy theories as you can shake a stick at.



    This report is total garbage, it bears repeating. TOTAL GARBAGE. Apple has a stellar portfolio of products going into this Oct-Dec 2006 quarter. It will blow all previous records of Macs sold, iPods sold, and total revenues and profits, and revenue and profit per physical US Apple-Store.



    Painting the iTV as "the one thing that would have really mattered" is total bullshit. It's a fancy accessory at worse, a start to 2007's strategy of Mac-iPod-iTMS-ecosystem-enlarging at best.



    The report is looking too heavily at consumer electronics while profits from Mac sales, ie. the non-consumer-electronic side of things makes up a decent (around half at a very rough estimate) of Apple's [net profit after tax at the end of the day], etc.



    Fracking iTV is not even due out this year, as so many have pointed out. What the frack.
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  • Reply 40 of 98
    sunilramansunilraman Posts: 8,133member
    Quote:
    Originally Posted by monkeyastronaut


    ipod will still be hot item this christmas. there are a lot of people that still want one....and wii is looking very sweet too. i think nintendo is stocking about 4 million units or something like that before the year ends.



    Nintendo f*ked it a bit though. Their release date is too late, and availability is going to be rockin' but squeezed dry by the time Santa pops down your chimney. Could have been a better Christmas Oct-Dec 2006 season for them, but anyway it will be a good ride through 2007.



    There's many a PC gamer tired of fracking noisy, power-draining, expensive yearly-GPU card upgrades that are going to jump ship. Particularly with the spate of mediocre PC titles, only several diamonds in the otherwise rough wastelands of PC gaming*. Most mainstream interested but non-hardcore gamers are going to draw the line at X1600s and 7600GTs and 7900GSs.



    PS 3 is really bloody late to the party, and ain't no blu- or yello- or green-Ray disc that will solve that problemo.



    *DirectX10 while exciting, will face challenges of Windows VistaBloat getting up and running, with steep hardware demands, and the nVidia Geforce 8000 series will not be their more stellar work, given the power drain and noise issues. ATI has a slight lead here in getting performance-per-watt happening, AMD *can* help them in this regard. nVidia needs to look at 65nm or 45nm strong performance-per-watt for the Geforce 9000 series otherwise it's a huge ass 250-300Watt GPU-alone power draw in your, well, Rude(ly noisy)Box.
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