Apple estimates raised at ThinkEquity ahead of Leopard launch

1356

Comments

  • Reply 41 of 109
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by EagerDragon View Post


    LOL, well I hope they don't have "insider trading info".



    I also hope they aren't "surly".
     0Likes 0Dislikes 0Informatives
  • Reply 42 of 109
    mstonemstone Posts: 11,510member
    Quote:
    Originally Posted by Macvault View Post


    it'll be 2+ years before we see Mac OS X 10.6.



    ..and we'll be running out of big cats... there's always Lion.
     0Likes 0Dislikes 0Informatives
  • Reply 43 of 109
    feynmanfeynman Posts: 1,087member
    Quote:
    Originally Posted by Macvault View Post


    YES - I agree! I'd rather see Leopard released this winter than see Apple strip great features as MS did with Vista. Cuz if they stip them out for a release now it'll be 2+ years before we see Mac OS X 10.6.



    Yup. Figure this years WWDC is Leopard only talk so we will be waiting another year to even hear about Mac OS 10.6 with at least another nine months of development after that!
     0Likes 0Dislikes 0Informatives
  • Reply 44 of 109
    Quote:
    Originally Posted by melgross View Post


    These guys forcast from what they know now.



    They can easily go out conduct market research themselves (as some occasionally do), and can also follow forums such as these for additional "market intelligence." I.e., they can come up with equally bold estimates if the trends justify such estimates.



    The problem is, most of them are fairly lazy, and rely on what the management gives them as guidance (and look over each others' shoulders a lot).
     0Likes 0Dislikes 0Informatives
  • Reply 45 of 109
    ThinkEquity needs to do their research lil deeper. Leopard release is no where close for release. I i am not wrong it will be released either a week before WWDC or on WWDC.
     0Likes 0Dislikes 0Informatives
  • Reply 46 of 109
    backtomacbacktomac Posts: 4,579member
    There you go, issue resolved!
     0Likes 0Dislikes 0Informatives
  • Reply 47 of 109
    crees!crees! Posts: 501member
    Quote:
    Originally Posted by melgross View Post


    What purpose would be served by Apple having two teams working on the release? One with the *secret features*, and one for developers without it? Do you think Apple needs the expense, and inevitable confusion within their own organization from that?



    Well it wouldn't be 2 separate teams. We've heard how Apple has multiple groups working on specific parts of projects and some being totally unaware of others working on different parts of the same thing. Surely there's a breakdown like a Finder group, Spaces/Expose etc, Networking group, Secret Feature group, etc... Besides, API's could be made available without divulging the entire feature. Same goes with the development of iPhone with Cingular and games for the iPod with game devs. I bet for the games they were given a set of parameters and API's to hook into without even knowing what end product they were developing for. That's how Apple keeps it's secrets.
     0Likes 0Dislikes 0Informatives
  • Reply 48 of 109
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by anantksundaram View Post


    They can easily go out conduct market research themselves (as some occasionally do), and can also follow forums such as these for additional "market intelligence." I.e., they can come up with equally bold estimates if the trends justify such estimates.



    The problem is, most of them are fairly lazy, and rely on what the management gives them as guidance (and look over each others' shoulders a lot).



    That's exactly what they do. But, they can't make Apple give out information. They can try and follow manufacturing trails, but that's not definite.
     0Likes 0Dislikes 0Informatives
  • Reply 49 of 109
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by crees! View Post


    Well it wouldn't be 2 separate teams. We've heard how Apple has multiple groups working on specific parts of projects and some being totally unaware of others working on different parts of the same thing. Surely there's a breakdown like a Finder group, Spaces/Expose etc, Networking group, Secret Feature group, etc... Besides, API's could be made available without divulging the entire feature. Same goes with the development of iPhone with Cingular and games for the iPod with game devs. I bet for the games they were given a set of parameters and API's to hook into without even knowing what end product they were developing for. That's how Apple keeps it's secrets.



    That's exactly why Copeland was a failure. They had seperate grouops who didn't communicate with each other. So, every part of the OS worked. But, when they went to combine the parts, they didn't.



    I assume that Apple has learned something since then.



    It would be interesting if you actually knew how Apple keeps its secrets, rather than just guessing.
     0Likes 0Dislikes 0Informatives
  • Reply 50 of 109
    sandausandau Posts: 1,230member
    Quote:
    Originally Posted by Macvault View Post


    Dude, I really hope you are wrong about that. That's one hell of a turd. How do you "know" this turd to be fact? iLife should NOT be considered "features" of an OS. iLife is a group of applications. Great apps, but not something that should be called "Top Secret" features of Leopard. Top Secret features would be more along the lines of ZFS/bootcamp/virtualization/new UI/multitouch/etc.



    right, those could be top secret features, but do they necessarily have to be 'built' in? Why not abstract them on top of the OS, that way everything still works but you can 'sell' more features, kind of like the Microsoft plus pack. Maybe not part of iLife, but more of iExtras. That way they can sell you iLife 07, Leopard, and if you want the Leopard iExtras (ZFS, new UI, multitouch) you have to buy Leopard AND the iExtras for $79 more. This way they can get away with charging more for the new OS without 'changing' the original $129 price. ++revenue.
     0Likes 0Dislikes 0Informatives
  • Reply 51 of 109
    crees!crees! Posts: 501member
    Quote:
    Originally Posted by melgross View Post


    It would be interesting if you actually knew how Apple keeps its secrets, rather than just guessing.



    Yes, but since I don't know I can only guess like the rest of us
     0Likes 0Dislikes 0Informatives
  • Reply 52 of 109
    melgrossmelgross Posts: 33,715member
    Quote:
    Originally Posted by crees! View Post


    Yes, but since I don't know I can only guess like the rest of us



    Of course, except that most of us have our feet on the ground while we do it.
     0Likes 0Dislikes 0Informatives
  • Reply 53 of 109
    crees!crees! Posts: 501member
    Quote:
    Originally Posted by melgross View Post


    Of course, except that most of us have our feet on the ground while we do it.



    I guess I was half-way there. Mine were bouncing up and down as I made the post.
     0Likes 0Dislikes 0Informatives
  • Reply 54 of 109
    Quote:
    Originally Posted by sandau View Post


    right, those could be top secret features, but do they necessarily have to be 'built' in? Why not abstract them on top of the OS, that way everything still works but you can 'sell' more features, kind of like the Microsoft plus pack. Maybe not part of iLife, but more of iExtras. That way they can sell you iLife 07, Leopard, and if you want the Leopard iExtras (ZFS, new UI, multitouch) you have to buy Leopard AND the iExtras for $79 more. This way they can get away with charging more for the new OS without 'changing' the original $129 price. ++revenue.



    Yes! they could call it names like 'home basic', 'business premium' or 'ultimate'!!!!

    Way cool dude!
     0Likes 0Dislikes 0Informatives
  • Reply 55 of 109
    buy the rumor sell the news....
     0Likes 0Dislikes 0Informatives
  • Reply 56 of 109
    tbagginstbaggins Posts: 2,306member
    ThinkEquity seems to be thinking that somehow Leopard will ship before the end of calendar Q1 (late March). Odds are they are either frakking high, or they're trying to start a mini-run on Apple stock. Either way, bah. \



    I'm not a bookie, but the Vegas odds seem to be on a late calendar Q2 launch, i.e. final unveiling/ship date announced at WWDC (June 11-15), actually shipping in late June. And that's fine, its not like Vista will have all the kinks even remotely worked out by then.



    As others have said, either a very stable Leopard or none at all. We don't need to half-ass it the way Microsoft has done so many times in the past.



    If Apple surprises us all by releasing Leopard both in March AND stable, then I will happily be wrong. But it just seems unlikely. The old adage seems inescapable... do you want it fast, or do you want it good?



    .
     0Likes 0Dislikes 0Informatives
  • Reply 57 of 109
    Quote:
    Originally Posted by melgross View Post


    But, they can't make Apple give out information. They can try and follow manufacturing trails, but that's not definite.



    Hmmm.... I didn't know that Apple was a company that had sworn off the (fairly common) practice of earnings guidance (unlike thousands of companies) -- perhaps you know more about this.



    I would be surprised if they did not do it (altho, some companies such as Coca Cola have explicitly said "no" to the practice of earnings guidance).
     0Likes 0Dislikes 0Informatives
  • Reply 58 of 109
    sandausandau Posts: 1,230member
    Quote:
    Originally Posted by TBaggins View Post


    If Apple surprises us all by releasing Leopard both in March AND stable, then I will happily be wrong. But it just seems unlikely. The old adage seems inescapable... do you want it fast, or do you want it good?



    .



    Tiger wasn't fast or good until a couple 'service packs' later, so why should they start now?
     0Likes 0Dislikes 0Informatives
  • Reply 59 of 109
    sandausandau Posts: 1,230member
    Quote:
    Originally Posted by dutch pear View Post


    Yes! they could call it names like 'home basic', 'business premium' or 'ultimate'!!!!

    Way cool dude!



    we'll revisit this after the first buggy release.
     0Likes 0Dislikes 0Informatives
  • Reply 60 of 109
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by sandau View Post


    Tiger wasn't fast or good until a couple 'service packs' later, so why should they start now?



    Actually, I found Tiger (10.4) to be both fast and good from the get-go. I didn't have super hardware to run it on either.



    Now 10.0 and 10.1 were a different story.... they were slooooooooow. \



    Perhaps you were referring not to Tiger, but to OS X in general? If so, you'd be right, it wasn't acceptably fast until Jaguar (10.2).





    .
     0Likes 0Dislikes 0Informatives
Sign In or Register to comment.