Piper on iPhone shortage as update sign; Acrobat 9 for Mac soon

Posted:
in iPhone edited January 2014
An investment note by Piper Jaffray calls the new iPhone shortage a sign of an impending new model. Also, Adobe will soon announce the next major version of Acrobat with new features, Sprint and Samsung have unleashed a direct iPhone rival, and a new report says Hon Hai will produce 10 million new iPhones.



Analyst: low iPhone supply likely sign of refresh



With stock of Apple's touchscreen cellphone running almost completely dry across the US, senior Piper Jaffray analyst Gene Munster said on Tuesday that the shortage pointed to an upgrade.



The low supply, verified across 20 stores in a separate check from AppleInsider's, gave an 80 percent chance that an update was coming "earlier than anticipated," according to Munster. There was also a 20 percent chance given that the low supply was evidence of a production problem.



A release in the near future would contradict a report issued on Monday by Munster himself, who called for a June release of a 3G iPhone, as well as those by several other analysts. If accurate, however, the device would probably be a similarly-styled replacement for the $400 model rather than a premium or heavily reworked version, he added.



The researcher also noted that Apple's iPhone growth, while unlikely to top 2 million iPhones shipped this quarter, was "a full 2-3 years ahead" of the iPod's, which didn't reach the same shipping volume until 2005.



Adobe Acrobat 9 to launch in weeks



Adobe is prepping a launch for its Acrobat 9 PDF creation tool within the next two months, AppleInsider has learned.



The new version will primarily extend some features of today's high-end versions to the mainstream. An ability to convert 3D files from AutoCAD and other programs to PDF files will be available in the Professional edition, for example. The software will also enable collaborating on documents from an Adobe server, similar to a web-based beta service launched on Monday.



However, a planned move to allow the creation of fillable PDF forms in the Standard edition will be limited to the Windows release; for Mac users, the option will be available only for the Professional edition, which should cost $200 more. Adobe will offer a free upgrade to anyone who buys a paid version of Acrobat 8 after version 9 is announced.



Adobe is expected to hold a briefing for the press later this month on its plans for the software, though those details will remain secret until late June.



Sprint next in line with iPhone rival



Adding to the growing ranks of all-touchscreen phones reaching US shores, Sprint has unveiled the Samsung Instinct.



The device is Sprint's first non-business device of its kind and dwells heavily on media playback and entertainment, but is said to have a few enhancements over its counterpart at AT&T: 3G Internet access over EVDO Revision A, assisted GPS, and vibration responses to touch that mimic real buttons.



In an unusual coincidence, Sprint officially plans to ship the phone in June, one year after the iPhone's release in the US, and will similarly require that buyers subscribe to a special monthly plan; in the Instinct's case, this will involve a $70 service with unlimited data.



Dow Jones estimates 10 million 3G iPhones to be made by Hon Hai



Furthering its own brief report late last week, Dow Jones now estimates that Hon Hai Precision Industry will ship at least 10 million 3G iPhones in the near future.



While a contract to manufacture the device had already been discussed in the earlier report, the company -- known as Foxconn in the US -- is now allegedly prepared to produce and ship large quantities of the device. The shipment by itself would match Apple's stated goal of selling 10 million iPhones from its June 2007 launch to the end of 2008.



The Taiwan firm is "just waiting for the nod from Apple," according to the report.



Neither Apple nor Hon Hai has offered to comment on the story.
«13

Comments

  • Reply 1 of 55
    drjjonesdrjjones Posts: 162member
    Quote:
    Originally Posted by AppleInsider View Post


    An investment note by Piper Jaffray calls the new iPhone shortage a sign of an impending new model. Also, Adobe will soon announce the next major version of Acrobat with new features, Sprint and Samsung have unleashed a direct iPhone rival, and a new report says Hon Hai will produce 10 million new iPhones.



    Analyst: low iPhone supply likely sign of refresh



    With stock of Apple's touchscreen cellphone running almost completely dry across the US, senior Piper Jaffray analyst Gene Munster said on Tuesday that the shortage pointed to an upgrade.



    The low supply, verified across 20 stores in a separate check from AppleInsider's, gave an 80 percent chance that an update was coming "earlier than anticipated," according to Munster. There was also a 20 percent chance given that the low supply was evidence of a production problem.



    A release in the near future would contradict a report issued on Monday by Munster himself, who called for a June release of a 3G iPhone, as well as those by several other analysts. If accurate, however, the device would probably be a similarly-styled replacement for the $400 model rather than a premium or heavily reworked version, he added.



    The researcher also noted that Apple's iPhone growth, while unlikely to top 2 million iPhones shipped this quarter, was "a full 2-3 years ahead" of the iPod's, which didn't reach the same shipping volume until 2005.



    Adobe Acrobat 9 to launch in weeks



    Adobe is prepping a launch for its Acrobat 9 PDF creation tool within the next two months, AppleInsider has learned.



    The new version will primarily extend some features of today's high-end versions to the mainstream. An ability to convert 3D files from AutoCAD and other programs to PDF files will be available in the Professional edition, for example.



    However, a planned move to allow the creation of fillable PDF forms in the Standard edition will be limited to the Windows release; for Mac users, the option will be available only for the Professional edition, which should cost $200 more. Adobe will offer a free upgrade to anyone who buys a paid version of Acrobat 8 after version 9 is announced.



    Adobe is expected to hold a briefing for the press later this month on its plans for the software, though those details will remain secret until late June.



    Sprint next in line with iPhone rival



    Adding to the growing ranks of all-touchscreen phones reaching US shores, Sprint has unveiled the Samsung Instinct.



    The device is Sprint's first non-business device of its kind and dwells heavily on media playback and entertainment, but is said to have a few enhancements over its counterpart at AT&T: 3G Internet access over EVDO Revision A, assisted GPS, and vibration responses to touch that mimic real buttons.



    In an unusual coincidence, Sprint officially plans to ship the phone in June, one year after the iPhone's release in the US, and will similarly require that buyers subscribe to a special monthly plan; in the Instinct's case, this will involve a $70 service with unlimited data.



    Dow Jones estimates 10 million 3G iPhones to be made by Hon Hai



    Furthering its own brief report late last week, Dow Jones now estimates that Hon Hai Precision Industry will ship at least 10 million 3G iPhones in the near future.



    While a contract to manufacture the device had already been discussed in the earlier report, the company -- known as Foxconn in the US -- is now allegedly prepared to produce and ship large quantities of the device. The shipment by itself would match Apple's stated goal of selling 10 million iPhones from its June 2007 launch to the end of 2008.



    The Taiwan firm is "just waiting for the nod from Apple," according to the report.



    Neither Apple nor Hon Hai has offered to comment on the story.



    16 gig iphone is being sold for $649 to 679 at 5 different sites including cyberworld. Video and voice recording and playback . gprs and edge , bluetooth , im , 3rd generation iphone but no 3g yet
  • Reply 2 of 55
    gregalexandergregalexander Posts: 1,382member
    Quote:
    Originally Posted by AppleInsider View Post


    An investment note by Piper Jaffray calls the new iPhone shortage a sign of an impending new model.



    I'm getting scared of a chicken-or-the-egg problem.



    As AppleInsider has gotten better and earned trust, it's become a useful source for analysts. And now AppleInside quotes these analysts, who are often confirming AppleInsider's insights a day or so after AppleInsider posts them.... I have to wonder where original research comes from.



    I hope that sometime soon AppleInsider separates "online reports or analysis" from its "trusted sources" (wherever they come from)... if they haven't already done this.

    .... Perhaps we need headlines like "Piper agrees with AI's reasoning".
  • Reply 3 of 55
    walshbjwalshbj Posts: 864member
    how I dread the endless tears when the 3g phone comes out. "But I just bought the old iPhone - how can they do this to me?"
  • Reply 4 of 55
    mydomydo Posts: 1,888member
    Quote:
    Originally Posted by walshbj View Post


    how I dread the endless tears when the 3g phone comes out. "But I just bought the old iPhone - how can they do this to me?"



    "I will never buy an Apple product again if this is the way they treat their customers!"
  • Reply 5 of 55
    rbonnerrbonner Posts: 635member
    Quote:
    Originally Posted by mydo View Post


    "I will never buy an Apple product again if this is the way they treat their customers!"



    What was not said is that customers would complain more if Apple just sat on their hands, not releasing new technology. I love that every 2 years or so, when I go to upgrade my equipment, enhanced products are available.
  • Reply 6 of 55
    nagrommenagromme Posts: 2,834member
    Samsung's phone seems to need some work...

    http://gizmodo.com/374739/sprints-sa...g-anything-yet
  • Reply 7 of 55
    drjjonesdrjjones Posts: 162member
    Apple is advertising 16 gig iphone and 32 gig itouch,... right on time
  • Reply 8 of 55
    anantksundaramanantksundaram Posts: 19,046member
    Quote:
    Originally Posted by GregAlexander View Post


    I'm getting scared of a chicken-or-the-egg problem.



    As AppleInsider has gotten better and earned trust, it's become a useful source for analysts. And now AppleInside quotes these analysts, who are often confirming AppleInsider's insights a day or so after AppleInsider posts them.... I have to wonder where original research comes from.



    I hope that sometime soon AppleInsider separates "online reports or analysis" from its "trusted sources" (wherever they come from)... if they haven't already done this.

    .... Perhaps we need headlines like "Piper agrees with AI's reasoning".



    Excellent observation.



    I am not "scared" per se, but certainly more than a little concerned!
  • Reply 9 of 55
    anantksundaramanantksundaram Posts: 19,046member
    Quote:
    Originally Posted by nagromme View Post


    Samsung's phone seems to need some work...

    http://gizmodo.com/374739/sprints-sa...g-anything-yet



    Maybe it'll be in better shape by June, but I doubt it. Sheesh.



    When are these companies - the list is endless - going to realize that it is really all about the software. Coolness in hardware has ceased to be a differentiator.



    Until they can figure out the software, companies like Samsung should stick to hardware.
  • Reply 10 of 55
    ajayajay Posts: 117member
    so if this is the sprint-version of the "iPhone-killer", does it mean that the 3G iPhone (whenever it arrives) will not be available with sprint?
  • Reply 11 of 55
    restalotrestalot Posts: 77member
    The cause of the iPhone shortage is obvious (as I pointed out a few days ago)... Apple is routing all their stock for a massive Canadian launch.



    :End Fantasy (again)
  • Reply 12 of 55
    If Apple is going to make an announcement sooner than June, when would Jobs do so? I am not aware of any events occurring before June.



    Here's hoping for 3G...
  • Reply 13 of 55
    olternautolternaut Posts: 1,376member
    Quote:
    Originally Posted by anantksundaram View Post


    Maybe it'll be in better shape by June, but I doubt it. Sheesh.



    When are these companies - the list is endless - going to realize that it is really all about the software. Coolness in hardware has ceased to be a differentiator.



    Until they can figure out the software, companies like Samsung should stick to hardware.



    Don't underestimate the hardware either. Its the software and hardware together in the perfect implementation that attracts buyers.



    What worries me is that only one company......Apple...seems to understand this and is able to innovate....actually innovate (despite lip service of innovation from microsoft) and provide computer products to the consumer.

    This troubles me.



    I think for some healthy balance perhaps we can get some of those military contractors to start making some innovative products for the consumer.

    Northorp-Gruman, Lockheed-Martin, the dudes over at DARPA I mean...

    Maybe the same people developing products for warfare and defense might have to be turned to to make some stuff for us consumers because the rest of the industry...especially in mobile products....SUCKS!!!!!
  • Reply 14 of 55
    bageljoeybageljoey Posts: 1,752member
    Quote:
    Originally Posted by AppleInsider View Post


    The shipment by itself would match Apple's stated goal of selling 10 million iPhones from its June 2007 launch to the end of 2008.




    Is Kasper intentionally trying to stir up this fight again?



    We don't need to hear the back and forth again. Why not just say "by the end of 2008" and let everyone believe it means what they think it means.



    --'Course, if they do have an update coming early, they might blow the doors off 10 million long before the end of 2008...
  • Reply 15 of 55
    SpamSandwichSpamSandwich Posts: 30,836member
    Quote:
    Originally Posted by anantksundaram View Post


    Maybe it'll be in better shape by June, but I doubt it. Sheesh.



    When are these companies - the list is endless - going to realize that it is really all about the software. Coolness in hardware has ceased to be a differentiator.



    Until they can figure out the software, companies like Samsung should stick to hardware.



    Design, functionality, systems integration. Apple still does it better than 99% of all challengers.
  • Reply 16 of 55
    tundraboytundraboy Posts: 1,611member
    Quote:
    Originally Posted by SpamSandwich View Post


    Design, functionality, systems integration. Apple still does it better than 99% of all challengers.



    Okay, okay. So who's that 1% who does it just as good as or better than Apple? Can I buy stock in that one?
  • Reply 17 of 55
    today i was in Apple Store Santa Rosa Plaza in California, and overheard two conversations.



    The first involved a couple of employees and one customer and they were telling him they were out of iPhones, and that they were expecting new ones in a few days possibly.



    The second, and more exciting, involved two employees, one a manager, and one a consierge. The manager was holding one of the price cards that they have out one display next to the computers and iPods, etc in the plastic holders, and they were talking about how 700 minutes would be "more than enough." Well, there is no iPhone plan currently with 700 minutes!! And i heard at the beginining of the conversation the manager say that this was "the new pricing for the iPhone," so i looked over. Unfortunatly, she saw me and so i had to be super sneaky, but i didnt get as much info as i would like...



    Oh well. I guess well see:
  • Reply 18 of 55
    mydomydo Posts: 1,888member
    Quote:
    Originally Posted by tundraboy View Post


    Okay, okay. So who's that 1% who does it just as good as or better than Apple? Can I buy stock in that one?



  • Reply 19 of 55
    nasseraenasserae Posts: 3,153member
    I've just noticed that the iPhone now have a plan with unlimited minutes for 119.99! when did that happen?
  • Reply 20 of 55
    boogabooga Posts: 1,077member
    Quote:

    I think for some healthy balance perhaps we can get some of those military contractors to start making some innovative products for the consumer.

    Northorp-Gruman, Lockheed-Martin, the dudes over at DARPA I mean...

    Maybe the same people developing products for warfare and defense might have to be turned to to make some stuff for us consumers because the rest of the industry...especially in mobile products....SUCKS!!!!!



    Don't hold your breath. My company just released what's considered one of the more innovative handheld devices in the military market, and its big claim to fame is being able to handle both secret and unclassified data on the same device, but it's otherwise like last year's Blackberry.



    I'd love to try porting our command and control software to the iPhone, actually, but it's all Java. Since most military software I've seen is either Java or .NET, Apple won't be playing in that market anytime soon. So I wouldn't look for any cross-polination between DARPA and innovative handhelds this decade.
Sign In or Register to comment.