I agree totally... but with Apple's range of products it doesn't narrow it down much!
Exactly... I think I wrote in the other thread that Apple has so many products in so many markets, it's almost impossible to guess. I lied. Of course I'll guess. This is about one of two things (or both). Either:
1) Apple is lowering notebook prices (specifically the base Macbook prices) to be competitive with the rest of the computer industry
2) Apple is significantly increasing the capacity of flash devices (iPods and maybe also the Air) without increasing prices to match
Either of those moves, I think, make sense because while they would decrease margins they would also increase sales to compensate.
1. It has significant impact on earning, but not immediate revenue driver. That means the revenues are likely deferred.
2. It will shut off competitors, so it is not a Mac. Even if Apple lower the Mac price by half, it won't shut off PC competitors.
3. The hardware is not something completely new. Otherwise, it would go through the lengthy FCC approval process and we would have known about if if it is to be released this quarter. So it is not iPhone Nano (that was my theory, but I am changing my mind here) or handheld game console.
My conclusion - Apple TV, existing hardware with DVR software, and major contract with cable operators to use it as their digital cable box, free to the customers with 1-year contract. No revenue is recognized at sale, but the carrier subsidy is recognized over 12 months.
Exactly... I think I wrote in the other thread that Apple has so many products in so many markets, it's almost impossible to guess. I lied. Of course I'll guess. This is about one of two things (or both). Either:
1) Apple is lowering notebook prices (specifically the base Macbook prices) to be competitive with the rest of the computer industry
2) Apple is significantly increasing the capacity of flash devices (iPods and maybe also the Air) without increasing prices to match
Either of those moves, I think, make sense because while they would decrease margins they would also increase sales to compensate.
"""" "During his quarterly financial results call, Apple's chief financial officer Peter Oppenheimer revealed that the company will make a key "product transition" that cuts back on its profit margins to help shut out rivals." """""
-------------------
The key word here is that it's a "KEY" product transition.. How many "KEY" products does Apple have? Three. The Mac, iPod and iPhone.
The iPhone was just updated. We all know that the entire Mac line is not going to be updated by September, and even if it was and Apple cut Mac prices so that it's profit margin was down to zero, it would still not "shut out rivals."
We are not talking about the current 2" screen on the nano.. Remember the click wheel will be gone.. The entire surface would be a touch screen so that the current screen real estate would double.
So overall, you think the AppleTV is already in a good place, and the product transition does not refer to the AppleTV?
Exactly. I did note in one of my earlier posts in this thread that Apple might add Netflix's Instant Watch digital movie and TV show catalog as an optional service Netflix subscribers could use. They could improve the service by making Netflix content browse-able from the couch, rather than requiring the user to set up an Instant Watch queue on Netflix's website on a computer, which is how both Netlix's Roku box and the Xbox 360's upcoming service works. This would put AppleTV in a league of its own among digital set-top-boxes (it's already in a league of its own; this would just put it even further ahead), but I don't see that being a big enough announcement. It wouldn't cut into their revenues either.
So if anything, it'll be announced as a "one more thing" or quietly released as a software update.
Quote:
Originally Posted by 5150
No, SJ wants to create new markets and experiences which he feels he can lock up with proprietary software.
I agreed with most of what you said, 5150, but this statement is not accurate. Apple promotes the use of open industry standards like AAC and MPEG-4 H.264 in iTunes. Shoot, most of Mac OS X is open - Unix, Darwin, etc. That's why Adobe's Flash and Microsoft's SilverLight proprietary runtime environments aren't on the iPhone or iPod touch and why they'll never be. They give too much control to these companies, who can then turn around and kill support for the Mac versions, or simply make them slower than the Windows versions. Flash, for instance, has only ever worked well on Windows because Adobe probably doesn't care about optimizing it for OS X. Same as the Mac versions of MS Office, though Microsoft likely has a vested interest in making Mac software that doesn't work well to promote the use of the Windows iterations, thus the Windows OS in general.
The key word here is that it's a "KEY" product transition.. How many "KEY" products does Apple have? Three. The Mac, iPod and iPhone.
The iPhone was just updated. We all know that the entire Mac line is not going to be updated by September, and even if it was and Apple cut Mac prices so that it's profit margin was down to zero, it would still not "shut out rivals."
It's the iPod line folks..
How about the iPod touch? Now that the iPhone is subsidized, it makes the touch look like a pretty bad deal at current prices. Of course I understand that you're paying a lot more for the iPhone over the course of its plan, but a typical consumer isn't going to look at that.
And if Apple knocks the 8GB touch down to (or below) $199, they can't sell the 8GB nano for the same price, so it gets a price cut, too.
I think what apple found was people are browsing the web like crazy on their iPhones and iPod touch's. Because of this I think they will create a similar product but with a screen more fitted for web browsing. This product wont effect current product sales ,and will be for people like me who like to browse and read while lounging.
I also think they are very close to bringing all of your media together and accessible through out your whale house. update appleTV to send multiple audio and video streams, and an HDMI port on an airport express and with the remote app you can watch all your content on any tv in your house.
appleTV-airport express-amplifier-speakers
appleTV-airport express HDMI-reciever-TV
you can now have all your media all over your house and access it with the iPhone,iPod Touch,iPod web.
I think what apple found was people are browsing the web like crazy on their iPhones and iPod touch's. Because of this I think they will create a similar product but with a screen more fitted for web browsing. This product wont effect current product sales ,and will be for people like me who like to browse and read while lounging.
I also think they are very close to bringing all of your media together and accessible through out your whale house. update appleTV to send multiple audio and video streams, and an HDMI port on an airport express and with the remote app you can watch all your content on any tv in your house.
appleTV-airport express-amplifier-speakers
appleTV-airport express HDMI-reciever-TV
you can now have all your media all over your house and access it with the iPhone,iPod Touch,iPod web.
It is NOT GOING TO BE A NEW PRODUCT...
Read the article, it is going to be a "key product transition." No matter how slice and dice it, Apple tv, airport express amplifier speakers ARE NOT GOING TO AFFECT APPLE'S PROFIT MARGIN.
"""" "During his quarterly financial results call, Apple's chief financial officer Peter Oppenheimer revealed that the company will make a key "product transition" that cuts back on its profit margins to help shut out rivals." """""
-------------------
The key word here is that it's a "KEY" product transition.. How many "KEY" products does Apple have? Three. The Mac, iPod and iPhone.
THEORY: Portables accounted for 62% of Apple's sales in the most recent quarter. Many people want a portable but settle for a desktop because of price. Perhaps Apple's revamped portable lineup will sacrifice margins to drive sales. Apple can shut out rivals by selling even more notebooks.
Its the 'touch' everything. Touch technology in every product. Basically it means the classic and nano ipods change interface, and the traditional apple keyboard becomes a 'dynamic touch keyboard' of some kind. Maybe fully, but probably a partial thing where the number pad becomes a touch interface much like the iphone. So no more mouse. The mouse becomes and optional extra.
And if Apple knocks the 8GB touch down to (or below) $199, they can't sell the 8GB nano for the same price, so it gets a price cut, too.
But try and look at the big picture for a second here.. Apple is building a brand new mobile platform with iPhone, OSX, PATENTED multi-touch technology, and the "App Store." 10million apps downloaded in it's first weekend, hugely successful. Developers are waiting in line to get in..
Now, The iPod nano, it is Apple's best selling mobile device by a wide margin.
Now, try and put the two pieces of the puzzle together..
Apple's brand new mobile platform + Apple's best selling mobile device ever.
Read the article, it is going to be a "key product transition." No matter how slice and dice it, Apple tv, airport express amplifier speakers ARE NOT GOING TO AFFECT APPLE'S PROFIT MARGIN.
wow read my post I read the article. I described what apple might come out with and added how I thought they might bring all their products together
A computer in your pocket. Transitions the whole iPod line from a media player to a micro computer.
A full OS 10.5 (Snow Leopard) inside an iPod. A new docking solution which enables the iPod Touch "computer" to be linked to a full-size screen, keyboard, and mouse (the last two wirelessly). The iPod connects to the full-size screen through a specialized dock/stand which then connects to the screen through a DVI (Digital Visual Interface) connection.
The iPod Touch comes out in 3 form factors: Nano, Touch, and Folio (i.e. tablet). The distinction between media players, cell phones, and computers blurs.
I can just see Jobs scrolling through this thread laughing his arse off.
'Oooh close but no cigar, but thanks for playing along...next!"
I was just thinking the same thing. As is seen with the iPhone 3G, Apple seems to be addressing users complaints. So maybe Steve is actually looking through Forums like these. On a different note, I hope he is either well or on the road to recovery. He has done so much for Apple and I would hate to loose him.
But try and look at the big picture for a second here.. Apple is building a brand new mobile platform with iPhone, OSX, PATENTED multi-touch technology, and the "App Store." 10million apps downloaded in it's first weekend, hugely successful. Developers are waiting in line to get in..
Now, The iPod nano, it is Apple's best selling mobile device by a wide margin.
Now, try and put the two pieces of the puzzle together..
Apple's brand new mobile platform + Apple's best selling mobile device ever.
Do you see the big picture yet?
If you're implying a multi-touch nano (or even an iPhone nano), I'm not sure how well that will work on a tiny screen. The iPhone's screen is about as small as it can possibly be for a touch keyboard.
If you're implying a multi-touch nano (or even an iPhone nano), I'm not sure how well that will work on a tiny screen. The iPhone's screen is about as small as it can possibly be for a touch keyboard.
Look at an iPod nano. Now remove the click wheel and imagine the entire front being a touch screen. When you double the nano screen real estate, It's not so small anymore.
Look at an iPod nano. Now remove the click wheel and imagine the entire front being a touch screen. When you double the nano screen real estate, It's not so small anymore.
Oh yes, it is. I've got fairly small thumbs... and I just don't see that happening.
Comments
I agree totally... but with Apple's range of products it doesn't narrow it down much!
Exactly... I think I wrote in the other thread that Apple has so many products in so many markets, it's almost impossible to guess. I lied.
1) Apple is lowering notebook prices (specifically the base Macbook prices) to be competitive with the rest of the computer industry
2) Apple is significantly increasing the capacity of flash devices (iPods and maybe also the Air) without increasing prices to match
Either of those moves, I think, make sense because while they would decrease margins they would also increase sales to compensate.
1. It has significant impact on earning, but not immediate revenue driver. That means the revenues are likely deferred.
2. It will shut off competitors, so it is not a Mac. Even if Apple lower the Mac price by half, it won't shut off PC competitors.
3. The hardware is not something completely new. Otherwise, it would go through the lengthy FCC approval process and we would have known about if if it is to be released this quarter. So it is not iPhone Nano (that was my theory, but I am changing my mind here) or handheld game console.
My conclusion - Apple TV, existing hardware with DVR software, and major contract with cable operators to use it as their digital cable box, free to the customers with 1-year contract. No revenue is recognized at sale, but the carrier subsidy is recognized over 12 months.
I see a $700 base iMac coming soon.
Exactly... I think I wrote in the other thread that Apple has so many products in so many markets, it's almost impossible to guess. I lied.
1) Apple is lowering notebook prices (specifically the base Macbook prices) to be competitive with the rest of the computer industry
2) Apple is significantly increasing the capacity of flash devices (iPods and maybe also the Air) without increasing prices to match
Either of those moves, I think, make sense because while they would decrease margins they would also increase sales to compensate.
"""" "During his quarterly financial results call, Apple's chief financial officer Peter Oppenheimer revealed that the company will make a key "product transition" that cuts back on its profit margins to help shut out rivals." """""
-------------------
The key word here is that it's a "KEY" product transition.. How many "KEY" products does Apple have? Three. The Mac, iPod and iPhone.
The iPhone was just updated. We all know that the entire Mac line is not going to be updated by September, and even if it was and Apple cut Mac prices so that it's profit margin was down to zero, it would still not "shut out rivals."
It's the iPod line folks..
A tablet/eBook reader that is attractively priced.
I think they may eliminate the hard drive based iPod classic and replace it with a flash version.
I think they will also revamp the iPod touch and make it more affordable.
It is in Apple's long term interest to build the platform.
At $299 the Touch is still priced above the mainstream.
If they can get the price down to $199 they will lose their margin on the sale but make it back on the sale of software, music and accessories.
Time to get smaller fingers I guess?
Why?
We are not talking about the current 2" screen on the nano.. Remember the click wheel will be gone.. The entire surface would be a touch screen so that the current screen real estate would double.
Thanks wobegon that clarifies it somewhat :-)
So overall, you think the AppleTV is already in a good place, and the product transition does not refer to the AppleTV?
Exactly.
So if anything, it'll be announced as a "one more thing" or quietly released as a software update.
No, SJ wants to create new markets and experiences which he feels he can lock up with proprietary software.
I agreed with most of what you said, 5150, but this statement is not accurate. Apple promotes the use of open industry standards like AAC and MPEG-4 H.264 in iTunes. Shoot, most of Mac OS X is open - Unix, Darwin, etc. That's why Adobe's Flash and Microsoft's SilverLight proprietary runtime environments aren't on the iPhone or iPod touch and why they'll never be. They give too much control to these companies, who can then turn around and kill support for the Mac versions, or simply make them slower than the Windows versions. Flash, for instance, has only ever worked well on Windows because Adobe probably doesn't care about optimizing it for OS X. Same as the Mac versions of MS Office, though Microsoft likely has a vested interest in making Mac software that doesn't work well to promote the use of the Windows iterations, thus the Windows OS in general.
The key word here is that it's a "KEY" product transition.. How many "KEY" products does Apple have? Three. The Mac, iPod and iPhone.
The iPhone was just updated. We all know that the entire Mac line is not going to be updated by September, and even if it was and Apple cut Mac prices so that it's profit margin was down to zero, it would still not "shut out rivals."
It's the iPod line folks..
How about the iPod touch? Now that the iPhone is subsidized, it makes the touch look like a pretty bad deal at current prices. Of course I understand that you're paying a lot more for the iPhone over the course of its plan, but a typical consumer isn't going to look at that.
And if Apple knocks the 8GB touch down to (or below) $199, they can't sell the 8GB nano for the same price, so it gets a price cut, too.
I also think they are very close to bringing all of your media together and accessible through out your whale house. update appleTV to send multiple audio and video streams, and an HDMI port on an airport express and with the remote app you can watch all your content on any tv in your house.
appleTV-airport express-amplifier-speakers
appleTV-airport express HDMI-reciever-TV
you can now have all your media all over your house and access it with the iPhone,iPod Touch,iPod web.
I think what apple found was people are browsing the web like crazy on their iPhones and iPod touch's. Because of this I think they will create a similar product but with a screen more fitted for web browsing. This product wont effect current product sales ,and will be for people like me who like to browse and read while lounging.
I also think they are very close to bringing all of your media together and accessible through out your whale house. update appleTV to send multiple audio and video streams, and an HDMI port on an airport express and with the remote app you can watch all your content on any tv in your house.
appleTV-airport express-amplifier-speakers
appleTV-airport express HDMI-reciever-TV
you can now have all your media all over your house and access it with the iPhone,iPod Touch,iPod web.
It is NOT GOING TO BE A NEW PRODUCT...
Read the article, it is going to be a "key product transition." No matter how slice and dice it, Apple tv, airport express amplifier speakers ARE NOT GOING TO AFFECT APPLE'S PROFIT MARGIN.
"""" "During his quarterly financial results call, Apple's chief financial officer Peter Oppenheimer revealed that the company will make a key "product transition" that cuts back on its profit margins to help shut out rivals." """""
-------------------
The key word here is that it's a "KEY" product transition.. How many "KEY" products does Apple have? Three. The Mac, iPod and iPhone.
THEORY: Portables accounted for 62% of Apple's sales in the most recent quarter. Many people want a portable but settle for a desktop because of price. Perhaps Apple's revamped portable lineup will sacrifice margins to drive sales. Apple can shut out rivals by selling even more notebooks.
13" MacBook $999
13" MacBook Air $1399
15" MacBook $1499
15" MacBook Pro $1799
17" MacBook $1999
17" MacBook Pro $2299
All have aluminum enclosures
Pro models have NVIDIA graphics chips
Pro models have illuminated keyboards
Pro models have multiTouch trackpads
Pro models have iSight HD
Pro models have FireWire 800
Pro models have an Express Card slot
And if Apple knocks the 8GB touch down to (or below) $199, they can't sell the 8GB nano for the same price, so it gets a price cut, too.
But try and look at the big picture for a second here.. Apple is building a brand new mobile platform with iPhone, OSX, PATENTED multi-touch technology, and the "App Store." 10million apps downloaded in it's first weekend, hugely successful. Developers are waiting in line to get in..
Now, The iPod nano, it is Apple's best selling mobile device by a wide margin.
Now, try and put the two pieces of the puzzle together..
Apple's brand new mobile platform + Apple's best selling mobile device ever.
Do you see the big picture yet?
It is NOT GOING TO BE A NEW PRODUCT...
Read the article, it is going to be a "key product transition." No matter how slice and dice it, Apple tv, airport express amplifier speakers ARE NOT GOING TO AFFECT APPLE'S PROFIT MARGIN.
wow read my post I read the article. I described what apple might come out with and added how I thought they might bring all their products together
A full OS 10.5 (Snow Leopard) inside an iPod. A new docking solution which enables the iPod Touch "computer" to be linked to a full-size screen, keyboard, and mouse (the last two wirelessly). The iPod connects to the full-size screen through a specialized dock/stand which then connects to the screen through a DVI (Digital Visual Interface) connection.
The iPod Touch comes out in 3 form factors: Nano, Touch, and Folio (i.e. tablet). The distinction between media players, cell phones, and computers blurs.
I can just see Jobs scrolling through this thread laughing his arse off.
'Oooh close but no cigar, but thanks for playing along...next!"
I was just thinking the same thing. As is seen with the iPhone 3G, Apple seems to be addressing users complaints. So maybe Steve is actually looking through Forums like these. On a different note, I hope he is either well or on the road to recovery. He has done so much for Apple and I would hate to loose him.
Steve
But try and look at the big picture for a second here.. Apple is building a brand new mobile platform with iPhone, OSX, PATENTED multi-touch technology, and the "App Store." 10million apps downloaded in it's first weekend, hugely successful. Developers are waiting in line to get in..
Now, The iPod nano, it is Apple's best selling mobile device by a wide margin.
Now, try and put the two pieces of the puzzle together..
Apple's brand new mobile platform + Apple's best selling mobile device ever.
Do you see the big picture yet?
If you're implying a multi-touch nano (or even an iPhone nano), I'm not sure how well that will work on a tiny screen. The iPhone's screen is about as small as it can possibly be for a touch keyboard.
If you're implying a multi-touch nano (or even an iPhone nano), I'm not sure how well that will work on a tiny screen. The iPhone's screen is about as small as it can possibly be for a touch keyboard.
Look at an iPod nano. Now remove the click wheel and imagine the entire front being a touch screen. When you double the nano screen real estate, It's not so small anymore.
Look at an iPod nano. Now remove the click wheel and imagine the entire front being a touch screen. When you double the nano screen real estate, It's not so small anymore.
Oh yes, it is. I've got fairly small thumbs... and I just don't see that happening.
Those words are very powerful.