Piper Jaffray says new MacBooks could be priced from $899

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  • Reply 61 of 146
    backtomacbacktomac Posts: 4,579member
    Quote:
    Originally Posted by TenoBell View Post


    What would help this opinion is if their were evidence that sales of notebooks with BD drives is growing faster than notebooks without. Then I would agree. So far sales indicate that most people don't give a rats.....about BD.



    The MBP isn't designed for 'most people'. While I'm sure Apple upsell a lot of these machines to consumers, it is a pro machine.



    Why do MBPs come with firewire ports? 'Most people' prefer and purchase devices with USB connectivity instead of firewire yet my MBP has a FW 400 and 800 ports.



    I do not think the MacBook should have BD yet, don't misunderstand me. The argument against BD is appropriate for the MB but not for the MBP
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  • Reply 62 of 146
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by backtomac View Post


    The MBP isn't designed for 'most people'. While I'm sure Apple upsell a lot of these machines to consumers, it is a pro machine.



    Why do MBPs come with firewire ports? 'Most people' prefer and purchase devices with USB connectivity instead of firewire yet my MBP has a FW 400 and 800 ports.



    The numbers aren't broken down between the MB and MBP models, but we do have a median price of Mac notebook sales of around $1,500 and we know that Mac notebooks account for 66% of all consumer notebooks over $1000, so perhaps they are buying these notebooks because of the FW is an included feature.



    There are plenty of professional cameras that use FW and many external drives that also use it (though I'd personally like to see that move to eSATA).



    Q: If Apple dominates over 2/3rds of the >$1,000 market and I've only been able to find Blu-ray as a costly option for machines costing ~$1,000 or more, how many of these of the Blu-ray drives are actually being sold?





    PS: I've my TimeMachine FW to USB on two machines now because of two different issues that don't occur when using USB. The new MB case pics seem to show a 4-pin 1394a(FireWire) port, not a Mini-DVI port, so perhaps even Apple is phasing FW-400 out of its lower-end Mac notebooks.
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  • Reply 63 of 146
    Quote:
    Originally Posted by cameronj View Post


    So you think the bottom is about 10% away? That qualifies you as a pretty solid bull, you realize?



    AAPL has been demonstrating good strength relative to the NASDAQ index in recent days, the reverse of its relationship during its steep decline in recent months. At this moment the NASDAQ is down 4.33% but AAPL is up 2.42% (at about 91). As soon as the selling pressure on the market as a whole eases it will likely bounce to 100 (it reached 97 earlier today), and will bounce again after the Macbook event Oct 14, and still further after the earnings report Oct. 21. It could be up to 115 but the end of the month.
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  • Reply 64 of 146
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by nvidia2008 View Post


    BTW Y'all in the US... Have you seen how strong your dollar is? You should take a break and go to UK, Europe, Australia. Outside of the US we're getting slammed both in our stock markets and our currencies are dropping like a rock against the US dollar.



    But yeah, not fun times for everyone in or out of the US...



    That is the result of having such a high GDP in relation to most of the world. Disclaimer: Im not say or imply in any way shape that America is better country, it's just an unfortunate ripple effect. I hope the recovery is much faster than people are predicting and I somewhat wished I would have listened to Cramer and pulled out my money on Monday. For once, i wish I reacted to the typical market fear. \
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  • Reply 65 of 146
    Quote:
    Originally Posted by nvidia2008 View Post


    BTW Y'all in the US... Have you seen how strong your dollar is? You should take a break and go to UK, Europe, Australia. Outside of the US we're getting slammed both in our stock markets and our currencies are dropping like a rock against the US dollar.



    But yeah, not fun times for everyone in or out of the US...



    Canada's doing fine
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  • Reply 66 of 146
    matt_smatt_s Posts: 300member
    Quote:
    Originally Posted by solipsism View Post


    The new MB case pics seem to show a 4-pin 1394a(FireWire) port, not a Mini-DVI port, so perhaps even Apple is phasing FW-400 out of its lower-end Mac notebooks.



    Ouch, that would be a bummer. No power over the 1394 port, arghhh! As worthless as Sony's stupid iLink! That means we'd all have to start toting power adapters for our different external hard drives and camcorders.



    If this new design were true, a new MacBook would add almost 4 extra pounds to my backpack and luggage.



    Why don't manufacturers look at total solution portability instead of simply where they can trim cost?
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  • Reply 67 of 146
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by matt_s View Post


    Ouch, that would be a bummer. No power over the 1394 port, arghhh! As worthless as Sony's stupid iLink! That means we'd all have to start toting power adapters for our different external hard drives and camcorders.



    If this new design were true, a new MacBook would add almost 4 extra pounds to my backpack and luggage.



    Why don't manufacturers look at total solution portability instead of simply where they can trim cost?



    Mine and others assumption could be false, but the port size fits better with 4-pin FW, it doesn't have the bottom bevel of Mini-DVI, and there is no FW-400 shown on that side of the case. It does seem like a poor choice for Apple when 6-pin FW doesn't seem like a big deal to maintain over 4-pin FW.



    However, this does look like it would be for a 15" MacBook, and consumer-grade products with FW-400 usually can powered over USB. Even it some device require an extra USB cable to supply enough power the only extra weight would be an extra cable or two. But that also limits your port availability.
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  • Reply 68 of 146
    cameronjcameronj Posts: 2,357member
    Quote:
    Originally Posted by Roger Knights View Post


    AAPL has been demonstrating good strength relative to the NASDAQ index in recent days, the reverse of its relationship during its steep decline in recent months. At this moment the NASDAQ is down 4.33% but AAPL is up 2.42% (at about 91). As soon as the selling pressure on the market as a whole eases it will likely bounce to 100 (it reached 97 earlier today), and will bounce again after the Macbook event Oct 14, and still further after the earnings report Oct. 21. It could be up to 115 but the end of the month.



    I'm expecting that the laptop event will give a boost, and I'm praying that earnings on the 21st will do the same. If Apple can come out and say "the sky is not falling" the stock could easily jump 20%. It could jump even more, but I think anything equal to or better than expectations will result in about 20% upside to the stock.
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  • Reply 69 of 146
    backtomacbacktomac Posts: 4,579member
    Quote:
    Originally Posted by solipsism View Post


    The numbers aren't broken down between the MB and MBP models, but we do have a median price of Mac notebook sales of around $1,500 and we know that Mac notebooks account for 66% of all consumer notebooks over $1000, so perhaps they are buying these notebooks because of the FW is an included feature.



    There are plenty of professional cameras that use FW and many external drives that also use it (though I'd personally like to see that move to eSATA).



    Q: If Apple dominates over 2/3rds of the >$1,000 market and I've only been able to find Blu-ray as a costly option for machines costing ~$1,000 or more, how many of these of the Blu-ray drives are actually being sold?





    PS: I've my TimeMachine FW to USB on two machines now because of two different issues that don't occur when using USB. The new MB case pics seem to show a 4-pin 1394a(FireWire) port, not a Mini-DVI port, so perhaps even Apple is phasing FW-400 out of its lower-end Mac notebooks.



    I think my point was missed.



    Teno suggests that the features of the MBP should be determined by the needs of 'most people', or the average consumer.



    I disagree.



    The features of the MBP should be determined by the pros whom the MBP is designed for. That's arguably why MBPs have FW 800 ports in the first place. Go to Best Buy or any consumer electronics store and count the number of devices that have FW 800 connections. You can do it on one hand. Yet it is a desirable connection for pros who use devices that aren't typically bought at Best and hence its inclusion on the MBP.



    Its irrelevant to me if the average Joe on the street is or isn't buying BD when discussing the feature set of the MBP.
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  • Reply 70 of 146
    Quote:
    Originally Posted by extremeskater View Post


    Of course this is just my opinion like everyone else but Apple stands no chance of seeing 170 anytime soon. Apple could come out with the best products on earth and the simple fact is people are not spending. This is expected to be the worst holiday buying season in the past two decades.



    Apple has never seen 250.00 I certainly don't expect it to see 250.00 with the world economy this bad.



    Consumers simply are not thinking about buying ipods and macbooks.



    Sadly, I'm in agreement. I'd say we'll be very lucky to see AAPL hit 170-180 in another 3 or 4 years.



    The stock will remain in the doldrums for a long time, and if Jobs decides to hand over the reins to someone else, expect another long, long climb up.



    I'd be the first to eat my hat if this market turns around quickly.
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  • Reply 71 of 146
    docno42docno42 Posts: 3,764member
    Quote:
    Originally Posted by teckstud View Post


    Also thanks for pointing that model put out to me- only $500 to add a blu-ray drive to it. Interesting not $1,000 as some self-annoited expert on here has claimed.



    Assuming it's the pricier slot loading drive like Apple uses, it's not like Sony doesn't have a vested interest in pimping out BR possibly at a loss
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  • Reply 72 of 146
    backtomacbacktomac Posts: 4,579member
    Quote:
    Originally Posted by SpamSandwich View Post


    Sadly, I'm in agreement. I'd say we'll be very lucky to see AAPL hit 170-180 in another 3 or 4 years.



    The stock will remain in the doldrums for a long time, and if Jobs decides to hand over the reins to someone else, expect another long, long climb up.



    I'd be the first to eat my hat if this market turns around quickly.



    +++



    Apple is trading around $93 as I write this. That's a PE of 18.



    Hewlet Packard is trading around $37 with a PE of 11.



    The downside risk for AAPL is probably 30-40 points.



    Where's the upside?



    I like Apple products but the stock...
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  • Reply 73 of 146
    docno42docno42 Posts: 3,764member
    Quote:
    Originally Posted by backtomac View Post


    I agree with Teckstud here. And if the MBP needs a thicker enclosure to accommodate a tray drive then so be it.



    That's not going to happen...



    Quote:

    Apple's most expensive and technologically advanced laptop should have the most advanced optical drive available as well.



    Perhaps. Remember how long it took Apple to integrate CD-R into the iMac? Apple usually waits for technology - esp. non-critical technology like optical drive formats - to come down in price and become more ubiquitous.



    Heck, with external USB hard drives as cheap as they are, the data storage arguments for BR are strained. Why would I want to pay a premium for an optical drive that holds a paltry amount of data (compared to a $42 extternal 60GB drive) and is orders of magnitude slower? Heck, for the price difference in that BR drive and the media costs for dual layer media I can easily have a handful of external USB drives and just rotate through them. As for a movie format, all five of you will just have to wait until the drives are more reasonable.



    I'd wager more people are interested in an affordable mini-tower then give a rats patootie about BR
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  • Reply 74 of 146
    backtomacbacktomac Posts: 4,579member
    Quote:
    Originally Posted by DocNo42 View Post


    Heck, with external USB hard drives as cheap as they are, the data storage arguments for BR are strained. Why would I want to pay a premium for an optical drive that holds a paltry amount of data (compared to a $42 extternal 60GB drive) and is orders of magnitude slower? Heck, for the price difference in that BR drive and the media costs for dual layer media I can easily have a handful of external USB drives and just rotate through them. As for a movie format, all five of you will just have to wait until the drives are more reasonable.



    I'd wager more people are interested in an affordable mini-tower then give a rats patootie about BR



    Pros don't use computers like you and I.



    What about professional photographers who want to archive photos for a shoot in the field. Sure they can use DVDs but what if they need greater capacity? Remember they shoot lots of photos each day in a shoot and often use full frame cameras with 20+ megapixel resolutions.



    What about video editors who shoot video in high def? How do they archive stuff in the filed quickly and cheaply? With multiple copies for more than one person?
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  • Reply 75 of 146
    cameronjcameronj Posts: 2,357member
    Quote:
    Originally Posted by backtomac View Post


    +++



    Apple is trading around $93 as I write this. That's a PE of 18.



    Hewlet Packard is trading around $37 with a PE of 11.



    The downside risk for AAPL is probably 30-40 points.



    Where's the upside?



    I like Apple products but the stock...



    Stocks are given PE's by the market for a reason - the multiple reflects the growth potential of profits. If a company is not growing profits, the PE will be low, as investors can only hope that steady profits produce dividends. Higher growth companies get higher PE ratios, because the "E" will be higher the next year. A PE of 18 for a company growing profits over 30% a year, and with continued prospects for higher growth is VERY conservative, and shows you just how bad the market is.



    A PE of 11? While anything's possible, suggesting that the downside is to a PE of 11 and that there is no upside in sight is crazy. Even in a terrible market, some stocks do very well. Companies that can still grow in spite of bad economic conditions benefit from their stature and can rise very quickly. Whether Apple is one of those companies... we'll begin to see on Oct 31. But yes, there is plenty of upside to Apple, right here in this crappy market.
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  • Reply 76 of 146
    tenobelltenobell Posts: 7,014member
    Quote:
    Originally Posted by backtomac View Post


    Pros don't use computers like you and I.



    What about professional photographers who want to archive photos for a shoot in the field. Sure they can use DVDs but what if they need greater capacity? Remember they shoot lots of photos each day in a shoot and often use full frame cameras with 20+ megapixel resolutions.



    What about video editors who shoot video in high def? How do they archive stuff in the filed quickly and cheaply? With multiple copies for more than one person?



    Typically pros are using external hard drives to store raw pictures and HD video. No one is looking to wait to burn GB's of data to a slow optical disc in the field. The next best solution for data storage in the field is solid state storage.



    You are grasping at problems that no one is looking for BD to solve. Raw photos and video footage are not typically delt with this way in the field. Photos and video footage are edited down to the best pictures or best takes before copies are made and given out.
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  • Reply 77 of 146
    docno42docno42 Posts: 3,764member
    Quote:
    Originally Posted by backtomac View Post


    Pros don't use computers like you and I.



    I dunno - I generated 50GB+ of photo's when I was on a two week trip recently - I have a DSLR and shoot RAW+JPEG for maximum flexibility.



    Quote:

    What about professional photographers who want to archive photos for a shoot in the field. Sure they can use DVDs but what if they need greater capacity? Remember they shoot lots of photos each day in a shoot and often use full frame cameras with 20+ megapixel resolutions.



    That was me - I had copies on my laptop, a bus-powered USB hard drive and my iPod. Three copies. No need for optical media. Towards the end of my trip I stopped erasing my flash cards unless I really needed to - a fourth backup for some photos.



    Quote:

    What about video editors who shoot video in high def? How do they archive stuff in the filed quickly and cheaply? With multiple copies for more than one person?



    Hard drives. Even with BR, HD video chews through space. Leo Laporte even admits that he records his show to a hard drive, and then just archives the hard drive and buys more as he need's 'em.



    Heck, I picked up one of these for my church and three WD 1TB green hard drives. Rotate them out every week - I have two weeks off site and one week on site for backups. Blazing fast, hands off and dead simple to use. No worrying about data under runs when burning nor fragile writable optical disks getting scratches in storage.



    Optical just isn't that compelling any more. A five pack of two layer BR disks averages $300 - that's about $60 a disk - hard drives already stomp all over that and flash is about double, but falling. In less then a year flash will more then likely pass BR on the price/capacity and it's speed compared to BR will really finish BR off.



    BR is a flash in the pan.



    And if you are serious about archiving, your doing magneto-optical anyway. It's proven archival quality technology - I have yet to see any validation for long term storage of BR (if you have something, that would be great!).
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  • Reply 78 of 146
    At about 2:50 ET, AAPL is up 6% to 94 while the Nasdaq is down 4.7%. AAPL's relative strength is superlative and suggestive of a jump to 100 once the overall market stabilizes, perhaps by Monday.
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  • Reply 79 of 146
    backtomacbacktomac Posts: 4,579member
    Quote:
    Originally Posted by cameronj View Post


    Stocks are given PE's by the market for a reason - the multiple reflects the growth potential of profits. If a company is not growing profits, the PE will be low, as investors can only hope that steady profits produce dividends. Higher growth companies get higher PE ratios, because the "E" will be higher the next year. A PE of 18 for a company growing profits over 30% a year, and with continued prospects for higher growth is VERY conservative, and shows you just how bad the market is.



    A PE of 11? While anything's possible, suggesting that the downside is to a PE of 11 and that there is no upside in sight is crazy. Even in a terrible market, some stocks do very well. Companies that can still grow in spite of bad economic conditions benefit from their stature and can rise very quickly. Whether Apple is one of those companies... we'll begin to see on Oct 31. But yes, there is plenty of upside to Apple, right here in this crappy market.



    You know what, that's what makes markets. Different opinions. Perhaps you'll be right.



    However HP is/was growing earnings 15-20% per year as well. I point this out to show that almost all other growth stocks have seen their grow rates discounted. Perhaps Apple will be able to sustain or grow its revenue during these challenging times. I doubt they will.



    If they don't, look out below.
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  • Reply 80 of 146
    backtomacbacktomac Posts: 4,579member
    Quote:
    Originally Posted by DocNo42 View Post


    I dunno - I generated 50GB+ of photo's when I was on a two week trip recently - I have a DSLR and shoot RAW+JPEG for maximum flexibility.







    That was me - I had copies on my laptop, a bus-powered USB hard drive and my iPod. Three copies. No need for optical media. Towards the end of my trip I stopped erasing my flash cards unless I really needed to - a fourth backup for some photos.







    Hard drives. Even with BR, HD video chews through space. Leo Laporte even admits that he records his show to a hard drive, and then just archives the hard drive and buys more as he need's 'em.



    Heck, I picked up one of these for my church and three WD 1TB green hard drives. Rotate them out every week - I have two weeks off site and one week on site for backups. Blazing fast, hands off and dead simple to use. No worrying about data under runs when burning nor fragile writable optical disks getting scratches in storage.



    Optical just isn't that compelling any more. A five pack of two layer BR disks averages $300 - that's about $60 a disk - hard drives already stomp all over that and flash is about double, but falling. In less then a year flash will more then likely pass BR on the price/capacity and it's speed compared to BR will really finish BR off.



    BR is a flash in the pan.



    And if you are serious about archiving, your doing magneto-optical anyway. It's proven archival quality technology - I have yet to see any validation for long term storage of BR (if you have something, that would be great!).



    Many pros don't want to lug around all the extra HW you do when they are in the field. Opitcal is smaller than a HDD and cheaper. What if you want to make a copy to give to someone?
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