Wall Street not fully appreciating Apple's notebook price cuts

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  • Reply 41 of 74
    al_bundyal_bundy Posts: 1,525member
    i played with Movie Maker a few years ago that comes with Vista and it was pretty easy as well. never used iMovie. for all i know it's really iMovie rebranded. my guess is that at least half of Windows isn't MS code, but licensed from other companies. The program that lets you partition disks in Windows is really Veritas Volume Manager lite edition.



    it's like the iPhone and mobileme. part of the cost goes to MS since Apple licensed ActiveSync for the iphone and mobileme



    now if only Apple could support adding iphones to AT&T Premier accounts in their retail stores. $200 for the 32GB model and 20% off the monthly fees is too much to pass up and not worth it for me to get a Touch
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  • Reply 42 of 74
    anantksundaramanantksundaram Posts: 20,418member
    Quote:
    Originally Posted by GQB View Post




    And please get a new invective... 'fanboys' is soooo passe. Get creative in your ad-hominems...



    I am quite sure that flew right past.........



    (Although - no big deal - an accent is missing).
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  • Reply 43 of 74
    hypermarkhypermark Posts: 152member
    The only point that I would add to this thread is that the tale of the tape on Apple's analysts is pretty clear. Munster (Piper Jaffray) is the only one in the lot who is not chasing his own tail. He consistently groks both the macro economic drivers and the specific micro moves by Apple that shape his analysis, whereas everyone else seems to go disproportionately based on macro/momentum, which is more noise than signal.



    To be clear, I never trust or count on the analysts to get the number right, but there is a BIG difference between Munster, and the rest of the Apple analysts based on what I've seen the past chunk of years.



    Food for thought.



    Mark
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  • Reply 44 of 74
    Quote:
    Originally Posted by Dr Millmoss View Post


    ... reference to being called a fanboy.



    Good call. This is no better or different than calling someone an idiot. An insult is not an argument. I try to avoid discussing anything with anyone who doesn't know the difference.



    And how is being called a Troll for disagreeing with an Apple FanBoy that is so pathetically blind to anything that is not Apple.



    I haunt this forum because I have an iPhone. I'm called Troll, Loser, Pathetic for not agreeing with everything Apple does. I don?t think the 3G s(sucker) is a deal even for $299.



    When the true costs come out during the phone breakdown and it?s most likely going to be about $130 to $170 for the 32gb and Apple has $699 as retail then who?s the idiot for paying $499 for the privilege to have the 3GS. And that?s only if you are privileged enough to get to renew your contract with AT&T for another 2 years.



    Why do you think they are pulling the shit that specs don?t matter, it?s all about the App Store?



    Does this make you or me look anything more like an idiot.



    The 3G S upgrade brings it in line with other current phones that retail full price for half the price. 3.0 OS upgrade is trying to tie you into Mobile Me Disaster by only offering features for the new phone if you have Mobile Me.



    Apple/AT&T you have raped me for long enough. Apple.



    YES, MULTI-TASKING IS NEEDED and I don?t need Steve Jobs to tell me I don?t need it.
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  • Reply 45 of 74
    swiftswift Posts: 436member
    Who cares what "Wall Street" says about any subject in the world? Why should they even have a voice in what Apple does next? They have always pumped up the stock on rumor, and sold on news. Pump and dump. The old game. It doesn't make them any smarter, it makes them the elite pigs they are. Hope they make a lot of money. Wish they could make a product or two, but they're impotent fools who only know money. Must be lonely being them, especially now.



    Is a notebook a good product at all? Frankly, no. Nobody's surviving on them. They eat the profits of other computers. They lose money for almost anyone who makes them, or their parts. Now, things are hard, and Apple will go down-market a bit. But think iPhone made big, not a shrunken and gutted Mac that barely makes a profit.



    You can put that in your pipe, Wall Street, and stuff it.



    By the way, when demand for gas is at a ten-year low, and supply is at an all-time high, why are gas prices rising? Any idea? I think you know why. Tell us that, not something you have no idea in the world about.
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  • Reply 46 of 74
    dr millmossdr millmoss Posts: 5,403member
    Quote:
    Originally Posted by Seahawk Fan 2 View Post


    And how is being called a Troll for disagreeing with an Apple FanBoy that is so pathetically blind to anything that is not Apple.



    I can't speak to what you've been called. I am simply agreeing with the poster who pointed out that calling someone a "fanboy" is an insult, not an argument.
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  • Reply 47 of 74
    aaarrrggghaaarrrgggh Posts: 1,609member
    For the whole cheap/netbook theme: apple generally provides better machines at a higher price. 15-20% of the overall market fits into this region. So far, apple has done a great job of cornering over half of this group. When this dynamic changes, Apple will need to change as well.



    There are signs of it changing. My wife and I are die-hard apple fans. I bought an "extra" computer, an Acer Aspire One. My wife's computer died. (Whomever designed the iBook g4 12" internals should be shot! 30+ screws of 7-10 different sizes just to replace a hard drive! WTF!!!). She is willing to live with the AA1 for anoter 6-12 months now. We are in the top 1% income bracket.



    Apple did good with the price drops and feature additions, and put themselves back into contention. The iPhone move was (disappointing but) perfect. The factor they can't control is carrier pricing, which might push me back to a Nokia tablet type device with a Bluetooth link to a dumb cell phone.



    AAPL under $165 is a bargain. I'll buy some more options Monday...
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  • Reply 48 of 74
    mr manmr man Posts: 1member
    Quote:
    Originally Posted by majortom1981 View Post


    I think apple is underestimating the netbook market. My fiance about 3 or 4 months ago bought the $200 eee pc from best buy and has no use for another pc. all she does is view pages like facebook and her email.



    I think apple really should be looking into a$200 -$600 netbook type device.



    PS an iphone or ipod touch wont do the trick the screen should be atleast 9 inches.



    I do commend them on the price reduction though and i might get one now depending on if their speed of putting the core i5 type processors in their laptops.



    Please don't take this the wrong way, but I don't really think apple has much use for this type of customer.



    Its all about the up sell (services, accessories etc) apple picks its customers carefully, and price is a good filter....
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  • Reply 49 of 74
    teckstudteckstud Posts: 6,476member
    Quote:
    Originally Posted by gigi View Post


    Don't worry, Apple is coming soon with a new MacBook.



    Do you think they will keep only one white model for the next 12 month?



    In rebranding the macBook 13 inch a MacBook Pro, this mean they will offer soon a new MacBook with a new design.



    For me, I can imagine a MacBook with a touchscreen replacing the keyboard. Imagine a full keyboard on a touchscreen. You can change that keyboard for a piano, or iMovie control or whatever.



    So next MacBook two screen and maybe 9 or 10 inch





    Sound great and I think they should go back to the old name iBook because basically it will be geared more toward internet than anything else..
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  • Reply 50 of 74
    teckstudteckstud Posts: 6,476member
    Quote:
    Originally Posted by Seahawk Fan 2 View Post


    And how is being called a Troll for disagreeing with an Apple FanBoy that is so pathetically blind to anything that is not Apple.



    I haunt this forum because I have an iPhone. I'm called Troll, Loser, Pathetic for not agreeing with everything Apple does. I don?t think the 3G s(sucker) is a deal even for $299.



    When the true costs come out during the phone breakdown and it?s most likely going to be about $130 to $170 for the 32gb and Apple has $699 as retail then who?s the idiot for paying $499 for the privilege to have the 3GS. And that?s only if you are privileged enough to get to renew your contract with AT&T for another 2 years.



    Why do you think they are pulling the shit that specs don?t matter, it?s all about the App Store?



    Does this make you or me look anything more like an idiot.



    The 3G S upgrade brings it in line with other current phones that retail full price for half the price. 3.0 OS upgrade is trying to tie you into Mobile Me Disaster by only offering features for the new phone if you have Mobile Me.



    Apple/AT&T you have raped me for long enough. Apple.



    YES, MULTI-TASKING IS NEEDED and I don?t need Steve Jobs to tell me I don?t need it.



    You are 100% correct. Notice how not one of them mentioned the same thing about their idiotic mantra- "Troll". What's most amazing is that somehow they think it actually offends because in reality it only makes them look really stupid and pathetic because they can't think for themselves. They way they've defended all kinds of things over the years is just amazing. And now everything they've called me and others Troll on is happening.



    1.) A small powerful laptop.

    2.) Firewire

    3.) MMS texting and pics

    4.) Video on a phone

    5.) Lower pricing

    6.) Matte screen.



    I still like them all though- what a bunch of characters.
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  • Reply 51 of 74
    shadowshadow Posts: 373member
    Quote:
    Originally Posted by Seahawk Fan 2 View Post


    When the true costs come out during the phone breakdown and it?s most likely going to be about $130 to $170 for the 32gb and Apple has $699 as retail then who?s the idiot for paying $499 for the privilege to have the 3GS. And that?s only if you are privileged enough to get to renew your contract with AT&T for another 2 years.



    If you make a breakdown of Vista it boils down to $1 for the disk and the packaging. Microsoft should be happy selling it for $2. Ah, and the bundled versions should be free with the new (non-MS) hardware, because there is no disk and packaging at all.



    You miss the point Fan. Apple makes a great job in OS and developer tools development. Note that it gives it for free for the old iPhone customers.



    If you look the other way around: is there something better at the same price point or something comparable at a lower price point? No, not for me. I played with Pre and it is not better or faster than the current iPhone, If the iPhone 3Gs videos are to be believed, when the 3G S comes out you will have hard time to believe that the iPhone 3G S and the Pre run on the same hardware.
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  • Reply 52 of 74
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by teckstud View Post


    You are 100% correct. Notice how not one of them mentioned the same thing about their idiotic mantra- "Troll". What's most amazing is that somehow they think it actually offends because in reality it only makes them look really stupid and pathetic because they can't think for themselves. They way they've defended all kinds of things over the years is just amazing. And now everything they've called me and others Trolls on is happening.



    1.) A small powerful laptop.

    2.) Firewire

    3.) MMS texting and pics

    4.) Video on a phone

    5.) Lower pricing

    6.) Matte screen.



    I still like them all though- what a bunch of characters.





    Sadly, there is some truth to that. \



    For example, I think I recall Teno or someone saying not too long ago, "FIrewire ain't coming back, Apple doesn't care what you think."



    O RLY?



    While there are some very intelligent members of the 'Apple Apologista Squad™' (as I refer to 'em), thing is, when your mental talents are seemingly so consumed with knee-jerk justifying each and every move Apple makes, without question, you then lose the ability to see other possibilities and the sound reasons behind them.



    So then, when Apple ends up doing pretty much what the 'trolls' were asking them to do all along, you're at a loss for explanations, beyond either entertainingly-convoluted "I wasn't really wrong" ones, or "This is a bad move" grousing.



    The latter of which, ironically, contradicts the Apologista Squad mantra of 'Apple can do little or no wrong'.



    Still, even I admit it can be intoxicating to sip the kool-aid from time to time. And no one provides more of it with better flava than Apologista Squad.



    (no doubt I'll be flamed for the above, but, don't care. Apple's doing nearly everything I've wanted 'em to for a long time & I couldn't be more pleased. Thanks, Apple. ).

    .
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  • Reply 53 of 74
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by TBaggins View Post


    Sadly, there is some truth to that. \



    For example, I think I recall Teno or someone saying not too long ago, "FIrewire ain't coming back, Apple doesn't care what you think."



    O RLY?



    While there are some very intelligent members of the 'Apple Apologista Squad™' (as I refer to 'em), thing is, when your mental talents are seemingly so consumed with knee-jerk justifying each and every move Apple makes, without question, you then lose the ability to see other possibilities and the sound reasons behind them.



    So then, when Apple ends up doing pretty much what the 'trolls' were asking them to do all along, you're at a loss for explanations, beyond either entertainingly-convoluted "I wasn't really wrong" ones, or "This is a bad move" grousing.



    The latter of which, ironically, contradicts the Apologista Squad mantra of 'Apple can do little or no wrong'.



    Still, even I admit it can be intoxicating to sip the kool-aid from time to time. And no one provides more of it with better flava than Apologista Squad.



    (no doubt I'll be flamed for the above, but, don't care. Apple's doing nearly everything I've wanted 'em to for a long time & I couldn't be more pleased. Thanks, Apple. ).

    .



    Truth is not subjective. And opinions stated as hard and fast truths is why people get on SHF and TS about, as well as the whining without any forethought of how it could be resolved.



    1) The 13” MBP has the same power the 13” MB. There is a slight speed bump to the CPU but we’re only talking a couple percentage points in performance in certain tests.



    2) It’s been stated since it was removed that there is no room for FW400 in the current setup. I know I stated this many times, as well as stated that it’s FW400 that Apple is obsolescing and that if Apple make the bottom plane solid they can move the Kensingon lock to the other side to make room for it. Didn’t consider that they’d remove separate line-in jack (unibody Mac notebooks had the combined line-in/out jack already) from the 13” MB to make even more room. I think I’d rather have that than an SD card slot but it’s not my decision. I personally haven’t use FW in years, ever since Apple had FW issues that made me move to USB. Since booting a bad internal HDD/OS from an external USB drive is much easier and more convenient than using a 2nd Mac and finding a FW cable, i’ll still with the easier repair method I can do with one machine. Glad it’s back, but the argument that there was no room to just place FW anywhere still remains. I just hope they didn’t push their ports even closer together to get the SD and FW800 ports in there from removing the Kensington lock, door latch mechanism, and the line-in port from the left side. Looks like their engineers would have had a bit of struggle there. This makes me wonder what SD cards are going to be used for in Apple’s future. It’s certainly not put there only for cameras.



    3) MMS on the iPhone was never called as unneeded, just as an unpleasant result of cellphone carriers. Same goes for SMS. It’s very costly for such little bandwidth use over the control single. It was also rumoured that it may be an issue with AT&T, which is why it wasn’t included. It seems that the rumours has plenty of truth to since AT&T won’t have MMS or tethering. The latte r is unusual since I’ve been tethering with an iPhone 3G for months now.



    4) Again, this was an issue where no one said video is not possible, just that it’s not possible on the current HW with any sense of usefulness. The new iPhone 3GS gets 640480 @ 30fps, the old jailbreak app requires a lot of power to get the power quality at a low framerate that it gets. We are talking about Apple here, not some company who looks to add anything it can to a feature sheet regardless of the actual capability or usefulness. Then there is the silly argument that all phones have been doing video for years. This is not true, but even if it was it would have no baring on the iPhone’s capabilities. The power of the HW is only one aspect to consider. The other major consideration is the OS. For the reasons that 3rd-party background apps can’t work on the current iPhone, it also can’t do video well. The OS is quite massive for a phone. The resources left are just not available. I’m certain that background apps will come. From what I can tell they can come with the iPhone 3GS, but there is planning that needs to be set up to make sure consumers are having to deal with a slow system and for developers to know what they have to work with when they are the foreground app with apps in the back and when they are in the background with apps in the foreground. This takes planning. The Pre is a much lighter OS and it still has issues on this front with 256MB RAM and 600MHz Cortex A8. It sounds like poor planning, but it’s still early and they may still work it out.



    5) Their are only two things that can happen with each revision, You can either lower the prices or up the technology to compensate for that. The massive drop in prices outside of the SSD prices was definitely a surprise to many since many of the component prices have stayed about the same. Perhaps Apple has finally made it’s unibody construction to another level in cost efficiency or the economy as stated to take its toll. The difference is between speculating, researching and discussing v. complaining, emotional outcry and whining.



    6) The 13” MBP still doesn’t have a matter screen. It has an improved display that seems to be inline with the MBA display. I posted about this higher quality display being silecntly added to the unibody MB a couple months. I was adamantly told that Apple would never do that with telling us first, and when I suggested that this silent move give credence to the rumour I was then told by this same person that it doesn’t. Trolls don’t debate as to why they think a viewpoint is correct.



    That is why such posters are considered trolls. When they can discuss there opinions as opinions and come at a idea, not as why Apple (or any company) is simply wrong or bad for not doing what they want, but why the move isn’t good for their long term business goal of the company then that trollish status will change.
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  • Reply 54 of 74
    pxtpxt Posts: 683member
    Did anyone else think it significant that there is now a 15" Macbook? I.e. a 15" unibody without a dedicated graphics card, just the 9400M.
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  • Reply 55 of 74
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by PXT View Post


    Did anyone else think it significant that there is now a 15" Macbook? I.e. a 15" unibody without a dedicated graphics card, just the 9400M.



    The graphic card type does not make it a non-Pro machine. The 13? MBPs all have the 9400M. To be a Pro machine, i?d say that the display type is one of the most important factors. Many professionals don?t need a dedicated GPU, but even people reading documents can benefit from a better display.



    I was going to with a 15? next time around due to the better display, but the 13? now has it so I was going to go that way, but now the 15? has the 9400M, so now I?m unsure which to get. Now it?s between larger display v. more portability.
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  • Reply 56 of 74
    Quote:
    Originally Posted by shadow View Post


    If you make a breakdown of Vista it boils down to $1 for the disk and the packaging. Microsoft should be happy selling it for $2. Ah, and the bundled versions should be free with the new (non-MS) hardware, because there is no disk and packaging at all.



    You miss the point Fan. Apple makes a great job in OS and developer tools development. Note that it gives it for free for the old iPhone customers.



    If you look the other way around: is there something better at the same price point or something comparable at a lower price point? No, not for me. I played with Pre and it is not better or faster than the current iPhone, If the iPhone 3Gs videos are to be believed, when the 3G S comes out you will have hard time to believe that the iPhone 3G S and the Pre run on the same hardware.



    If I made 1 reference to Vista or Microsoft your argument would be relevant.



    Since I didn't and I was speaking of the actual cost breakdown of the 3G Sucker Phone and the lack of features that bring it up to a phone from 2005 your posting is irrelevant to me.



    They are now breaking that cycle of giving the OS away for Free and are giving a portion of the OS upgrade to previous iPhone owners. Even for the 3G Sucker new buyers Apple is sucking them in with features that are only available for Mobile Me subscribers. So Just add $99 to the cost of your new phone because you don't get all the feature without Paying Apple Tax.



    This time in the form of Mobile Me. The phone doesn't even multi task.
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  • Reply 57 of 74
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by Seahawk Fan 2 View Post


    If I made 1 reference to Vista or Microsoft your argument would be relevant.



    If you would have comprehended his post you would have understand that his Windows example has nothing to do with Windows, but with your false assertion that the cost of materials is the "true cost”, as you stated. You don’t consider research, development, licensing, marketing, packaging, shipping, storing, employees, legal fees for potential lawsuits, profit or anything else that needs to be taken into consideration for a profit.



    If it makes you feel better switch the Windows disc to a DVD movie or any other software on disc. His analogy still holds: The Cost Of Materials Does Not Equal The Cost Of A Product.



    If the new iPhone doesn’t fit your needs, then don’t buy it. It’s that simple. If the iPhone you have purchased doesn’t fit your needs don’t use it, though with mistakes you’ve made regarding the current iPhone I have doubts that you’ve ever used one, much owned one.



    Quote:

    They are now breaking that cycle of giving the OS away for Free and are giving a portion of the OS upgrade to previous iPhone owners. Even for the 3G Sucker new buyers Apple is sucking them in with features that are only available for Mobile Me subscribers. So Just add $99 to the cost of your new phone because you don't get all the feature without Paying Apple Tax.



    This time in the form of Mobile Me. The phone doesn't even multi task.



    Original iPhone and iPhone 3G owners are getting the updates that work with their device. Your argument that Apple is holding back to sell more units is silly as they could hold back the FREE update in favour of a paid update or no update at all. I know of no other cellphone that has received so many free updates over such a long time frame. MM is not charging any more than it used to for the new services. If you feel that the are too much then you can use AT&T’s service for finding your phone for $2/month. YOu don’t get any of the other services for that price, but if that is all you need then it’s surely cheaper than MM. To claim that MM has no value to anyone at that price and that all of its service are found elsewhere for free is a lie. If you are willing to back your claim, find me where all of its services are found for free. You can use completely different services for the comparison; while that is inconvenient I’ll give you that much.



    As for the multitasking, you know very well that the iPhone multitasks. You also know that multitasking from unregulated 3rd-party apps is not possible. You complain that the iPhone is too slow and laggy, especially when you have other Apple apps running in the background, but then claim that multitasking 3rd-party apps is quite possible. I’m sure of your agenda with spreading FUD, but I can’t imagine anyone with more than 2 braincells falling for it.



    PS: I sure wish you wouldn’t have lied about your claim to remain taciturn.
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  • Reply 58 of 74
    gozargozar Posts: 8member
    Quote:
    Originally Posted by solipsism View Post


    3) MMS on the iPhone was never called as unneeded, just as an unpleasant result of cellphone carriers. Same goes for SMS. It?s very costly for such little bandwidth use over the control single. It was also rumoured that it may be an issue with AT&T, which is why it wasn?t included. It seems that the rumours has plenty of truth to since AT&T won?t have MMS or tethering. The latte r is unusual since I?ve been tethering with an iPhone 3G for months now.



    Now this is an Apple Apologist. MMS is supported on the millions of phones that AT&T supports. In the grand scheme of things, the iPhone is still a very small percentage of total phones on the AT&T network. There is no need for MMS to be unsupported. Same with tethering. AT&T offers tethering on other phones on their network, and there are more other phones than there are iPhones.



    I'm pretty surprised how far Apple has fallen in only the six months that Steve Jobs has been gone. Do you honestly believe that SJ would've let them announce MMS/tethering and not have AT&T ready?



    That being said, by the time Verizon gets the iPhone I may have moved onto something else (in my area there is no AT&T service, only Verizon and Alltel).
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  • Reply 59 of 74
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by gozar View Post


    Now this is an Apple Apologist. MMS is supported on the millions of phones that AT&T supports. In the grand scheme of things, the iPhone is still a very small percentage of total phones on the AT&T network. There is no need for MMS to be unsupported. Same with tethering. AT&T offers tethering on other phones on their network, and there are more other phones than there are iPhones.



    I'm pretty surprised how far Apple has fallen in only the six months that Steve Jobs has been gone. Do you honestly believe that SJ would've let them announce MMS/tethering and not have AT&T ready?



    That being said, by the time Verizon gets the iPhone I may have moved onto something else (in my area there is no AT&T service, only Verizon and Alltel).



    Oh yeah? Then why is tethering and MMS supported on the iPhone from many other carriers if I?m an Apple apologist. How does that make it Apple?s fault? MMS ready on 28 carriers come next week but not on AT&T until later this summer. Tethering ready on 22 carriers come next week but no word of it being ready on AT&T at all. I?ve tested MMS on AT&T?s network via a work around that required swapping out SIMs to set it up through an AT&T backdoor and have been using tethering for months with v3.0. So tell me, which part of that is apologizing for Apple? Perhaps you should look at the situation a little more objectively and from these companies PoV, instead of just assuming that these companies are trying to screw with the consumer, even if hurts their bottom line. That isn?t how business works and conspiracy theories certainly are less likely than you think.
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  • Reply 60 of 74
    Quote:
    Originally Posted by antkm1 View Post


    To me the $999 MacBook is like the iPod classic, if you get rid of the classic then what do you have for the die-hards and the people who want a large-storage MP3 player and that's it..



    The white Macbook is a huge huge huge seller for the education market, both to schools and to students themselves.
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