Conference Call, New Hardware/Software Announcments, AAPL's Future
Could there be new announcements tomorrow?
Why?
·\tApple?s 6 month same as cash loan offer ends tomorrow
·\tApple?s announces quarterly results tomorrow during a conference call tomorrow at 2 PM Pacific
·\tJobs ?has something up his sleeve? and it was the last conference call that he said by this time Apple would have ?options? ? is tomorrow the day he tells the Street Apple?s options?
After Jobs recent appearance on CNBC, it is obvious Apple wants at least some attention from Wall Street otherwise he wouldn?t have granted the interview. Apple?s Pro customers aren?t watching CNBC their cursing their Quarks and Motorola for breaking Moore?s Law.
Tomorrow is the perfect opportunity for Jobs to get the Street?s attention. This is a big week for the market with Intel beating the Street?s estimates by 2 pennies today and other big earnings announcements this week. Apple will of course want to prove they?re a stock to be taken seriously in the tech industry. They don?t need more ML like analyst reports calling their product line ?skimpy? and issuing sells with price targets of $10 when they?ve have $12.50 in cash because AAPL isn?t making an operating profit but rather only is currently making money on interest income from all its billions in marketable securities. The conference call tomorrow is a great opportunity for Jobs and company to communicate to investors and bankers alike AAPL is a BUY when Wall Street is listening most intently. Although Apple?s future plan may be to remain a BMW of the computer world, remember ?Apple is committed to bringing the best personal computing experience to students, educators, creative professionals and consumers around the world through its innovative hardware, software and Internet offerings.? Apple can show the Street and the world how committed they really are by offering some guidance with Apple's future hardware strategy and how it will position Apple stock to appreciate over the next year? Perhaps our official 970 announcement will come tomorrow.
Why does AAPL need stock price appreciation?
·\tTo keep the best employees (crappy stock performance means nothing to employees with options and their 401K?s in AAPL stock)
·\tFree PR on CNBC, in WSJ, and other investment magazines (the very same media sources the capital budgeting decision makers in corporations and Universities read and watch) ? if Apple looks like it has a stronger future and will gain market share Universities will feel obliged to buy Apple hardware and software in order to prepare students better for their future jobs and corporations will take Apple more seriously and perhaps consider them as an alternative to their Unix/Linux projects and this years Windows upgrade cycle. Companies want to know their partners will be with them in the future. With Apple?s current market share dwindling there is a lot of uncertainty in their mind so purchasing a Mac could be grounds for being fired in the future if Apples ceases to exist. Therefore they won?t buy until their confident Apple will exist in 10 years or more. With a stronger product line and stronger stock price they?ll be a lot more confident. What?s unfortunate about AAPL?s depressed stock price is with $12.50 in cash their company is a bargain and could be an easy target of an LBO or other acquisition by a company that doesn?t share the same passion for Apple?s products as Apple?s current management has and would rather just sell its parts for cash.
·\tTo support future acquisitions? if Apple had a higher stock price just think how they could turn the computer world on its head. With so much cash and a higher market cap Apple could buy Adobe, Macromedia, and other software companies that complement their business and leverage their fight to win switchers.
Apple needs to reduce its costs to improve its margins while also decreasing prices to spur buying in this depressed economy. They can do this through reducing the number of parts they require from suppliers by designing their machines to have similar size components thus leveraging economies of scale.
If there are new announcements tomorrow taking into consideration the announcement of the 15.4 inch PowerBook LCD, as well as the discontinuation of the 15 iMac LCD I predict we may see something that falls within these guidelines for the future in order to save through economies of scale:
12.1 inch iBook monitor mirroring 1280X1024 (no spanning, but we can still just use the hack
)
800 & (GOBI?) 1 ghz G3 models
soldered 256 MB RAM
30 GB, 40 GB
CD-RW/DVD
7500 Radeon
Airport Extreme ready (but no bluetooth), Airport Extreme built-in & bluetooth on $1349 model
Prices: BTO no longer available, $999 & $1349 (don't believe this can be done? look at the gateway 400SP)
discontinued 14 in iBook (XGA too small for screen size and no economies of scale)
12.1 inch PowerBook
as already released
15.4 inch PowerBook
1 ghz, 1.25 ghz (not a typo) 1 MB L3 cache
512 MB DDR 266 Ram
NO fiber optic keyboard, bluetooth, airport extreme ready, AL case, gigabit Ethernet
DVD/CD-RW (superdrive optional), superdrive 1X included
geforce4 420 go, geforce 440 go
40 GB, 60 GB
NO FW 800 (sorry there has to be some reason to buy the 17in, right?)
Price: $2399, $2799 (w/ sd, and geforce 440 go)
17 inch PowerBook
Announcement that previous unfilled 17 inch orders can now upgrade to optional 1.25 ghz chip (that's why the 17 inch wasn't being shipped for so long)
15.4 inch iMac
800 mhz, 900 Mhz
256 MB SDRAM
Combo Drive, Superdrive 1x
40 GB, 60 GB
geforce2 MX, geforce 4 MX
bluetooth
Prices: $1199, $1499
17 inch iMac
900 mhz
256 MD SDRAM
Superdrive 2x
geforce4 MX
80 GB
bluetooth
Price: $1699
19 inch iMac
900 mhz
512 MB SDRAM
Superdrive 2x
ATI 9000 pro
100 GB
FW 800
bluetooth
Fiber optic Apple Pro keyboard
Price: $1999
new "eZMac" Cube like design (silent and all) with easier upgradability of drives and ram (for business, education and consumer switchers with VGA monitor already) - this system is basically built on the low-end ibook MB, but uses full size hard drive, ram, and optical drive... also uses iBook plastic shell
800 mhz G3, 512k L2 cache
128 SDRAM expandable to 1024 MB
30 GB
DVD-ROM (make it a combo for $100 more)
16 MB USB Thumbdrive (to ease switchers fears of losing the floppy)
Radeon 7500 32 MB with apple's ibook adapter allowing for for VGA, s-video, and composite out
integrated 10/100BaseT & 56K modem
bluetooth
1 FW, 2 USB
ibook's software bundle and include Keynote as a perk
apple pro keyboard & two button mouse (yeah)
Price: $599
eMac all models discontinued except an 867 Mhz G4 Superdrive 1x model (867 Mhz chip from Powerbook 12
) stand sold BTO for $100 more
Price: reduced to $1299
PowerMac Fast, Faster, Ultimate
Dual 1 GHz w/ 256K L2 & 1 MB L3 Cache, Dual 1.25 2MB L3 Cache, Dual 1.4 2 MB L3 Cache
167 MHz bus
256 MB PC 2700 DDR, 512 MB, 2 GB
60GB, 120 GB, 200 GB serial ATA (can they do it?)
Bluetooth
fiber optic keyboard on Faster & Ultimate models
gigabit ethernet
NVIDIA Geforce4 MX, Geforce4 Titanium, GeForce FX (hence why they haven't been announced yet)
Combo Drive, SuperDrive 1x, SuperDrive 2x & Combo Drive
no 56k internal modem any longer
2 X FW 800 & 3 USB 2.0 & 3 USB 1.1
5.1 APU from nVidia (is it just me or is nVidia and Apple cuddling more these days?)
Prices: $1499, $2299, $3999
Xserve: limited 970 machines come March to be announced
New Apple Displays:
DVI input with separate USB cable for USB hub
ADC connection discontinues in order to use industry standard DVI video cards... thus making it easier for apple to suport future video card updates than they can presently
15.4 inch wide display model, 17 inch wide model, 19 inch wide model, 23 inch wide model all with DPI somewhere around 105-115
Oh & Apple software that could be announced tomorrow or the near future: iChat 2 including support for MSN, ICQ, IRC (for the Unix guys), and Yahoo. It would also support video modes in yahoo and MSN as well as audio only. For communication between iChat users QuickTime Pro users could use QuickTime 6 (mpeg 4 compression).
Also I have this feeling Apple's Keynote is just the beginning of a new interconnected office alt. suite. Perhaps Apple will announce Apple Author beta (to compete with Word) and/or Apple Analyst beta (spreadsheet) that could be bundled with the new "eZMac," and iBooks for $150. These apps would of course be fully MS Office compatible but also offer PDF, XML, HTML/JS (for Analyst functions saving & exporting functionality. Anyone could view them the documents from Safari or even MS or Netscape browsers. They would also unlock "hidden features" from within Mail, Address Book, and maybe even iChat. .Mac integration would be very strong.
With this $150 office suite Apple and the eZMac there is almost no way Apple won't gain market share. This could really make Wall Street analyst drool and issue buys on Apple stock if announced when Apple's has the Street's attention, such as during a conference call like tomorrow.
What are your thoughts of my predictions for future products, the likelihood of some of these products being announced tomorrow, and of this being my first post?
Why?
·\tApple?s 6 month same as cash loan offer ends tomorrow
·\tApple?s announces quarterly results tomorrow during a conference call tomorrow at 2 PM Pacific
·\tJobs ?has something up his sleeve? and it was the last conference call that he said by this time Apple would have ?options? ? is tomorrow the day he tells the Street Apple?s options?
After Jobs recent appearance on CNBC, it is obvious Apple wants at least some attention from Wall Street otherwise he wouldn?t have granted the interview. Apple?s Pro customers aren?t watching CNBC their cursing their Quarks and Motorola for breaking Moore?s Law.
Tomorrow is the perfect opportunity for Jobs to get the Street?s attention. This is a big week for the market with Intel beating the Street?s estimates by 2 pennies today and other big earnings announcements this week. Apple will of course want to prove they?re a stock to be taken seriously in the tech industry. They don?t need more ML like analyst reports calling their product line ?skimpy? and issuing sells with price targets of $10 when they?ve have $12.50 in cash because AAPL isn?t making an operating profit but rather only is currently making money on interest income from all its billions in marketable securities. The conference call tomorrow is a great opportunity for Jobs and company to communicate to investors and bankers alike AAPL is a BUY when Wall Street is listening most intently. Although Apple?s future plan may be to remain a BMW of the computer world, remember ?Apple is committed to bringing the best personal computing experience to students, educators, creative professionals and consumers around the world through its innovative hardware, software and Internet offerings.? Apple can show the Street and the world how committed they really are by offering some guidance with Apple's future hardware strategy and how it will position Apple stock to appreciate over the next year? Perhaps our official 970 announcement will come tomorrow.
Why does AAPL need stock price appreciation?
·\tTo keep the best employees (crappy stock performance means nothing to employees with options and their 401K?s in AAPL stock)
·\tFree PR on CNBC, in WSJ, and other investment magazines (the very same media sources the capital budgeting decision makers in corporations and Universities read and watch) ? if Apple looks like it has a stronger future and will gain market share Universities will feel obliged to buy Apple hardware and software in order to prepare students better for their future jobs and corporations will take Apple more seriously and perhaps consider them as an alternative to their Unix/Linux projects and this years Windows upgrade cycle. Companies want to know their partners will be with them in the future. With Apple?s current market share dwindling there is a lot of uncertainty in their mind so purchasing a Mac could be grounds for being fired in the future if Apples ceases to exist. Therefore they won?t buy until their confident Apple will exist in 10 years or more. With a stronger product line and stronger stock price they?ll be a lot more confident. What?s unfortunate about AAPL?s depressed stock price is with $12.50 in cash their company is a bargain and could be an easy target of an LBO or other acquisition by a company that doesn?t share the same passion for Apple?s products as Apple?s current management has and would rather just sell its parts for cash.
·\tTo support future acquisitions? if Apple had a higher stock price just think how they could turn the computer world on its head. With so much cash and a higher market cap Apple could buy Adobe, Macromedia, and other software companies that complement their business and leverage their fight to win switchers.
Apple needs to reduce its costs to improve its margins while also decreasing prices to spur buying in this depressed economy. They can do this through reducing the number of parts they require from suppliers by designing their machines to have similar size components thus leveraging economies of scale.
If there are new announcements tomorrow taking into consideration the announcement of the 15.4 inch PowerBook LCD, as well as the discontinuation of the 15 iMac LCD I predict we may see something that falls within these guidelines for the future in order to save through economies of scale:
12.1 inch iBook monitor mirroring 1280X1024 (no spanning, but we can still just use the hack
)800 & (GOBI?) 1 ghz G3 models
soldered 256 MB RAM
30 GB, 40 GB
CD-RW/DVD
7500 Radeon
Airport Extreme ready (but no bluetooth), Airport Extreme built-in & bluetooth on $1349 model
Prices: BTO no longer available, $999 & $1349 (don't believe this can be done? look at the gateway 400SP)
discontinued 14 in iBook (XGA too small for screen size and no economies of scale)
12.1 inch PowerBook
as already released
15.4 inch PowerBook
1 ghz, 1.25 ghz (not a typo) 1 MB L3 cache
512 MB DDR 266 Ram
NO fiber optic keyboard, bluetooth, airport extreme ready, AL case, gigabit Ethernet
DVD/CD-RW (superdrive optional), superdrive 1X included
geforce4 420 go, geforce 440 go
40 GB, 60 GB
NO FW 800 (sorry there has to be some reason to buy the 17in, right?)
Price: $2399, $2799 (w/ sd, and geforce 440 go)
17 inch PowerBook
Announcement that previous unfilled 17 inch orders can now upgrade to optional 1.25 ghz chip (that's why the 17 inch wasn't being shipped for so long)
15.4 inch iMac
800 mhz, 900 Mhz
256 MB SDRAM
Combo Drive, Superdrive 1x
40 GB, 60 GB
geforce2 MX, geforce 4 MX
bluetooth
Prices: $1199, $1499
17 inch iMac
900 mhz
256 MD SDRAM
Superdrive 2x
geforce4 MX
80 GB
bluetooth
Price: $1699
19 inch iMac
900 mhz
512 MB SDRAM
Superdrive 2x
ATI 9000 pro
100 GB
FW 800
bluetooth
Fiber optic Apple Pro keyboard
Price: $1999
new "eZMac" Cube like design (silent and all) with easier upgradability of drives and ram (for business, education and consumer switchers with VGA monitor already) - this system is basically built on the low-end ibook MB, but uses full size hard drive, ram, and optical drive... also uses iBook plastic shell
800 mhz G3, 512k L2 cache
128 SDRAM expandable to 1024 MB
30 GB
DVD-ROM (make it a combo for $100 more)
16 MB USB Thumbdrive (to ease switchers fears of losing the floppy)
Radeon 7500 32 MB with apple's ibook adapter allowing for for VGA, s-video, and composite out
integrated 10/100BaseT & 56K modem
bluetooth
1 FW, 2 USB
ibook's software bundle and include Keynote as a perk
apple pro keyboard & two button mouse (yeah)
Price: $599
eMac all models discontinued except an 867 Mhz G4 Superdrive 1x model (867 Mhz chip from Powerbook 12
) stand sold BTO for $100 morePrice: reduced to $1299
PowerMac Fast, Faster, Ultimate
Dual 1 GHz w/ 256K L2 & 1 MB L3 Cache, Dual 1.25 2MB L3 Cache, Dual 1.4 2 MB L3 Cache
167 MHz bus
256 MB PC 2700 DDR, 512 MB, 2 GB
60GB, 120 GB, 200 GB serial ATA (can they do it?)
Bluetooth
fiber optic keyboard on Faster & Ultimate models
gigabit ethernet
NVIDIA Geforce4 MX, Geforce4 Titanium, GeForce FX (hence why they haven't been announced yet)
Combo Drive, SuperDrive 1x, SuperDrive 2x & Combo Drive
no 56k internal modem any longer
2 X FW 800 & 3 USB 2.0 & 3 USB 1.1
5.1 APU from nVidia (is it just me or is nVidia and Apple cuddling more these days?)
Prices: $1499, $2299, $3999
Xserve: limited 970 machines come March to be announced
New Apple Displays:
DVI input with separate USB cable for USB hub
ADC connection discontinues in order to use industry standard DVI video cards... thus making it easier for apple to suport future video card updates than they can presently
15.4 inch wide display model, 17 inch wide model, 19 inch wide model, 23 inch wide model all with DPI somewhere around 105-115
Oh & Apple software that could be announced tomorrow or the near future: iChat 2 including support for MSN, ICQ, IRC (for the Unix guys), and Yahoo. It would also support video modes in yahoo and MSN as well as audio only. For communication between iChat users QuickTime Pro users could use QuickTime 6 (mpeg 4 compression).
Also I have this feeling Apple's Keynote is just the beginning of a new interconnected office alt. suite. Perhaps Apple will announce Apple Author beta (to compete with Word) and/or Apple Analyst beta (spreadsheet) that could be bundled with the new "eZMac," and iBooks for $150. These apps would of course be fully MS Office compatible but also offer PDF, XML, HTML/JS (for Analyst functions saving & exporting functionality. Anyone could view them the documents from Safari or even MS or Netscape browsers. They would also unlock "hidden features" from within Mail, Address Book, and maybe even iChat. .Mac integration would be very strong.
With this $150 office suite Apple and the eZMac there is almost no way Apple won't gain market share. This could really make Wall Street analyst drool and issue buys on Apple stock if announced when Apple's has the Street's attention, such as during a conference call like tomorrow.
What are your thoughts of my predictions for future products, the likelihood of some of these products being announced tomorrow, and of this being my first post?
Comments
<strong>What a long post for something that will not happen. Its like reading the bible...</strong><hr></blockquote>
Awesome!
I think it is wrong to abandon ADC. Apple is about making computing simple and that is what ADC is for. One cable looks better, too. Maybe Apple should include the DVI/USB-to-ADC-adapter with each display.
Restricting FireWire 800 to only one model - one of the most expensive, that is - will keep the technology from becoming sucessful. Put it in every model possible (and thereby makeing use of the economics of scale)!
I really hope that Apple is working some kind of office replacement together with Sun and the OpenOffice project. Maybe they can do to OpenOffice what they did with Safari. Maybe they can establish an open document standard or make their office suite XDoc-compatible (Microsoft's upcoming corporate document format).
I saw on a German TV show that Apple is further advancing iSync in respect to phone compatibility - Siemens S55 support should not be too far down the road.
iMac updates seem prime. Its mindboggling the iMacs have not seen a bump for over a year.
That might be unprecedented in the industry.
<strong>I see something in around 2 weeks time.
iMac updates seem prime. Its mindboggling the iMacs have not seen a bump for over a year.
That might be unprecedented in the industry.</strong><hr></blockquote>
They were amazing when they were released, not a year ahead but pretty damn close. Still very fast machines, people are so hung up on numbers.
I would be blow away if anything happens but financial stuff tomorrow.
<strong>
They were amazing when they were released, not a year ahead but pretty damn close. Still very fast machines, people are so hung up on numbers.
no... people are so hung up on getting value for your buck.
even an idiot can realize that after a year the imac is not worth anywhere near the prices it is right now.
numbers....puh.
<strong>
They were amazing when they were released, not a year ahead but pretty damn close. Still very fast machines, people are so hung up on numbers.
I have a 450 Cube I use at home, and it is fine for that. But as a designer I need more speed for work. InDesign is extreamly power hungry. Working with it on a Dual 1Ghz in OS 9.2 is like moving back to Quark 3.32 on a 7100. I imagine that it would be better in OS X, but we cant use that at work yet. Some of the need for speed people really do need it, others just want it, and still others want a good price performance ratio. Apple is getting further behind every day in the last, with no clear indication of how they are planing on rectifying that. If I were a "major" stock holder I would be fuming right now, and demanding clarification. This silence is good for drama, but too much at times like this could be extreamly bad for buisness, and investor confidence.
<strong>
I have a 450 Cube I use at home, and it is fine for that. But as a designer I need more speed for work. InDesign is extreamly power hungry. Working with it on a Dual 1Ghz in OS 9.2 is like moving back to Quark 3.32 on a 7100. I imagine that it would be better in OS X, but we cant use that at work yet.</strong><hr></blockquote>
I know you're stuck on OS 9, but you can't really blame Apple for lacking in performance when you're using an OS they're no longer offering that only exploits about half the performance the hardware offers, and that not well. Apple are trying their damndest to move people to OS X. The speed difference on DP machines is impressive.
That's not to say that you'd be entirely content with the performance of your work machine under OS X, but it would at least be clearer that Apple is not sitting still. Heck, I have the same machine at home that you have, and I've been running OS X since March 2000, watching my computer get faster with every update.
On topic, I expect Fred Anderson to discuss financials, refuse to break down sales numbers as much the analysts would like, express confidence in the product pipeline without giving out any details, and otherwise do what he always does during these calls. Steve will probably give a pep talk, like he often does, that essentially reiterates his last keynote and expresses confidence in Apple's product pipeline "going forward."
A product release during a conference call is just bizarre. If Apple want to make waves tomorrow, they'll issue a press release that morning announcing some new thing, and then host the conference call.
[ 01-15-2003: Message edited by: Amorph ]</p>
<strong>What a long post for something that will not happen. Its like reading the bible...</strong><hr></blockquote>
<img src="graemlins/lol.gif" border="0" alt="[Laughing]" />
No announcements tomorrow. Ain't gonna happen.
<strong>So, long APPL, you are talking about cutting costs and leveraging the economics of scale, yet you demand even more models.<hr></blockquote>
No, I am demanding the less models in each product line, less BTO, and an increase in the usage of the same components. That way Apple has more barganing power with their suppliers and it can leverage shifts in consumer demand for its products. When say 12.1 inch powerbooks demand go sour use the screen in ibooks instead. By decreasing the number of video cards Apple uses, increasing the number of models with the same hard drive size and same speed chips Apple can decrease the variability in their earnings. How do they do this? Well, come out with a 17 inch iMac (a la MWNY) in July and then in January once the demand dwindles by announce a 17 in PowerBook. Why is this good? Because now Apple can take the 17inch screen from the iMac and put it in the PowerBook. Once those sales dwindle, up the specs on the iMac. This in turn creates a demand for one product to be almost sinusoidal, while the other product is coninsoidal thus canceling the effect of product releases on earnings and bargaining power with suppliers. The suppliers don't want thier line fully utilized for a couple of months and then have to fire people and have it only 50% utilized. That costs them money. So if Apple can decrease the variability of the quantity demanded with their suppliers they should be able to get better deals on the products they make. This also means larger volume purchases of the components, thus giving them even greater bargaining power.
[quote]I think it is wrong to abandon ADC. Apple is about making computing simple and that is what ADC is for. One cable looks better, too. Maybe Apple should include the DVI/USB-to-ADC-adapter with each display.[QUOTE]
You're right Apple is about making computing simple. But they should also be about making computing affordable. Apple's monitors are already outrageously expensive compared with industry averages. Sure they look great, but people generally care more about price than looks as long as it functions. Apple has recognized this and that is why they have had to have promotions on their displays for so long. The ADC just increases cost for Apple and its customers. I don't know about you, but if I could save $100 + the $100+ dollars on the adapter on a monitor just by having to plug in one extra plug (a usb cable, very simple) I'd do it!
[QUOTE]Restricting FireWire 800 to only one model - one of the most expensive, that is - will keep the technology from becoming sucessful. Put it in every model possible (and thereby makeing use of the economics of scale)!<hr></blockquote>
I acknowledge adding FW 800 to every model possible would make use of economies of scale; however, Apple's goal is 28% gross profit and at least 6% net profit. Without kick4ss hardware (much faster processors that beat the competition) that people are willing to pay a premium for, Apple must use price discrimination with other innovative technologies such as FW 800, the fiber optic keyboard, software hacks like the ibook monitor spanning hack, etc. in order to increase profitability on their higherend machines. Something, after all has to make them highend, and the "Ultimate." Firewire 800 on only select machines can help them get the prices they need to be profitable overall on their small volume.
[quote]I really hope that Apple is working some kind of office replacement together with Sun and the OpenOffice project. Maybe they can do to OpenOffice what they did with Safari. Maybe they can establish an open document standard or make their office suite XDoc-compatible (Microsoft's upcoming corporate document format).<hr></blockquote>
Yes, they have to be doing this in order to call MS's bluff when they talk about stopping future production of Office:mac.
[quote]I saw on a German TV show that Apple is further advancing iSync in respect to phone compatibility - Siemens S55 support should not be too far down the road.</strong><hr></blockquote>
Yes, I believe iSynch will one day become greater than we now understand it. It will be about synching "Author," "Analyst," and "Keynote" documents amongst multiple machines. What we see in iSynch 1 is just the beginning. There is much much more to come. It is only a foundation to build future products (such as the tablet), iPhone, etc. off of.
One more thing. I DID NOT say that all of those proucts would be announced tomorrow. I only said one or maybe two will along with some sort of future guidance of Apple's future semiconductors. This would all be likely announced BEFORE the confernce call and then be discussed during the confernce call that way it could be a topic for questions and answers. Likely, IMHO, Apple will not update the 17 inch iMac for a while yet, it will reduce the prices on the 15 inch model to clear out inventory to replace it with the 15.4 inch model. Then in a couple of weeks we'll see the 15.4 inch model iMac. The 17 inch will then have its price reduced. And then come April or May the 15.4 inch PowerBook will be announced. PowerMacs are likely due soon as well. The reason the 17in iMac update is delayed is so it does not canibalize new PowerMac sales. iBooks 14 in models wills likely have a price decrease but 12 inch models will remain the same as to not compete with the new 12 ALPB.
Cross your fingers tomorrow