Comments on: Apple teases with mysterious 'product transition'

By: Lou Westcentral Indiana

Lou Westcentral Indiana — Wed, 23 Jul 2008 17:31:57 +0000

I'd agree with what Mike Cleveland, OH : July 22, 2008 11:05 am

By: d_st, ny, ny

d_st, ny, ny — Wed, 23 Jul 2008 14:17:33 +0000

There is a mistake in the Apple outlook. Apple expects at least $500 million increase next quarter but the number was $1 EPS. Is there a mistake with this number? It should be larger than $1 EPS outlook for almost $8 billion earnings. Wall Street expected a $1 billion to $1.5 billion increase next quarter which is an extremely high number. But Apple's outlook doesn't matter because they always issue a low number then beat it.

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By: Anonymous

Anonymous — Wed, 23 Jul 2008 08:08:36 +0000

It will be this:

http://tinyurl.com/29×5uf

Tablet mac and an iMac docking station. Can't wait.

By: Bill Bird, North Salem, NY

Bill Bird, North Salem, NY — Wed, 23 Jul 2008 07:32:41 +0000

“at a price our competitors cannot match”. Hmmmmm, If they started selling OSX to other computer makers, this is something others could not match since it is a proprietary product. It would negatively effect Mac hardware sales in the short run but should improve profitability and revenue in the long run. The incremental cost of producing another copy of OSX is nil and the profit is incredible. Other major operatiing systems seem to have had major problems lately and now is a good time for Apple to challenge them directly. Apple is a very different company than it was when the first cloning took place. They are a very strong company with other hot hardware products like the iPhone and iPods to take up the slack. They can still compete favorably in the computer business with their great computer products that are very competitively priced now. I have felt that this has been Steve’s plan all along. Converting Macs to Intel chips is just part of that well thought out plan. This could be huge!

By: BB, North Salem, NY

BB, North Salem, NY — Wed, 23 Jul 2008 06:59:30 +0000

Steve has never been one to favor low margin products so I feel that dropping prices on existing hot selling computers would be way out of character. He has no logical reason to do that. This sounds like a major transition rather than just a price cutting exercise as many have suggested on the web. This is the time for an agile company like Apple to strike a blow to the bloated giant by going into a head on battle for the OS title. Remember the 1984 super bowl commercial where IBM was the giant? Well, that giant has fallen and a new one has taken its place. This has been Steve's dream all along and he might want to do it before his time runs out.

By: Synthmeister, Huntsville, AL

Synthmeister, Huntsville, AL — Wed, 23 Jul 2008 01:12:36 +0000

Many options…

1. Touch and app store across the entire iPod line-up.

2. Obviously a MacBook/Pro revamp with more "touchy" features and flash memory options.

3. Mac Mini revamp with real video options, more media hub features or…

4. Apple TV revamp with complete app store compatibility and iPhone OS, making it a perfect casual gaming, websurfing, email, light computing hub. Of course the iPod touch and iPhone function as wii-style controllers.

5. Mini-MacPro—yea, dream on. I'd love one, but I doubt they will do it.

6. iPod Slate with a nice 6 inch touch screen.

By: Robin, Nottingham, UK

Robin, Nottingham, UK — Tue, 22 Jul 2008 23:18:54 +0000

It's obviously going to be the iSphere. It will replace every Apple product including Steve himself. It's a grapefruit-sized hovering translucent white plastic ball that you place your hands on and it plays iTunes visuals directly into your brain. It backs up your soul to your Airdisk, it presents Keynote speeches, and it doubles as a bouncy glowing cat toy. It'll be the only item available at the Apple Store, and it'll be free. All you need to do is think about wanting one, and it will appear in your house. In fact, it's already in your house, hiding under your sofa, pulsating, waiting…

By: CT @ CT

CT @ CT — Tue, 22 Jul 2008 20:50:05 +0000

The new, unnamed product will continue to have "technologies and features that others can't match," according to the CFO.

Amazon and TiVo announced an alliance this week. It's do-or-die for the Apple TV.

Jobs has said that he wants Apple to be the "hub" of the digital home. The Apple TV is that hub. Upgrading it with DVR capacity–without increasing the price–would outflank the Amazon TiVo product before it can get market-share.

Selling a great number of these upgraded Apple TV without a price increase would certainly result in a lower margin this quarter.

By: Dave, Seattle WA

Dave, Seattle WA — Tue, 22 Jul 2008 16:13:57 +0000

Given the downward guidance on margins, I think that the so-called "future product transition" will have something to do with a big mass-market product like the iPhone or iPod, and not with computers or the Apple TV. I'm thinking of the iPhone myself, and I think that Apple will make a move to 1) tweak hardware and/or software in order to get China Mobile on board; 2) insure that Android isn't this decade's version of Mac vs. Windows, with Google winning the war much like Microsoft did earlier in the Operating System war with Apple, and 3) establish carrier independence, by creating phones that work regardless on the carrier technology.

I don't know if it's too soon to be expecting anything from Apple's April acquisition of PA Semiconductor, but you never know with Apple.

By: meme, Iowa city, IA

meme, Iowa city, IA — Tue, 22 Jul 2008 15:35:42 +0000

Product transition = Shift apple to be more focus on Software because it always been the software as Steve Jobs always say, maybe and maybe and I hope and I wish Mac OS on non-apple hardware. That will give them a beat on revenue in the Short term.