Piper Jaffray's Macworld Expo Predictions
Piper Jaffray's Macworld Expo Predictions
by , 1:30 PM EST, January 5th, 2006
Piper Jaffray analysts, Gene Munster and Michael Olson, have a positive outlook for Apple, and expect some exciting new products at Macworld Expo 2006. Both analysts expect Apple will remain healthy thanks to updates to the Mac platform, a focus on home and portable media, and strong iPod market share.
Apple's keynote address at Macworld Expo, presented by Steve Jobs, is expected to have several surprises including:
Updated iPod shuffle
The new iPod shuffle will replace the 1GB model that has been unavailable since before Christmas. The new model may take on a different form factor, and even have a small display.
Intel-based Mac mini and iBook
There is a chance that Apple will roll out consumer Macs with Intel processors next week, several months ahead of schedule. They also feel that Apple will finish the transition to Intel processors for all of the Mac product line by the end of 2006, or early 2007.
iTunes Video Content
Look for new TV shows to be announced, and maybe even feature films.
Consumer Electronic Devices
Continuing the trend towards an entertainment/media/technology company, Apple may also release new consumer electronic devices. The form and function of those devices is up in the air.
Since Apple is not releasing any information prior to the keynote address, it remains to be seen what it actually will announce. The keynote will be at 9am Pacific time on January 10, 2006. Apple is not offering a live QuickTime broadcast, but a recording will be available later. TMO will provide coverage throughout the keynote, and all week at the Expo.
Piper Jaffray is maintaining its Outperform rating for Apple. Apple stock is currently trading at US$74.13 down 0.84 (1.12%).
If you are interested in Apple's stock, join our forum members in the Apple Finance Boards, a moderated forum for Apple Investors and people who are interested in Apple's financial dealings. For other stories regarding Apple's stock activity, visit our updated Apple Stock Watch Special Report.
Observer Comments
New rumor of iLife '06 with a brand new application called iWeb.
Check out the URL with a screen shot
http://www.macrumors.com/pages/2006/01/20060105114200.shtml
I think we're at the point that NOT releasing at least the first Mactel based Mac will hurt Apple. The rumors have gained so much momentum that the stock price would probably drop without at least one Mactel.
The problem Apple faces in releasing Intel based iBooks is that it would blow the PowerBook away in terms of performance - especially since Intel is only shipping Yonahs with dual cores right now. Seems to me that the best bet is on the PBs, with iBooks & Mac minis possible at the same time. That leaves room for new iMacs in a few months and a single core for a new education based Mac (that public demand will mean we can all buy it after a few months).
I agree with the Shuffle - maybe a mini nano . . .
Front Row for all - it's too dynamic an app to pass up. You can spend more money for the remote if you want. Might be part of iLife 06 or independent. Hell, make it free when you buy a remote.
06 versions for iLife and iWork, with iWork being a full suite replacing AppleWorks. I think AppleWorks is too old to go the universal binaries route.
I too thought that Apple couldn't afford to release an Intel iBook without also releasing a more powerful Powerbook. But I changed my mind.
For anyone that doesn't absolutely need to run G4-native applications, the Powerbook will be clearly outperformed by much cheaper non-Apple Intel Yonah laptops. Sales of Powerbooks will tank anyway. So Apple will be better off having a 1.5 or 1.67GHz Yonah iBook out there to compete with the Windows laptops, then to have nothing.
If Apple could also preview a new 2GHz Yonah Powerbook and announce for delivery in say March, that would be icing on the cake.
Fri Jan 06, 2006 9:24 am Subject: POWERbook, you mean...
iBook is still solid - almost on a par w/ the current PBs: THEY are the ones needing the update, and everyone on Apple's board knows it. Going Intel early for the PBs is plainly sensible.
New 'Pod? Piffle! Time for a break: and plenty else needs doing.
MWSF = stats, Leopard, Aperture, Logic, iLife/iWork, Powerbooks, one-more-thing (mini-media)
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