What’s your view of the products announced at today’s special event?

Edited 09/06 to change topic type to normal.

Spectacular. Apple moves even further ahead. I have no idea how I would advise any other company to compete; this is the result of a ten year development program, and competitors are falling further behind.

Re: Special Event Announcements: What’s Your View?

[quote author=“DawnTreader”]What’s your view of the products announced at today’s special event?

Everything good was clouded over by the $200 price cut on the iPhone.

While this is great news for those that understand the recurring revenue story, too many investors are ignorant of it and it’s causing some panic in this down market.

Buy on weakness, IMO.

HAB

The best product launch event in years, possibly ever, IMO, and a totally counter-intuitive reaction from the Street. This weakness must be bought.

only thing missing was the millionth iphone sale.

Did Jobs say “We are close to selling our millionth iPhone this month?” as I thought I read on one of the three live blogs I was reading?

If so, it’s hard to believe they haven’t sold 1 million already.

I think this is one of the most important product announcement ever.  The iPod Touch will be game changing.  It will bring a version of OSX to a large segment of the population, especially overseas.

Of course short term Wall St. types can’t see this.

As for myself, I was going to get an iPod Touch, untll he announced the price cut on the iPhone.  Now I am conflicted.

Buy both!

I just noticed that engadget is running a hand on mini-review of the new models. They even ran the iTuenes store over WI-FI. They report it’s only or music; you can’t download video over the WI-FI.

Think that they hit a homerun. All I know is that several people I talked to today are now seriously considering buying the iPhone at this lower price. The subscriber revs. and halo effect of this will more than offset the lower margins.

My family (which already has more iPod products than anyone should:-)) can’t wait to buy the new stuff. The iPod touch and Nanos will sell like hotcakes. Don’t forget, worldwide coverage on these babies.

Gonna be an expensive Xmas,
Mac

I have just watched the whole Special Event video and the impact of these products comes over far more than the real-time blogs earlier today.  I am torn between the ipod touch and the 160Gb Classic! I may well get both.  I think the Starbucks venture is going to be huge.  If only one influential analyst watches that video, I believe we will be fine.

One thing todays event did was create a lot of confusion.  Whether that’s good or bad time will tell.

Now we have a less expensive iPhone.  More sales, lower profit.  Might be clearing the deck for newer models.  Created some bad vibes amongst early adopters.  The price cut will create a lot of questioning of iPhone sales - not good for the stock short term. 

iPod Touch, everything I’d hoped for since the iPhone was released . .  except it doesn’t have MAIL.  That seems curious to me, and can only be left out to differentiate it from the iPhone (communication device). 

iPod Nano - no confusion there.  Great product, great price points.  I’m sitting here with a couple of unopened free Nano’s that I got during the education special . . . they look to be worth less than $100 whereas they sold for $200 a week ago.  I don’t even know if they’ll make good Christmas presents at this point.

Wi-Fi iTunes, a great squirt across Microsoft’s bow.  Is this in the iPod Touch as well as the iPhone?

Starbucks - i don’t know . . . it might sell some songs, but hasn’t everybody been saying that Apple isn’t making money on content anyway.

Lastly, the ever churning rumour mill - Beatles, Paul McCartney, BBC, as usual lifts expectations so high that any event becomes a letdown. 

In hindsight I wish I’d followed my gut and sold my Jan2008 150s this morning.

In the long run these products will be blockbusters, but oh how I have a love/hate relationship with these special events.  I almost wish they’d halt trading on the day of announcements.

The WI-Fi iTunes store will also be part of the iPhone experience, via an up date coming soon.

[quote author=“jimlongo”]Lastly, the ever churning rumour mill - Beatles, Paul McCartney, BBC, as usual lifts expectations so high that any event becomes a letdown.

Why did McCartney go and schedule his announcement on the BBC at exactly the same time that an Apple event hinting at Beatles content was happening?

Could it be that when the invitations went out it was almost a done deal and Apple Corps pulled the plug at the last minute?

[quote author=“wheeles”][quote author=“jimlongo”]Lastly, the ever churning rumour mill - Beatles, Paul McCartney, BBC, as usual lifts expectations so high that any event becomes a letdown.

Why did McCartney go and schedule his announcement on the BBC at exactly the same time that an Apple event hinting at Beatles content was happening?

Could it be that when the invitations went out it was almost a done deal and Apple Corps pulled the plug at the last minute?

What did he (Paul) say, anyway?

I half expected Steve to take a phone call on stage telling him the deal had been signed off on, so he could go ahead and announce it.

Way back when George Harrison’s widow said that financial/contractual problems would delay any Beatles digital library from reaching iTunes (or anywhere else) until after the first of the year (2208). There was some lawsuit with EMi that also complicated matters—the Beatles were being cheated of a lot of money, they claimed. So I didn’t expect an announcement today, but thought Paul would maybe be the musical guest.