9 month product outlook

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    Posted: 27 January 2011 04:11 PM

    1. VZ iPhone
    2. iPad in India
    3. phones in China
    4. MacBook Pro refresh
    5. iMac refresh
    6. iPad 2
    7. iPhone 5
    8. North Carolina server farm
    9. MobileMe refresh
    10. Mac App Store and iOS App Store
    11. iOS 5
    12. Mac OS X Lion
    13. iPods

    edited to include iPods and MobileMe

    Talk about a tour de force.

    One more thing:  white iPhone.

    [ Edited: 27 January 2011 08:07 PM by Tetrachloride ]      
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    Posted: 27 January 2011 05:24 PM #1

    MobileMe?

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    Stay Hungry. Stay Foolish.  - Steve Jobs

         
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    Posted: 27 January 2011 05:56 PM #2

    I’m most looking forward to a MobileMe refresh and iPad 2.    I want MobileMe to be better than Gmail in features and privacy, not to mention a lower price. 

    iPad 2 ?  The only people not looking forward to iPad 2 are iPad wannabes, their part suppliers and a handful of desparate wannabe fanbois.

    Due to a dearth of info on OS 10.7, I’m vaguely looking forward to it.  But I have no compelling reason to buy it.  http://www.apple.com/macosx/lion/

         
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    Posted: 27 January 2011 07:00 PM #3

    Tetrachloride - 27 January 2011 08:11 PM

    1. VZ iPhone
    2. iPad in India
    3. phones in China
    4. MacBook Pro refresh
    5. iMac refresh
    6. iPad 2
    7. iPhone 5
    8. North Carolina server farm
    9. MobileMe refresh
    10. Mac App Store and iOS App Store
    11. iOS 5
    12. Mac OS X Lion
    13. iPods


    Talk about a tour de force.

    One more thing:  white iPhone.

    + appletv hardware update (hopefully integrated to a screen)
    + appletv iOS store?
    + possible iOS desktop? (most likley a tiltable touchscreen iMac)
    + possible 2nd model of iphone (highly unlikely
    + iAd platform extension to tv shows, web search
    + the inevitable mystery product launch.

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    Full Disclosure:

    - Long Apple
    - Pro: Apple HDTV, iPhone Air, Stock split, Consumer robotics

         
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    Posted: 27 January 2011 07:47 PM #4

    Tetrachloride:  That’s the case for AAPL $500 this year, right there.

    I don’t think AppleTV really needs a TV, yet.  Maybe when the 4 megapixel TV monitor revolution is upon us (if ever?).  By then, Apple will have serious expertise in ridiculously high-res displays, and making em’ cheaper than pretty much anyone.

    I’d love to see an AppleTV iOS store just to get Nintendo/Sony/Microsoft scared.  TiVo, DVR?  Bleh.  An unassuming set-top box with a twin-turbo A5 that does more than a game console with Apple’s famous simplicity and integration?  One that can also accept beamed apps from any iOS device?  Start runnin’ for your money! :evilsanta:

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.

         
  • Posted: 08 February 2011 12:51 AM #5

    This might be the year we find out what is to be done with some of the cash.

    Probably too early for a Liquid Metal product announcement.

    Might be the year that hard drives and DVDs exit all laptop models; probably not until 2012, though.

    A big content deal would be nice.

         
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    Posted: 08 February 2011 12:57 AM #6

    NFC on iDevices will be fun and send the copycats ascrambling.

         
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    Posted: 08 February 2011 02:23 PM #7

    I’m looking forward to Apple extending AirPlay on Apple TV. Get corporations, organizations and governments around the world to connect Apple TV to big screens so people can control Powerpoint/Keynote presentations via iPhone or iPad.

    At $99, Apple TV is almost an accessory to iOS devices. I think it’s a sleeper product that has the potential to make a major impact in the growth of the Apple ecosystem.

         
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    Posted: 08 February 2011 09:07 PM #8

    iPad 2 in production, says WSJ sources.

    http://blogs.barrons.com/techtraderdaily/2011/02/08/aapl-ipad-2-in-production-say-wsj-sources/?mod=yahoobarrons

    Tetrachloride AAPL Trading Range :  345-390 for the next 6 weeks.

         
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    Posted: 12 February 2011 08:25 PM #9

    Rumors and Speculation of changes in Apple lineup:

    1. North Carolina:
    Mobile Me server farm
    Movie / Apple TV
    Apple TV game server
    Near Field Communication conduits
    2. iPad 2 with camera(s) and USB port
    3. iPhone 5 improvements
    4. iMac SSD
    5. MacBook Pro SSD
    6. touch screen iMac
    7. OS X Lion
    8. App Store apps
    9. the demise of the Xserve

    Of these, the Apple TV as a gaming console/platform/device is tied with anything about NFC for most surprising of the likely changes of the year.  Anything missed ?

         
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    Posted: 15 February 2011 01:03 PM #10

    AppleInsider

    Apple customer survey sparks hope for brawnier MacBook Airs with built-in 3G

    No brainer that 3G Airs are desired by more than a few Air users.  I suppose the survey is just to help Apple decide how many to build.

         
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    Posted: 15 February 2011 01:30 PM #11

    Following the lunatik Kickstarter campaign (link) tens of thousands of people are wearing the iPod nano as a watch. (yes I know there are other watch bands out there, thereby increasing the number). The talk on the project boards swirls around the possible features of a bluetooth dongle for the Nano, complete with speaker (for alarm alerts), integrated antenna (to allow FM radio to play to stereo bluetooth headphones) and a blinking LED light (for runner safety) - and most exciting an audible VM/SMS alert. The dongle would transfer an iPhone alert through the Nano to your headset. The lunatik designer was invited to meet with Apple’s nano project manager. Kickstarter project backers are going to be getting a survey to collect their suggestions for a “iPod Nano 7”. The sentiment is “Apple could OWN the wrist”.

    Just like the AppleTV, many of these features are just a software update away (for the nano by using a dongle) and one late-summer hardware refresh away (integrating a speaker, antenna, and bluetooth inside the device). Exciting times.

    [ Edited: 15 February 2011 01:34 PM by rezonate ]

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    Posted: 16 February 2011 09:43 PM #12

    Whoops! Did Intel Just Leak the New MacBook Pro Design?

    We think Apple’s on the verge of updating its MacBook Pro line of laptops, but Intel may have let the cat out of the bag early with an image in an ad. Skinnier? Check. Optical drives? Gone (probably).

    So what does the advert show? It seems to display a super-slim laptop that has a flat-rectangular profile, not like the wedge-profile of the Air. See that IR port on the front right of the keyboard segment? Classic Apple design, and similar to the placement on existing Pros. See the lid with its glossy black bezel, and the radius of the curves that seem to be very Johnny Ive-ish in design (and suspiciously similar to our imaginative rendering from December 2010)? Again, similar to the existing Pros. We’re not saying this definitely is a new MacBook… but we’re tempted to say just that.

    Because the design would seem to support many of the existing rumors. It’s thought Apple will tweak the Pro laptops to ape the MacBook Air’s super-slim profile—after all, a smaller, lighter notebook PC will please many people who lug their computers around and the sales success of the new Airs definitely supports this thinking. A super-slim machine could also have Apple ditching optical drives entirely—the skinny profile of the PC in this image would seem to rule out a DVD mechanism—and this is a move Apple could definitely make. Skinnier machines may also see partial (or complete) superseding of spinning hard-drives for solid-state ones, making the most of the speed gains these impart for normal computing, and the fact that they sip less battery power than hard disks so the machine’s battery lasts longer.

    The one thing that makes us doubt this is a new MacBook is its color: Black. Apple’s been focusing on aluminum unibody design a lot, touting its advantages, and left black plastic casings for its MacBooks behind a while ago. But another MacBook Pro-related rumor suggests that along with an innovative new battery tech for longer life, the Pros will get a “stronger, lighter, more scratch resistant” aluminum material. Could this new alloy be colored too? Apple did license advanced alloy “liquid metal” tech from the Liquidmetal company just last year, so ...okay, enough speculating for one post.

         
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    Posted: 20 February 2011 01:51 PM #13

    A look back

    1. iPhone released June 2007 (3.5 years ago)
    2. iPad released April 2010 (10.5 months ago)
    3. iPod Nano released Sept 2005 (5.6 years ago)
    4. iMac 20” G4 (2003)  $2200.  Intel iMacs released in 2006.  24” iMac in 2006 also.
    5. Mac Pro’s.  Once upon a time, everyone looked to the PowerMac as the future of Macs.
    6. OS X :  I can use Tiger for lite tasks on a G4 machine.  People don’t want to regress.  The Mac App Store provides convenience that people appreciate.  VersionTracker failed due to neglect.  MacUpdate survives happily, although their new UI makes me think I have cataracts.
    7. Stores:  Any store was good.  With the debut of The Fifth Avenue Store, Apple Retail Stores can be seen as landmarks in some places.    As many of the AFB know, I’m in favor of more stores, big or small, that have some style, pizazz and superb service.

         
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    Posted: 23 February 2011 05:56 PM #14

    MobileMe and iTunes in North Carolina data center confirmed

    http://www.electronista.com/articles/11/02/23/north.carolina.datacenter.for.itunes.and.mobileme/

    a major price cut for Mobile Me is very important, imho. 

    Apple’s core customers are multiple device owners.  MobileMe has so much potential to attract customers.  iTools, Steve ?  you had it, you blew it.  You’ve got years of lost ground to make up.

         
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    Posted: 23 February 2011 08:18 PM #15

    Apple’s current growth trajectory = F the Cloud, in all honesty.  Steve Jobs has mentioned going after the lowest hanging fruit (a CC from way back talking about playing WMA files on iTunes), and boy has he ever.

    Bear in mind, Apple’s installed Mac base is maybe 30-40 million, and the iOS base maybe another 50-60 million?  Sure it’d be awesome to get close to 100 million customers addicted to the Cloud for $99/yr. or whatever.  Well, that’s still only $1B in maybe higher-margin revenues.  Those efforts of Apple’s were better spent getting 100+ million credit cards on iTunes.  Or selling 100 million + iOS devices.  That work in perfect harmony on the App Store juggernaut. 

    Not to say Apple hasn’t underperformed on the Cloud, it’s “lagging” for sure.  I still wonder about the Cloud’s true viability, since my connected devices can’t always, well, connect (here’s looking at you, AT&T 3G network), and since Internet infrastructure in the US is pretty pathetic (we’re way, way behind the world leaders in broadband speed).  And you can bet a NC data center that Apple will keep hard at work on this problem in the meantime.  Hey, does Android have a Find My Phone feature which is implemented by Google?

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    The Summer of AAPL is here.  Enjoy it (responsibly) while it lasts.
    AFB Night Owl Team™
    Thanks, Steve.