Steve Jobs on CNBC

[MacRumors]

ThinkSecret covers (http://thinksecret.com/news/mwsf03cnbc.html) Steve Jobs' interview on CNBC's Business Center tonight.

Jobs discussed the new Powerbook line and their siginficance in 2003... but also hints towards PowerMac updates:



"We've got some good things up our sleeve in the desktop area too."

[rainman::|:|]

How soon do you guys think the iMacs are going to be updated? i was a little surprised they weren't at the expo...

:)
pnw

[ibjoshua]

a glimmer of hope (for desktops, that is)

i_b_joshua

[mac15]

I think imacs will be updated, I really want them to be, I want a newer one myself with a superdrie, my combo imac is cool, but its always fun to have something new and shiny :)


Heres how I think it will work out to be

17" imac 800mhz -combo drive
17" imac 867mhz - superdrive
17" imac 933mhz - superdrive

I'd buy a mid range one for sure

[rainman::|:|]

Originally posted by mac15
Heres how I think it will work out to be

17" imac 800mhz -combo drive
17" imac 867mhz - superdrive
17" imac 933mhz - superdrive

I'd buy a mid range one for sure

What about pricing? Can they ship the low-end version you described at the current low-end price? i see something similar, but low-end remaining 15"... maybe they don't feel like they need to keep low-end iMac prices down thanks to the eMac...

pnw

[MacKid]

I also agree that it will be the iMacs to be updated because first of all, the PowerMacs just got the Mirrored Doors several months ago, however, the iMac form-function design has been around for a while.

We'll see. . .:p

[orthodoc]

I will be highly disappointed if after more than 1 year, the iMacs don't get more of a boost than 933 MHz. I am expecting 1 GHz at minimum and hope for 1.25 GHz.

[medea]

I really think (hope) that if the iMacs get any sort of design or case change it will include a screen for handwriting recognition/input, it's about time they make some use for Inkwell and I don't think they would develop it just for third party tablets. And I think the iMac's current design is sooo ready for it, it already has the floating screen, just make it so it can be tightened up and more sturdy and voila! I'm probably dreaming here but what the hell.....

[mac15]

Originally posted by paulwhannel


What about pricing? Can they ship the low-end version you described at the current low-end price? i see something similar, but low-end remaining 15"... maybe they don't feel like they need to keep low-end iMac prices down thanks to the eMac...

pnw

Well one pricing, I think apple will decrease the pricing once again, if not use there pricing scheme they have now. Its hard to tell.

[nilepoc]

The Washington Post did a piece on Mac World and Steve's new plans. They did not say great things, and Merryl Lynch rung a death bell regarding their plans.

Here is the story. (http://www.washingtonpost.com/wp-dyn/articles/A24678-2003Jan7.html)

I don't quit agree with them, but the stock did drop. Note this is the first time Apple stock has dropped after a Mac World.

Personally I am a recent switcher, and bought two systems, iBook and iMac, you won't see me going back.

Craig

[Rocketman]

Originally posted by nilepoc
The Washington Post did a piece on Mac World and Steve's new plans. They did not say great things, and Merryl Lynch rung a death bell regarding their plans.

Here is the story. (http://www.washingtonpost.com/wp-dyn/articles/A24678-2003Jan7.html)

I don't quit agree with them, but the stock did drop. Note this is the first time Apple stock has dropped after a Mac World.

Craig

Since it is the CEO's job to lower expectations AND increase performance, I would have to give Steve Jobs an A so far based on the feedback so far from Expo, and the market penetration reported at retail and web orders. I have heard it compared to Macworld 1984 in fervor.

Motorola has held them back, and they have disclosed it to the SEC and have overcome it by focusing on Laptops and mid-range computers and have said so.

On a scale of 1-10 he is overall doing 9. Alan greenspan by reference is doing 1 on stock prices and 9 on interest rates.

Greenspan's intentional market crash hurt Apple sales alot.

Rocketman

[Wash!!]

The apple is a dead company nay sayers are out in full force this time.
If you haven't notice Merryl Lynch and the washington post reporter are under M$ payroll, off course they are going to say that apple is going to down in flames.
I sick of hearing this things according to then apple should have die in 1984.
:rolleyes:

[MacFan25]

I am still kind of new to all the Mac things, so could someone tell me when the last iBook update was.

[MasterX (OSiX)]

Last month? Or was it earlier. Either way it was thew new $999 iBook and higher end 14.1" model. I know the 14.1" was origionally released after the iMac LCD (same expo, MWSF in Jan 2002)

[arn]

Originally posted by MacFan25
I am still kind of new to all the Mac things, so could someone tell me when the last iBook update was.

http://www.macrumors.com/pages/2002/11/20021106084600.shtml

November 6th

arn

[pyrotoaster]

Did anyone read the whole article at Think Secret?

Steve doesn't just drop hints at desktops, which could include a Powermac 970, he suggests that there is much more to come in the year of the laptop, by saying: "Apple has a wonderful customer base. If we come out with innovative products, they're buying them."

Can you spell DLD? ;)

[orthodoc]

Originally posted by pyrotoaster
Did anyone read the whole article at Think Secret?

Steve doesn't just drop hints at desktops, which could include a Powermac 970, he suggests that there is much more to come in the year of the laptop, by saying: "Apple has a wonderful customer base. If we come out with innovative products, they're buying them."

Can you spell DLD? ;)

um...D.....L....D?! :p

[MrMacMan]

Wow a faster processor, I'm already giddy since they didn't give us a new one at MWSF!:mad:
gah, soon.
Think Feb.

[Capt. Obvious]

Originally posted by nilepoc
The Washington Post did a piece on Mac World and Steve's new plans. They did not say great things....

I don't quit agree with them, but the stock did drop. Note this is the first time Apple stock has dropped after a Mac World.
Actually, AAPL shares usually drop after a MacWorld keynote, at least since SF2000 (when I started paying attention).

Runs up beforehand on the buzz, falls after the keynote on the dissing of the "experts".

The article is misleading, too, in its suggestion that the Merril/Lynch comments came in response to the products released during the keynote, and in the implication that the cited 5¢ drop is proof that the market agrees with the mythical M/L 'keynote critique'.

In reality, AAPL is highly reactive to market fluctuations, and frequently loses (and gains) much more than a nickel for reasons that have nothing whatever to do with Apple or Apple's products.

In other words, the article is teh crap.

[TMJ1974]

I'm a recent switcher....and I won't be going back, no matter how fast x86 chips get. I was always an AMD kinda guy anyway. That was abou the only way to rebel.

Looking back, I have only one regret about switching.....I didnt do it sooner.

I find it curious that all of these "analysts" are predicting that Apple will go under this year. I think they have all forgotten one very important component in a companies demise. In fact, there is only one thing that decides a companies fait.....profits (or losses). Market share and how many schools their products are in play a part in that equation, but individually, they are not overly important. They talk about slow sales (no, really, in a recession, go figure) and forget that, even with these slow sales, Apple is one of only 2 computer manufacturers that is currently profitable, excluding non operation and one time charges. The other is Dell. HP has posted losses in the BILLIONS, why aren't they doomed ? ? Because they run MS Windows ? Pllllease.......

Excluding the one time charge items, Apples 4th quarter profit would have been $7 million. And, while not alot, that's all it takes. So long as that number is in the black, Apple isn't going anywhere.

With that said, Mr Jobs still needs to give us reasons to buy more stuff.....but, I'm sure he will.

Tim

[PretendPCuser]

Ok, who is ready for today's lesson of the Stock Market and Events?

Analysts hype up any company before a big event, people see it as a buy and they buy. Smart investors know that after the event, the stock price goes down, so they sell it BEFORE the event when it's still on it's upswing. They may not get the top price, but beats losing. And since all the big players have got out, guess what, the price starts to go down and then all of a sudden, the analysts come back after the event and say things like this, "well, it wasn't a total knockout, so it looks bleak". Spin, spin spin!! There's more ways to take money from the little guy than meets the eye. Believe it. :eek:

[Kid Red]

Originally posted by nilepoc
The Washington Post did a piece on Mac World and Steve's new plans. They did not say great things, and Merryl Lynch rung a death bell regarding their plans.

Here is the story. (http://www.washingtonpost.com/wp-dyn/articles/A24678-2003Jan7.html)

I don't quit agree with them, but the stock did drop. Note this is the first time Apple stock has dropped after a Mac World.

Personally I am a recent switcher, and bought two systems, iBook and iMac, you won't see me going back.

Craig

Since you are new I will be lax, every expo Apple shares drop. Every expo. Not sure what they say in the article, but the stock drops every expo and regains a few days after. This is the first expo that the stock didn't drop more then 40¢ or so. So by all accounts, this was a very good expo.

WTF is DLD?

Mac15- you forgot, well...the 15 iMac :) Apple won't kill it when they can make it cheap and priced right. They could have 3 machines at or under 1k (emac/imac/iBook) so I don't think they'll kill the 15 yet.

[szark]

DLD = Digital Lifestyle Device (PDA, Phone, etc.)

Hmm... The Mac Observer hasn't added this article to their Death Knell Counter (http://www.macobserver.com/article/2002/10/29.5.shtml) yet.

[lmalave]

Originally posted by mac15
I think imacs will be updated, I really want them to be, I want a newer one myself with a superdrie, my combo imac is cool, but its always fun to have something new and shiny :)


Heres how I think it will work out to be

17" imac 800mhz -combo drive
17" imac 867mhz - superdrive
17" imac 933mhz - superdrive

I'd buy a mid range one for sure

You're setting your sights pretty low there - I would expect that the reason the iMac revision is being delayed is that Apple is waiting for the 7457 (due in February), which means the speeds should go from 1 GHz to 1.4 GHz. Also, I would have to agree with other posters that Apple should keep the 15". I hope Apple keeps the 15" with combo drive and lowers the price to $999. Maybe same strategy as PowerBooks, with a 19" model introduced? 19" sounds big, but, hey, a 17" laptop is pretty darn big!

[yosoyjay]

Originally posted by TMJ1974
HP has posted losses in the BILLIONS, why aren't they doomed ? ? Because they run MS Windows ? Pllllease.......


HP can lose billions and easily rebound and make billions more next year. They are a huge company with lots stuff that does not run Windows and uses RISC based processors. Plus they are very hip to Linux on business stuff so lets not go overboard and make silly simple comparisons and conclusions.

[Sun Baked]

If this MW is any example expect the 15" iMac to stick around, not only does the new PowerBook 12 have a reduce footprint - it's less money.

The iMac staying in the mix means that the day of killing the eMac is that much closer - when a 15" iMac price drops low enough they can decide whether or not to kill the eMac.

Bigger is not always better, when your pricing the product out of reach of the customers waiting for the price of your products to fall.

Those school contracts are important, they need products on the low-end - the G3 iMac is the product that fills the gap right now, the eMac in the future, and probably the 15" iMac later.

Should be interesting to see if the eMac takes the place of the CRT iMac or not this round of upgrades.

[Bear]

Originally posted by Sun Baked
The iMac staying in the mix means that the day of killing the eMac is that much closer - when a 15" iMac price drops low enough they can decide whether or not to kill the eMac.

...

Should be interesting to see if the eMac takes the place of the CRT iMac or not this round of upgrades.

I would say the CRT iMac will probably go away first. The eMac is liable to be around for a good long while as CRTs are better able to handle the abuse of a school environment then an LCD screen would. At least with the current state of the art.

[Bear]

Originally posted by Macrumors
ThinkSecret covers (http://thinksecret.com/news/mwsf03cnbc.html) Steve Jobs' interview on CNBC's Business Center tonight.

Jobs discussed the new Powerbook line and their siginficance in 2003... but also hints towards PowerMac updates:

quote: "We've got some good things up our sleeve in the desktop area too."


I would have to say that the "desktop area" would include also the eMac and the iMac lines as well.

Although in truth, I think we'll see upgrades everywhere throughout the year. I expect 802.11g and FireWire2 to be in all the laptops and desktops by MWNY as well as BlueTooth in at least the laptops if not all the machines.

[iShater]

I'm gonna go wild on this one and predict new PowerMacs in before March. Let's see here, Firewire 800 is now available, but ONLY on the new PB. New firewire harddrives are coming out before March, it is enough time to have a slight boost in speed, so maybe we will see 1.5Ghz machines supporting APE, Firewire 800 and will boot only in OS X.

They might be even cheaper than the existing machines.:p

[NicoMan]

Originally posted by PretendPCuser
Ok, who is ready for today's lesson of the Stock Market and Events?

Analysts hype up any company before a big event, people see it as a buy and they buy. Smart investors know that after the event, the stock price goes down, so they sell it BEFORE the event when it's still on it's upswing. They may not get the top price, but beats losing. And since all the big players have got out, guess what, the price starts to go down and then all of a sudden, the analysts come back after the event and say things like this, "well, it wasn't a total knockout, so it looks bleak". Spin, spin spin!! There's more ways to take money from the little guy than meets the eye. Believe it. :eek:

You are right... to a point.
My experience as a trader (I do that for a living) is that you don't really need analysts to really hype up the stuff. Basically, before any event when something is expected, the market gets hyped but not just by analysts, it is more of an overall market feeling, like a rumour spreading and everyone wants to get in on it (when I say everyone, it is more about the professional people, the one who get the info first, who get in first ie who buy the rumour).
Usually the small investor/enthusiast gets the info (if he ever gets the info) rather late and buys the rumour just before the event... then the thing expected happens, and then you see droves of investors (who never got on the train in the first place) who come and buy after the fact, and that's when the professionals and/or the smart money sells.
This is also known as "buy the rumour, sell the fact" for all those of you who watch CNBC or Bloomberg TV all day....

But then you are right the little guy always gets robbed in the end.
Ok it is rather pessimistic and overly simplified, but trust me that happens A LOT. That's kind of my job. And that's why I don't trade stocks as an individual (legally I can because I don't trade stocks in my job, but other products...).

Anyway... for those I haven't bored to death, I say do not worry about the AAPL stock going down after the keynote. It is rather normal.

Cheer up guys.

NicoMan

[TMJ1974]

Originally posted by yosoyjay


HP can lose billions and easily rebound and make billions more next year. They are a huge company with lots stuff that does not run Windows and uses RISC based processors. Plus they are very hip to Linux on business stuff so lets not go overboard and make silly simple comparisons and conclusions.

Just to clarify, I wasn't making any conclusion about HP. I'm well aware that they will rebound. My statement was directed at analysts...both companies are in similar situations, part of the product line isn't selling, while another is, yet, analysts say one company is doomed and the other isn't. My point was that it is ironic that the (currently) profitable company is the one that is doomed.

[barkmonster]

I'm no stockmarket person but even I can see there's something pretty damn negative about this!

http://www.washingtonpost.com/wp-srv/technology/images/apple_010803.gif

Not the end of apple obvously but certainly undeniably pathetic over the past year or so.

[ELYXR]

If you think that's bad... look at all the other tech companies sales between 2000 and 2002. Everything in "tech-land" came to a halt in mid-2001, except for Dell of course. I think Apple weathered that suprisingly well considering all the companies that went out of business or had to merge to stay alive. *cough* *cough-AOL* *cough-Compaq* *Ch-*. :eek:

[OnaMacSince1989]

My 3yr old iMac 400DV is starting to feel a little slow these days and I really was hoping to hear about iMac and eMac updates and price drops at MWSF cuz I'm itchin to buy a new one! I'll happily wait a few more months though if Apple has something great up it's sleaves aside from minor bumps in chip and bus speeds. ** Maybe they are still putting the finishing touches on a super new AppleWorks to include on the next desktop upgrades - I love MS Office, but I'm no power user at home and even the current discounted price of $200 w/mac purchase is still pretty steep for a light user. ** Like some of you, I hope they are also waiting until they can make a major speed bump, instead of another 100-200mhz. ** I would love to see Apple include wireless keyboards and mice (with 2 buttons!) with new e/iMacs too! ** And, how bout some new colors!?! I miss the old choices - it was just a nice touch of personalization.

Bring it on Steve...I've got Christmas money burnin a hole in my pocket!
:D

[LethalWolfe]

Originally posted by barkmonster
I'm no stockmarket person but even I can see there's something pretty damn negative about this!

http://www.washingtonpost.com/wp-srv/technology/images/apple_010803.gif

Not the end of apple obvously but certainly undeniably pathetic over the past year or so.

I'm sure that bar graph could describe a lot of comanies right now. IMO Apple is pretty par for the course if not better.


Lethal

[merges]

Keep in mind that Apple still hasn't reported earnings for the most recent quarter; they report on January 15.

[OnaMacSince1989]

My 3yr old iMac 400DV is starting to feel a little slow these days and I really was hoping to hear about iMac and eMac updates and price drops at MWSF cuz I'm itchin to buy a new one! I'll happily wait a few more months though if Apple has something great up it's sleaves aside from minor bumps in chip and bus speeds. ** Maybe they are still putting the finishing touches on a super new AppleWorks to include on the next desktop upgrades - I love MS Office, but I'm no power user at home and even the current discounted price of $200 w/mac purchase is still pretty steep for a light user. ** Like some of you, I hope they are also waiting until they can make a major speed bump, instead of another 100-200mhz. ** I would love to see Apple include wireless keyboards and mice (with 2 buttons!) with new e/iMacs too! ** And, how bout some new colors!?! I miss the old choices - it was just a nice touch of personalization.

Bring it on Steve...I've got Christmas money burnin a hole in my pocket!
:D