1. It's significant either way because it will 100% for sure affect Apple's quarterly earnings in a negative way.
Apple has $100B of cash floating around with nothing to do. The company is not run to optimize individual quarterly results.
What matters is getting a quality product on the market when it is ready. Period.
For example there are no reports of flaying edges of Surface tablet keyboard covers. That shipping those devices short term would boost Microsoft's earnings. A quality issue won't help long term.
Also, in retail, you can't count on customers to come back. New customers wanting to buy a holiday gift and thinking of switching to Mac but forced to buy a Win 8 desktop instead.
The iMac is not highly dependent upon Holiday sales to provide value for the product. Historically it isn't even targeted in Holiday, gift giving quarters. It is entirely hand waving to say that is that is a critically dependent factor now.
I didn't say Apple wouldn't loose some sales with a delay. Just that they probably wouldn't loose most.
3. Design difficultly IS NOT the point. Knowing when it's ready to announce IS the point. Why can't you understand that? The iMac announcement was premature and that was a judgment call by Cook, not Jobs. Jobs was already 6ft under when Cook made the decision to announce.
Bull. You are the one who doesn't seem to see the issue. If cloudy predictability is part of the design then Jobs would have likely bad the same bad call on the same bad information. You're hand waving as if Cook made the call with some sort of mind fart or "flip the coin" decision. It is extremely likely if there has been a problem with the iMac then Cook (like Jobs would have) went to the folks on the product and asked what their new estimate was to getting it fixed. They probably though it would be fixed by end of Oct. So Cook went with the dates.
4. Yes, I'm focusing on this quarter because this is the quarter the iMac is suppose to ship... the biggest quarter in retail.
Most likely the iMac was suppose to ship
LAST quarter. Or did you not notice that Mac unit grow had slowed down at the last quarter reports? Still better than market overall but not as high as it was.
It is already late. Later by one quarter isn't the sign of the Apocalypse. Disappointing perhaps but not huge.
Do you notice when companies announce lower than expected quarterly sales the company's stock drops? It's a big deal
So what if it is a temporary thing. The market as a whole over the short term acts irrationally all the time. Only extremely weak companies worry about short term swings in the stock. Apple has no motivation at all to get their underwear in a twist if the stock falls for a couple of quarter and then returns to even higher growth.
Stuff happens. If a hurricane, flood, or earthquake hit Apple HQ or one of their singular manufacturing sites they take a short term hit too. Long term it isn't a issue though due to the resources they have.
5. 3.5 from 3.4 might not be significant but Apple still charges plenty for those type of CTO upgrades.
The cost they charge is immaterial. The fact that even you acknowledge that small of a bump is insignificant is all that is.
Also the upgrades would start at the bottom of the line.
If can't bump the whole line up why bother? Sure Apple could kill margins by moving down the CPUs and chopping off the top end CTO. Unit sales purely for unit sales sake is not a strategy. It is a gimmick.