.Mac is very poor value for money.
It's quit simple.
Apple has always had a category for iLife revenue..
This money stream is going to dry up because iLife will be integrated into Leopard.The price point for Leopard will remain at $129 however iLife will no longer be considered as separate revenue thus causing revenues to be lower.
That along with potential component costs for new backlit LED iMacs will bring the total profits down.
I don't think this has much to do with Leopard. A lot of Mac buyers won't even be aware of the pend OS revision, others who do will choose to wait for a couple updates before adoption and early adopters will be happy to pay the $129. I'm not saying the release of Leopard in October won't have *any* effect on Mac sales, but I don't think it will be material to the bottom line.
Also, OS X releases (10.x.0) have always included the current iLife suite.
oh crap! I think that might be it! Jobs said at All Things Digital that there was some things for .Mac in the works. So exciting things. That very well may be it! Remember that data center they bought a while back... hmmm......
they don't announce new iMacs 6 weeks before release, they announce and release at the same time.
MT, properly implemented, can change the way we (people) interface with a whole range of devices (computers, AV gear, appliances, vending machines, kiosks)... yea, the world.
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They could "transition" to MT in several ways:
1) add MT capability to all displays as each product is refreshed: iMacs and New Apple Displays (would be the first candidates)
This would be MT Display input in addition to (not as a replacement for) keyboards, touchpads, graphic input tablets.
2) Rework the iLife, iWork apps and other OS X Apps (Safari, iTunes, Pro apps) to take advantage of (and create a need for) MT.
3) Introduce new devices that use MT:
--an ultraportable (palmtop) computer
--a universal remote control.
--a Home Security Appliance Monitor & control
--a light table
--input reader/scanner for images, documents (text recognition), handwriting, fingerprints, barcodes, etc.
That might be the transition loss, since there are fence-sitters that are waiting...
Also, OS X releases (10.x.0) havealwaysnever included the current iLife suite.
They aren't cutting the MacPro, it is essential for high margin sales to Creatives.
If they kill the Mac Pro they are killing Final Cut/CS3 etc. etc. which is simply NOT going to happen.
That might be the transition loss, since there are fence-sitters that are waiting...
Isn't MW a consumer convention? For Pro news/products try Photokina or NAB or NAMM...
My prediction is an all-flash iPod lineup....so while Apple's paying lower flash costs than most, the replacement of hard drives with flash is going to be expensive cost-wise and would definitely qualify as a "transition" in product lines.
Unless the new iMacs are going flash as well. Or they're going to incorporate the Robson turbo memory into the new Santa Rosa iMacs.
Apple is going to get out of the hardware business and make OSX for PC's.
As has been mentioned in the iMac threads - the iMac name will die and the product will get the 'Mac' title, next to Mac pro, Mac Book Pro and Mac Book.
Mac Mini goes away, tv has full line of products and starts rental movie service. That would make me buy one.
The only time you ever get iLife for "free" is when you buy a Mac. Other than that, you pay for upgrades, period. It never comes with boxed OS upgrades.
Yep, he obviously has forgotten about:
-iPhone
-iTV
-Quad Mac Pro
-Every OSX release
-XServe
And a whole load of other products that Apple announced in advance of shipping. I'm sure someone can come up with a more complete list.
I completely agree with this. But the downfall of this is HD content. That's where comcast has a leg up on everyone! With comcast you can get HD content On Demand. TV has the power to display HD, but I'm not about to spend all day downloading an HD movie/ show. It's asking for a miracle, but I'd love to be able to do it. Until then I have no use for TV yet... unless they do merge it with the Mac Mini and maybe add Blu-Ray??What do you mean by "ports"? A coaxial connection? Absolutely not going to happen. Apple has a plan for TV -- and it does not involve a cable connection.
Apple has too much to gain from $1.99 downloads of TV shows -- and a possible subscription plan this fall -- to turn iMacs into DVRs.
If Apple made everything in the TV Shows section available for $29.99 a month and added live sports, award shows, etc., I would seriously consider getting an tv and dumping Comcast.
With or without a subscription plan, I think tv will gain the capability for direct purchase of TV and movie content before the end of this year.
It's the Osbourne effect folks
Apple rarely unveils a hardware product that ships immediately. Therefore, if they unveil a new iMac, it will inevitably mean that
a) Inventory of existing iMacs will be allowed to dwindle down and
b) People will await the new model
My opinion? Apple is going to announce the ultra portable laptop that we've all been talking about. Why? Because for apple to expect it to impact their balance sheet, it would have to be something more substantial than a product revision. If, for example, an ultra portable is announced, it would most likely affect near term sales of both 15 inch Macbook Pros as well as Macbooks. Considering how laptops are driving sales of new macs right now, a reduction there will have a more dramatic affect than virtually any other part of the mac product line.
...Steve Jobs was like we have a Premium Version for $129. A Business Version for $129. The Ultimate Version for $129. Their whole thing is, they dont want to be like Vista and have 18 different versions so that wont be happening either
The problem with a touch screen (aside from the finger prints) is the ache in your arm if you spend any significant time using it.
Something I've not seen mentioned that could lend a multi-touch feature without the expense is a mouse with a touch sensative surface. No buttons, just a touch surface. Curved and integrated into the mouse surface.
You could duplicate much of the multi-touch features this way.
Or how about this. Leopard ships early, and SJ says something like "Since we're shipping an entirely new and revolutionary operating system, we felt it was only appropriate to have an entirely new lineup of computers to go along with it." New iMac, Mac Pro, Mac Mini, etc. OK, maybe not
Hello, Apple! A transition to a new iMac would be nice. We're waiting!
I would guess they're referring to the Leopard transition, scheduled to happen in October, which may cause people to put off buying a computer this quarter. That is how a product transition decreases earnings in the short term, though it will likely increase earnings in the following quarter.
The transition to new iMacs could easily be seen as a problem. If they introduce the new iMacs with a 6 week lead time, that would pretty much be 6 weeks of near zero sales. Its happened several times before.
You neglect to take into account the fact that since the Intel switch, all product introductions have been instantaneous. When the Quad XEON's weere announced, I bought one. It was on my doorstep in four days.
However, any revision of a current product, with the exception of high-end modifications, cannot be pre-announced, because it will kill all sales of the current model for the pre-announcement period. If Apple said today that a "totally re-designed iMac with larger, brighter screen, more RAM, larger HD, quad core processor, and twice the graphics performance" would be released in 2 months, would you buy the current model? Would anyone?And I'm happy they provided you with such excellent service. But look at wider history, not a simple benchmark of your happiness. Apple does some increadable *****, but getting product to users has had many problems in the past. OSX.5? G5 PowerBooks? Hello?
However, any revision of a current product, with the exception of high-end modifications, cannot be pre-announced, because it will kill all sales of the current model for the pre-announcement period. If Apple said today that a "totally re-designed iMac with larger, brighter screen, more RAM, larger HD, quad core processor, and twice the graphics performance" would be released in 2 months, would you buy the current model? Would anyone?