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Radon87000

macrumors 604
Nov 29, 2013
7,688
6,011
This is making me lean more towards, announce in June and release in time for back to school.

(fun to speculate though ;) )
That doesn't help their sales though. If they are delaying shipment by 2 months there will be lesser iPad sales for 2 months as everyone will wait for the new iPad.
 
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eVolcre

macrumors 68000
Jan 7, 2003
1,979
587
That doesn't help their sales though. If they are delaying shipment by 2 months there will be lesser iPad sales for 2 months as everyone will wait for the new iPad.
That can go either way. They’ll ramp down production and clear inventory of the current models. Some people hate faceid. The ones who they lose (no IPP sales) get converted into the new arguably more expensive model.

The flip side is worse I think. Without an announcement potential buyers will compare the current 329 iPad with pencil to the current 10.5 and think they look the same. Sales will gravitate to the lower end model at lower margins.

Those who would buy a laptop to complement an IPP will still do the same. It’s a wash.

Those thinking of either IPP or a laptop will check the IPP idea (current model) and go to a laptop. Risky move. The laptop line is ***** right now, they might lose sales to win 10.

Many variables to balance but I think all in all it makes sense to announce in June and ship before back to school.
 

jimmy_uk

macrumors 68020
Oct 19, 2015
2,029
2,581
UK
That can go either way. They’ll ramp down production and clear inventory of the current models. Some people hate faceid. The ones who they lose (no IPP sales) get converted into the new arguably more expensive model.

The flip side is worse I think. Without an announcement potential buyers will compare the current 329 iPad with pencil to the current 10.5 and think they look the same. Sales will gravitate to the lower end model at lower margins.

Those who would buy a laptop to complement an IPP will still do the same. It’s a wash.

Those thinking of either IPP or a laptop will check the IPP idea (current model) and go to a laptop. Risky move. The laptop line is ***** right now, they might lose sales to win 10.

Many variables to balance but I think all in all it makes sense to announce in June and ship before back to school.

No new MBP and IPP means I'm going Surface Book 2.
 
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