-hh said:
You're disappointed only because of your preconceived notions and expectations.
Well yes, but they're completely rational expectations. We're talking about a mid-range system with Intel graphics. It's not unreasonable to expect at least a low-end GPU...and if they're not going to do that, then it's not unreasonable to expect the newer Intel graphics, since they were just launched a week ago.
Unfortunately, just because Intel announces a new product doesn't mean that its available in unlimited quantities at the same cheap price for everyone...the industry simply doesn't work that way.
A new product demands a premium early on, and Intel knows that - - they'll clearly put the squeeze on because its in the interests of their stockholders. There's a lot of room for horse-trading here, and we simply don't know what Intel was asking of their buyers for the competitive advantage to be first in the (larger scale) delivery que.
BTW, do note that being absolutely first isn't necessarily as big of a deal for Apple as it is for HP, Dell, etc...as such, Apple can say "No Thanks" to the price arm-twisting and wait for the initial rush to subside, which benefits them (and us) with lower costs.
I do agree with your other points though...but still, I think we'd all be much happier had they waited a month or two (if they needed to) and used the new chipset, even if they didn't bump the CPU speeds.
In an ideal world, it would be nice if it was cost-effective to do both.
But just for giggles, let's assume that they did what you inferrentially seem to want, namely cut off the current production ASAP and get rolling with the SR.
Running with a lot of assumptions for numbers, the bottom line assumption is that the new MacBook results in the current MacBook product line being curtailed ahead of schedule...and contract commitments. This results in Apple not wanting the products that they already are under contract to buy with their parts suppliers and assembler. Let's assume that the discrepency is 1.5 million units.
And let's assume that Apple simply buys their way out of this problem:
Step I: Apple honors their parts suppliers contracts. At $400/unit worth of unwanted motherboards, slower CPUs, cases, etc, this is a cash outlay of $600 million. They'll use 5% of this for warranty repairs and have to fire-sale off the rest, since they can't just bury it in a landfill (insert Lisa / Greenpeace joke here).
Step II: Apple renegotiates with their prime who's doing the assembly. The assembler normally got $150/unit, but protests an immediate shutdown (workers contracts, etc), and demands that they deliver another 500K units, at full price, then 50% of the remaining 1M shortfall. Cost to Apple is a quick $125M, but the Prime also wants to remind Apple to not bring them these sorts of headaches, so the new contract carries a clause that the next MacBook assembly contract will have a 1M unit assembly before shutdown and they are to get 100% of the shortfall if Apple does this to them again.
(If you don't think this can happen, you've never negotiated contracts, Son)
Okay, so far Apple has paid $725M out of pocket. There's also some design developer costs back at 1 Infinite Loop that didn't get amortized across the total production volume either, so let's round all of these miscellaneous costs off at $25M, to make the total a cool $750M...cash out of pocket.
Now that we have an idea of the costs to Apple, how are they going to pay for them?
Let's ignore the cost of money (interest). If Apple pays for it with a "push forward" expense onto future products, they append this expense onto the costs of the new MacBook, so we need to estimate how many of those that they're going to sell. If we assume its going to be 5M units over the next 3 years, that would mean that this little "Yikes!" event is going to add $150 to the cost of these future machines.
At which point 1000 posters at MacRumors would bitterly complain about this cost increase
The bottom line is that its hard to simply "pull the plug" on an assembly line without looking at all of the cost reprocussions. The fixed costs that go into a manufacturing line are rarely trivial these days. For example, the new Chip facility that IBM announced for New York State was announced to cost $2.5
Billion...
-hh