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the CPU/GPU speed bump is irrelevant to most customers. the iPhone4 is fast enough for everything (except of 3D gaming, but that is a niche market). So for the average guy a better camera is all they get when they upgrade from an iPhone4. But most people upgrade from an iPhone 3GS so to them it's still a good upgrade.

If you want the new (speculated) voice recognition (assistant), you will need the faster processor. I imagine that will be a desirable enough feature (assuming it really works).
 
On the pro side of there being an iPhone 5, here's a piece of really slim evidence:

When the SFPD gave out a press release email about Apple's recent lost item, Reuters noted that the press attachment was called "iphone5.doc".

Thanks, I still have the slimmest glimmer of hope. ;)

If indeed Apple only releases an iPhone 4 on Oct. 4th with souped-up innards, it will constitute the single biggest mistake Apple has made in the past 15 years. Don't believe me? Just look at the comments from people on this forum, they are laced with bitter disappointment and this is from die-hard Apple fans! Imagine what fickle Joe Q. Public will think of this?

It's bad enough that Apple just sat on their fat a**es for a full 18 months without releasing anything new, and then fail to release a new iPad this year in the face of mounting competition, but to blithely toss out the same basic iPhone model after this length of time would be grossly arrogant and abusive to customers. It would be Apple saying "meh the old model was good enough for you before, it should be good enough for you now, take it or leave it I don't care either way". The smartphone industry is just moving far too fast, with too many exciting "new" models being released by Android competitors for the old iPhone 4 form factor to hold the public's interest any longer. People want something new and it behooves Apple to give it to them, else they WILL lose mindshare and marketshare.

I have difficulty believing Apple would be that stupid. If they are, I will be shorting this stock straight back down to $300.

Pwahahaha, you go ahead and short that stock. You'll lose your ass!

Everything you said above is crap, has been said before, and never happens. If the next iPhone is only a spec bumped 4S, the public will still eat it up and there will be lines outside Apple stores as usual. Now if they did it a 3rd year in a row, I'd begin to worry.

Oh, and learn to count, it hasn't been 18 months.
 
If you want the new (speculated) voice recognition (assistant), you will need the faster processor. I imagine that will be a desirable enough feature (assuming it really works).
I think it's pretty likely that Assistant will be overhyped and underused in the real world.
 
the CPU/GPU speed bump is irrelevant to most customers. the iPhone4 is fast enough for everything (except of 3D gaming, but that is a niche market). So for the average guy a better camera is all they get when they upgrade from an iPhone4. But most people upgrade from an iPhone 3GS so to them it's still a good upgrade.

mm.. disagree. People, especially North Americans like "faster, better" whether or not they understand why or how it will make a difference. People here have surplus money and if they can have the best, regardless of need, most will go for it
 
Thanks, I still have the slimmest glimmer of hope. ;)



Pwahahaha, you go ahead and short that stock. You'll lose your ass!

Everything you said above is crap, has been said before, and never happens. If the next iPhone is only a spec bumped 4S, the public will still eat it up and there will be lines outside Apple stores as usual. Now if they did it a 3rd year in a row, I'd begin to worry.

Oh, and learn to count, it hasn't been 18 months.

As a trader, it's def possible. Anything can happen, remember that.

In terms of a speed bump and the public eating it up. I do believe that people will buy a 4S especially if it's on all carriers. However, I also believe that the lack of a redesign will speak about Apple as a company, and not in a good way. As nerds and geeks we get what's "inside" the phone, the public doesn't so much. The phone arena is not like the computer arena. I think new design is a lot more important in phones than it is on laptops and desktops.

I don't know about you, but I've had iPhone 4 since day one, and I think I speak for most of us here when we say we're ready for something different after 15-16 months.
 
I still have hope. That meaningless photostream icon early on means something. No way it would look like that and be labeled a "generic icon". Also the fact that it looks exactly like the "leaked" design documents say it should. I think it's too much of a coincidence.

If I am wrong it will be a horrible Tuesday for me. I love my 4 but I want something new to look at to go along with all the new internals I'll be playing with. I am really not all that excited to be staring at my new iPhone 4S that looks exactly like what I am holding right now. Times have changed and it's also time for change.

I still bet we are all in for a big (good) surprise on Tuesday. This event has to be huge for Apple. And although the internal upgrades are going to be nice, the truth is that design sells just as much as function. Thats a stone cold statistic. So if half the people buy based on design, iPhone 4S is not going to sell as well as a redesigned iPhone 5 with those same internals. I just think it makes NO sense whatsoever to announce a spec bumped iPhone 4. Especially with all the "pretty" Androids coming out around it. Tons of people will skip right over the 4S whether it's a better phone or not, and say "wow..look at that 4.3" over saturated android screen..it's so bright and nice". And buy it based on that alone. I know 3GS did very good, but that was a different time. Apple almost has to change the design right now....Right now more then ever. And quite frankly, I bet the house we are going to see something beautiful on Tuesday.

It's not that serious. Don't let whatever happens ruin your day.

----------

Apple would be INCREDIBLY stupid to not release the iPhone 5.

That would only be true if in not releasing an IP5 their bottom line is seriously affected.
 
the CPU/GPU speed bump is irrelevant to most customers.

The CPU/GPU core+speed bump is currently irrelevant to most customers. But just like the 3G to 3GS bump, a lot of new games and hot apps and maybe even later OS updates will eventually come out that run really poorly on the older CPU. Then it will become very relevant.

Upgrade or be left behind.
 
Think Star Wars on Blu-ray. Fanboys complained about the minor changes and it still broke sales record in a week. MacRumors doesn't speak for the entire population. Posters can randomly defect and iOS still has the highest retention rate. Most people are stuck into Apple ecosystem. We buy their products and accessories and still continue to put money on the content.

...

Referencing back to Star Wars, that saga still had a couple turds like the Episode I & II, had the stupid "NOOO! change" in ROTJ, and fanboys still ran out to buy the complete saga. Star Wars is still Star Wars which means alot to people like "if it is not an iPhone, it is not an iPhone." If people see the Apple logo, the cool commercial, and the phone can playback the iTunes content, they will buy it.

Off topic a little: A couple of years after they first released Star Wars on DVD, they re-released them as 2-disc sets that included the original versions of the films. This is how Lucas works (and a little how Apple works). He adds something "new" to his product and releases it. It sells like hotcakes. Then he comes back later with something else. They've now sold the original trilogy on VHS, 1997 versions on VHS, updated versions on DVD, updated/original version combo on DVD, now on Blu-Ray. The man is a marketing genius.

Getting back to Apple, it will be interesting to see what happens on Tuesday. There's just enough uncertainty to keep people from giving up hope for the "iPhone 5," but it's looking increasingly likely that there will be no new form factor. My wife and I plan to buy whatever is released (our first iPhones), but it would be nice to have something new and shiny looking. I just don't think it will happen.
 
LOL. Time for a reality check.

If indeed Apple only releases an iPhone 4 on Oct. 4th with souped-up innards, it will constitute the single biggest mistake Apple has made in the past 15 years. Don't believe me? Just look at the comments from people on this forum, they are laced with bitter disappointment and this is from die-hard Apple fans! Imagine what fickle Joe Q. Public will think of this?
The fans on this board are the hardcore. There is a bigger population of people than post here. Take a look out the window.
...snip and then fail to release a new iPad this year in the face of mounting competition,
You must of just woke up. The iPad2 was released this year, and it's selling well. What competition? There is no tablet market, just an iPad market.
but to blithely toss out the same basic iPhone model after this length of time would be grossly arrogant and abusive to customers.
Abusive to customers? How badly did Apple batter you. Are you bleeding?
It would be Apple saying "meh the old model was good enough for you before, it should be good enough for you now, take it or leave it I don't care either way".
What about the folks upgrading from 3GS? This comment is more in your mind than in reality.
The smartphone industry is just moving far too fast, with too many exciting "new" models being released by Android competitors for the old iPhone 4 form factor to hold the public's interest any longer. People want something new and it behooves Apple to give it to them, else they WILL lose mindshare and marketshare.
You may have a point here. There's always the buzz with Sprint.
I have difficulty believing....snip
This is where your problem lies.
 
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As a trader, it's def possible. Anything can happen, remember that.

Yeah, and as a hedge fund manager my roommate seems to feel they are solid for a couple of years since most product pipelines are that long. But anything could change.

I personally predict that no matter what they announce (4S, 5, terd on a shingle) we'll see a small drop in stock price right after the announcement that will recover over 2 weeks. Nothing exciting. It will take a lot more than one blah product announcement to tarnish the Apple.

In terms of a speed bump and the public eating it up. I do believe that people will buy a 4S especially if it's on all carriers. However, I also believe that the lack of a redesign will speak about Apple as a company, and not in a good way. As nerds and geeks we get what's "inside" the phone, the public doesn't so much. The phone arena is not like the computer arena. I think new design is a lot more important in phones than it is on laptops and desktops.

I don't know about you, but I've had iPhone 4 since day one, and I think I speak for most of us here when we say we're ready for something different after 15-16 months.

I've also had mine since day one and a new design would be nice. However, I think there may be good reason to change design every other year. A yearly design change in products continuing to shrink may not be something that can be sustainable. The designable aspects of the products as thin as a few credit cards stacked up are becoming very limited. In the end a product that thin can really only be differentiated by the UI.
 
The CPU/GPU core+speed bump is currently irrelevant to most customers. But just like the 3G to 3GS bump, a lot of new games and hot apps and maybe even later OS updates will eventually come out that run really poorly on the older CPU. Then it will become very relevant.

Upgrade or be left behind.

Oh yeah, I'm so going to play the next Killzone and Crysis on 3.5".
 
If that's the big thing at Tuesday's keynote, I'm going to put my foot through the screen.

I lol'd :D

I'm sitting with a 3gs just now, so I'm in regardless of what pops up on Tuesday.

Hoping for a redesign, but getting used to the fact it will likely be a 4s. Either way I will be buying good kit that I know I will be happy with.
 
I'm perfectly fine with an iPhone 4S.
Would I like an iPhone 5? Yes, Ofcourse.

This would be my first iPhone (Upgrade is ready, Just awaiting the new iPhone) and I'm truely excited. Even if it's just a speed bump (Not saying that's what it's going to be) I'd be OK with it. I love the look of the iPhone 4. So I'd be happy. :)
 
I personally predict that no matter what they announce (4S, 5, terd on a shingle) we'll see a small drop in stock price right after the announcement that will recover over 2 weeks.

There's an earnings call scheduled only days after the keynote. Apple is likely to post more record profits. The stock is likely to soar, not drop.

----------

If that's the big thing at Tuesday's keynote, I'm going to put my foot through the screen.

So you'll be buying a new display in addition to the iPhone 4S...
 
What if the 4S name is simply to differentiate last year's iPhone 4 from this year's? We all know there will be a cheaper model (there always is) and it will be what was (or is) the iPhone 4. If that phone has been upgraded in any way, then it obviously needs a name change (even if it's for internal Apple purposes). Apparently they need to upgrade the phone to take advantage of Assistant and other features AND if the they are using a universal CDMA/GSM chip.

That's not to say that the 4S isn't the new phone, but just another possibility. However....



Most people seem convinced of the iPhone 4S being released.
Maybe its a small thing but I can't understand them not calling it an iPhone 5, like I read somewhere else here, its iOS5, 5th Gen, A5 Chip, and then what will they call the 6th gen? I felt like the 3gs was called that to being the naming scheme back in line.



I agree here. Surely iOS5, 5th generation, A5 chip require a new iPhone 5 to complement and bring everything full circle.
 
There's an earnings call scheduled only days after the keynote. Apple is likely to post more record profits. The stock is likely to soar, not drop.

it'll drop after announcement and may bounce back after earnings call. But without a June launch of an iPhone, don't you think numbers compared to last year will look bad?
 
If indeed Apple only releases an iPhone 4 on Oct. 4th with souped-up innards, it will constitute the single biggest mistake Apple has made in the past 15 years. Don't believe me? Just look at the comments from people on this forum, they are laced with bitter disappointment and this is from die-hard Apple fans! Imagine what fickle Joe Q. Public will think of this?

It's bad enough that Apple just sat on their fat a**es for a full 18 months without releasing anything new, and then fail to release a new iPad this year in the face of mounting competition, but to blithely toss out the same basic iPhone model after this length of time would be grossly arrogant and abusive to customers. It would be Apple saying "meh the old model was good enough for you before, it should be good enough for you now, take it or leave it I don't care either way". The smartphone industry is just moving far too fast, with too many exciting "new" models being released by Android competitors for the old iPhone 4 form factor to hold the public's interest any longer. People want something new and it behooves Apple to give it to them, else they WILL lose mindshare and marketshare.

I have difficulty believing Apple would be that stupid. If they are, I will be shorting this stock straight back down to $300.

You are emblematic of what is wrong with America.

Just. Go. Away.
 
I think it's pretty likely that Assistant will be overhyped and underused in the real world.

No I think you are way off base here. This could be the most important event in years. Voice control and response is going to be the killer feature. It will no longer be the lame speech recognition we have been used to. This is going to be the next level, you know like in how it is supposed to work in the SciFi movies. The newer A5 will be needed for that so the 4s's will sell like hotcakes and the coolness factor will be off the chart. All the hardware geeks are bemoaning the specs and are again missing the how great it will just work aspect. It's like when they were saying the iPad was a total fail because it didn't have enough ports.
Remember the invite!! Most seem to have missed the hint -- Let's TALK iPhone!
It's not just me that sees this..
http://www.cultofmac.com/116677/why-tuesday’s-apple-event-is-one-of-the-most-important-ever/
 
it'll drop after announcement and may bounce back after earnings call. But without a June launch of an iPhone, don't you think numbers compared to last year will look bad?

No, they won't look bad. Apple is selling tens of millions of iPhones and iPads, likely breaking records.

If media sentiment is widespread disappointment after the keynote, I'm sure the stock might dip for a day or two, but I, again, I doubt it.

They're going to announce the launch of new hardware, iOS 5, iCloud, iTunes Match, and Assistant. I think you're forgetting the influence of Apple's marketing prowess.
 
.....
What about the folks upgrading from 3GS? This comment is more in your mind than in reality......

That is a fair point. Most people I know with an iPhone 4 are only mid way through their 2 year contracts, so don't really care about the next iPhone. Those with a 3gs are itching to get the next iPhone regardless.

Roll on Tuesday. I'm intrigued by it all, and will be happy with a speed bump 4, I love the design and don't want a bigger screen. (that's my opinion people, i'm not stating fact)
 
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