Yes, but the longer they wait, the more sales lost. I'm only extrapolating from my own feelings right now, but I expect there is a growing bolus of people right now waiting to buy an iPhone. If Apple doesn't announce something about it soon--and I think MacWorld is a critical date most people are waiting for--Apple is going to lose all those customers. And since those customers tend to be more fanatical, sitting on rumor chat boards anxiously awaiting word of this device for example, it would be a real loss to lose customers. The fanatical customers are the ones that get their significant others, parents, and siblings to switch to a Mac. This is a critical segment of their consumer base, during a critical period of growth.
If I could speak for myself only:
I think they're losing (certain) potential customers already. Not to mention the damage to the share price with the speculation causing volatility.
Because Apple often takes too long to release the perfect product/service, other are sometimes able to pip them to the post. This is starting to happen in all non-iPod related areas by Google.
.mac is a perfect example. Whilst Apple is pissing around offering a sub-standard service at an inflated price, Google has stepped in (for me) and I don't think I'll ever use .mac and some other Apple products ever again:
- I absolutely hate web-only non-IMAP email solutions. Yet GMail has me hooked. Switched from: Apple Mail, .mac, Apple's address book.
- Google toolbar / browser sync are "it just works" syncing solutions to favourites. Switched from: .mac bookmarks syncing.
- Google's online web applications are more than fancy enough for quick documents where LaTeX would be overkill. Switched from: Pages, .mac.
- Google page creator can be used by any idiot. Switched from: .mac.
- Google Calendar. Switched from: Apple's calendar and .mac.
- Google Talk. Switched from: iChat.
- Picasa (and Picasa Web Albums). Switched from: .mac, iPhoto.
To top it all off, all of these services are starting to talk to each other and work seamlessly. GMail now has integration with Google Calendar and Google Talk. Apart from my phone being a crap MP3 player and not working with my iTunes library, Apple has, sadly, more or less been eliminated from everyday life.
The final icing on the cake is the phone product: I've been waiting for years for an Apple phone so I could finally use Apple's calendar, address book, Mail, etc.. Rumours are now circulating that Google is going to produce either its own phone or customised software for existing (WM5) phones. Well since all the above Google services are already in place, have become indespensible to me and probably won't be supported by an Apple phone, I'd now prefer a Google phone to an Apple phone.
The only plus for an Apple phone left for me would be:
- Ease of use as an MP3 player since it would have undoubted iPod lineage.
- Syncing with iTunes.
Whilst for a Google phone:
- Google Talk.
- Google Calendar.
- Googl Maps.
- GMail.
- Google address book.
- Picasa.
Etc., etc. as Google continue to roll out indispensable services which are "always on" by being hosted on Google's infinite bandwidth servers. And therefore continuously available to a Google phone. Whilst all of Apple's solutions are offline except for what can be tied into .mac.
These days, I try and win over people to Google rather than Apple. It's the route I'm headed down myself. Google are doing in the virtual/connected sphere what Apple has traditionally been famous for in hardware and off-line software: producing "it just works" products.