Sopranino said:3) With the Santa Rosa platform coming out sometime around April of 2007 it is possible that Apple has elected to skip the Merom chip upgrade and focus on getting everything ready for the Santa Rosa release. It must be realized that any chip upgrade or change to a board layout can cost several million to implement and with the issues that are known to exist with the current MB/MBP there may be a financial reason behind making a decision to skip one upgrade cycle.
4) The longer the current delay to getting new MB/MBPs out for the current C2D chip the less time remains for a company to recoup their investment in that release, before the next major update, which makes it more likely that they would be aiming for the next major release. If you say that the current Merom update does not come out until mid to late October then you have reduced the time for recovery of the return on investment to a period of around 6 months.
Math 101:
Assuming that it costs Apple $10,000,000 to install the new machinery etc. for the Merom updates, and assuming that the average selling price of a MB/MBP is $2,000; and assuming that Apple makes $200 (Just a 10% margin) on each laptop sold, the would need to sell just 50,000 laptops to break even.
I know that $10m is a modest estimate but so is $200 margin per laptop. But that's not the real point.
You think there is not a world-wide market for 50,000 of the *new* C2D MB/MBP laptops in the world.......specially considering that the holiday season is around the corner not forgetting Apple's rising market share!?