John123's Summary
From a
business sense, the lack of updates makes absolutely no sense whatsoever. I say that as someone with an MBA and expertise in operations. I also say that with an external (i.e., outsider's) view, meaning that I recognize I'm not privy to what's going on behind closed doors. Nevertheless, with all those caveats in mind, I would have bet strongly on seeing an update either to the MBP line or to the iMac line before September. You can re-read my rationale (based on the accounting numbers involved before today's call) here:
https://forums.macrumors.com/posts/17607707/
The fact that we're seeing neither tells me that something else is going on. The top guesses would be an issue with the supply chain, or a more dramatic move than the drop-in CPU+GPU changes we were expecting. If it's the latter, that might be good news for folks who are waiting.
A third possibility--and one that's a lot less fun for us users--is that they simply haven't been able to get the battery life where they want it, despite Haswell, and have had to expend some serious development effort on that.
I still contend that a lot of the theories espoused in this thread--that Apple is waiting to release the new models with Mavericks, or waiting on Thunderbolt 2, or waiting for the Back to School promotion to end--are, in a word, garbage. They might sound good at first, but if you step back and consider them from a
business sense--i.e., the perspective of someone who crunches the numbers--none of those are reasonable explanations in the slightest. The reasons have been already articulated by myself and others in this thread.
That said, there are two other rays of hope in all of this.
- People who need a computer for going back to school, or for other reasons in the weeks ahead, can now stop consternating and purchase one. The refurbished 2012 models continue to offer an excellent value for the money, and are likely to hold their resale value pretty well should you want to trade up in the months ahead.
- For those of us have owned a lot of Apple stock and had it hammered, I guess I'm glad to have it up a few percent after hours. It's a small consolation, but hey, what are you gonna do?