IMRAN's In My Humble Opinion

From Imran Anwar http://imran.tv http://flickr.com/ImranAnwar

Transitioning From Guesswork To Analysis In Predicting Apple Product Transitions

Posted by imrananwar on August 2, 2008

There has been some discussion going on about the direction of Apple next new models. Speculation became rampant when the Apple CFO referred to some product transition coming up, which may squeeze profit margins.

People are trying to guess if it means a switch from Intel to AMD, some new chipset from Semi, the company that Apple acquired, some new video chipset, etc. I can see that they can be called ‘trasitions’ – but then, so is changing the way a power adaptor connects to the laptop. I do not see any of these as having significant enough impact to warrant the CFO warning of some lower profit margins.

My prediction is that Apple may decide to let Mac OS X run on non-Apple ‘Windows/Wintel’ machines (which would lower margins and be a product ‘transition’ at the same time).

To keep pace with, while not really price-matching the low quality fares of HP and Dell, they would also reduce their own hardware prices somewhat, but still command a premium for additional things like Semi related chips, perhaps GPS and a WWAN capability built in.

And, finally, perhaps it is time for the granddaddy of the old and defunct Apple Newton, bring in a TouchMac. A tablet style MacBook Pro with touchscreen, iPhone like functionality, and 3D display capability.

It would be cute to call them TouchBooks, but Panasonic may object based on their Toughbook trademarks. That would be tough to book as a trademark!

What do you think?

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