What is Apple’s secret ‘future product transition’ that execs cannot discuss?

During Apple’s thrid quarter 2008 conference call today, Apple Chief Financial Officer, Peter Oppenheimer repeatedly mentioned a “future product transition” which he couldn’t discuss that affects this quarter’s guidance and will impact this quarter’s gross margins.

We are working to develop new products that contains technologies that our competition will not be able to match. I cannot discuss these new products, but we are very confident in our product pipeline. – Apple CFO Peter Oppenheimer

During the Apple’s Q308 Conference Call today, Oppenheimer stated a variation of the above quote at least seven different times.

So, what do you think? Larger format iPod touch (“Newton 2.0,” “iTablet,” or whatever you want to call it), the return of legitimate Mac clones, or something else entirely?

177 Comments

  1. If Apple are going to have reduced revenue from a popular new product,instead of an increased one? Accepting it is a high risk strategy, A wise marketing man would ensure that it is as visible and desireable as nothing else before.It has to be a device in EVERY home.
    It needs features not seen before,a Price that shocks the purchaser (pleasantly) that will later give an improved margin through economies of scale (and offsetting development costs) and more importantly giving a new and improved source of revenue. Itunes and app store are now there, and ready to scale up. Looks the the computer, film, music software and games industries have just changed forever.
    —Are they this brave—?

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