What Apple CEO Steve Jobs has up his sleeve for WWDC 2010

invisibleSHIELD case for iPad“The developers conference that begins June 7 is likely to be ‘a non-event’ for Apple’s share price, according to Piper Jaffray’s Gene Munster, with few surprises,” Philip Elmer-DeWitt reports for Fortune. “But in the note to clients he issued Wednesday he adds that the new iPhone he expects Steve Jobs to introduce will likely drive unit sales beyond Wall Street’s targets — ‘providing a positive catalyst for shares of AAPL in the coming months.'”

His WWDC checklist:
• New iPhone: Likely
• New iPhone At Verizon: Unlikely
• iPad Sales Update: Possible
• New Mac OS X (10.7) Demo: Possible

Full article, with explanations of the four points above, here.

[Thanks to MacDailyNews Reader “Carl H.” for the heads up.]

36 Comments

  1. I’d move iPad sales update to “likely”, to remind those developers of the millions of potential customers in search of QUALITY (meaning non-Flash ported) applications.

    He may be right on the Verizon info; it would fit better in its own special event a few months down the line.

    I’d put 10.7 preview in “unlikely” though, since focus of this WWDC is on mobile apps. This DOES NOT MEAN that the Mac is going bye-bye, so the trolls can log off MDN now and go find some good porn or something.

  2. With the non-inclusion of OSX category in the Design Awards and the shifting priorities of Apple, I’m doubtful that we’ll be seeing a preview of 10.7; would be nice, though.

  3. • THE BILLION DOLLAR SERVER FARM IS ONLINE AND WILL BE USED FOR …

    • Finished the home entertainment hub that Steve Jobs talked about several years ago to counter the new GoogleTV push!

    • iSights and iChat for everyone (iPhones, iPads, iPod touchs, … even those Windows PC boxes can now use iChat!)

  4. All I care about right now is an updated iMac line-up. I need a new computer and a quad-care iMac works great for me, but I’m not about to purchase one with the current line-up already 8 months into it’s product cycle.

  5. • Oh, and if Steve Ballmer gets canned at Microsoft, Steve Jobs will try to get him a job at Google. They need an experienced captain. He last captained the Microsoft Titanic and sank what everyone said could never go down.

  6. As the comedian Ron White said: “There was a guy down in Florida who said that the age of 53 years old, he was in good enough physical condition to withstand the wind, rain and hail of a force-3 hurricane. Now, let me explain somethin’ to ya: it isn’t that the wind is blowin’, it’s what the wind is blowin’. If you get hit by a Volvo, it doesn’t matter how many sit-ups you did that morning. If you have a “Yield” sign in your spleen, joggin’ don’t really come into play.”

    It’s not that the new iPhone photos have been revealed, iPhone OS 4 leaks, other than what Steve talked about, like the video chat that hasn’t been discussed, the iPad… success or failure, yeah right, etc. are items we have all been privy to.

    It’s that those items haven’t been delivered and discussed to us by Steve himself that I’m more interested in because it ain’t been said if hasn’t been said the Steve way! ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />

  7. Steve has a revolutionary surprise. If he doesn’t we may have seen the top of AAPL share price.

    With all the intentional leaks, denials, whirlwind PR generation, there MUST be more otherwise the whole WWDC event will be declared a failure.

    Including a round of “Steve’s lost his magic” articles.

    Yes, there WILL be something big. But, you can forget about anything to do with computers. Apple is a mobile device company now and Mac OS upgrades – probably less than we are used to seeing – will come later and probably be the last.

  8. Brief mention of 10.7 with a teaser that there will be a developers thing for it early next year.

    iPad sales mentioned. Yes. Totally.

    Verizon iPhone? No. Steve will mention Verizon, but only that you can’t call and surf the net at the same time

    New iPhone. Yes….duh

    New iPhone OS features not known shown? Yep. Some cool ones too.

  9. Hmm, you don’t need really “big” surprises when you ramped up iPad production to 2.5 million per month in less than 3 months.

    You don’t really need big surprises when the next gen iPhone and iPod touch with OS 4.0 is going to blow everything else out of the water and there will be 100 million iDevices in the wild by 2011.

    You don’t really need big surprises when you have 100k developers, 200K apps, 100 million credit card numbers and you’re making $600 off of every iPhone before sales of apps, iAds, peripherals, e-books, music, movies and TV shows kick in.

    It’s like a great football team with massive front line and a franchise running back. Everyone in the stadium knows the 225 lbs. running back back is following the 275 lbs fullback behind the 350 lb. left tackle but they still score a touchdown.

    At this point, the fact that Apple’s competitors saw the next generation iPhone already doesn’t really help them one bit. They are still going to be bulldozed.

  10. “Steve has a revolutionary surprise. If he doesn’t we may have seen the top of AAPL share price.”

    Yeah, right. So iPhone 4.0, iPad 1.0 + 2.0, OS X 10.7, the server farm’s contribution, and the like won’t add another dollar to the AAPL price. Hmmm. I want some of what YOU are smokin’.

    Can you do THIS math? 10,000,000 iPads in its first year X (times) an average $200+ in profits EACH? How about a zillion more iPhones in China (witness the 10,000,000 CDMA order from Pegatron), not to mention Verizon coming on board NEXT YEAR, almost certainly.

    Prognostication is difficult, especially when it’s about the future. But I’ll bet you a month’s pay that (barring a worldwide financial meltdown) AAPL will be $300 by the end of this year. Actually, I have already made that bet, for I have 5700 shares in my portfolio, average purchase price $12.42.

  11. A total Revolutionary Surprise that I truly hope happens (but absolutely WON’T):

    A Digital Cinema 4K monitor but in 16:9 aspect ratio, i.e., 4096×2304, in the 30 to 35 inch range. And as long as I’m dreaming… a video card that can run two of them concurrently.

    Apple really does need a new line of monitors. The 30″ display has not had a significant change since it was introduced many years ago.

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