It’s what’s inside Apple’s iPhone 4S that counts

“There was clearly some disappointment after Apple’s iPhone 4S announcement Tuesday,” Nick Bilton reports for The New York Times. “Twitter was awash with despondent Apple fans who had expected an iPhone 5. Investors seemed just as crestfallen. Apple’s stock fell sharply during the speech. (It bounced back a bit by the close of trading.)”

“Many people had hoped the company would showcase a new phone, specifically called the iPhone 5, that would come with newly designed hardware,” Bilton reports. “It was like the child who convinces himself there will be a pony waiting for him under the Christmas tree even though no one promised one or even suggested such a gift existed.”

“Instead, Apple announced a device that on the outside, looks exactly like the iPhone 4,” Bilton reports. “Although it would have been nice to see some new iPhone design, just for the sake of metamorphosis, it’s what’s inside that counts.”

Read more in the full article here.

MacDailyNews Take: By SteveJack

Why Apple didn’t leak “there will be no iPhone 5″ – strongly enough to seriously dent the rumors – to The Journal or some other credible outlets last week is beyond us. Leaks to convey important information to trusted journalists is nothing unusual and Apple’s done it many times before. Tamping down overwrought expectations should be standard operating procedure for Apple Inc. And it’s so easy! Under-promise (this includes not only saying little, but also managing out-of-control expectations) and over-deliver. So simple.

And, it obviously doesn’t matter if Apple said anything about an iPhone 5 or not, it’s the perception that’s the problem. In general, too many people expected an “iPhone 5.” That is clearly a problem for iPhone 4S. That the overly-inflated expectations were not caused by Apple is meaningless. It’s Apple’s job to manage hyped up expectations that will negatively impact the reception of their products – especially with a new CEO trying to do the impossible and stand up there in Steve Jobs shoes. Why is Apple so tone deaf? Have they become too insular?

The same sort of media mismanagement happened with “AntennaGate,” too. Apple was maddeningly slow to react, lost control of the narrative early on, and then had to resort to trotting out no less than Steve Jobs – along with videos of competitors’ phones attenuating all over the place – for a way-late dog and pony show just to regain some vague semblance of the control they never should have relinquished in the first place! Apple seemingly manages everything well, except for the media sometimes. Ignoring the media and letting hype spiral out of control is not a valid strategy for managing your message, Apple; it’s incompetence.

All that said, even without properly managing the hype, Apple could have solved much of iPhone 4S’s problem if only they hadn’t forgotten to make a silver one!

SteveJack is a pen name used by a long-time Macintosh user, web designer, multimedia producer and, when he feels like it, a contributor to both MacDailyNews Takes and the Opinion section.

68 Comments

  1. @MDN:

    The WSJ DID come out and say no iPhone 5.

    Plus, it’s amazing how many people are that hung up over the form factor, when they put their iPhones in a case and never see the body anyway. So buy yourself a new case with the iPhone 4S and a “5” sticker to go with it.

    1. Before you give the WSJ a gold star, remember a couple of days before the announcement, that rag declared Sprint was paying Apple $20B to have an exclusive on the iPh 5 for a few months.

    2. Is MDN saying that Apple should have managed the hype better so the children would not have hissy-fits?

      I was dissappointed, too, but upon further reflection Apple introduced the right product with the right name at the right time – exactly according to precedence.

      Besides, SJ said it himself – the Mac OS should be milked and he did until OSX. So too with the iPhone 4. It’s still a great and elegant design with lots of life in it.

      1. Apple has never tried to manage the hype. I remember the introduction of:

        the first iPod: Everybody was wanting/expecting an Apple PDA/replacement for the Newton. We were all upset, but ended up buying and loving the iPod anyway.

        the iPod Color: Everybody was wanting/expecting video, but we only got photos.

        the first iPhone: Everyone was wanting/expecting 3G, but we only got EDGE.

        Each time expectations run wild before the announcement. But Apple comes out with the best possible device for the time. Apple hasn’t changed how they handle the situation. We just have short memories. Even SteveJack points out that Apple has done this before.

    3. It seems that the most stridently obsessed critics of the iPhone 4S were expecting, in addition to everything else Apple announced, a new form factor and access to 4G networks. To the form factor fanatics, wait till 2012. Besides, the iPhone 4 and 4S are iconically Apple and beautiful. Also, Phil Schiller explained that data transfer speeds of iPhone 4S on 3G networks match that of other phones on 4G networks.

  2. The jackasses at CNBC this morning epitomized the idiocy of the situation pretty succinctly, saying, “Did Apple over promise or under deliver?”

    I don’t recall Apple saying a single word about their forthcoming phone. But the blathering idiot bloggers and analysts didn’t let that stop them from fabricating fantasy for the past six months. Then when Apple failed to “deliver” on their fantasies they threw a tantrum and everyone was crestfallen.

    Staggering stupidity.

    1. The idiot bloggers and analysts, of course, never take responsibility for whipping everyone into a frenzy over rumors anyway.

      I’m actually pretty happy with the iPhone 4S announcement. I really don’t want a larger screen, because then it just doesn’t fit in a pocket as well. (A larger screen is what my iPad is for.) And since I’m still on my iPhone 3GS, I’ll be looking forward to the new-to-me form factor.

      1. There are plenty of smartphones with 4 inch screens and bodies virtually unrecognizable from the hardware footprint of the iPhone 4. Adding a half-inch to the screen size will not turn the phone into some HTC Android behemoth.

        And when Apple finally does jack the screen size up, probably next year, you’ll wonder why you ever worried about it when you put it in your pocket and fail to notice a difference.

        1. Personally, I think that a 4″ retina display would either have been expensive to the point of requiring a price increase, or too much of a battery hog to make it worthwhile. Apple has a history of leaving tech out of products that it deems as ‘not ready.’ If they are going to make a compromise, it’s better to leave feature A as it is, so that features B and C (Battery and Cost) remain flat or improve slightly, rather than improve A at the expense of B and C.

  3. You’re right, MDN.

    Dammit, I can’t get six more months out of my iPhone 2 $399 Feb. 2008.

    I’ve got to settle for a 4S.

    I’m NOT being sarcastic. The 5 is going to put me right back in the past that Ive been living in. Ah, some things never change.

    1. There’s always the new thing that is better, faster, sleeker, sexier, etc. than what you’ve got. Get over it and get a 4GS. It will be SOOOOOO much better than your iPhone 2G that you’ll forget it’s not the mythical iPhone 5, that rare creature only seen in quiet, hidden-away Chinese factories and dimly lit San Francisco bars.

  4. One metric people aren’t counting is that most iPhone users, at least in the U.S., are on 2 year contracts. So a new form factor every year really puts pressure on the carriers to offer some sort of upgrade (as what happened to AT&T) when the consumers aren’t entitled to an upgrade.

    Plus, all those new Verizon iPhone users might be a little upset that a new, glorious iPhone 5 was out there and they couldn’t get one without paying that new $350 early termination fee from VZ. This way they’re not as upset, and Apple didn’t have to spend the money developing and engineering a new case.

  5. If all that counted was the inside, there would’ve been no iPhone 4 redesign. Apple would’ve put an A4 chip, 5mp camera and Retina Display in the frumpy iPhone 3GS body and called it a day, cause it’s what’s inside that counts right?

    But that’s not the case (no pun intended).

    The outside does count, especially when it comes to Apple products. Call us spoiled but we simply sniffed a new and potentially better design (both the case and larger screen) and fell in love with the idea. Premature, perhaps. But let’s not pretend that part of what makes Apple stand out from the crowd is a beautiful exoskeleton. We’ve been trained to expect new, fresh design changes at a whim.

    1. Actually, Apple seems to be working to establish a two-year pattern to major external redesigns.

      Your argument boils down to “Apple should make pointless superficial changes to the exterior just to satisfy the insane expectations of people who follow Apple rumors”, which I simply can’t accept.

      1. I’ve said no such thing. The rumors are the egg, not the chicken. I’m explaining why people such as myself gave those rumors a high plausibility: because it seemed like the next big, evolutionary step in iPhone design and you can’t put it past a company like Apple to do an overhaul so soon.

        Now you are correct that a pattern has been established, but at the time having a larger screen and new casing was not so far fetched.

    2. Respectfully, if you look at ALL of Apple’s past history, about the only thing that gets upgraded in appearance that frequently is the iPod line. The laptops, desktops, and iPhones tend to run at LEAST 2 years between major appearance changes (and the Mac Pro is what, 7 years on the same case?). The iPhone 4 is barely a year old, and the ‘training’ based on the previous roll-outs (iPhone, 3G, 3Gs and 4) should have let everyone EXPECT that this would be an iPhone 4s.

      And finally, it’s a phone. No point changing the shape every year just to make it look different, if the current form factor works. That’s why most of the smartphones now look like an iPhone.

      But with all this attention to tech web blogs and media hype, I guess a year seems like an eternity these days.

      1. But you must factor in the 4 month delay from the usual iPhone launch time. It’s been 16 months now. This is mainly what fed the idea of a new design. It didn’t seem far fetched that changes were afoot when it took so long. If the iPhone 4S was released in June as per the usual cycle then there wouldn’t have been such a frenzy of speculation followed by disappointment.

    3. Last I checked, the iPhone 4 is the FIRST not to look like it’s predecessors. When did you get used to repetitively new designs? Yes, a new design would’ve been nice, but ONLY if it enclosed a truly redesigned device. The 4S is plenty enough of a change. And 2 versions isn’t much of a wait for a form change.

    4. Really? We expect fresh new design changes at a whim? I dont know about you, but I was expecting no new case, just minor updates. Iphone 4 was only introduced a little over a year ago. Its design was completely different than the 3gs and its form factor is still fresh and viable. Your reasoning stinks. If Apple had dropped the IP4 features into the 3gs case, then the form factor would have to have lasted well over 3 years (2 years from introduction of iphone 3 to iPhone 4 + an extra year until Iphone 4s) Funny that you say a “potentially better design”. What are you talking about, an iphone that looks like the iPad2? I think that would be a step backwards.

  6. Welcome to the Tim Cook era.

    Operationally supremely competant. Less media-savvy.

    Good at extracting as much profit as possible from a product. Less interested in new, better products. Those can wait.

    1. Gonna have to differ with you on that opinion. Nothing that happened in this product release would have been any different if Steve Jobs had delivered the announcement. This has all been scripted by Jobs anyways – it would be silly to think otherwise. If the products are not meeting our hoped-for release dates, it’s only because they can’t get them ready any faster than this and maintain the build quality and user experience they’re known for.

      And for what its worth, if you’ve followed Apple releases regularly, we’ve seen the same cycle of perceived ho-hum level releases for over a decade. Even Apple isn’t always blasting them out of the park.

      You won’t see the effects of Tim Cook on Apple culture until next year at the earliest (and likely not even then – this ship’s too big to turn that fast).

  7. It’s what’s inside people’s heads that really matters apple has never catered to media pressure nor does it respond to rumors. Apple delivers and puts it’s money where it’s products are – demand and sales speaks for themselves.

    MDN jumped the gin on the antenna issue first with knee-jerk hysteria they later regreted. My 1st day iPhone 4 has yet to experience antenna issues which were all proven to be ATT issues instead…..

    Since when does Apple defend themselves against idiot unfounded speculation MDN?… Apple is notorious for it’s secrecy and conservative guidance to anal- ists, if anyone wants to be wife the self sercing hype of anyone but Apple they do so at their own peril – surely MDN should know that and stick to fact only rather than fan popular indignant flames, which have lost thm many a credible reader and fan due to fanning political flames rather than diligent Apple newsworthy content.

    1. As opposed to seasons of 24, in which it’s the *odd* numbers that rock! The 4S will be my first iPhone, and I personally can’t wait – the camera and Siri are huge selling points for me, as I want to replace the old point-&-shoot and organise myself on the drive to work. Plus, as a teacher, I can see the Siri AI being a great aid for general knowledge in class.

  8. Manual correction of auto correction:

    It’s what’s inside people’s heads that really matters. Apple has never catered to media pressure nor does it respond to rumors. Apple delivers and puts it’s money where it’s products are – demand and sales speaks for themselves.

    MDN jumped the gun on the antenna issue first and before with knee-jerk hysteria they later regreted. My 1st day iPhone 4 has yet to experience antenna issues which were all proven to be ATT issues instead…..

    Since when does Apple defend themselves against idiot unfounded speculation MDN?… Apple is notorious for it’s secrecy and conservative guidance to anal- ists, if anyone wants to believe the self serving hype of anyone but Apple, they do so at their own peril – surely MDN should know that and stick to fact only rather than fan the popular indignant flames, which have lost them many a credible reader and fan due to their fanning political flames rather than publishing diligent Apple newsworthy content. Steve Jack- You are apparently just as given to human stupidity and populism as the masses.

  9. I keep up with quite a few Apple rumor websites, and every one of them were betting on NO iPhone 5 – ONLY the 4s – based on several sources. Apple seems to have a good reason for nearly everything that they do (or don’t do). In this case, any publicity (and there’s a ton) may be good publicity.

  10. There may be a bigger picture to loook at from Apple’s perspective. A new form factor would weaken their case against the copy cats.

    Also, Apple delivered a lot of new stuff which makes me wonder what the “let down” is about. Sound to me like the unmet expectation was more about the number ( 4S vs 5 ) than about the features.

    I strongly disagree with MDN’s critisism of Apples handling of the medias. Reacting too early, or at all, just gives the media bigger handles on the company. Their next insanity would only be worst than the previous one. Bottom line is that the iPhone 4 is still in great shape despite all the hater crap. Apple wins.

  11. “That the overly-inflated expectations were not caused by Apple is meaningless”. How childish can consumers (and article writers) really be? It’s not Apple’s job to tell you “we never announced or even insinuated such a device” (especially when this has ALWAYS been the case with Apple……like a 4G iPhone 4). As adults, it’s our responsibility to keep our imaginations in check. Grow up. Quit whining. iPhone 4S is awesome and will still outsell EVERY other smartphone out there.

  12. calling for more rumors, calling for more rumors!

    My take, after thinking about it a little after the media event was that I started out a bit disappointed, followed by satisfaction that the 4s hardware was a good business decision. Then I watched the video of the entire presentation and now I am all fired up! The guts of the hardware, 5, iCloud, and Siri more than make up for the lack of a new skin.

    Even better, I don’t usually buy new hardware until it has been out for awhile to make sure all the kinks are worked out, but I don’t have that concern with the 4s. I am looking at the 4s as the perfected and supercharged 4.

    As an investor I am very happy knowing that the production lines, already set up and producing the 4, should make a smooth transition to producing 10s of millions of the 4s model. We should not see the same problems with ramping up production to meet demand as with an entirely new design.

  13. Wow! So, MDN is loading up its orders for the disappointing 4S while trashing Apple arrogance in believing the media hysteria raising expectations for redesigned iPhone 5 (which is basically ready to go and will as soon as they can make the battery last) could be ignored. To say nothing of Tim’s empty jeans. With their horde of cash, none of this matters to anyone except Steve Jobs who must be saddened that he lived long enough to see his change-the-world dream come to an end.

  14. Ok, all this doesnt matter. The people that were going to buy iPhone still will, and those that wont, will not. Nothing changes. Why? Because the competition has done nothing that makes me want their phone more than the one I already wanted. And that goes for both iPhone and Android lovers. Its the same deal.

    If anything, the major announcement was the 3GS going to zero dollars. People gonna snap those up just to say they have iPhone.

  15. This “disappointment” factor pumped up in the blogosphere (including dopey mainstream news vehicles) will not harm overall sales any more than “antennagate” did. Consumers will, again, respond far more positively to television commercials, hands-on experience at an Apple store, word of mouth, and better critical thinking skills than the goddamn pundits. So there!

  16. First of all, Apple never comments on unreleased products — WE ALL KNOW THIS!!!

    Second, Apple responded to antennagate because it was a shipping product!

    See the pattern there?

    “It’s THE perception that’s the problem.”
    Uh no. It’s YOUR perception that is the problem.

    What are you, 5 years old?

  17. My humble take on Apple’s strategy:

    — Apple could easily have called it a 5 and gave it a cosmetic rebuild but didn’t.
    Why?

    — Apple is trying to get all the price segments. Android survives on the bargain hunters.
    A lot of bargain hunters instead of going for a cheapo Android will look at the $99 iPhone 4 now (hey it’s still cool right as it’s RELATED to the top of the line 4s?) Calling the new phone 5 would have made the 4 look old — and bargain hunters won’t buy the more expensive ‘5’. This way it’ll help sell a ton of $99 iPhone 4s.

    Remember the $49 3GS — an old phone — was in the last few quarters the second best selling smartphone in the U.S after the iP4.
    Now apple has a complete line up from 0 for the 3GS to the top end 4GS with the $99 4 at the bargain sweet spot. (I tell you the android OEMs are not happy this morning).

    The 4 at $99 might actually be quite profitable for apple as it has lower specs.

    — Having a case redesign two years apart (like many cars now) means: people are happy buying an iPhone as it doesn’t get dated too quickly. Two years is the length of most contracts.

    Because iPhone is sold in such vast quantities around the world two years eases the complex control supply and manufacturing chain Already Apple is having trouble getting enough screens etc. Ramping up every year to a different spec might be hard.

    Controlling this build and supply chain issues is one of the reasons why apple with a small phone market share controls 66% of the profits (and I’m counting Dumb phones as well). The other guys although selling their top end at iPhone prices have whacked their margins by building bonks of models with frequent changes etc.

    Yes the techy fans are disappointed (I’m somewhat disappointed) but looking at rationally (and as a aapl investor) I can see where Tim Cook is coming from. Tim the brilliant manager is training people to the 2 year case upgrade cycle and leaving no gaps in the price line.

    Yet there is enough sizzle (way faster, SIRI etc) in the new 4S that people will still buy tons of them.

    AND
    apple STILL has the 5 Card to play next year…

    Apple was lambasted streamlining the Mac line, going intel, not going into net-books etc but Apple walks to its own drum and to its own (usually winning) logic.

  18. @Bizlaw – I agree completely with you regarding the size of the iPhone 4S the same as the iPhone 4. For everyone who was disappointed that the iPhone wasn’t larger there would have be 10x that number that would have disappointed that the iPhone 4S would have been larger and heavier.

    As far as the complaint that the design was not different, you may have to accept the theory that it may never be substantially different. The reason is that the antennae system (that metal band) would have to be redesigned entirely at great expense. This would cause delays due to retooling. Apple has been having trouble in supplying the iPhone 4 as it is, so why do something superficial that would harm your ability to meet consumer demand? As an Apple stockholder, I would rather see them keep the cost down to the consumer and Apple’s profit margins up.

  19. I think Apple don’t give a hoot about the occasional disappointed response to their product announcements. In fact, I believe the company anticipates it. It keeps Apple on the front pages and it all adds to ratcheting up expectations for the next event – when a product launch will likely have a genuine ‘wow!’ factor.

    As any psychologist will tell you – the occasional ‘down’ only intensifies the ‘ups’.

  20. The iPhone is 960×640 resolution – the web is engineered for 960×640 – not for 800×480 – who wants a low resolution 4.5 inch screen that cuts off 99% of websites. I’m pretty impressed to be getting the A5 and a gig of RAM 1080p video camera with image stabilization and 9 hours of talk time. If can sell my iPhone 4 online for more than the 64GB iPhone 4s – try that with a POS android. A measure of how well engineered the iPhone is, is that it holds resale value whereas Android phones do not.

  21. I wish people would get real. The evidence was all there to see before the event: Apple was not offering a live video stream of the event.

    If there was a new design, the event would have been streamed live as has happened with all other new design launches. This time however no stream = no new design.

    Everybody knew the next iPhone was going to house the A5 from iPad 2. We all pretty much new the 8MP camera from Sony was going into it (I think I’m right in saying Sony confirmed the 8MP sensor for Apple some time ago).

    The iPhone 4 as SJ said on launch is like an old Leica, beautifully made. Leica has changed the design of every version of it’s rangefinder, yet at first glance, all Leica’s look the same until you stop and look carefully for the subtle design changes.

    iPhone 4 is no different. It is a beautiful piece of design and build quality, so why not keep it around a bit longer? The 3Gs is still a current model and still selling well.

    iPhone 4s is just like the 3Gs, a speed bump internally, just like Nikon do with their cameras (think D3 to D3s or D300 to D300s – same exterior but faster more capable internals). Apple did the right thing here. I don’t care if people notice my iPhone and go ‘WOW’, I’d rather they didn’t notice at all, less chance of being mugged and having the phone stolen.

    iPhone 5 will come next year, it will be true 4G LTE once the networks have established a 4G network with decent coverage. It will be a new design, with a larger more impressive screen.

    Get real people, I don’t hear you complaining the MacBook Air is basically the same design as the first model or the MacBook Pro has been around for too many years without a major design change. Don’t even get me started on the Mac pro which is basically in the same box as the PowerMac G5, with only an extra drive bay door to tell them apart externally.

    The iPhone 4s is a significant and welcome upgrade to the iPhone. Like it or lump it, it’s all that’s on offer from Apple at present. If you don’t like it, don’t buy it (smaller queues for me to deal with on launch day!!!)

  22. There was no need for an event. So much was a rehash of June’s WWDC announcements. It was a dead bore.

    In fact, Apple’s entire line-up is now a bore. Either Apple is unable to get over their one trick pony or, they’re taking a breather because the economy is poor and they’re going to reinvent their line-up starting in 2012.

    The iPod, iPhone and iPad are from the one well of innovation. Steve Jobs made that clear that the iPad was actually first and then put on the back burner to start with the iPhone. That’s why the iPad’s look didn’t change, really. It was just a big iPhone. Apple thinning their product line is no big deal really. They just had stupid competitors which will rectify that in 2012-2014 with the Ultrabook. And with the Ultrabook to be both notebook and tablet on a thin MacBook Air design, it will pound away at the underwhelming iPad 3. Throw in the fact that prices will be about 50% cheaper than the MacBook Air, Apple’s growth in notebooks will recede very, very quickly.

    I’m one that isn’t thrilled with my iPhone’s cell phone quality. My old ugly moto flip phone was 3x better in sound quality and reception. But, there’s hope for 2012-2013 I suppose.

    It’s just the whole Apple movement that was once exciting is so boring now. iTunes really sucks and only hope that someone in the universe could challenge Apple next year. It might push Apple to wake up.

    We may just have to get used to boring and Apple playing it safe like large companies do over time. Because one goof will have their sky-high stock cut by 30-40% in a heartbeat. And with Samsung rolling up their sleeves and Wintel waking up, Apple’s incredible rise to glory will begin their long slide down.

    Apple didn’t license Mac OS and paid the price in the 90’s and Steve did it again with iOS. Excuses, excuses, excuses. It’s the very same mistake and history is about to repeat itself.

  23. Where is unlocked phone, 4G and/or LTE. Without these this is just an overpriced iPhone 4 that no one will buy. Everyone will wait for more features (iPhone 5) that justify the higher price.
    “World Phone”; you cannot put in a pay-as-you-go SIM card, you must use the phone in roaming with your AT&T SIM card which ends costing a lot of money and by the way if you have a CDMA phone you will be calling on 3G in countries that are GSM only. If you travel a lot around the world and have a friend or relative in countries that only allow iPhone to be sold unlocked, have them buy one and then send it to you. All you have to do is slip in your micro SIM from your iPhone 4.

  24. Folks set themselves up…Apple cares about you, but not about what you think…they are in a position to not care what anyone thinks. Common sense says that iPhone 6 and 7 can’t have the same Wow factor that 5 will have…LTE/4G has some growing to do…and competition doesn’t require an iPhone 5 in October.
    Also, Apple wants you people to buy an iPad before Christmas and then an iPhone 5 in June and an iPad 3 before next Christmas…few will do both before Christmas, but many in the upgrade window will upgrade to the 4S…pretty easy to be common sense…so holler all you people want. Development cycle wow factor has to be stretched at this point, just like the OS, and competition is not creating any rush to push it. June is iPhone 5, and the hype will be even greater…and Apple will have time to make the device even greater….so there! Keep on listening to yourself holler!

  25. How typical…
    We judge phones just we judge people…
    Looking at the outside… not on the inside.

    This whole disappointment thing just demonstrates how ‘shallow’ we are with our ‘perspective.’ The new Siri ability and the other enhancements have turned this into a SUPER 4… or a 4S!

    Count your blessings as Apple and their stock holders will count their profits!

    1. Hurry up and count because by 2015 Apple will be number 3 on Phones and number 6 or 7 on computers. The countdown begins in Q4 2012. Cook couldn’t inspire a chip monk. The cult is dead, long live the cult. Ah, screw the cult.

  26. Steve Jobs: A class act, second to none.

    The brightest light on earth just went out.

    Thank you Steve for lighting the world in every respect and measure.

    Privileged we were to have shared you, your vision and the journey, privileged we are to have your achievements, exemplary human contribution and inspiration with us forever.

    What a loss.

    Shine on you crazy diamond.

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