BofA: Apple announcement’s highest probability is video iPod, maybe a new phone or enhanced Mac mini

“Banc of America maintained a ‘buy’ rating and $56 price target on Apple Computer following the company’s announcement of an upcoming product launch date. Apple is slated to launch new products on Oct. 12 in San Jose. Banc of America said product possibilities include an iPod with video capabilities, a new phone with virtual wireless network capabilities, and an enhanced Mac Mini. ‘We believe a video iPod is the highest possibility before year-end,’ said the firm,” Maya Roney reports for Forbes.

Full article here.

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Leaked Apple ‘iPod video’ spy photos? – October 05, 2005
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Apple invites media to ‘One More Thing’ special event on October 12 – October 04, 2005
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21 Comments

  1. If Apple does introduce a video iPod, they may do it without a supporting video store.

    Greater iPod sales translates to greater iTMS sales, which increases Apple’s bargaining position.

    The video iPod could be a stealth move to solidify Apple’s domination of portable music players and downloadble music. It would also increase iPod average selling price and help Apple measure demand for an onlilne video service.

    MW = purpose, as in, “the purpose of a video iPod is to strengthen Apple’s position in music”.

  2. Apple is very good at integrating vertical markets. Mac, iTMS, iPod all form a close to perfect vertical market. Apple doesn’t have a phone, but they might be working one one, however to meet the vertical market model they would also need a network. Cingular? Maybe. What other vertical markets are out there?

    Space elevators. The ultimate vertical market. Some analysts say there’s no market for space elevators. Look what the iPod did for MP3 players. I think Apple could crack the space elevator market WIDE open.

    Whatever it is that Apple unleashes on us (demon spawn?) there will soon be a very big market where there was none before.

  3. Gregg, I don’t think putting out a video player with no content will be a good idea. Apple doesn’t want to leave that door wide open for other content providers. Who would buy a video ‘Pod without content? You would I guess, but you know how to pull video in and compress it from a live source, or use bittorrent.

  4. Yeah, or maybe a popcorn popper! Bank of America clearly has no clue. Talk about talking a sawed-off shotgun approach to prediction.

    I need to get myself a highly-paid technology analyst gig at a bank like that.

  5. Oh Lawdy, help this troubled soul. I can’t take any more of this.

    Does anybody know of a MDN 12 Step program or support group.

    “Hello, my name is iDon’t and and and I’m a MDN addict. Because of MDN I’ve lost my self respect. I turn tricks just to get on the internet. There I said it. I feel so much better now.”

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