Piper Jaffray analyst sees ultra-portable Mac, 16GB iphone, iTunes movie rentals at Macworld Expo

Piper Jaffray analyst Gene Munster, in a note to clients today, outlines his expectations for Macworld Expo announcements.

Apple CEO Steve Jobs is scheduled to deliver his Macworld Conference and Expo keynote presentation in San Francisco on Tuesday, January 15, 2008, 9:00-10:30am PT.

Munster thinks that Apple could bump iPhone up to 16 GB while keeping the price at $399. It’s too early for the next-gen iPhone featuring 3G, the analyst says. Look for it in “May or June 2008.”

Munster expects updates throughout the varied Mac desktop and portable lineups along with an ultra-portable Mac featuring 64 GB of NAND Flash storage and an 11- to 13-inch screen and perhaps multi-touch capabilities to be priced somewhere between the entry level MacBook price ($1,099) and the entry level MacBook Pro price ($1,999).

“We also expect Apple to announce new content partnerships with one or more movie studios, which may involve the launch of iTunes movie rentals,” Munster writes. “We believe there is a 50% chance the download service is announced at Macworld, and a 90% chance by mid 2008.”

[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]

24 Comments

  1. Yeah, where the hell are the new Pros? We’ve seen four revisions of the Macbook and three (or is it four) of the Macbook Pro since the Pro was announced in August of 2006. Now there’s yet another laptop?! Jeez!

  2. having an ultra portable macbook isn’t entirely revolutionary or eye-catching. It’s just like an upgrade between the different generations of iPods.

    The mac-tablet is something I’m looking out for.

  3. Looks like it’s time to start manipulating the stock again.
    I predict a sharp increase in “expectations and prognostications” about new Apple offerings that “must” appear at MacWorld SF.
    The stock will run up to $225 / share, only to crash immediately following the MacWorld Keynote as ‘analysts’ reap cash jumping from the long to the short line just ahead of the rest of us.

  4. 7over – If the new high will be 225 then the new low will probably be around 200. Apple shares always bounce up and down, but for now the trend is going up. Once the market adjust to the higher new low then the next high can be set.

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