“Analysts at Goldman Sachs Group said Monday Apple Inc. may roll out a thinner iPad with a built-in camera and mini-USB drive by June, later than some others have projected,” Cromwell Schubarth reports for The Silicon Valley / San Jose Business Journal.
“Sales of tablet computers from Apple and others could reach 16 million units this year and 35 million in 2011, Goldman Sachs projected,” Schubarth reports.
MacDailyNews Take: Yeah, right, “and others.” Puleeze. 15,999,996 iPads and four non-Apple tablets to the Ballmer household.
Schubarth reports, “Apple sold more than 3 million iPads in the 80 days after they were introduced in April, instantly becoming one of its best-selling products.”
Full article here.
Guess that means Goldman is short on Apple. Or maybe not? You never know what side Goldman is actually playing. The sad thing is that people like me waste time reading their prognostications, hoping that perhaps once there will be some grounding for it other than pure speculation.
Guess that means Goldman is short on Apple. Or maybe not? You never know what side Goldman is actually playing. The sad thing is that people like me waste time reading their prognostications, hoping that perhaps once there will be some grounding for it other than pure speculation.
Goldman Sachs…Now that name rings a bell..
Goldman Sachs…Now that name rings a bell..
Which school, city or country is going to get screwed this time?
Which school, city or country is going to get screwed this time?
Until June ?
Apple will not sit in a rocking chair. Facetime alone is going to be a big push for an update to the iPad architecture. The iPad is not going to lag the iPhone by such a large chunk of time.
Until June ?
Apple will not sit in a rocking chair. Facetime alone is going to be a big push for an update to the iPad architecture. The iPad is not going to lag the iPhone by such a large chunk of time.
No big-name analyst can allow themselves to be exuberant about Apple (or any other company for that matter), because, regardless of merit, nobody would take them seriously. They must tone down any optimism, since the entire planet is in a financial crisis, so by default, it is simply impossible that any one company could be doing that well.
This also applies to reporters covering these analysts, such as this Shubarth fellow from San Jose Business News. Not one single sentence is completely correct, but just vaguely close to being correct:
“Apple sold more than 3 million iPads in the 80 days after they were introduced in April, instantly becoming one of its best-selling products.”
It is not one of its best-selling products; it is THE best selling product of all time. Not Apple, and not anyone else, has ever sold a product in such numbers so quickly.
It is really annoying when, in a rush to meet a deadline, everyone just goes into the CYA mode (cover-your-ass), rather than do a bit of googling and actually verify the numbers, so that they can say it correctly.
There are very, very few publications today that still have fact checkers on staff.
No big-name analyst can allow themselves to be exuberant about Apple (or any other company for that matter), because, regardless of merit, nobody would take them seriously. They must tone down any optimism, since the entire planet is in a financial crisis, so by default, it is simply impossible that any one company could be doing that well.
This also applies to reporters covering these analysts, such as this Shubarth fellow from San Jose Business News. Not one single sentence is completely correct, but just vaguely close to being correct:
“Apple sold more than 3 million iPads in the 80 days after they were introduced in April, instantly becoming one of its best-selling products.”
It is not one of its best-selling products; it is THE best selling product of all time. Not Apple, and not anyone else, has ever sold a product in such numbers so quickly.
It is really annoying when, in a rush to meet a deadline, everyone just goes into the CYA mode (cover-your-ass), rather than do a bit of googling and actually verify the numbers, so that they can say it correctly.
There are very, very few publications today that still have fact checkers on staff.
Goldman Sachs is officially retarded if they believe Apple will wait until June to update the iPad.
Goldman Sachs is officially retarded if they believe Apple will wait until June to update the iPad.
It’s time to get the “big-name analysts” out of our lives and let them worry about being unemployed. They are now threadbare window-dressing for highly sophisticated Hedge Fund computerized Trading systems and devious investment bank Vice Presidents.
It’s time to get the “big-name analysts” out of our lives and let them worry about being unemployed. They are now threadbare window-dressing for highly sophisticated Hedge Fund computerized Trading systems and devious investment bank Vice Presidents.
All the current mobile Apple products (iPods, iPhone) have settled into a one-year refresh cycle. In the history of Apple’s products, there were very few instances when an existing product was refreshed before a full year was up (iPod Mini comes to mind as such an exception).
So far, iPad has been a record-breaking runaway success, and continues to be a problem for Apple’s supply chain. They have absolutely no reason to force an update to it sooner than June. If they did, early adopters would feel somewhat foolish for jumping onto the first version, when for the same money, second, better one came out just a few months later.
The only possible reason for an early refresh would be if competition suddenly picked up and began making meaningful inroads. It would have to me much more meaningful than Android is in the smartphone space, though, since it is obvious that Android has had no impact on the iPhone refresh cycle, and is likely NOT to have any impact on that cycle in the future.
We’ll have to wait and see, but I’d be surprised if Apple came out with an iPad 2.0 before end of May.
All the current mobile Apple products (iPods, iPhone) have settled into a one-year refresh cycle. In the history of Apple’s products, there were very few instances when an existing product was refreshed before a full year was up (iPod Mini comes to mind as such an exception).
So far, iPad has been a record-breaking runaway success, and continues to be a problem for Apple’s supply chain. They have absolutely no reason to force an update to it sooner than June. If they did, early adopters would feel somewhat foolish for jumping onto the first version, when for the same money, second, better one came out just a few months later.
The only possible reason for an early refresh would be if competition suddenly picked up and began making meaningful inroads. It would have to me much more meaningful than Android is in the smartphone space, though, since it is obvious that Android has had no impact on the iPhone refresh cycle, and is likely NOT to have any impact on that cycle in the future.
We’ll have to wait and see, but I’d be surprised if Apple came out with an iPad 2.0 before end of May.
So, Vatadoro, if I were you, I wouldn’t hold my breath.
So, Vatadoro, if I were you, I wouldn’t hold my breath.
Wouldn’t it be nice for future iPads to be able to run um-tethered? I mean you can’t even run it without first plugging it into a mother-ship computer.
Wouldn’t it be nice for future iPads to be able to run um-tethered? I mean you can’t even run it without first plugging it into a mother-ship computer.
I agree there coming out in june. I also think MacOS 10.7 might come out around then. (at least I hope so)
I agree there coming out in june. I also think MacOS 10.7 might come out around then. (at least I hope so)
I wouldn’t be surprised. iPad is just coming to mass retailers like Target and expanding to all Best Buy. Yes, this is in time for holiday sales (1st Q fiscal Apple), but I don’t think anyone would be happy if a new iPad came out in 3-4 months after the new year, when all those shiny, new iPads suddenly look obsolete.
Also, Apple must consider it’s supply chain, as well as product release dates. It seemed that April would become the iPad window, as June is for iPhone and Sept is for iPod. But perhaps Apple will push iPad to June and move iPhone to the match the iPod window.
Currently, it’s bit confusing as iOS4 isn’t out yet for iPad. This should be synced, along with new features, next year. Otherwise, Apple will have too much consumer confusion. Just like my terrible post.
I wouldn’t be surprised. iPad is just coming to mass retailers like Target and expanding to all Best Buy. Yes, this is in time for holiday sales (1st Q fiscal Apple), but I don’t think anyone would be happy if a new iPad came out in 3-4 months after the new year, when all those shiny, new iPads suddenly look obsolete.
Also, Apple must consider it’s supply chain, as well as product release dates. It seemed that April would become the iPad window, as June is for iPhone and Sept is for iPod. But perhaps Apple will push iPad to June and move iPhone to the match the iPod window.
Currently, it’s bit confusing as iOS4 isn’t out yet for iPad. This should be synced, along with new features, next year. Otherwise, Apple will have too much consumer confusion. Just like my terrible post.
Mni USB drive? No way.
Also, Apple updates the iPhone in June. It can’t handle 2 major product updates in the same month.
Mni USB drive? No way.
Also, Apple updates the iPhone in June. It can’t handle 2 major product updates in the same month.
This rumor make some sort of sense, because Apple will try to harmonize new hardware releases with new software releases – so iPad 2 together with iOS 5 at the end of June is more than likely.
iOS 4.2 in November is too soon and the wrong season for a major revision with new processors, retina display and stuff like that but maybe Apple surprises with a silent update with minor improvements like double the RAM to 512 MB, add the gyro sensor to the prearranged space on the mainboard and add a webcam. All these components make only sense with iOS 4 an add only a few dollars to the calculation.
And there is another evidence for my theory – the interims november update will be exactly in the middle of the April 2010 to June 2011 period.
This rumor make some sort of sense, because Apple will try to harmonize new hardware releases with new software releases – so iPad 2 together with iOS 5 at the end of June is more than likely.
iOS 4.2 in November is too soon and the wrong season for a major revision with new processors, retina display and stuff like that but maybe Apple surprises with a silent update with minor improvements like double the RAM to 512 MB, add the gyro sensor to the prearranged space on the mainboard and add a webcam. All these components make only sense with iOS 4 an add only a few dollars to the calculation.
And there is another evidence for my theory – the interims november update will be exactly in the middle of the April 2010 to June 2011 period.
“It is not one of its best-selling products; it is THE best selling product of all time. Not Apple, and not anyone else, has ever sold a product in such numbers so quickly.”
Unless you count things like the Harry Potter books, the seventh of which sold 15 million copies in its first 24 hours….
“It is not one of its best-selling products; it is THE best selling product of all time. Not Apple, and not anyone else, has ever sold a product in such numbers so quickly.”
Unless you count things like the Harry Potter books, the seventh of which sold 15 million copies in its first 24 hours….
I see an interim update that adds a FaceTime camera early in 2011 and after that a more significant update with thinner chassis, maybe smaller version later in 2011.
Apple shouldn’t rest on their laurels.
I see an interim update that adds a FaceTime camera early in 2011 and after that a more significant update with thinner chassis, maybe smaller version later in 2011.
Apple shouldn’t rest on their laurels.
Goldman is playing both sides. All day long. Every day.
This is the era of nano-second trading.
Goldman is playing both sides. All day long. Every day.
This is the era of nano-second trading.
No way.
Apple has a big lead and intends to keep it.
Maybe not before Christmas as I would have hope but definitely by the 1-year anniversary. You can bank on that.
No way.
Apple has a big lead and intends to keep it.
Maybe not before Christmas as I would have hope but definitely by the 1-year anniversary. You can bank on that.
…”Unless you count things like the Harry Potter books, the seventh of which sold 15 million copies in its first 24 hours….”
I believe he was referring to consumer electronics, where the previous notable products range from RAZR to Nintendo DS, to Sony PSP, all of which were eclipsed by Apple’s devices.
I don’t think any product out there could ever outsell Harry Potter books…
…”Unless you count things like the Harry Potter books, the seventh of which sold 15 million copies in its first 24 hours….”
I believe he was referring to consumer electronics, where the previous notable products range from RAZR to Nintendo DS, to Sony PSP, all of which were eclipsed by Apple’s devices.
I don’t think any product out there could ever outsell Harry Potter books…
…”Apple shouldn’t rest on their laurels.”
Do you really think it needs to be said?? When did ever Apple rest on their laurels?
Apple never tried to milk a product for whatever its worth before doing a refresh (well, maybe Mac Pro, or Studio display…), but mainstream consumer devices were always on an annual refresh. A cycle shorter than a year is unnecessary.
…”Apple shouldn’t rest on their laurels.”
Do you really think it needs to be said?? When did ever Apple rest on their laurels?
Apple never tried to milk a product for whatever its worth before doing a refresh (well, maybe Mac Pro, or Studio display…), but mainstream consumer devices were always on an annual refresh. A cycle shorter than a year is unnecessary.
My iPad 2.0 Wish List
• Forward-facing camera
• Retina Display
• SD card slot
• MULTIPLE USERS
My iPad 2.0 Wish List
• Forward-facing camera
• Retina Display
• SD card slot
• MULTIPLE USERS
I just double-checked the ship date of the original iPad, which was April 8, and it was announced earllier in the year. Given product refresh cycles with Apple, typically, the company keeps to a consistent set of approximate dates. My hunch is that components such as the completion of the Cortex A9 and related key items could in part drive the launch.
In the case of the Blackberry “we stole from Apple’s Playbook”, their hinted-at date is more likely based on when they think they can actually ship a working product. Yesterday’s hype by RIM was slideware – it’s likely that their OS is still in Alpha stage, and viewers were shown no working prototype, just a nifty multi-media presentation.
I think Apple has more discretion on when it chooses to roll-out generation 2 of the iPad. So count me among the optimists that June would be the extreme delivery date for the next version of the iPad. Personally, I believe it will be much sooner than that.
Most analysts could not hit the broadside of a barn…
I just double-checked the ship date of the original iPad, which was April 8, and it was announced earllier in the year. Given product refresh cycles with Apple, typically, the company keeps to a consistent set of approximate dates. My hunch is that components such as the completion of the Cortex A9 and related key items could in part drive the launch.
In the case of the Blackberry “we stole from Apple’s Playbook”, their hinted-at date is more likely based on when they think they can actually ship a working product. Yesterday’s hype by RIM was slideware – it’s likely that their OS is still in Alpha stage, and viewers were shown no working prototype, just a nifty multi-media presentation.
I think Apple has more discretion on when it chooses to roll-out generation 2 of the iPad. So count me among the optimists that June would be the extreme delivery date for the next version of the iPad. Personally, I believe it will be much sooner than that.
Most analysts could not hit the broadside of a barn…
My (moderately) realistic ipad wish list:
1 osascript
2 xcode (using provisioning profiles that u have to pay $100 a year to get)
3 finder
My real ipad wish list
MacOS (and I don’t care if it’s slower then windows I would use it on a desktop even if it were slower then windows so on a tablet that would just be epic) maybe version 11 and with support for using ios apps as dashboard widgets (and yes I actually use the dashboard)
unfortunately I don’t think that I’ll get ether (maybe it’s time to email apple)
My (moderately) realistic ipad wish list:
1 osascript
2 xcode (using provisioning profiles that u have to pay $100 a year to get)
3 finder
My real ipad wish list
MacOS (and I don’t care if it’s slower then windows I would use it on a desktop even if it were slower then windows so on a tablet that would just be epic) maybe version 11 and with support for using ios apps as dashboard widgets (and yes I actually use the dashboard)
unfortunately I don’t think that I’ll get ether (maybe it’s time to email apple)
@ Stephen
You better email to Microsoft – they have a passion for stupid ideas.
@ Stephen
You better email to Microsoft – they have a passion for stupid ideas.
In this case an accelerated schedule of new features and or models might be a good idea for Apple.
They have an advantage now but there’s soon going to be a slew of copycat wannabes.
Apple should leapfrog these losers and cement this lead.
In this case an accelerated schedule of new features and or models might be a good idea for Apple.
They have an advantage now but there’s soon going to be a slew of copycat wannabes.
Apple should leapfrog these losers and cement this lead.
analysts are always wrong. If they say June it will never come in June.
analysts are always wrong. If they say June it will never come in June.
Know one knows how many iPads Apple can sell because Apple can’t make them fast enough. Apple hasn’t started selling in every country yet. Apple hasn’t put FaceTime on the iPad yet!!!!! Apple hasn’t put the FaceTime camera in the hole in the existing frame yet!!! Apple hasn’t released the Windows version of iChat with FaceTime yet. Apple is REALLY TAKING THEIR SWEET TIME ON THE SOFTWARE! HELLO Mr. Jobs. At least put FaceTime on the iChat in the Mac.
Know one knows how many iPads Apple can sell because Apple can’t make them fast enough. Apple hasn’t started selling in every country yet. Apple hasn’t put FaceTime on the iPad yet!!!!! Apple hasn’t put the FaceTime camera in the hole in the existing frame yet!!! Apple hasn’t released the Windows version of iChat with FaceTime yet. Apple is REALLY TAKING THEIR SWEET TIME ON THE SOFTWARE! HELLO Mr. Jobs. At least put FaceTime on the iChat in the Mac.
If there is nothing remotely comparable from the competition, this is possible.
However, I think Apple has a nice annual release schedule going…
March-April = iPad refresh and related news
June-July = iPhone refresh and related news
September = iPod, Apple TV, iTunes, and related news
New Macs with no particular timing (except maybe “Back to School”)
Apple can use the above schedule to maintain excitement and stay “in the news” throughout the year (not that Apple has any problems with getting media attention). Also, March-April and June-July are particularly useful because Apple can adjust the release (by one week) to the beginning or end of those respective quarters, depending on where Apple wants the surge of initial weekend revenue to fall.
If Apple delays new iPads to June, it takes attention away from the new iPhone release (or the new iPhone release takes attention away from the new iPad release). So it seems unlikely and a bad idea.
If there is nothing remotely comparable from the competition, this is possible.
However, I think Apple has a nice annual release schedule going…
March-April = iPad refresh and related news
June-July = iPhone refresh and related news
September = iPod, Apple TV, iTunes, and related news
New Macs with no particular timing (except maybe “Back to School”)
Apple can use the above schedule to maintain excitement and stay “in the news” throughout the year (not that Apple has any problems with getting media attention). Also, March-April and June-July are particularly useful because Apple can adjust the release (by one week) to the beginning or end of those respective quarters, depending on where Apple wants the surge of initial weekend revenue to fall.
If Apple delays new iPads to June, it takes attention away from the new iPhone release (or the new iPhone release takes attention away from the new iPad release). So it seems unlikely and a bad idea.
April.
Goldman Sucks is ignorant.
April.
Goldman Sucks is ignorant.
Well, how often does Apple update their MacBook and other computer products ?
Why does everyone assume the iPad will follow the iPod and iPhone annual update model ? Just because iPad is a giant iPod touch ? They may be smart to wait. A Facetime add-on kit for the current iPad would provide decent income to Apple and satisfy the need for Facetime hungry iPad users.
Well, how often does Apple update their MacBook and other computer products ?
Why does everyone assume the iPad will follow the iPod and iPhone annual update model ? Just because iPad is a giant iPod touch ? They may be smart to wait. A Facetime add-on kit for the current iPad would provide decent income to Apple and satisfy the need for Facetime hungry iPad users.
OK but no later. I’m visiting my parents in Canada next summer and need iPad v2 with front camera available in store!!!
OK but no later. I’m visiting my parents in Canada next summer and need iPad v2 with front camera available in store!!!