With three weeks left before the promised ship date of OS X Leopard, the long-awaited and much-delayed sixth major update of Apple’s (AAPL) flagship Macintosh operating system, Piper Jaffray’s Gene Munster is already calculating its impact on the company’s revenue stream.
In a note to clients issued this morning, Munster observes that OS X Tiger, Leopard’s predecessor, was also released at the end of the first month of a fiscal quarter (April 29, 2005 vs. Oct. 26, 2007). He writes:
At that time, the OS X installed base was 12 million and Tiger sales added $125 million to the quarter. The Mac OS X installed base is now approximately 23 million, so we expect Leopard to add approximately $240 million to the Dec. 2007 quarter. This assumes similar uptake rates to the Tiger launch, which saw 15% of the user base upgrade in just 6 weeks (eventually 66% of the user base upgraded to Tiger).
Looking ahead to the next Macworld, Steve Jobs’ favorite venue for announcing new products, Munster anticipates one of two possiblities:
- a multi-touch PDA slightly larger than an iPhone (which some are calling the new Newton)
- an ultra-portable Mac that’s smaller than the smallest MacBook (which AppleInsider has dubbed the ThinBook)
“If Apple launches a new product at MacWorld in January,” Munster writes, “we believe it will likely fall into one of these two categories.”
Written by philiped on October 8th, 2007 with no comments.
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At San Francisco’s Moscone Center West, Apple CEO Steve Jobs today met every bit of speculation that fans of the iPod had thrown in his direction in the week leading up — and then some.
The biggest news of the day is the iPod Touch, a virtual twin of the iPhone that eschews phone features and ramps up the multitouch multimedia features. The Touch carries a 3.5 inch screen on a body only 8 mm thick — even thinner than the iPhone. The device has 8 or 16 GB of storage and will sell for $299 or $399.
In a very surprising move, however, the device keeps the iPhone’s WiFi antenna and Safari web browser. It offers almost the full capabilities of an iPhone without the need for an AT&T account. In all likelihood, VoIP calling could be enabled with a microphone accessory, making this a true phone replacement for the adventurous. I had thrown this out as a possibility last week and dismissed it as cannibalizing iPhone sales too much. This is one gutsy move by Apple.
The device can even purchase songs and videos directly from a new WiFi-based iTunes Store that will now also be available to iPhone users. Anything purchased from the store syncs back to users’ computers. All content costs the same as it does on the full store, and everything available through the traditional iTunes store can be purchased from the WiFi store. Perhaps most bafflingly, Apple has a new partnership with Starbucks that will allow iPhone and iPod Touch users to press a fifth button in Starbucks stores to find out which song is playing in the store and instantly download it to their device if they like it. Users can see the last 10 Starbucks songs. Starbucks chairman Howard Schultz joined Jobs on stage for the announcement. Wifi iTunes Store connectivity is free at Starbucks — but not to the wider Internet, which will require a T-Mobile Hotspot account.
Jobs also announced the iPod classic, a revamp of the original iPod in a metal case at 80 GB and 160 GB, selling for $249 and $349 for those with bigger storage demands; oddly squat video iPod nanos at 4 and 8 GB for $149 and $199; color iPod shuffles at 1 GB in a (product) RED configuraiton; and 99-cent ringtones for iPhone.
All images via GadgetLab
Written by Petemortensen on September 5th, 2007 with no comments.
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