Thursday, November 19, 2009
The Apple Tablet Is Delayed? So What?
Apple has reportedly decided to postpone the launch of its rumored tablet/slate until the second half of 2010. That’s the latest rumor from the occasionally reliable Digitimes, which claims that the device’s original March 2010 debut target became untenable after some component changes. The report, should it prove true, will no doubt be a disappointment to overanxious tabletites awaiting the mysterious device’s arrival, but really, that’s immaterial to Apple.
What do you know: China Unicom just coughed up some first weekend sales numbers for the iPhone and…well, they’re not much to look at, despite what I said earlier. The carrier sold just 5,000.
It has been about two years since Apple last released a major firmware update for its Apple TV platform, so the release of Apple TV 3.0 today will come as welcome news to those who own the device. 3.0 is largely as rumored: Adding support for both iTunes LP and iTunes Extras.
If you can’t beat ’em, sue ’em. That seems to be the thinking at Nokia. Today, the Finnish cellphone giant, which has been struggling to develop a worthy competitor to the iPhone, filed suit against Apple, claiming the popular smart phone infringes upon a number of Nokia patents. 
The Apple store went offline Tuesday morning and when it returned, it did so with a groaning board of new hardware, including a range of aluminum and edge-to-edge glass iMacs, new Mac Minis, a 13-inch unibody polycarbonate MacBook and a wireless, multitouch “Magic Mouse.”
The econalypse may be winding toward its end, but for Apple it evidently never even started. Shares in the company spiked more than $12, or more than six percent, to $202 in early trading Tuesday as investors celebrated another of the company’s great quarters.
Though Verizon’s new Droid ad campaign might seem to preclude one, Apple would be wise to ink an iPhone distribution deal with the carrier–if not to hasten iPhone adoption, then to slow rivals that would supplant it. That’s the argument put forth by Piper Jaffray analyst Chris Larsen in a research note to investors Monday.
Overwhelming demand for the iPhone has made it hard for Apple to keep the device in stock globally, so much so that some observers wonder if the company’s fourth-quarter earnings might be a slight disappointment.
Demand exceeding supply for the Apple iPhone 3GS is one of the big takeaways from Piper Jaffray analyst Gene Munster’s earnings preview for Apple’s September quarter and it obviously bodes well for the company’s investors. Munster sees Apple beating the Street’s estimates thanks to increased Mac and iPhone sales.
If the teen demographic is a critical indicator of a company’s long-term growth prospects in the consumer electronics and online music markets, Apple has nothing to worry about. Because according to the results of Piper Jaffray’s 18th biannual Teen Survey, Apple devices continue to do well with American teenagers.
Apple’s September quarter is shaping up to be a good one, if the latest metrics from NPD as reported by Piper Jaffray analyst Gene Munster are any indication. According to the research outfit, Mac sales for July and August are up seven percent year-over-year.
After nearly a year out of the public eye, Apple CEO Steve Jobs returned to it yesterday at the company’s annual music event. It was his first public appearance at an Apple gathering since Oct. 14, 2008, when he uncrated the company’s new unibody MacBooks, and it far overshadowed the new products he was about to announce. In fact, it could be argued that public confirmation of Jobs’s health since his return to the company was truly the most significant announcement of the day.
Apple’s iPhone continues to be AT&T’s marquee handset, though the data-guzzling “Hummer of cellphones,” as the New York Times has dubbed it, has inspired widespread customer dissatisfaction with the carrier’s network. Indeed, according to Piper Jaffray, the iPhone 3G and 3GS are AT&T’s top-selling phones.
