‘Product Transition’ Comes Up Again

August 17, 2008 at 2:34 pm 2 comments

     In the last Apple Investor Conference Call held on July 21st, Apple CFO Peter Oppenheimer once again talked about a certain ‘product transition’ which has an effect on Apple earnings well into ’09. This isn’t the first time ‘product transition’ is mentioned by Oppenheimer: he used it in the same quarterly Investor Conference Call last year to describe an undefined period during which Apple’s profit margin may be under pressure. If you’ve been reading this blog regularly, you may remember that at the time, I interpreted this as a sign that Apple is getting ready to replace the iPods with touch screen versions as well as preparing other revolutionary products like a touch tablet. Since then, Apple has introduced the Macbook Air, which is selling briskly, and higher capacity iPod Touch models like the pricey 32GB version.

     So what does ‘product transition’ mean in terms of new product surprises? You’ve read about iPod’s future on previous posts but after some interesting conversations over the summer with people in the know, I’ve learned that apparently Apple’s in the midst of introducing major changes to its notebook and desktop lineups as well which I will explain a little later.

D.S.

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Entry filed under: iPod, Laptop. Tags: , , , , , , .

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2 Comments Add your own

  • 1. Tom  |  August 23, 2008 at 5:38 pm

    Desktop line ups, including the Mac mini? it seems it’s a yearly update for the mini, but feels like it’s dragging on. Looking at macrumors.com’s Buyer’s Guide on a simplistic product cycle scale, taking into account Back to School promotions, the iPod, laptop and especially mini and ACDs all look ripe for a refresh.

    Will be interesting to see what the desktop part means – the mythical mid tower Mac still rumbles on – what Apple can do with the Mac Pro seems fairly obvious (though not necessarily accurate!) for the next year or two, as Nehalem, Snow Leopard loom – but no big headless Mac between the Pro and the mini?

    So was the “undefined period” from last year affecting profit margin with respect to R&D on touch, or just something else? Personally i’m hoping touch comes in, in a big way, (and with Touch and iPhone sales it is in a way).

    Reply
  • 2. Tom  |  August 23, 2008 at 5:39 pm

    Addendum -just looking at the MID devices on display at IDF – what’s Apple’s take/response/view on all these developments?

    Reply

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