How are iPhone sales down? Have you not seen all the articles where AT&T and Verizon are both shattering records with the 4S?
iPhone sales last quarter were down for the first quarter ever.
How are iPhone sales down? Have you not seen all the articles where AT&T and Verizon are both shattering records with the 4S?
iPhone sales last quarter were down for the first quarter ever.
iPhone sales last quarter were down for the first quarter ever.
Steve Jobs may have been excessively paranoid about it, but it wasn't entirely without merit.Much of Apple's approach to not talking about future products is to avoid the Osborne effect.
Definitely a real issue.For the Mac Pro it would be bad. Most likely the vast majority of the product already in the sales channel would stall. Apple would then have to "clean out" that excess at depressed prices later.
But the workstation market isn't, and this isn't just Apple. The workstation market is in a transitional state right now, and the sales volumes are reducing across the board (sales exist, but more users are moving to consumer systems if possible, such as LGA1366 consumer i7 parts rather than their Xeon counterparts as they don't need ECC). But the way most sales are broken down, it shows a decrease in traditional workstation sales figures (and slightly mitigates the reduction of consumer PC sales, as more and more of those users are shifting to laptops and devices).
Haswell is where it's really going to get interesting, as that's when we'll see 8 cores on consumer grade CPUID's. I expect there will be a rather large shift for traditional workstation users
But they can't conceal Intel CPU Roadmap information, which MP buyers can use that to get some idea as to potential release dates as well as basic features in the CPU/chipset combinations that would be used.
But if Apple makes a mistake and order too many systems, they won't be able to sell as many off at full MSRP ... as they're expecting at least some discount.
If Mac Pro sales are shrinking year over year for several quarters in a row then it is in trouble of being axed.
I wasn't trying to imply that they're after total control, but they do like a good deal of it (features, appearance, ... as well as release dates).They don't have to perfectly mask it. I don't think Apple even tries to perfectly conceal the dates (e.g., announcing around the same time every year for the iPods. Sticking to a roughly a 12 month cycle for several products. ) . Additionally, they run controlled leaks to build hype. However, they also have flexibility to move dates around if have stuck a public one out there. For example, a part supplier issue like this one.
I was talking about a serious error in volume analysis (in terms of a serious over-estimation for order quantity, say on the order of 20+%). Those would end up as Refurbished or sold off to 3rd party retailers. But given the excess quantity, the reduced margin, or worse a loss per unit, could have a noticeable negative impact on the earnings projections (large enough to concern stockholders).Apple does discount sales one day a year. A symbolic Black Friday price drop. I know there are folks who love to haggle but knowing what the price is going to be in advance makes long term budgeting easier.
(if the number they have to get rid of is small enough they can always let them go into the refurb channel. )
You're right. The iPhone business is clearly in serious trouble.
I was talking about a serious error in volume analysis (in terms of a serious over-estimation for order quantity, say on the order of 20+%). Those would end up as Refurbished or sold off to 3rd party retailers.
Sales are down because it's neglected, and it's neglected because sales are down... It's a terrible cycle, and Apple doesn't seem to acknowledge their half of the problem.
Sales are down because it's neglected, and it's neglected because sales are down... It's a terrible cycle, and Apple doesn't seem to acknowledge their half of the problem.
I was quoting an extreme case. But I thought it has some merit due to the current transitional state of the workstation segment if the person/s doing the volume analysis is/are asleep at the wheel....My point is that if one of your core corporate objectives is to not have sales to then you don't institute a system of recovering from mistakes. Instead, you put a more substantive effort into not making them in the first place. That was one of the things systemically wrong with Apple in the 90's.
They would make the wrong volume call on the "Mac XXXX " and then would have to dump the excess product later. In contrast, the "second coming" Apple almost chronically under delivers (long lines for iPads and iPhones ) then they don't get stuck with excess. Likewise if invest $100K's in sales and supply chain software and data collection then there is no good reason for the forecasts to be significantly off. Baring some hiccup totally out of their control ( flood, earthquake , typhoon , etc. ) impacting demand. To a less extent a competitor coming out of left field ( although not seeing that coming is a something under Apple's control ).
This is yet another reason to axe "single digit and shrinking" products because it is much harder to tell when they are about to fall off a cliff. You don't ride the product over the cliff. Do that too much and it starts to take chunks of the company with it.
That wasn't what I meant to imply. I make my living in iPhone development currently, and you don't see me going for the exit.
However, what I am saying is that Mac growth is reliable. It's a solid foundation. The iPhone? Still a good business, but not as reliable. And longer term, the jury is still out on the iPhone's future given the competitive market.
The current form factor for the Mac Pro is gone. It is truly beautiful industrial design, but it will not return in 2012. What arrives as the next Mac Pro will be rackable using a smaller design. Thermal issues and cooling notwithstanding, the current design is over. <-- forward looking statement, my opinion, not a fact yet.what are the chances of a smaller Mac Pro, maybe in the form of an 8" cube?
seeing that SSDs are 2.5" and optical on the way out...no need for all space?
basically a Mac mini with place for a bunch of expansion cards +thunderbolt.
How are iPhone sales down? Have you not seen all the articles where AT&T and Verizon are both shattering records with the 4S?
I give it another 3-5 years. The entire highly-profitable marketplace of iCrap are basically devices to consume content. Somebody, somewhere, still has to produce the content.
I've no clue what the aggregate numbers would be. When you are hired by Apple as an engineer and actively working on actually writing code, you'll get <whatever is laying around at the moment>, but within 6 months at most (unless you suck and are about to be fired, or working on something not considered "engineering" and writing code), you'll get a new Mac Pro, then a replacement every 3 years or so.I wonder how many MP's Apple itself uses for production of its own?
I've no clue what the aggregate numbers would be. When you are hired by Apple as an engineer and actively working on actually writing code, you'll get <whatever is laying around at the moment>, but within 6 months at most (unless you suck and are about to be fired, or working on something not considered "engineering" and writing code), you'll get a new Mac Pro, then a replacement every 3 years or so.
Every Apple engineer I know has multiple Mac Pros, because they tend to pile up as the years pass and Apple usually doesn't request the old machines back. AFAIK these are not official policies, they're just what happens informally. You generally get a new Mac Pro when you are performing at -- or above -- expectations, and bitch about your computer being too slow often enough for somebody to take notice. Internal use of Mac Pros at Apple is very high. I honestly know of nobody who uses Xcode or Eclipse/Java (WebOjects) for a living, who is using anything except a Mac Pro.
So at least at Apple, no, there aren't people sitting around writing iOS apps using iMacs, those tend to land on secretaries desks. The MacBook Pros are much more widely used because they're Good Enough for engineering, and portable. As an engineer you usually wind up with 1 of everything in Apple's lineup (Mac Pro, MBP, MBA, iPads and iPhones are random and depend on supply constraints, when you got the last one, etc), except the iMacs, Apple doesn't give those to engineers unless somebody specifically requests one for some reason.