August 26, 2008
Apple posed for big sales gain.
Analysis of:
New iPods Coming Very Soon | kevinrose.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Implications: Apple's revamp of it's product lines along with marketing changes in the iPhone can result in a massive holiday season for them.
Analysis: Once again it looks like Apple is going to have a massive holiday season in spite of the economy. Sales of the iPods have been steady to weak over the last several months. They badly have needed an overhaul of the entire product line and it appears this is coming just in time for the holidays. On top of teh new line comes word that NAND memory is dropping in price again (NAND flash contract prices expected to drop over 10% in late August
http://www.digitimes.com/bits_chips/a20080821PD210.html) and this of course will help the bottom line for both iPods and iPhones.
Two other factors that are also going to help make this a great quarter. The first is the revamp and introduction of the iPhone, (Apple to make 45m iPhone 3Gs in one year
http://www.macnn.com/articles/08/08/22/apple.45m.iphone.3g.target/) The new 3g iPhone is only a small part, overlooked is the marketing. The change in marketing and opening up worldwide is going to accerate the sales of this product.
Last comes the rumor of new computers. Sales of computers have been growing and a revamp of this product line will also bring a happy bottom line. (Apple may report unprecedented 3 million Mac quarter
http://www.appleinsider.com/articles/08/08/21/apple_may_report_unprecedented_3_million_mac_quarter.html).
Analysis: Once again it looks like Apple is going to have a massive holiday season in spite of the economy. Sales of the iPods have been steady to weak over the last several months. They badly have needed an overhaul of the entire product line and it appears this is coming just in time for the holidays. On top of teh new line comes word that NAND memory is dropping in price again (NAND flash contract prices expected to drop over 10% in late August
http://www.digitimes.com/bits_chips/a20080821PD210.html) and this of course will help the bottom line for both iPods and iPhones.
Two other factors that are also going to help make this a great quarter. The first is the revamp and introduction of the iPhone, (Apple to make 45m iPhone 3Gs in one year
http://www.macnn.com/articles/08/08/22/apple.45m.iphone.3g.target/) The new 3g iPhone is only a small part, overlooked is the marketing. The change in marketing and opening up worldwide is going to accerate the sales of this product.
Last comes the rumor of new computers. Sales of computers have been growing and a revamp of this product line will also bring a happy bottom line. (Apple may report unprecedented 3 million Mac quarter
http://www.appleinsider.com/articles/08/08/21/apple_may_report_unprecedented_3_million_mac_quarter.html).
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