Reading the Tea Leaves: Apple’s Q4 and Beyond

8:35 am, July 22nd, 2008, Lonnie Lazar

Mock up via Flickr

Piper Jaffray analyst Gene Muntster wrote for his clients today “We believe there is an 80% chance Apple will introduce redesigned MacBooks and possibly new MacBook Pros at lower price points. Specifically, Apple may re-enter the $999 price point (currently $1099) with the MacBook, or test the $1,799 price point with the MacBook Pro (currently $1999).” Thus, the news from yesterday’s stellar earnings report is all about Apple’s future - new products on the horizon and facelifts for old friends.

The consensus appears to be that Apple will be slashing prices on on Macs in an effort to increase market share that has moved Mac into third place in the US and has Apple knocking on the door of 10% among all US computer buyers.

Additional speculation about new products in the pipeline - Oppenheimer referred in yesterday’s hour-long earnings report to Apple’s penchant for introducing “state of the art new products at price points our competitors can’t match” - has people salivating about a multi-touch Mac, a new iPhone-like PDA, new mid-to-low priced Mac workstations and more.

Whatever it is - whatever they may be - Apple’s new products are likely to follow in the mold of the company’s decade-long success introducing, in Oppenheimer’s words, something with “technologies and features that others can’t match.”

Mock up via Flickr

Posted by Lonnie Lazar in Apple, News, Rumors | Comment on this article