Deleted
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Post by Deleted on Oct 19, 2012 18:45:32 GMT -5
I will now add on to DJT's discussion points: 8. No mini iPad. The iPad2 fills this need @$399 along with 12 different new iPod touch @$299 and $399. The new iPod touch ships "IN OCTOBER". Some folks think there will be an iPad mini event in the next few weeks. Apple is run by a logistics/bottom line guy. I say the iPad mini will not happen.What say you? I'm in agreement, but have had a thought. What if Apple's plan is to EOL the current low cost iPad, and fill that slot with an iPad "mini" priced at $299 (16GB) and $399 (32GB). Equipped with the new A6 ( fast), retina display ( beautiful beyond words) and smaller ( thinner) form factor made possible by the new 9 pin connector, such an iPad would destroy all other non-iPad models, without negatively impacting margins, or significantly cannibalizing current iPad models. |
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Mav
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Post by Mav on Oct 19, 2012 20:15:24 GMT -5
What?
How can anyone be in agreement that the iPad mini won't happen now?!
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Post by tradermac on Oct 19, 2012 21:39:25 GMT -5
The mini IS HAPPENING. We already know what it looks like. The mockups out on the web is exactly what it will be like. I think the thing that will shock most people is how incredibly thin it will be and the build quality. Don't think iphone thin, think ipod touch thin, yes that thin. It'll be amazing. It'll blow away the Nexus 7 and Kindle fire in comparison. How do I know, cause that is how Apple rolls. They are not going to skimp on design and build quality even though it's a "mini" version of the ipad. We are going to be blown away yet again come this Tuesday.
Bought my last batch of spreads today and now ALL IN. Today hurt bad but that's the life of playing with AAPL. Gonna try to enjoy the weekend and look at the big picture and it looks bright.
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Post by adamthompson32 on Oct 20, 2012 14:47:57 GMT -5
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Mav
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Post by Mav on Oct 20, 2012 14:56:08 GMT -5
Hopefully I'm being consistent. IIRC, I was thinking anywhere between $249-$349 would be a just-fine price for iPad mini to start. $329 fits - and that's before any education discount Apple might decide to apply (they haven't for iPad yet, but it might not hurt to start now)
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Post by davidcv100 on Oct 21, 2012 21:36:49 GMT -5
This article claims that Sharp is already making its IGZO displays for iPads. That's not true right, unless for the Mini or refresh? www.reuters.com/article/2012/10/22/us-sharp-igzo-idUSBRE89L01T20121022Sharp says boosts IGZO display output; shares soar10/21/2012| 10:01pm US/Eastern Japan's Sharp Corp (>> Sharp Corporation) said it has boosted output of its IGZO displays, the thin, power-saving screens that the struggling TV maker wants to sell to ultrabook PC makers to spark a revival in its fortunes. Japan's Sharp Corp (>> Sharp Corporation) said it has boosted output of its IGZO displays, the thin, power-saving screens that the struggling TV maker wants to sell to ultrabook PC makers to spark a revival in its fortunes. Shares of Sharp gained as much as 11 percent to 165 yen in early trading, their biggest one-day gain in almost two months, after local media earlier reported the increase in production capacity. Sharp is seeking supply agreements with ultrabook makers Lenovo Group (>> Lenovo Group Ltd), Dell Inc (>> Dell Inc.) and Hewlett-Packard (>> Hewlett-Packard Company), Kyodo news agency reported. The Japanese company, which secured $4.6 billion in emergency loans from its banks in September, this month began producing IGZO screens at a liquid crystal display factory in Nara prefecture western Japan, Sharp spokeswoman Miyuki Nakayama confirmed. "We are starting in two different plants. The volume is increased," she said.
Sharp already makes IGZO displays that it supplies for Apple Inc's iPad tablet at its Kameyama plant. The facility also makes screens for the iPhone 5.
Sharp says IGZO, which consume 10 percent to 20 percent of the power required by conventional panels, may be better suited for ultrabooks. Needing less backlighting, IGZO screens are also thinner than conventional LCD displays.Intel is promoting ultrabooks to counter tablet computers from Apple. Earlier this year, the U.S. chipmaker signed deals with several panel makers to ensure adequate supplies for a wave of ultrabooks with touch screens expected to hit the market following Microsoft Corp's (>> Microsoft Corporation) launch of Windows 8 this month. (Reporting by Tim Kelly; Editing by Michael Watson and Chris Gallagher) Stocks treated in this article : Lenovo Group Ltd, Sharp Corporation, Apple Inc., Dell Inc., Hewlett-Packard Company, Microsoft Corporation |
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Post by rezonate on Oct 22, 2012 22:46:02 GMT -5
Tomorrow's event will not reveal an iPad mini. The "little more" Apple wants to show us is a Bluetooth wrist device designed to put select content from linked devices right in front of you. The motivation behind the lightning connector and redesigned iPod nano will suddenly make sense. Remember, you heard it here first. (Hey, I can continue to dream, right?)
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Post by mbeauch on Oct 22, 2012 23:28:09 GMT -5
Tomorrow's event will not reveal an iPad mini. The "little more" Apple wants to show us is a Bluetooth wrist device designed to put select content from linked devices right in front of you. The motivation behind the lightning connector and redesigned iPod nano will suddenly make sense. Remember, you heard it here first. (Hey, I can continue to dream, right?) After all these years, you won't let that go will you? lol |
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Post by adamthompson32 on Oct 23, 2012 23:54:00 GMT -5
Interesting story here. Of course, it's idiotic but it could be accurate. It's idiotic because if this is true, iPad Mini is actually going to be much bigger this Q than analysts currently expect. Even if the 2nd supplier produces zero screens (nearly impossible, of course), iPad Mini will sell nearly 7MM units. I actually find these reported projected production ramps plausible. If you line them up it shows that LG is producing 75% of the targeted number of screens and AU is producing 25% pretty much each month. Lends credence to the validity of the numbers. Of course, someone could have just made it all up regardless. Oh well. We'll never know. appleinsider.com/articles/12/10/23/initial-ipad-mini-supply-may-be-affected-by-low-display-yields LG AU Tot LG AU Sep 300,000 100,000 400,000 75% 25% Oct 1,000,000 400,000 1,400,000 71% 29% Nov 2,500,000 800,000 3,300,000 76% 24% Dec 3,000,000 1,000,000 4,000,000 75% 25% Tot 6,800,000 2,300,000 9,100,000 75% 25% I tried to edit the table so the columns appear accurately but it won't work. The bottom line is that these figures add up to 9.1MM total units this Q with LG producing 75% of the screens and AU producing 25%. If Apple can produce/sell 9MM units of the Mini I think iPad can sell 25MM+ total units this Q. If we can get 60MM iPhone units (I think it's possible, seriously) too this will be an insanely unbelievable Q. |
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