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Post by mbeauch on Oct 12, 2012 8:40:45 GMT -8
You may be right. No one really knows the processor cost but rumors have it in the under-$30 range, which would make sense given Apple's insane volumes. To me, if iPad new and iPhone 5 have LTE, iPad mini has at least a good shot of having LTE. A6 would blow everyone out of the water - though there might be a lingering concern about where that "leaves" iPad 3. I just sent a PM to pats asking him to Google around and find iPad's new forum. I doubt I'm the only one to PM him, but hopefully he can join us and provide some perspective. He is a member of the Braeburn group, someone who is a member of both groups can send him a direct link. He is a tech expert, along with Sleepy and input from either would be very valuable.
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Mav
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Post by Mav on Oct 12, 2012 8:43:10 GMT -8
I didn't know he was in Braeburn. Good info. Sponge, mind throwing him a line? And go bug Mercel to actually start posting here if he cares to.
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Post by drewbear on Oct 12, 2012 8:45:18 GMT -8
Wouldn't LTE be a no-brainer way to increase ASP on the mini? Likewise with starting the sub-$300 version with 8 GB storage. If Apple figured out how to make LTE work on something as thin as the iPhone 5, the mini shouldn't pose any problem. Remember the screen is unlikely to be Retina.
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Post by mbeauch on Oct 12, 2012 8:48:56 GMT -8
Wouldn't LTE be a no-brainer way to increase ASP on the mini? Likewise with starting the sub-$300 version with 8 GB storage. If Apple figured out how to make LTE work on something as thin as the iPhone 5, the mini shouldn't pose any problem. Remember the screen is unlikely to be Retina. There again, if not "retina" it will be perceived as weak. The Kindle Fire is HD, the Mini has to be retina.
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Mav
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Post by Mav on Oct 12, 2012 8:55:19 GMT -8
Technically, the smaller Kindle Fire HD is just 1280x800 IIRC. That's "HD", but not Retina by any stretch.
And the bigger Kindle? 1920x1200 or something. Bezos' way of matching Apple. Not a slam on Bezos, that's just his way of competing.
I would love to see Apple throw in a custom resolution. But 1365x1024 or something (extrapolating from iPad 3, cutting smaller displays from the same panels) sounds weird (though competitive). So it's iPad 2 res, iPad 3 res (not yet, anyway?), or something in between, which seems very unlikely.
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Post by drewbear on Oct 12, 2012 14:28:42 GMT -8
I know Apple doesn't break out iPad sales in any greater detail, but I suspect iPad 2 sales remain strong despite the non-Retina display. I'd be willing to bet that it outsells any of the Kindles with better screen specs.
If the mini is as thin and light as I think it will be, it's going to make the Kindle and Nexus 7 look clunky and plasticky. Apple may ease up on certain tech specs (no quad-core, less RAM, etc.), but they don't usually release "weak" products.
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Post by mbeauch on Oct 12, 2012 17:26:35 GMT -8
I am wondering if they will make that black border smaller. Smaller device should mean a much thinner border. Add color and should sell well.
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Post by Apple II+ on Oct 12, 2012 17:34:05 GMT -8
I am wondering if they will make that black border smaller. Smaller device should mean a much thinner border. Add color and should sell well. That's what some have been suggesting for a while and the rumors agree. The sides can be reduced a lot. The top and bottom of the bezel need to fit the button and camera.
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Post by adamthompson32 on Oct 13, 2012 16:02:44 GMT -8
All this discussion about specs when the specs are largely irrelevant? The specs will be fine, whatever they are. Price will be fine, whatever it is. This thing is going to sell in massive volumes. Every kid will have one.
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Mav
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Post by Mav on Oct 13, 2012 16:42:43 GMT -8
It IS irrelevant, kind of.
But it's not, at the same time. Apple's product direction, strategy, all the rest. We're not just Apple consumers, those of us with Apple products anyway.
Hey, if it's a bigger iPod touch (heh) there really isn't much else Apple needs for a solid home run holiday product. With some robust cellular options (which I hope we see, but I guess isn't "required" for the first gen), this thing will sell like friggin' crazy worldwide.
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Post by rosie on Oct 13, 2012 16:59:20 GMT -8
I sure hope that Apple gets the iOS6 wifi connectivity issues straightened out before the release of the little iPad, especially assuming it will be wifi only. I have spent a couple of hours today trying to get to the basis of why my iPad3 locks up and needs re-starts several times a day since installing iOS6. Same thing with iPhone 5. Here's an interesting article if you want to hear one guy's opinion about all of this. tabletcrunch.com/2012/10/13/exposing-apple-ios-6-wifi-problems-the-ipv6-protocol/Talked to tech support at my ISP, talked to apple support and just now got a satisfactory answer from the dept. that sells Airport Express. the tech guy basically told me that Airport Express would solve the issue . If I buy one he said to only plug it into AC vs. into my router. That way my various devices will be able to seek either IPV4 or IPV6 addresses. I asked him if there had been wifi issues in Beta and he said that there had not...he also said that it most likely is a software issue and once Apple has a fully functional packet to release they will update iOS6 at that point. He suggested that Airport Express would update things for me in a great way but if I wait it is likely a software update may very well solve this issue.
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Mav
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Post by Mav on Oct 13, 2012 17:11:41 GMT -8
My Wi-Fi works great with my iPhone 5 and iPad 3 running iOS 6. Could be because I'm running an AirPort Express-only setup (the previous-gen 802.11n models).
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Post by Ultrarunner on Oct 13, 2012 17:28:17 GMT -8
Our iPad 2, 3 and 4s and 5 phones all have no issues with wifi since IOS 6. We use an AirPort Extreme at home, but I haven't noticed problems elsewhere either.
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Post by mbeauch on Oct 13, 2012 20:02:36 GMT -8
My Wi-Fi works great with my iPhone 5 and iPad 3 running iOS 6. Could be because I'm running an AirPort Express-only setup (the previous-gen 802.11n models). Two iphones and 3 ipads all running IOS6 on an Airport Express, no issues.
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Post by adamthompson32 on Oct 17, 2012 9:35:48 GMT -8
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Post by mbeauch on Oct 17, 2012 9:57:53 GMT -8
i just like the idea of color options, with engraving of course. I really like the ipod commercials and colors. Because the case is different from an ipod I am only hopeful of the colors, not expecting.
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Post by Tetrachloride on Oct 17, 2012 11:04:28 GMT -8
Apple engraving: nice idea, but about as skilled as penmanship as 4th grade. Don't those engraving machines have more than one font.
So, I go to my local jeweler. They can't do any better.
Fires up Badger Profanity App, just 3 seconds.
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Post by Iceage on Oct 17, 2012 13:46:16 GMT -8
Quick question, does this "pinning" thing go on with GOOG as well?
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Post by jdrizzo89 on Oct 17, 2012 16:20:26 GMT -8
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Post by jdrizzo89 on Oct 17, 2012 16:22:53 GMT -8
Interesting last two paragraphs from above study "We investigate four possible explanations for the expiration date clustering of optionable stock prices at strike prices. Our tests indicate that delta-hedge rebalancing by investors with net purchasedoption positions andstock price manipulation by investors who write options in the week leading up to expiration ARTICLE IN PRESS S. Xiaoyan Ni et al. / Journal of Financial Economics 78 (2005) 49–87 85both contribute to the clustering. We findno evidence that the clustering is relatedto delta hedging of new option positions or unwinding by nondelta hedgers of combinedstock andoption positions. An interesting question, which we leave for future research, is how effectively the stock price deviations can be predicted from publicly available information prior to expiration Friday. If these predictions can be made with sufficient precision, then it may be possible to devise a trading strategy that exploits the expiration date clustering to produce abnormal profits after trading costs."
Edit think im going to create a pinning thread
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Post by Deleted on Oct 19, 2012 15:45:32 GMT -8
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 17:15:24 GMT -8
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 18:39:25 GMT -8
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 11:47:57 GMT -8
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Mav
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Post by Mav on Oct 20, 2012 11:56:08 GMT -8
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 18:36:49 GMT -8
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 19:46:02 GMT -8
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 20:28:09 GMT -8
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 20:54:00 GMT -8
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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