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Apple's (Potential) Big Fall Line-up

by: E. Werner Reschke | Aug 01, 2014

Jobs-ipad-keynote2010 was the last time the Apple faithful were treated to a new product category launch. The iPad made its debut just three years after the incredibly successful iPhone introduction. Over four years has passed since the iPad was announced, yet Apple has produced nothing “new.” Over the years iPhone and iPad have certainly improved — iPad now has a mini companion — but Apple’s history has set expectations for the company to launch something yet unseen, yet unknown, or yet to be done, every few years.

This Fall presents Apple another opportunity to break the cycle of just another set of upgrades to current product categories. The iPhone 6 (aka iPhone Air) is most likely going to sport a larger display (or displays), but it may be a new product that steals the show. Under Tim Cook’s leadership, there have been two special events in the Fall. A September show (2012, 2013) and an October show (2012, 2013). October is a special month for Apple as it is the beginning of its fiscal calendar. If you have never worked for a fortune 500 company, let me tell you, that is a big deal. Never under estimate when products launch and how they are tied to how bonuses are calculated.

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Two_iphone_6Rumors continue to mount that Apple’s Sapphire glass production continues to plot along at a pace which cannot meet a heavy launch demand come September. Many are pointing towards 5.5" Sapphire production issues, which would make sense due to the overall display size, let alone the production volumes which Apple’s heavily funded supplier, GT Advanced Technologies, must produce at an ever increasing pace.

The Sapphire glass is being manufactured in a new production facility in Arizona. If it is unable to achieve output numbers sufficient to launch the a 4.7" and 5.5" iPhone in tandem, it could have a disastrous effect on the overall launch of iPhone line. The tech media is always ready to pounce on Apple if it takes a misstep, especially on such a prestigious product as the iPhone.

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Ballmer’s Microsoft - The Lost Decade

by: E. Werner Reschke | Jul 11, 2014

Steve Ballmer

In 2004, just ten years ago, the New England Patriots were the NFL’s new dynasty with three Super Bowl victories in four years. Lost, Amazing Race and 24 were the top three hit television shows. The U.S. war in Iraq was just one year old, and Microsoft was the undisputed king of the tech world.

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AT&T Mobile Share Family Plan

AT&T’s heavily promoted Mobile Share Value plan has been a huge success for AT&T Wireless. The program stopped the bleeding of customers migrating to aggressive campaigns from the “un-carrier” T-Mobile, while at the same time targeted higher priced Verizon plans.

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T-Mobile: Trying to Change The Carrier Game

by: E. Werner Reschke | Jul 07, 2014

T-mobile-setting-data-rates-for-music-to-free

T-Mobile, the 4th largest cell phone/data carrier in the U.S., is trying to shake things up a bit by rolling out multiple offers — that do not charge for data usage. When cell phones first came out in the 90’s, it was talk-time that was restricted by cost. Each plan had “so many minutes” of talk-time in the plan. But thanks to the wonder of competition, carriers built out their networks and beat each other down with better and better talk-time offers until talk time became unlimited on most plans. Today it is almost assumed that a plan of any value will have unlimited talk-time.

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Android_fracturesIt may be going unnoticed, but Apple is quietly going about, continually gaining mobile market share, building an ever-larger iOS customer base world-wide. If anyone is noticing, it's Apple’s competitors of iPhone and iPad. Samsung, LG, HTC, Nokia, Motorola and others are doing their best to keep pace. Ironically, it is Apple’s competition that are proving to be their own worst enemy.

Maturing markets typically lead to consolidation and uniformity, but this is not what is taking place in the mobile space. In recent years, only Apple and Samsung have been profitable within the smartphone and tablet markets, leaving HTC, LG and others searching for ways to make a buck, which is leading to a massive fracturing of the mobile OS market.

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Apple to (eventually) leave Intel

by: E. Werner Reschke | Jun 26, 2014

Apple-intel-inside-logo

Some things in life are just inevitable. If you eat one potato chip when the entire bag is available, it is inevitable that you will eat more; if you drink often in bars and pubs and then drive home, it is inevitable you will someday get a DUI. If you are in Vegas and on a lucky streak, if you keep betting it is inevitable that the casino will win all its money back and then some.

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Costco-home-page-ipad-mini

Costco’s Mobile Online Store is offering iPhones and iPads with steep discounts. Below are a few screen captures of pricing deals found today. Earlier this month we broke the story about Costco selling iPhones and iPads in their club warehouses starting June 27th. However today Costco began offering Apple deals online.

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Two_iphone_6The highly anticipated and much rumored iPhone 6 is likely launching in two models, one with a larger 4.7" display and the second with a gargantuan 5.5" tablet/phone size (AKA phablet). But is launching two large screen smartphones a good idea for Apple considering that just a bump to 4.7" display is upping their current 4" display area by 38%? Here's T-GAAP’s two divergent points of view.

Apple should not launch two NEW iPhones

If Apple launches a 4.7" iPhone 6 in the Fall, it will likely see the largest sales in the history of smartphones. The upgrade cycle for legacy iPhones has amassed to be largest ever. Apple need only deliver a few new features, such as a larger 4.7" display, and a massive upgrade cycle will happen. 

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T-Mobile Test DriveThis week T-Mobile is trying to change the mobile network game by giving anyone an iPhone 5s and a free 7-day test drive on their network. According to their press release, T-Mobile President and CEO John Legere stated that it is,

“A big day for wireless. An even bigger day for wireless customers.”

Legere goes on to say that T-Mobile’s mobile network is different than the other big three in the U.S. AT&T, Verizon and Sprint are all phone companies that moved into the mobile space. T-Mobile, Legere claims, is a mobile network company period. The distinction makes a difference because T-Mobile is built with the data user in mind, not just the voice user. Matter of fact voice is no longer analog, but digital, so it is data too. Legere claims this isn’t just “marketing B.S.” but a real difference that once people try they’ll understand. This difference also allows T-Mobile to give its customers far better data plans and rates than the other three.

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