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Wed, Oct 08, 2008 - 03:33 AM EDT  —  AAPL: 89.16 (-8.98, -9.15%)  |  NASDAQ: 1754.88 (-108.08, -5.8%)

What is Apple’s secret ‘future product transition’ that execs cannot discuss?
Monday, July 21, 2008 - 06:25 PM EDT

During Apple's thrid quarter 2008 conference call today, Apple Chief Financial Officer, Peter Oppenheimer repeatedly mentioned a “future product transition” which he couldn’t discuss that affects this quarter's guidance and will impact this quarter's gross margins.

We are working to develop new products that contains technologies that our competition will not be able to match. I cannot discuss these new products, but we are very confident in our product pipeline. - Apple CFO Peter Oppenheimer

During the Apple's Q308 Conference Call today, Oppenheimer stated a variation of the above quote at least seven different times.

So, what do you think? Larger format iPod touch ("Newton 2.0," "iTablet," or whatever you want to call it), the return of legitimate Mac clones, or something else entirely?

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Reader Feedback: ( = registered)

Jul 21, 08 - 06:26 pm Comment from: Arnold Ziffel

New form factors for MacBook and MBP?

Maybe?

Jul 21, 08 - 06:26 pm Comment from: botox

A Tricorder!!!!!!!

Jul 21, 08 - 06:29 pm Comment from: Alasdair

I'm thinking that "future product transition" is more than a refresh of an existing product line.

Jul 21, 08 - 06:32 pm Comment from: Keith Moon

#1.) 12" MacBook Pro

# 2.) 64 GB iPod Touch


Moonie

Jul 21, 08 - 06:33 pm Comment from: Gil

The G5 Powerbook! Finally!

Jul 21, 08 - 06:36 pm Comment from: rwinters

next quarter, new apple products roll out. Competition has nothing comparable...............stock drops again. Life under the Apple tree.

Jul 21, 08 - 06:36 pm Comment from: TowerTone

the Orgasmatron is finally coming!!......

Jul 21, 08 - 06:36 pm Comment from: bizlaw

Multi-touch screen iMacs or (and hopefully) keyboards. That, combined with the patents Apple has on multi-touch, could effectively put other PC makers 10-20 years behind Apple overnight.

Jul 21, 08 - 06:36 pm Comment from: oh no my shorts

Arnold Schwarzenegger "Vista Terminator" liquid metal lunchbox computers.

With "green" power management.

Jul 21, 08 - 06:40 pm Comment from: Sheiking in my booties

Message to Michael Dell: Be afraid. Be very afraid.

MW: "girls" ... what's that got to do with... oh. wait a minute...

Jul 21, 08 - 06:43 pm Comment from: t

I think botox and towertone have something...maybe its an apple tricorder with an orgasmatron interface. I think the product name will be iTriAsmatron...

Jul 21, 08 - 06:44 pm Comment from: dave

I think Apple will switch to revolutionizing printers. They've done computers and cell phones. Now they are going to attack printing. Previous Apple printers were simply Apple-branding around other companies printers. This time, it'll be all-Apple!

Jul 21, 08 - 06:44 pm Comment from: Eric W

Maybe all iPods wi-fi enabled? Maybe open them up to the App store?

Jul 21, 08 - 06:45 pm Comment from: ipoop

iTriGasmaBook Pro.

Jul 21, 08 - 06:46 pm Comment from: Jim

Let's think about it. Considering the trend we're seeing at Apple with the push toward mobility, how they own MultiTouch (something the competition will not be able to match), slimming down their OS in Snow Leopard, and patenting a whole slew of MultiTouch gestures, I feel Apple is moving toward creating a computer which is palm size or slightly bigger, will feature ubiquitous internet and all the power we love and enjoy in desktop machines.

Hopefully it'll do my grocery shopping for me too.

Jul 21, 08 - 06:47 pm Comment from: Raving MacHead

Apple to buy SONY!!!

http://www.gadgetell.com/tech/comment/apple-corp-to-buy-sony/

Jul 21, 08 - 06:47 pm Comment from: t

@ipoop..

THATS IT!!

Jul 21, 08 - 06:48 pm Comment from: @TowerTone

I think it's called symbian (not the phone os).

Jul 21, 08 - 06:50 pm Comment from: Something rotten?

An iPhone 6G - twice as fast, half the price!

Jul 21, 08 - 06:51 pm Comment from: JadisOne

Whatever it is, I can't wait to see it. I'm sure it will be impressive. Then all the other tech companies will be like, "Well, we did it first in another form factor. Apple didn't innovate." Then millions of people will line up to buy it and extol how great it is. After which, a few companies will go out of business and the cycle repeats.

Jul 21, 08 - 06:51 pm Comment from: oh no my shorts

Apple spins off iTunes, launches record label!

First acts signed/songs released:

* Earth, Wind & Firewire -- Shining (Xerox) Star
* Billy Idol -- Blu-Ray Highway
* Divinyls -- When I Think About You, I Multi-Touch Myself

Jul 21, 08 - 06:53 pm Comment from: Greg L

A PDA you wear around your neck. It’s powered by an unannounced Intel “Sentientum 9000” microprocessor. It listens to what the user wearing it as he or she talks to others and to the PDA. Its voice-recognition software “understands” many concepts, including context-sensitive purchasing intent. It’s built-in GPS allows it to say things like “Dave, I believe you are in Home Depot are you not? If so, you spoke of wanting to buy an air filter for the lawn mower.” Apple’s proprietary software makes the device “Three-law Safe©”.

Jul 21, 08 - 06:56 pm Comment from: Not Bill

I would guess they are going to "go to town" with the touch interface. Take the iPhone, make it a laptop, introduce an "sign language" of commands backed up by a menu driven approach. No mouse. Solid state memory. Seamless wifi or 3G access to me.com (or whatever it is called). The thing does everything, everywhere. Not sure about a keyboard. Maybe a wifi one, but, basically it works with you fingers on the tablet. I guess that means a virtually keyboard for writing.

Oh and it also functions as the access piece for really big computers like the mac pro. It should also be the controller for the living room music, pictures, video experience. The second generation will perform sex acts as well.

Jul 21, 08 - 06:56 pm Comment from: ericdano

Multitouch Macs? I don't think so. I think what they will have is some sort of keyboard surface that can track your finger movements rather than force you to be 12 inches from your 20" or 24" iMac. I mean, think about it. "Proper" viewing distance is out of hands reach. And who wants to muck up their monitor screen all the time? Not me.

iSurface or something. Think the Remote app for the iPhone/iPod Touch.

Jul 21, 08 - 06:57 pm Comment from: phooey

BIG-ASS TABLE?

Jul 21, 08 - 06:58 pm Comment from: pr

Given the recent spate of Apple patent applications and the growth of Second Life (and the recent article in the Wall Street Journal http://tinyurl.com/2e49u4 about business and another one the other day about virtual worlds growing at an astounding rate), I'd hazard a guess that Apple will again revolutionize the computer interface by letting you navigate INTO your screen in a virtual world with your music on one wall, your documents on another, your system controls behind a panel...in a room you (or anyone) can construct or modify to your own preference. These rooms can be shared spaces across a network where your avatar interacts with others. Where the hell is
Microsoft going to go with that?
Don't doubt the power of this technology. It's coming and is much cooler than you think. With improved processing speed and faster broadband the rendering of animated characters is only going to get more and more real and thus more and more compelling. This is happening people... count on it.

Jul 21, 08 - 06:59 pm Comment from: Quad Core

1. MultiTouch Flatscreen TVs with built in Mac/Apple TVs.
2. A multitouch pad that replaces the entire keyboard (can visually become an audio mixing board, a mixer, a music keyboard, etc.).

Jul 21, 08 - 06:59 pm Comment from: feral

it's the Snapperwocky!

Jul 21, 08 - 07:00 pm Comment from: Zorpo

Jetpacks. (iRocket?)

Jul 21, 08 - 07:00 pm Comment from: MoMo Trader

It's good that AAPL CFO Peter Oppenheimer stressed the "future product transition" so many times during the Q3 earnings conference call.

As a result, the chatter (at least on the Apple rumor and news websites) is turning toward uncovering that mystery, rather than focusing on the lack of a published CEO succession plan for Steve Jobs.

Jul 21, 08 - 07:00 pm Comment from: t

@phooey,

Microsoft already did that - ultimately there touch table computer was bricked into an expensive but useless BIG ASS Table. I'm sure apple won't go down the same road that MS has gone into producing furniture...

Jul 21, 08 - 07:01 pm Comment from: Sixvodkas

Poor, sad little zV nmx b?

In case you're too stupid to realize it, hanging out and trolling a website you obviously don't like is the very definition of "childish, insane, or incredibly asinine".

Seriously, pathetic little zV nmx b?

You're a prime example of someone with an OCD-like disorder, and you should seek out a mental health professional.

Jul 21, 08 - 07:12 pm Comment from: MikeK

It has to be the iPod line..

The entire line will transition into touch versions.

The iPod classic will completely transition into the iPod touch (with larger capacity.)

And the iPod nano will transition into a smaller "iPod nano touch."

It makes perfect sense, especially with the app store being used on ALL iPods.

Remember, he said a product transition, not an entirely new product. All iPods becoming touch is a transition that will definitely cut into profit margin, but the competition simply could not touch this (no pun intended.)

Jul 21, 08 - 07:14 pm Comment from: jarrettdailynews

would everyone stop with the multi touch iMacs. Apple will/is develop/developing a touch screen keyboard/mouse contraption. They will not be developing touch screens larger than 13". What purpose would that serve? We all laugh at Microsoft's surface but we want Apple to build something like it? Not going to happen.

A year or so and you can and will get an actuall Apple TV, with built in Apple TV, and a touch controller.

Jul 21, 08 - 07:17 pm Comment from: Peter

"It's good that AAPL CFO Peter Oppenheimer stressed the 'future product transition' so many times during the Q3 earnings conference call."

Only because he was asked about it so many times... I guess they keep hoping he'll slip up.

"So, Pete, what are these new products that Steve alluded to?"
"I cannot discuss new products."
"What about the new products can't you discuss?"
"Well, I can't tell you about the new iTablet, for exam--Oops! Excuse me, everybody, I have to commit hara-kiri now, before Steve does it for me."

Jul 21, 08 - 07:18 pm Comment from: Arnold Ziffel

@Alasdair,

Yeah, you're probably right. I think about the only thing we can rule out is a return to PowerPC chips anytime soon (if ever!).

Jul 21, 08 - 07:19 pm Comment from: two way

We are working to develop new products that contains technologies that our competition will not be able to match. I cannot discuss these new products, but we are very confident in our product pipeline.

This is Apple's story since it was founded in that fateful garage. It's what people expect from Apple.

Then again, if MS or GM made that exact same announcement, we'd be howling with laughter at their "FUD", "vaporware", "grasps at straws", etc. Yet Oppie says it and somehow we're all in awe.

Guess it's not what you say or how you say it. It's WHO says it...

MW: better

Jul 21, 08 - 07:20 pm Comment from: x

So --- do you think people selling today will feel good tomorrow when this sinks in?

Jul 21, 08 - 07:21 pm Comment from: Foaming Solvent

iChat and iSight for Apple TV -- video chatting with Grandma on your HDTV. (I got this idea from Cringely circa 2007.)

Jul 21, 08 - 07:23 pm Comment from: Nerd Beautiful

Wow. Lack of serious thoughts around here. Here's my top ten list:

10. 3-D Simulated Desktop (They have a POV patent which explains how each pixel shows different things depending on the angle of sight into it, allowing a simulated 3-D screen without goggles, etc.)
9. The iSight Screen (Each pixel has a camera, screen can scan -- They have a patent)
8. Up and Down Laptop (both surfaces multitouch 200+ patents)
7. Wireless Power (You've read about this)
6. iWork / iLife Go into the Cloud
5. iPod Touch Phase into MultiTouch Netbook
4. Apple@Home (A central hub and wifi outlet extenders. Control every electrical appliance from your iPhone, Touch, or Mac)
3. MacLive (AppleTV takes on the capacity of a full-fledged multi-touch game and entertainment system. A new multi-touch multi-sight SDK blows developers' minds)
2. MacVivant (An actual 3-D interface. Not simulated. Matter is moved around and colors affected. It really is a three dimensional space that displays and allows interaction)
1. AI (A software butler that responds to real speech, interacts almost humanly, runs off to scour the web for you or explain appointment schedules.)

These would be awesome, so why low guidance? Because transition lag between products means nothing sold or little, and because of high start-up costs for the new product/technology.

My thoughts. Yours?

Jul 21, 08 - 07:30 pm Comment from: Cookie

What about OSX for intel machines.

Jul 21, 08 - 07:30 pm Comment from: Blue Dream

iChat and iChat only device...oh, he said transition.

Jul 21, 08 - 07:30 pm Comment from: MCCFR

On the Mac side, it's probably nothing more than the transition to whatever elements of Montevina that Apple chooses to deploy; Nehalem is a stretch for calendar 2008 and really should be the headline act for MWSF 2009.

However, the iPod side could see a massive change with the death of the so-called iPod Classic and the completion of the move to a completely solid-state product line. My personal view is that we'll see the 16GB iPod touch die and the upper end of that line expand to 64GB, I'd also bet that the touch will receive the GPS functionality from the iPhone.

The only 'wildcard' is whether Apple intends to produce a "Mobile Internet Device" based on Intel's Atom: under those circumstances, a transition to Nehalem for the Mac Pro in 2008 may well be a possibility (let's face it, the MWSF keynote has been unashamedly consumer-focussed for several years) as it will clear the stage for a Mac Nano in January '09 alongside the Nehalem iMac followed by Nehalem-based pro laptops being announced at NAB.

People shouldn't get all strung out about any contributions from PA Semi in the short-term: if Apple's new toy delivers anything to the mothership before the product launches for the 2009 holiday season, I'll be amazed and I'd probably still be surprised even then.

Jul 21, 08 - 07:35 pm Comment from: R5D4

Magnetic RAM. Instant off and instant on to where you left everything. No more booting up or down.

Jul 21, 08 - 07:37 pm Comment from: My name is?

I know what it is! It's the iTele. I've been waiting for this for years. I'll be able to transport myself anywhere in the world. I just hope they fix the degradation problem. I'd hate to degrade over heavy use of the iTele.

Jul 21, 08 - 07:38 pm Comment from: Steve Jobs

Makeover of the Apple Cinema Display line...

Safari browser and wireless keyboard support for Apple TV (hobby or no hobby)...

Midsize 64bit tower...

Jul 21, 08 - 07:44 pm Comment from: anaknipedro

I know I know! Blu-ray super drives across the product line, including the Apple TV, and multi touch iMacs and Cinema displays.

Jul 21, 08 - 07:45 pm Comment from: zato

"We are working to develop new products that contains technologies that our competition will not be able to match."

"that our competition will not be able to match" is a pretty big statement. "Will not be able" suggests will not EVER be able.

That indicates some important patented or controlled by Apple technology that advances Apple products but competitors won't be able to duplicate without stepping on Apple patents.

My guess is that this has to do with the hinted-at Snow Leopard use of the GPU to enhance performance. Turning the GPU into an Altivec like CPU enhancement for improved performance with Media files, especially HD and AVCHD. Could possibly be an Altivec-like chip made by Apple-owned PA Semi. Video performance on Macs and PC's really needs some kind of quantum increase in performance.

If this is the case, It seems like competitors in the short term would answer with more cores but getting software to efficiently support them is difficult. Maybe multiple GPU's and software support would work.

Jul 21, 08 - 07:48 pm Comment from: Jubei

I told you. They are developing that WiFi Zune Detector and will send a KILL program once detected. grin

Jul 21, 08 - 07:51 pm Comment from: Brau

The key phrase is the statement that other manufacturers will not be able to copy it. This means more locked down software on proprietary hardware akin to the iPod, AppleTV, MBAir, etc, thanks to their recent chip design acquisition. By doing this they will exact control over the unauthorized use of any commercial audio/video media, which is all-important to the major studios and Apple's own stakes as a distributor. Look for new Macs to gradually lose the option for user controlled software upgrades (the way the AppleTV is managed or updated only at Apple's whim). Carte-blanche file sharing liberties as we enjoy today will be slowly cut off in favor of syncing between a few "authorized" devices, and they will discontinue selling retail versions of Mac OSX to combat theft.

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