"We just met with Apple executives at the company’s headquarters in Cupertino, CA, including Peter Oppenheimer, Greg Joswiak, and Eddy Cue."
Last week, (flew under our radar) Barclays Analyst, Ben Reitzes used the above heading to postulate on all things Apple products. Though most of what he said, you’ll find familiar, he did talk about a low end MacBook and gaming updates to AppleTV which piqued our interest. Here’s what he had to say:
- New iPods with cameras (likely September). He expects a launch, possibly before the end of August, of iPod touches with cameras and video capabilities and perhaps even an iPod nano with a still camera — prompting another round of iPod upgrades. "We believe that imaging ties in well with Apple’s strengths in software and can help drive more Mac sales over time."
- A new tablet computer (likely in first half 2010, but possibly before the end of the year). He sees it priced between $399 and $999, and eventually becoming the fourth leg of Apple’s business model. "We believe this type of product would open Apple up to more opportunities in mobile gaming, navigation services and other content related growth – which could all be distributed through iTunes."
- New low-end MacBooks (Q4 2009) He believes the MacBook line needs to be revamped (there is only one MacBook available now, an old white model). He expects to see new MacBooks before the end of the year that are priced below the low-end MacBook Pro.
- An upgrade for Apple TV (Q1 2010). "We believe Apple TV can eventually become a platform that integrates gaming and other new features."
- An iPhone for China (by year end). But as early as this September, according to his sources, with China Unicom as the most likely partner.
- A new iPhone upgrade cycle (2010) "We believe more can be done with product width, battery life, speakers, gaming controls and more. Also, many developers realize that Apps may need to be recompiled for new screen sizes and Apple may be taking steps behind the scenes to ease any transition."
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