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MacBook Air

YEP – Macbook Air.  Check back for more coverage…

  • At the iPod refresh launch, one of our sources told us that there wouldn’t be any significant  MacBook refreshes until Macworld.  We published that info in the post-event post.  That info was recorded by Macrumors as "Of interest, they most recently posted a small blurb indicating that MacBook Pros would see updates in January."
  • We then got a report with a blurry/dark photograph in September of darker (and standard color), much  smaller Macbook Pros.  Same size screen as the MacBook but way slimmer case, etc.
  • Around the new year, someone started alerting the rumors sites that there was going to be a "MacBook Air" product at Macworld.  Also that it was the "worst kept secret at Apple" (which is very suspicious!)  His/her words sound very similar to this Digg commenter.
  • Appleinsider and Arstechnica posted pictures of the Macworld posters with the phrase: 2008 There is something in the air
  • Macrumors, seeing the correlation between the posters and the earlier rumor submissions posted that they thought the name would be "MacBook Air".  The similarities (assuming here – and whatever other info they might have had) was enough to make the statement on the name.
  • We had previously heard that Intel WiMAX teams were all over Apple months and months earlier and thought there might be a connection as well.  This might be the reason why the "Air".  Also Valleywag jumped on this.
  • We found a very well done image (above right) and some interesting hypotheses at Macpredictions.com on a MacBook Air – including Power-by induction – which Apple patented a year ago.  Since then, many more images have shown up across the internet.  Macpredictions was certainly the fastest and one of the most professional looking.   He is in London and unconnected to Apple.
  • One of our readers, Jon Cotton, found a mention of a "MacBook Air" on one of Adium’s usage log reports.  Subsequent verification from Google Cache reveals that this log entry was made on January 9th, BEFORE the Macworld posters were revealed.  Therefore, someone would have had to have known about the posters and made the reference to "Air"
  • UPDATED: MacDailyNews via Macrumors has some very telling domain name information.  IS it possible with the cat out of the bag, Apple is jumping on all of the domains it can?
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15 Billion dollars, Apple? Someone is doing some Christmas shopping

So it came out last week that Apple had been saving a bit of money.  They are likely going to buy something and the internet blew up with ideas on what that should be.  Ars came up with Adobe, Tivo, Nintendo.  We aren’t feeling any of those – here’s why:

  • Adobe – there is too much overlap in products.  Final Cut/Premiere.  Aperture/Lightroom, etc, etc.  Adobe has a great portfolio of applications but overall the line isn’t close enough to Apple’s core competency.  Plus the two companies aren’t getting along that well anymore.  Adobe is also pricey.
  • Tivo – It is a great technology for the next 3-5 years.  Soon though, networks will be broadcasting their content over the net by themselves.  The technology to leverage advertising will make them more than the currently falling costs of broadcasting over the net – so it won’t matter.  As someone who has to watch college football on a slingbox, I say hurry the fsck up.
  • Nintendo – great idea, but they are too expensive.  Any buyout of Nintendo would have to be more like a merger.  Can you see Steve Jobs agreeing to a merger and taking in top management?  Us neither.

So, we’ve come up with three companies that Apple should buy – and which they actually have a shot at.  Yep, telecoms:

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Apple "Analysts" don't seem to be very good

So doing the last post, we had to do some research on Shaw Wu an Analyst for American Technology Research who had made a bad call on the numbers of iPhone unlocking. Thankfully, MacRumors has put together a list of Shaw’s predictions and their subsequent  "truthieness".  He’s riding about 15% correct…which is like picking horses at the track based on their names.   Given all of this, he has a 4/5 star rating from Yahoo and many people make investment decisions based on his guidance.   Some of the better ones (from Macrumors):

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If I had to guess…

What’s interesting about the MacBook Air that is likely to be introduced tomorrow is that it is painfully overdue.  Not…