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AAPL Stock: 497.67 ( -11.79 )

Analyst: New iMacs, ultra-portable MacBooks

updated 03:05 pm EDT, Thu July 12, 2007

New iMacs, MacBooks


Piper Jaffray analyst Gene Munster is reporting that there is an 80% likelihood of redesigned iMacs this Summer, an ultra-portable MacBook Pro model will soon debut, and iPods with OS X are on tap. Munster also commented on iPhone availability. The analyst's report says that by the 5th of July, only 1% of Apple's 165 US retail stores had iPhones available. Stores have been receiving regular shipments of iPhones, and as of July 10 availability levels have stabilized around 50%. Munster also notes that based on Apple's product roadmap and the fact that the iMac has not been updated in 309 days (vs. a product average of 168 days), redesigned iMacs will likely debut this summer. Meanwhile, Munster sees the possible debut of an ultra-portable MacBook Pro as a means for making inroads in Asia, where its Mac sales have lagged global averages. Finally, Munster is the latest analyst to state that Apple will put OS X on iPods at some point this year or early next year. The analyst maintains an outperform rating on shares of AAPL. Munster predicted new iMacs and MacBooks before, saying they would debut at this year's WWWDC, where no new Mac models were introduced.


by MacNN Staff

(9)

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Comments

  1. Herod

    Fresh-Faced Recruit

    Joined: Jun 2007

    0

    what patent....

    sparked this speculation?

  1. elroth

    Fresh-Faced Recruit

    Joined: Jul 2006

    0

    low stock

    "only 1% of Apple's 165 US retail stores had iPhones available"

    That would be 1.65 stores. That means 1 store had an iPhone and 1 store had .65 of an iPhone. No, it means 1 store had an iPhone and another store, which was really only .65 of a store, had another iPhone. It's so confusing.

  1. eldarkus

    Fresh-Faced Recruit

    Joined: Feb 2004

    0

    1%

    Do u think I can get 35% the .65 iPhone?

  1. Darwiniandude

    Fresh-Faced Recruit

    Joined: Feb 2007

    0

    35% of .65

    I bought the .65 of an iPhone. Looks more like a 5G iPod. I can use the keyboard, but can't see anything much above it. Not much good to me. You can have 35% of my 65% iPhone if you like, that would leave me with above 42% iPhone i think. You'd only get 23% iPhone i think though. (35% of 65%.)

  1. Jeronimo2000

    Fresh-Faced Recruit

    Joined: Aug 2001

    0

    Gene Munster fanboys

    "Munster is the latest analyst to state that Apple will put OS X on iPods at some point this year or early next year."

    You mean "last", not "latest". Plus, Steve Jobs has already publicly stated that the next iPod revision will have OS X on it.

    We know you love the Munster boy, MacNN (or rather, he's paying you well), but fanboyism isn't really helping your credibility.

  1. Jonathan-Tanya

    Fresh-Faced Recruit

    Joined: Oct 2004

    0

    Reasonable 1 %

    Oh lets make a wild leap of logic and say the iPhone comes in two models.

    If you have only one model you are fifty percent out on a per model basis. Fair enough, because if you want the 8gb model and they don't have it...might as well say they are out.

    So 165 stores x 2 models = 330 mod.store

    One percent of that is about 3....oh my god, so 3 stores only have the 4gb model...and it comes to about 1% have stock....

  1. msuper69

    Mac Elite

    Joined: Jan 2000

    0

    1%

    Most likely that was 1% of Apple Stores didn't have the iPhone available

  1. elroth

    Fresh-Faced Recruit

    Joined: Jul 2006

    0

    1%

    No, on July 5th every single Apple Store in the country was out of iPhones, except 1 store in Oregon and 1 in Pennsylvania (that's 1.2%). They started getting restocked the next day.

  1. SubPop

    Fresh-Faced Recruit

    Joined: Jan 2006

    0

    ..utraportable macbook?

    While I'm one who actually would love to see an ultraportable Macbook Pro, I won't believe it until it happens. We've been hearing this same prediction for six years now, and haven't seen anything materialize (except maybe the iBook Pro - which Apple misnamed the 12" Powerbook - which came ALMOST close)

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