Analyst rains on rumor parade for Apple's Sept. 1 event
Expect the usual emphasis on iPod, but 'no big deal' for Apple TV
Computerworld - Apple will stick to its practice of revamping its iPod line next week, but other moves, including possible tweaks to its Apple TV box, will likely be minor, a Wall Street analyst said.
Earlier on Wednesday, Apple issued invitations to a Sept. 1 press event at the Yerba Buena Center for the Arts Theater in San Francisco.
As is Apple's practice, the invitation lacked any information about what Apple will announce or tout, although the artwork -- a guitar with a sound hole in the shape of the company's logo -- suggested a music-oriented event. The event will start at 10 a.m. PT.
Brian Marshall, an analyst with Gleacher & Co., bet that the emphasis will be on the iPod, particularly the iPod Touch, with some minor announcements about iTunes and Apple TV. But he wasn't optimistic about seeing any groundbreaking new products or services.
"It'll be about the iPod," he said. "Apple TV, that's still chugging along. They will likely introduce [an Apple TV] in a sleeker case with more storage, but that's not going to be a big deal."
Marshall stuck to his previous predictions that Apple won't make a major move with Apple TV until it's ready to marry the device to a flat-screen television for a full-fledged assault on the living room.
Nor will Apple make sweeping changes to iTunes, such as introducing a long-rumored subscription-based music service to compete with the likes of Rhapsody. Marshall said he expected that during the first half of 2011, after Apple has brought online its new North Carolina-based data center.
The $1 billion data center will wrap up construction by the end of this year, Apple executives said last month during a quarterly earnings call with financial analysts.
This will be the fifth year running that Apple has hosted an iPod-oriented event in September. During last year's Sept. 9 event, CEO Steve Jobs made his first public appearance since taking a several-month-long leave to undergo a liver transplant.
Then, Jobs announced price cuts to some iPod Touch models and touted major changes to iTunes.
Apple had dropped the price of the iPod Touch the year before as well.
Like most analysts, Marshall said that Apple would finally put a camera in the iPod Touch, and would debut it in a new design that mimics the iPhone 4.
One possible modification to iTunes, said Marshall, would be the addition of TV show rentals, a change reported today by Bloomberg, which said Apple is in discussions with News Corp.'s Fox, as well as with CBS, NBC Universal and Walt Disney, to offer customers TV show rentals for 99 cents. Bloomberg cited confidential sources with knowledge of the plans.
"Fast forward a bit, to early next year," said Marshall. "By then, there will have been a total of 200 million shipments of iPhones, iPads and iPod Touches, all the devices that run Apple's iOS. That makes Apple a cable company with 200 million subscribers."
In comparison, Comcast, the U.S.'s largest cable television provider, has approximately 42 million subscribers to its video services, according to the company's latest data.
Among the unknowns for next week is whether Apple will release iOS 4 to iPad owners.
The company has said it would do so sometime in the fall, but has not set a date. However, it has regularly used the September event to issue updates to its mobile operating system. Last year, for example, Apple launched iOS 3.1 the same day as its iPod press event.
Gregg Keizer covers Microsoft, security issues, Apple, Web browsers and general technology breaking news for Computerworld. Follow Gregg on Twitter at
@gkeizer or subscribe to Gregg's RSS feed
. His e-mail address is gkeizer@ix.netcom.com.
Apple Watch
- Apple snares top smartphone sales spot
- Cook hires first exec since taking Apple's reins from Jobs
- Will this be the year of Apple in the enterprise?
- iPhone app includes hidden tethering
- Apple reclaims top brand spot after iPhone 4S launch, Jobs' death
- Apple is the No. 1 smartphone vendor again, say research firms
- Apple breaks Microsoft's 'lock' on enterprise workers, argues analyst
- iPad sales beat HP, Lenovo, Dell PC numbers
- Apple crushes sales records, hits revenue 'home run'
- Apple shines in first full quarter under CEO Tim Cook
Read more about Macintosh in Computerworld's Macintosh Topic Center.



- Excel 2010 Cheat Sheet
- Register for this Computerworld Insider Cheat Sheet and gain access to hundreds of premium content articles, guides, product reviews and more.
- Overcome Top 7 Admin Challenges of Active Directory
- As Active Directory's role in the enterprise has drastically increased, so has the need to secure the data. Gain insight on creating repeatable,...
- Insiders Can Ruin Your Company. Take Action.
- Did you know that 80 percent of threats to an organization come from the inside? The threat from insiders is often overlooked in...
- Top Solutions and Tools to Prevent Devastating Malware
- Custom malware frequently goes undetected. According to Forrester Research, the best way to reduce risk of breach is to deploy file integrity monitoring...
- Streamline Compliance and Increase ROI
- Streamline, simplify, and automate compliance related activities; especially those that impact multiple business units. This white paper from NetIQ, outlines solutions that will...
- X-Ray of the PCI Process-4 Proactive Steps
- This white paper from Forrester Research Inc., helps break PCI into understandable components. Security and risk professionals will gain knowledge and insight into... All Macintosh White Papers
- Optimizing Networks for the Cloud
- Join guest speaker, Rohit Mehra, IDC Director of Enterprise Communications Infrastructure, to explore current trends, discuss best practices for optimizing Data Center and...
- Apps QuickStart Series Part 2: Designing and Deploying SQL Server on VMware vSphere
- Download this webcast to learn about the design considerations for virtualizing SQL workloads, performance and scalability information and high-availability options, as well as...
- Apps QuickStart Series Part 1: Designing and Deploying Exchange 2010 on VMware vSphere
- Download this webcast to learn the virtual hardware design considerations for Exchange 2010, deployment using the building block approach, options for high-availability and...
- Customer Spotlight: How IPC The Hospitalist Company Implemented Oracle on VMware
- Have you been looking to hear about customer's experiences with the new VMware vCenter Site Recovery Manager product? View this webcast to learn...
- Virtualize Business-Critical Applications with Confidence
- Virtualizing business-critical applications has become a key focus for organizations as they move along their virtualization journey. With the launch of VMware vSphere®... All Macintosh Webcasts
