What to expect on Oct. 4

September 23, 2011: 11:16 AM ET

When did an All Things Digital become the keeper of Apple's event calendar? 

We don't recall getting an invitation from Apple to an event on Oct. 4 or any other date, but that hasn't stopped analysts from alerting their clients exactly what to expect from the company that day. Jeffries' Peter Misek, for example, issued this note on Friday:

Apple holding press event on October 4. 

Takeaway: We expect Apple (AAPL) to focus on iOS 5 and its cloud service capabilities. We also expect the announcement of an iPhone 5 (which could be called the "4S" as Apple appears to have vacillated on the name). We believe the iPhone 5 will have an A5 processor (the same as the iPad 2) a better camera, a slightly larger screen, and be slightly slimmer. We also expect the announcement of a lower-priced iPhone that will basically be a lower-cost 3GS. We expect carriers (including Sprint, ~50M subscribers, ) to launch the phones starting in mid-Oct. We had believed that T-Mobile (~34M subs) would also carry the iPhone 5 in CQ4 but now believe this could be delayed, possibly due to the pending AT&T acquisition. Finally, we also expect an iPhone launch at China Telecom (~108M subs) in CQ1.

Join the Conversation
About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

Email | @philiped | RSS
Current Issue
  • Give the gift of Fortune
  • Get the Fortune app
  • Subscribe
Powered by WordPress.com VIP.