FORTUNE -- To readers paying close attention to press reports, there may not be many surprises Tuesday when Apple (AAPL) hosts its big September three-ring circus for analysts and the media.
The critics will be unforgiving if the event's tentpole announcements don't include:
All this and maybe more will be duly reported -- with specs, price points and other details filled in -- Tuesday afternoon.
But by Wednesday, Apple watchers will be wrestling with the darker questions -- questions that have been swirling around the company since even before the stock started tanking in September 2012.
Essentially, the issues that Wall Street has with Apple -- the perceived problems that by April 2013 had lopped $280 billion (40%) off Apple's market value -- boil down to three negative story lines:
Those are valid issues, and they deserve an answer.
But until we see what Tim Cook has up his sleeves -- and whether it delights or disappoints or even works as advertised -- until then we won't know whether the reports of Apple's impending doom that we've been hearing for more than a year are, like Mark Twain's obituary, premature.
Is Google's $35 dongle a match for Apple's $99 set top box? The Verge's tale of the tape.
FORTUNE -- Google (GOOG) took another crack at television this week, having failed to get much traction with the Google TV solution it introduced three years ago.
The new entrant is a $35 dongle called Chromecast that plugs into the HDMI port of a high-definition TV and receives audio and video content streamed over MOREPhilip Elmer-DeWitt - Jul 26, 2013 6:50 AM ET
More people stream video over the Internet via Apple TV than with any other device.
FORTUNE -- I took a crack at a pie chart like this a couple months ago with limited success, so I was pleased to see how the professional market researchers at Frost & Sullivan do it.
Like me, they left off Microsoft's (MSFT) Xbox, which has some of the same media functions but is primarily a game machine. MOREPhilip Elmer-DeWitt - Jul 17, 2013 1:45 PM ET
Things are happening at Apple, no question. Will it be enough?
FORTUNE -- The task at first seemed impossible: Determine if Apple's best days are behind it or if it's merely taking a break from breakneck growth and world-beating innovation. After all, how to figure out the trajectory of a company that is so tight-lipped with its plans, which prohibits its people from talking freely, even amongst themselves, a company whose MOREAdam Lashinsky, Sr. Editor at Large - Jul 8, 2013 9:52 AM ET
Munster puts iRadio at 80%, MacBook Air at 40%, iWallet at 20%, Apple TV apps at 10%.
FORTUNE -- With the Tim Cook's keynote address at Apple's (AAPL) World Wide Developers Conference only hours away, there's no shortage of speculation from Apple bloggers and Apple analysts about what's in store. But only Piper Jaffray's Gene Munster has assigned percentages to the possible announcements.
Excerpts from his Monday morning note to clients:
90% Chance of MOREPhilip Elmer-DeWitt - Jun 10, 2013 7:03 AM ET
Tim Cook said at D:11 that Apple has sold more 13 million units. That was news.
FORTUNE -- For a number of reasons -- including all those questions about future products not even Steve Jobs would have touched -- Apple (AAPL) CEO Tim Cook didn't break much news Tuesday night at AllThingsD.
But he did provide a new data point about Apple TV: He said the company has sold more than 13 MOREPhilip Elmer-DeWitt - May 29, 2013 10:54 AM ET
Households with broadband Internet access are increasingly piping Internet video to their TV sets, through a variety of devices.
FORTUNE -- We can examine the strategies of Netflix (NFLX) and Comcast (CMCSA) all we like, but the speed at which television moves off of cable and onto the Internet will be determined largely by what people decide to do in their living rooms. Now that they have the hardware and software MOREDan Mitchell, contributor - May 3, 2013 6:36 AM ET
The tweets that launched a score of news stories may have been premature
FORTUNE -- The Street's Rocco Pendola was tearing his shoulder-length locks Wednesday morning in a piece titled I'm Worried About Apple. Again. And You Should Be, Too. The thrust of his story: Tim Cook is diluting the precious Apple (AAPL) brand by allowing its products to be sold by retailers associated with, in his word, "mediocrity."
Pendola mentions BestBuy (BBY), MOREPhilip Elmer-DeWitt - Feb 20, 2013 11:41 AM ET
Apple's CEO Tim Cook didn't bring up the company's most talked-about rumors. And that may be very telling.
FORTUNE -- Listening to a Tim Cook interview is like watching an old episode of Seinfeld. Nothing really happens, so the trick is to interpret the nothingness.
For example, Cook said nothing in his appearance Tuesday morning at a Goldman Sachs (GS) conference in San Francisco about whether or not Apple (AAPL) will produce MOREAdam Lashinsky, Sr. Editor at Large - Feb 12, 2013 1:48 PM ET
A low-cost iPhone? An Apple TV set? Four experts tackled the issue at Macworld 2013
FORTUNE -- Does Apple (AAPL) have another game-changing product up its sleeve? That's the question all Wall Street is asking. At a Macworld/iWorld panel Friday, four Macworld writers and editors addressed the issue, focusing on two possibilities: An iPhone cheap enough to sell in large quantities to the developing world, and the long-rumored Apple-branded TV set.
We captured MOREPhilip Elmer-DeWitt - Feb 1, 2013 4:06 PM ET
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