Apple's (AAPL) surprise announcement Tuesday of four new or updated product lines -- iMac, MacBook, Mac mini and a touch-sensitive "Magic Mouse" -- does at least three things:
The second point was underscored in a note to clients issued Tuesday afternoon by Piper Jaffray's Gene Munster. He points out that Apple achieved an 17% increase in computer sales last quarter despite fighting the "headwind" of desktop machines that had grown increasing long in the tooth. Desktop unit sales were down 16% year over year last quarter, compared with an astonishing 35% increase in MacBook sales.
The new machines -- especially the thinner, faster iMacs -- could change that.
"In other words," writes Munster, "the headwind that existed in the Sept. quarter due to aging Mac desktops has now turned into a tailwind for Mac units in the Dec. quarter."
The best place to learn about the new machines is probably Apple's own website. We're particularly fond of the little video industrial designer Jonathan Ive recorded about the new iMacs, pasted below the fold.
The rumors of a flurry of new machines were true
UPDATE: Apple's online store came back online shortly before 1 p.m. Eastern with new iMacs, a new MacBook, a new Mac mini and a new "Magic" Mouse (the Mighty Mouse having run into trademark problems). The products are displayed on the reconfigured website and described in a series of press releases:
The new iMacs
The new MacBook
The new Magic Mouse
Apple's website describes a MOREPhilip Elmer-DeWitt - Oct 20, 2009 10:21 AM ET
Like nature, the Apple rumor mill abhors a vacuum, and for much of this month it has been filled with talk of "the Brick."
What is the Brick? The question was first posed the day after Steve Jobs' "Let's Rock" keynote address by Cleve Nettles on the Apple blog 9 to 5 Mac. He wrote that a tipster with "a solid track record" told him that the mid-October introduction of a MOREPhilip Elmer-DeWitt - Sep 28, 2008 7:50 AM ET
|Five things you didn't know about Bernie Madoff's epic scam|
|Obamacare: 365,000 have signed up for insurance on exchanges|
|Teen millionaire helping Yahoo become cool again|
|What the budget deal doesn't do|
|Stocks falter as budget deal raises taper risk|