According to one analyst’s check with sources along Apple’s supply chain, Apple plans to refresh the rest of its Mac lineup, which would include the MacBook, Mac Pro, Mac Mini and MacBook Air, “in upcoming months.”
Analyst Shaw Wu with Sterne Agee issued a note to investors on Wednesday claiming that all Mac products that have yet to see a refresh this year are “due for refreshes” soon.
Not included on Wu’s list are the MacBook Pro, which underwent a refresh in February, and the iMac, which saw a new version on Tuesday. Both products saw a transition to Intel’s new Sandy Bridge processors and the addition of the new high-speed Thunderbolt input/output port.
My initial reaction to this was a giant “No, shit, Wu. No. Shit.”
Are investors really so dumb that they don’t think Apple will release updated models this year? It’s the beginning of May, for crying out loud. I’m pretty sure Apple has some more new computers prepped to go in the next 7 months.
I just don’t understand how guys like this get paid big bucks to come up with this stuff.
Here’s some more of the article:
Wu believes the MacBook refresh is especially important because the entry-level notebook represents roughly one-third of Apple’s portable business, which itself has grown to 73 percent of all Mac sales. The last update for the MacBook came in May 2010.
The MacBook is important, but again, it is clear that it is due for an update. However, most MacBook sales, from what I can tell, are to schools. In fact, I predict that at some point, this low-end, white machine will go education-only, like the eMac of old.
Anyone want to hire me as an analysts? I promise I won’t assume investors are dumber than rocks.