Mild-Mannered Canadian Fury

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Analysts, Giving Me Hives Again

Mon, 09 Apr 2012 «permalink»

Topeka Capital Markets’ Brian White on new iPhone rumors. He starts off okay but starts rambling on about supplier predictions and 4 inch screens and launchs that would coincide with with their financial quarters and make numbers look pretty. As analysts are wont to do. Let’s break it down:

In our view, this will be the most significant iPhone upgrade […]

Yup. Because they all are.

[…] with a four-inch screen[…]

Nope. Nope nope nope. This will require either introducing a 5th, arbitrary resolution for developers to support or it will compromise the pixel density of the current Retina display. Stupid.

[…] and a new, sleek look[…]


[…] that we believe will require a Unibody case.


[…] we believe the addition of 4G will also attract buyers of the new device.

I don’t think LTE is that far-fetched as an addition to the next iPhone.

Additionally, from the MacRumors article:

[…] launch in the August-September timeframe[…]

Nope. Expect October again.

Someone was also throwing around 1 GB of RAM, I can’t find where I saw who made that claim. But they’re probably right.

Display issues have caused a bit of a bottleneck on supplies of the new iPad[…] Any small constraints on March quarter sales numbers would be compensated for by a boost to June quarter sales.

Apple already announced that this has been the best iPad launch yet. I have no idea what White is talking about.

Suppliers suggest that a smaller “iPad mini” is still in the works, but launch timing remains uknown

Nope. Just parts for units in testing. No plans to ship shit. Yet.