Mild-Mannered Canadian Fury

Doug Stephen is Politely Peeved

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[…]

Yup.



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

Interesting.



[…] 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.