By Jonathan Chen
Apple Insider is reporting that Apple (NASDAQ:AAPL) may introduce a radically different Mac product family by the end of the year.
As if Steve Jobs and the rest of the crew needed to do anything else more incredible.
The Cupertino-based tech company could potentially introduce a new version of Macbooks unlike anything that has been seen so far. Of course the rumors are from an anonymous source, within Apple's supply chain, so they must be taken with a grain of salt, but usually there is some truth to these types of rumors. The source said the products are "absolutely different from current products," and we could see them possibly by the "end of this year." Perhaps it will be the long awaited Macbooks that run on ARM Holdings (NASDAQ:ARMH) chips, but that is pure speculation on my part.
This comes after reports that Mac sales rose 26% year over year in July, thanks to a new Macbook Air and a new operating system.
While no further details about the new laptops are being made, the report was very clear to make mention that the laptops are extremely different. With Apple, different usually leads to consumer excitement about the changes, and will likely cause another buying spree of Apple-related products.
Apple has had a firm grip on the American consumer like no other company on the planet. The halo effect that we saw from the iPod in 2001 until now is nothing short of mind-boggling.
Jobs, Tim Cook, and the others at Apple have continued to defy skeptics, and dazzle Wall Street for over ten years now. Perhaps the praise is well deserved, considering Apple has done everything correctly, and better than anyone could imagine. The company has transformed the way we communicate with each other, and has made technology cool for everyone, not just geeks. Its products are incredibly easy to use, and actually make work a little more fun.
The company is growing like a weed, and has made its shareholders billions upon billions of dollars since 2001. It has transformed itself from a company that was on the brink of bankruptcy at the end of the last century, to briefly being the world's largest company by market cap, just last week.
After selling 9.3 million iPads and more than 22 million iPhones, on top of ~2 million Macbooks in the recent quarter, Apple is pulling out each and every stop to please consumers.
Just when you thought it could not get any better, it likely does. Think different.
Traders who believe that the Macbook rumors will revolutionize the Macbook as we know it might want to consider the following trades:
- Just go long Apple, and perhaps ARM Holdings, if the chips are ARM-based.
This is bearish for the life of the PC. Sure there will always be Windows-based computers, but that market share continues to shrink.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.