iPod Update

Sep. 7.07 | About: Apple Inc. (AAPL)

Between the office move and the markets lately, I didn't get a chance to address the new iPods/iPhone. Let's do that now. Back in January, I noted why I did not think the iPhone would cannibalize the iPod: Apple (NASDAQ:AAPL) would migrate the touchscreen downstream to the smaller and non iPhone "pods."

Nine months ago, I noted it was only a matter of time before Apple would bring out a touchscreen (non-phone) iPod.

Well, that came to pass.

As to the rest, I got some of the new products, prices and capacities right. I got some aspects wrong. Back in January, I estimated what Apple's products and price points might look like.

Here is a comparison with those forecast and the actual products:


Product Pricepoint Actual Product Actual Pricepoint
Apple iPhone
10/5 GB
$499/439 16 GB
iPod touchscreen*
100/60 GB
$379/329 iPod touch
16/8 GB
iPod "Classic"
80/30 GB
$279/229 iPod Classic

160/80 GB

iPod Nano
10/5 GB
$199/139 iPod Video Nano
8/4 GB
Shuffle 1 GB
$59 Shuffle 1 GB
Click to enlarge


First, it turns out that my estimate of 12-18 months was off -- it only took nine months. Second, I wildly under-estimated the capacity of the classic iPods. Third, I wildly over-estimated the capacity of all the flash based iPods and iPhones.

But I did get many of the products, names and pricing pretty darned close.



The WSJ has an interesting history of all the iPods, and Apple's stock price:
click to enlarge

BTW, if you want to have a laugh, go to Amazon and search for the existing iPods -- an 80 Gig iPod is $349...


To Amazon's credit, any search for iPod also includes this result: New iPods.

click to enlarge