Tag Archive: predictions


Twas the week before DevCon
  and all through the net
all the banners were leaking
  more news yet to get.

  The rumors were hung
by the bloggers with care
  in the hopes that this rev
was filled with great flair.


Okay enough with the really bad filking. With just a hair over 5 days until the keynote of WWDC 2012 it’s time for my annual predictions. Some will carry vegas style odds which I will not cover or take bets on.

The post is rather disjointed as I am in the middle of crunch on a project that we wanted to fire off before or during WWDC… But, we’ll get it when it’s done. Not when it’s convenient.


HARDWARE:
It’s obvious that the Mac hardware line has gotten very long in the tooth. We’re definitely seeing an upgrade of the entire line. Also, as mentioned in my 2012 overview posting. Expect there to be some mixing/realigning of the Macbook Air/Macbook Pro line. With external monitors the 17″ may not be long for this world. (A shame because it’s been my primary model for about 6-8 yrs)

The Mac Pro may FINALLY see a body redesign. There’s a lot of wasted space in there. The device has somewhat subsumed the XServe which had that nice 1U body form. So the Tower may see a form factor change to make it more compact for the server room. I’m thinking something akin to the Mac Mega (Opposite of Mini). I don’t expect it to look like a Mini except maybe something a little more streamlined.

The Mini and the Airport Time Machine have continued to sort of drool into each other. We may finally see the fusion there.

Hardware updates?

  • The delayed intel chips,
  • thunderbolt and BTLE everywhere.
  • Better cameras.
  • Better video cards.
  • Better RAM and drives.
  • And likely more devices with OUT the DVD. (Anyone else remember, “No Floppy”?)

The OS? Well we’ll get to that next.


OS X 10.8:
By the rumours boards it would seem that we’ve seen 5 seeds of the OS. Or more correctly 3 with 2 updates. Comments from forums by people breaking NDA is that the new OS:

  • For starters is snappier. (I had to)
  • Is more stable that 10.7
  • Has good feature add.

So, Is 10.8 ready for Prime time. Will the new devices release with 10.8?

I’m going to give the release of 10.8 an even 50% chance of being released either at the keynote or within a week of it. I will give the announcement of a release date 100%.

How much will OS X 10.8 be?

My belief is that there is a 75% chance that
    OS X 10.8 will be free
to 10.7 users and
    $29.95 for 10.6 users. There will also be a direct upgrade path for 10.6 users.

Is there anymore to OS X 10.8?

I believe so. But as for what. I’ll return to after my comments on iOS.


iOS 6:

So lets talk about iOS 6. There’s been no actual word from Apple that there will be a release of iOS 6.0. However… 5.0 announced at WWDC 2011. Apple has stated that it wants to move to once/year OS updates. So… 6.0 is a reasonable assumption. And now my wish list and percentage chances. (Please note… percents are per line… not additive)

We’ll start with the easy OS features and changes:

  • Open GL improved (100%)
  • UIKit improved (100%)
    Gaming and UI are iOS’ bread and butter. A lot of effort goes in here both in presentation and development. Struts, storyboard, etc. Expect some nice things here.

  • Multiple exchange calendars. (40%)
    A common wish list item for enterprise. (I know I could use it)

  • Built in VNC.(65%)
    Apple remote desktop and screen sharing between iOS devices and between iOS, Mac, and Apple TV products. Would also work with XCode for debugging. (65%)

The next set are my big ticket items. Things that we’ve been hoping for that will be full developmental APIs.

  • Core Mapping(80%)

    A reworking of Mapping and Core Location. Now includes full non-Google maps, find my friends/phone and 3 dimensions of location.

  • Core Dictation (Includes Siri)(75%)
    Many times a product has started on one device and then spread. Siri will wind up on all iOS not just iPhone and likewise dictation will be on the iPhone4S. The API will be opened to developers. Apps will be Siriable. Dictation will be programable.

  • tvkit.framework (Apple TV 2 & 3 only)(65%)
    In the pre push for the TV, Apps will finally be allowed on the Apple TV.

  • Core Messaging (IM and Mail)(60%)
    Finally taking a page from address book and media… Mail and Messaging will be open programable. The messaging backend will be federatable so that other systems can use it.

  • Core Profile (Parental/Enterprise settings)(55%)
    Configuration of a device will be upped with Core User to allow both an enterprise device with FULL configuration and also Parental Supervisory controls. (Which on retrospect are really the same thing)

  • Core Process(40%)
    True backgrounding processes – The ability to create small daemon like code to run in the background and signal notifications. (Great for accessories)

  • Core User (Multi User) (Feature: 65%; API 30%)
    At long last an iCloud alternative to having more than one user on an iOS device. It may not be pretty but it will work. A core OS will live on the device and then you’ll iCloud shift active user.

  • springboard.framework(25%)
    Configure the look of the home screen, app pages, and folders.

  • Core “Something Else”(65%)
    I still think there is a WHOA feature that no one has touched on. I think that Core Something Else will be on both iOS6 and OS X 10.8


FOR DEVELOPERS:
I think we’ll see

  • XCode 4.5 / 5.0 – Depends how much the UI and the engine get revamped. (90%)
  • Raise the beta bar over 100 users – a common complaint (50%)
  • iOS Developer Frameworks – iOS devs will have a way to build framework bundles not just linked libraries. (Also requires an approval process) (40%)
  • There will be discussion on Radar. (25%)

THE APP STORE (iOS/OS X)

  • Tiered Upgrades. A common complaint

ANNOUNCEMENTS:
iPhone5. If the phone will be releasing by the end of Summer/Early Autumn (with iOS 6)… Then there is a 60% chance of announce. After that… don’t hold your breath. I do not Believe they will be releasing the iPhone for a while because it probably depends on iOS6 which I believe is also still under dev.

The famed Apple GOD TV. (As opposed to the Jesus phone, as it used to be referred to)… I think that the TVKit.Framweork will be the tip of the iceberg. I think it will tell people that the AppleTV (2 and 3) aren’t a hobby anymore.

That being said… I don’t think we’ll see the TV announced. No sensational “Thus spake Zarathrustra” moments on this. It needs an event to stand alone.

Other things that I just don’t have the effort to get all crazy about:
iTunes updated
iLife updated

I think this year’s WWDC may be worth writing home about.

Well, it’s been a few months and as we hoped, March is going to be iPad month. And possibly other surprises. So here are my Vegas style picks. I’m going to use my standard % of it happening rather than betting odds. About the closest I come to that is the name.

Not a lot of formatting. But comments welcome.

BookStore Glee: 90% – Yes, they will talk about the success of the new TextBooks.

Multi-Size 30% (iPad mini) – I really don’t see this coming this quarter. Maybe by year end.
BTLE: 100% – It’s in the 4S it’s in everything forthcoming (Not sure yet)
Siri: 90% – It fits into this whole iCloud, TV, miasma expectation (Dictation)
Quad Core, Faster Processor: 95%
Better cameras than iPad 2: 90%
Thicker: 80% – but only by a teeny bit
Heavier: 40% – Potentially only some models.
Home Button: 90%
Retina Screen: 90%

iPad HD Name 60%
iPad 3 Name 40%
Special Chinese ProView F.U. Name: < .01%
I guess you just can’t get much more ProView F.U. than calling it just “iPad

Price point same:75%
Price point lower:40%
Price point higher: 30% (4G LTE not factored)

4G (something) Model: 95%
4G Model separate: 75%
4G Model higher price point: 75%
Missed that the 4G Model would be on top of the 3G model

iPad 2 still sold in 16GB config: 80%
iPad 2 cheaper price point: 80%

new iPad in 16GB: 35%
new iPad in 32GB: 100%
new iPad in 64GB: 100%
new iPad in 128GB: 80%

Battery life up: 80% (Sorta)
Battery life up > 10% : 75%
Battery life up > 15% : 50%
Battery life up > 30% : 40%

Battery life the same despite higher tech which brings it down to the same.

New App(s):80% (iPhoto)
New Version iWork:70%
iOS 5.1.x: 70%
iOS 5.5: 40%
iOS 6.0: 5% – WWDC: Precursor to iPhone 5

-=-=-=-=-=

Apple TV – 90%
Version 3 of current system: 75%

Name: Apple TV – 60%
Name: Apple TV HD – 80%
Name: iTV – 0%
Name: Apple TV 3 – < 5%
Name: iMediaTV – 40%

Will have 1080: 100%

Will run iOS apps: 10% (WWDC: Precursor to iOS 6.0)
Full Screen TV: < 5%

TV Stations ala cart/apps: 45%
Announced with < 10 stations/apps: 40%
Announced with < 5 stations/apps: 20%

Claiming the existing apps (Netflix, hulu, hbo, etc): 75%

iPad control for Apple TV: 75% (Remote App updated)
New Remote App: 75% (See above)

Will be combined with Time Capsule: 60%

===========

Final line up

iPad 2 : 16GB Lower Price point
iPad HD: 16GB/32GB/64GB/128GB matching old price points for wifi
iPad HD 3G: 32GB/64GB/128GB matching old price points for wifi + 3G
iPad HD 4G: 16GB/32GB/64GB/128GB about 15-20% higher matching old price points for wifi + 3G

Apple TV HD: 1080p: $99
Apple iMediaTV: 1080p + 2 Tera Storage Time Capsule $299

Remote App for iPad (free) (Update)
iWork Upgrade. Free for previous buyers as update.

===========

Comments and grades:

I’m pleased. I didn’t do too badly here. I put my money on iPad HD as the name and Apple went for the ‘iPad’ means current approach. Which in its own way is a huge F.U. to ProView. Interestingly, there really weren’t any BIG surprises. iPhoto was nice, but they’ve been working up to it. In general I think the biggest surprise for me was an excellent delivery of why the new features are the right amount of evolution and why they have value.

Next up? the new iPad. I ordered one as fast as I could. Should you?

My Crystal Ball and Apple

So, it’s bad enough that I had to make my views of quarterly Apple announcements public. But now I’m going to take it even further and peer into my crystal ball and talk about what I think we are likely to see this year. As always, I am not a paid analyst. I do not work for Apple. I am NOT privy to any information of their plans. This is all guess work based on years employed in a career that hinges on my paying attention to what Apple does and more importantly doesn’t do.

Short form: This is all theory based on rumour. Do not blow a gasket at (or sue) me if you lose money based on my opinions.

Apple’s been on a good Year over Year growth trend now for a few years with last Q3 being a standout due to the shift of the iPhone ship date. Whether this was a calculated move to balance their yearly deliverables over the medium term, or the first slip in a very long time… we likely will not know. However, each quarter this year… seems to have something packed into worth tracking.

For the purpose of this post there will be far more detail in the early calendar quarters due to how those quarters play out on the rest of they year.

Calendar Quarter 1:

We’re already hearing rumours of there being an iPad event and potentially an earlier “Unusual” event. In my previous post I commented that Q1 would be the Pro laptop/desktop quarter. I now think we’re going to be pushing more of the Mac into Q1. Mac hardware has been moving more and more into speed bump announcements. There have been no real revolutionary form changes in quite some time. The addition of Thunderbolt means that expansion is on a pro level for any machine that has it.

One of the rumors I’ve heard that I like is that the MacBook will be replaced with the MacBook Air. The Air in 11, 13, and 15″ sizes will be the Mac Book. The Pro in 13, 15, 17 will be as is. All systems will get Thunderbolt, BTLE, and the MBP may see their first iteration of retina screens.

The Mac Tower has been a bit of a dying breed. With distributed processing, you can do as much with 2-4 minis as you can with 1 tower. And in pretty much less space. I think you’re going to see a mini-pro (sort of an extension of the mini-server). The biggest complaint becomes expandability. But with Apple trying to move out of the “External Hardware World” it may finally bite the bullet and EOL the Macintosh Tower. If you want a modifiable box, stick with Windows or Linux.

Apple will finally say that Mac OS X 10.7 users exceed 10.6 users. There will be great statistical spin on how well 10.7 is doing.

I think the “unusual” rumour floating is that the dividend is going to roll or at least be announced this quarter. I’m not a financial whiz concerning how dividends work beyond you make $x each quarter based on earnings and your shares… But it will entice some investors who have been continually Bullish on Apple for hoarding its cash mound.

But none of this provides the quarterly revenue bang to carry into calendar Q2.

So, 2012Q1 will also deliver the iPad 3. Obviously there will be Retina and Siri. There will likely also be an announcement that it’s running iOS 5.5 which will offer developers a beta of the Siri SDK. Siri will continue to be a beta component. In the US the iPad will have 3G models that talk to AT&T, Verizon, Sprint, and T-Mobile. I believe that the iPad3 will also be the first 4G product we see from Apple. BTLE will be standard. And a few other bells and whistles that may journalists will find completely underwhelming and yet it will still break sales records. And yes, I will have one on the day it ships. My loving spouse has already acknowledged this.

Calendar Quarter 2:

April brings spring, initial reports of lines and channel delays on the iPad 3, and of course… WWDC clamoring. Tickets for WWDC will go on sale this month and will sell out faster than the 1996 Kiss reunion tour. May will offer an iPod/iTunes event. The Touch will get Siri (and otherwise neglected), the Nano might get a camera (and otherwise get neglected) and the overly neglected iPod Classic shall head to that great Apple roundup in the sky and be EOL’d under the holy cloud of the Cloud. Journalists will find the announcements completely underwhelming and yet it will provide great sales. Stock prices will hit their low point of the year (barring issues from the fed, natural disaster, politics, the collapse of the European markets) during May-June. This will be the time to buy up more Apple Stock.

June will bring us WWDC. The pre-event schedule will have lots of iOS 5.5 stuff and a LOT of TBA. This assumes that a pre-event schedule gets distributed. 10.7.5 will be announced. It will be available in August. The earliest look at Mac OS 10.8 will surface. I’m going with “White Lion” as I must credit the genius of NetNewsWire’s Brett Simons for twittering after the release of 10.7.1, “I can’t wait for Snow Lion to come out.” White Lion won’t be feature rich, but it will show more integration between Mac OS and iOS. Expect more of the iOS store limitations to be announced for Mac OS. Expect better iOS/Mac OS integration. There maaaay be some Mac/Apple TV(2) interaction stuff. (Don’t hold your breath, but don’t be surprised) Expect iBooks for Mac OS 10.7.5. iWork will get more tripped out.

Then there will be the introduction of iOS 6. iOS 6 will have a tonne of surprises. One of the big surprises that is shared by iOS 6 and Mac OS 10.8 will be Core “Whatsis”. I’m not entirely sure what Core Whatsis is. It will have a lot of potential. It will seem like it really can do some killer things. But the applications will seem like there is something missing. We’ll come back to Core Whatsis. Many of the rumoured patent issues people have been thinking about will be rolled in. Parental controls/Corporate security refinements (Pretty much the same thing) will be greatly extended. Multi User will be in place. iOS 6 will run on the iPad 2 & 3, not the iPad 1. (First EOL’ing of an iPad) and (one more thing (This will be Phil Shiller’s first utterance of “One More Thing” which will bring a standing Ovation before he even announces it))

The iPhone 5 will be introduced. It will have a changed form factor. It will be 4G, It will have Near Field, There may be a size or colour addition. And other bells and whistles. The iPhone will be available around September with orders opening (yadda, yadda, yadda). It will ship with iOS 5.5. Samsung will fail to impress and continue to try to make fun of people waiting for iPhone’s in line. Core Whatis will make 5 % more sense but still be leaving more questions than answers. Apple will not provide them. They will provide a jacket to attendees that has pockets. Developers will still have to pay for the cooler annual t-shirt.

Calendar Quarter 3:

With the exception of the iPhone 5 Elephant in the room. Q3 will be quiet. Some Macs will see some speed bumps. 10.7.5 will release. In Late September there will be an event. iPad 3 will be the #1 back to school gift.

The iPhone 5 initial sales will be announced, lots of rehashing. If all goes according to plan, the Apple TV will either be announced or in a more surprising turn, be announced for purchase. The Apple TV will be running iOS 5.5 and will have the iOS 5.5 SDK available to Developers. (Though, expect an AppleTV Developer program, similar to the Mac, iOS, and Safari ones) At this point Core Whatsis will make a lot more sense. And all the other surprises. Here I will be vague as I haven’t really dived into Apple TV details yet. I will more likely follow this up after WWDC with whatever information I can share that’s not NDA to developers.

Calendar Quarter 4:

The holidays will come. Apple will sell a MFT of hardware. The Apple Halo effect will continue to grow both the iPad and Mac sales. The TV will be hailed by some and condemned by the rest. Everyone will have a strong opinion. Note: Everyone will have an opinion. (And for my own sense of humour. In Q4, RIM will declare bankruptcy).

-=-=-=-

This is just my personal view on Apple. When the year is over I will probably have far more wrong than right.

Here’s the summary. Go forth.

January: Apple Quarterly report
February: Annual Stockholder’s meeting / Special “Unusual” event

  • Macbook Air -> Macbook 11, 13, 15
  • End of the Pro Desktop?
  • iMac/Mini Pro
  • Dividend/Split?

March: iPad Event

  • iPad 3, (Retina, Siri, +)
  • iOS 5.5b, (Siri beta SDK)
  • Pre-Announce iOS 6?

April: Apple Quarterlies
May: iPod/iTunes event

  • iPod Changes (End of the classic),
  • iPod Touch + SIRI
  • iPod Nano w/Camera?

June: WWDC

  • iOS 5.5 release date announcement. iOS 6
  • Mac OS X 10.8: White Lion
  • iPhone 5 – Near Field, multi user, Siri no longer beta, Core Whatsis

July: Apple Quarterlies
Aug: Mac Book Pro. Mac Speed Bumps. 10.7.5
Sep: iOS 5.5, Apple TV (3), iPhone 5
Oct: Apple Quarterlies
Nov: Black Friday
Dec: XMas.

Special thanks to May Kim the Photoshop genius at my office for the assistance on the graphic for this post.

Updated: I’ve bolded what I got right, and struck thru the wrong. I think this may be the best I’ve ever done on one of these.

I have to admit, as a niche Apple 3rd party engineer, I hate these days. It’s not that I’m not excited for the technologies, believe me; I am. But so is everyone else now. Over the last 2-4 weeks I have been asked by no less than 50 people what is being released. Actually, to be more exact, people ask me if “Product X” will be released.

A couple of reminders. I do not not have I ever worked for Apple. <sarcasm degree=”mild”>So, of course; I am utterly privy to their product release schedule.</sarcasm> Okay, it’s true. As a niche developer who’s devoted my career to one company’s products; I do make business analysis part of my job. But, personally, I’ve gotta feel sorry for the guys who do that for a job like Ken Ray and Andy Ihnatko. They must get grilled by the minute coming into one of these.

But of course; yes, I have my predictions of what will occur today.

But first, I do remind everyone to take a breath and consult this BRILLIANT chart of the Anatomy of Apple Rumors.

Software:
It’s pretty damned obvious we’ll be seeing iOS 5.0 and Mac OS 10.7.2. I do not believe that the former will be available today. Going by the rumor and leaks board (as I will not confirm my knowledge as a developer under NDA) The last beta seed of iOS 5.0 was released on the 30th of August. Beta seed 7 came a very short time after beta seed 6 and dealt with iCloud adjustments. There was also a seed of 10.7.2 and iTunes. At this time; I do not believe developers have been given the go ahead to submit app updates against iOS 5.0. This process takes 1-2 weeks. Usually quicker pre-release. But the idea of Apple releasing an OS without the Apps really checked solidly against the release version for bugs and crashes seems RISKY. So: Expect a solid release date for iOS 5.0 of 1-3 weeks from now.
10.7.2 may release today; but I sense that the rapid iCloud updates suggest there may be a little bump or two that needs to be ironed out. And if they are seeing these bumps with thousands of developers; they know they aren’t ready for millions of non-developers. iCloud is the future for Apple and it has to above all else not be another Mobile Me.

iCloud:
On the topic of iCloud; it touches everything. So expect updates to Mac OS, iOS, iLife, iWork (Mac and iOS), AppleTV, and anything else that Apple touches with storage.

iPhones:
Ah the question I have been asked for months. Literally.
The rumours are split over two devices: the iPhone 4S and the iPhone 5.
Again, strictly off the rumours boards I don’t see an iPhone 5 coming at this time.
I realize that it’s been 16 months since the last major phone release. I realise that the Holiday buying season is about to kick off (or did that start in May, I lose track)
Honestly, unless Apple has achieved an entirely new standard in leak control (which is possible) there’s not a lot to hang the iPhone 5 off of at this point. Also; this kind of a change is more likely to cannibalise some of their potential holiday sales. With the current war on the middle class; people want better for cheaper. And new iPhone models ‘appear’ cheaper by having more power and doodads for the same price. So, an iPhone 5 will have great power, but still be a tier above netting a huge holiday influx. Especially with toys like cheap Androids and the Amazon Kindle Fire being sold at a loss.
I’m going to agree with the following rumors:
iPhone 4 at 8GB for less than the current models. A surprising amount less
iPhone 3GS base model for free with a contract. And I can see all the advertising, “You can get an Apple iPhone for FREE*” (With that huge asterisk over the word Free because a contract is always necessary”

The iPhone 4S. (S is for Speed) New chip (A5, dual core?), slightly better cameras (maybe), and better antennas. Not a whole lot new. The other concern with the iPhone 5 now is that people have learnt to wait 2-3 months on a NEW model. And that doesn’t appeal to the true Christmas, “BUY NOW NOW NOW!” spirit.
I also do not believe the iPhone4S will come in multi-carrier flavor. Too much of a board and phone redesign. Expect that in the 5.

What else will motivate people to those 3GS, 4, and maybe new 4S?

The death of the iPod Classic. People don’t need 120G of music on their phone immediately. Especially if they can genius from the cloud. (Ignoring the fact that the Cloud is in direct opposition to the Providers throttling over usage) Now I’ve never been a huge iPod nut, so beyond that. Will there be shake up on the rest of the iPod line? Dunno (Actually, don’t really care 😉

iPod Touch… Honestly… I think that will just sort of sit until the next major update.

Other New Stuff:
Sprint – Yes, already. Blazingly obvious
T-Mobile, USA – No (Sound the cloister bells on this company)

There’s been a lot of talk about the Siri Assistant thingie. Voice to text. A continual dream. If Apple releases that with iOS 5.0 this month that will cause a little eden backlash (which Apple really doesn’t put a lot into). The Siri will obviously need an API for devs. But, Apple as the advance on that. So will they release Apps with a competitive edge that devs don’t have access to immediately? Seems suspect; but they’ve done it before. It could also be the reason that there hasn’t been a “use this version for submittal” yet.

Updated: I’m going to take half credit here. Siri is being released with iOS 5 only for the iPhone 4S as a beta. Further it is only listed as available (at the current time) for Native OS apps. So theoretically, iWork apps and the like won’t have Siri on their next release. The problem occurs when Apple sells an app that someone may compete with that has access to proprietary services or APIs that are otherwise unavailable.

Rentals, Movies, Music, Media…
A little of this a little of that.

Something long overdue for the international folks.

The future:
I think the things you want to see: iPhone5 (iOS 5.1 or 5.5; will not support the 3GS), iPad3, Apple TV 3, etc
January. In competition with CES; “Like they do.”

SUMMARY:

  • OS/Software
  • iOS 5.0 – solid release date 1-3 weeks
  • MacOS 10.7.2 – solid release date 1 week, maybe today
  • iCloudwith whatever OS hits first(End of October)
  • Siri – 30% with a chance of iOS delay (Beta, see comments above)
  • Apple TV update(Expect by the end of Oct)
  • iWork, iLife(Expect by the mid of Nov)
  • Hardware
    • iPhone 3GS – free
    • iPhone 4 – 8G model
    • iPhone 4S – 16G, 32G, (new)64G model (How they pack it in will be a surprise)
  • Other
    • Sprint to carry iPhone
    • Movie, App, Music thingeeCards?
    • Something nifty internationally

    The last word: I am wrong more than I am right on these things. Apple has a history for pulling products at not merely the 11th hour but at 12:02 with a five minute delay in the presentation. I know many of my fellow third party developers really wanted to see C.B. at WWDC and still do. Apple is also very good at keeping certain things under DEEP wraps. So I fully will be happy to be entirely wrong on my predictions.

    Check back in a day or so when I grade myself.

    So, Monday I made my annual MacWorld predictions.

    At that time (oh, so long ago) I said:
    The iMac got its facelift, the books got theirs… It’s the tower’s turn. Expect HD-DVD/Blu-Ray (whichever side Apple thinks is winning) as a Build to order choice on the high end.

    And then Tuesday Apple gives a relatively quiet speed bump to the MacPro towers and XServes.

    So… what happened to BluRay/HD-DVD? What happened to the new form factor.

    There are a couple things that could be read into this.

    • Could Apple be happy with the Tower form factor?
    • Could a new form factor not be delivering as planned?
    • Could the announcements planned for next Tuesday be so big that something had to get bumped out.

    Yeah,. yeah… but what about the New DVD formats? It’s possible Apple didn’t get the licensing hammered out. It’s possible that Apple will announce it as an add-on/external offer. (Which as an AppleTV V1 owner would be appreciated)

    So… BluRay/HD-DVD may have taken a back burner. The Pro Towers may not see a face lift. But this also lifts credibility that the focus on a non-tower announcement is likely.

    Or not. With Steve you never know until the Keynote is over.