- The Big Picture - http://www.ritholtz.com/blog -

iPod Update

Posted By Barry Ritholtz On September 6, 2007 @ 9:30 pm In Digital Media,Music,Technology,Video | Comments Disabled

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 [1],
I noted why I did not think the iPhone would cannibalize the iPod:  Apple would migrate the touchscreen downstream to the smaller
and non iPhone "pods." Nine months ago, I noted it was only a matter of time [1] 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 $399
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 $79


First, it turns out that my estimates 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 for larger graphic

Infoipodchart0709 [2]

BTW, if you want to have a laugh, go to Amazon and search for the the existing iPods [3] — an 80 Gig iPod is $349 . . .


UPDATE:  September 6, 2007 7:32pm
To Amazon’s credit, any search for iPod also includes this result: New iPods [4]


Infoipodcompare0709 [5]

Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2007/09/ipod-update/

URLs in this post:

[1] Back in January: http://bigpicture.typepad.com/comments/2007/01/apple_iphoneipo.html

[2] Image: http://online.wsj.com/public/resources/documents/info-ipod0709.html

[3] search for the the existing iPods: http://www.amazon.com/gp/redirect.html?ie=UTF8&location=http%3A%2F%2Fwww.amazon.com%2Fs%3FinitialSearch%3D1%26url%3Dsearch-alias%253Daps%26field-keywords%3Dipod%26Go.x%3D0%26Go.y%3D0%26Go%3DGo&tag=thebigpictu09-20&linkCode=ur2&camp=1789&creative=9325

[4] New iPods: http://www.amazon.com/gp/redirect.html?ie=UTF8&location=http%3A%2F%2Fwww.amazon.com%2Fgp%2Ffeature.html%3Fie%3DUTF8%26docId%3D1000130071%26pf%5Frd%5Fm%3DATVPDKIKX0DER%26pf%5Frd%5Fs%3Dtop-1%26pf%5Frd%5Fr%3D1QGNBTNFQ3PY8C2TNRD8%26pf%5Frd%5Ft%3D301%26pf%5Frd%5Fp%3D308123501%26pf%5Frd%5Fi%3Dipod&tag=thebigpictu09-20&linkCode=ur2&camp=1789&creative=9325

[5] Image: http://bigpicture.typepad.com/photos/uncategorized/2007/09/06/infoipodcompare0709.jpg

Copyright © 2008 The Big Picture. All rights reserved.