iPod Update

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 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 $399
iPod touchscreen*
100/60 GB
  $379/329 iPod touch
16/8 GB
  $399/299
iPod "Classic"
80/30 GB
$279/229 iPod Classic
160/80 GB
$349/249
  iPod Nano
10/5 GB
$199/139   iPod Video Nano
8/4 GB
$199/149
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

>
BTW, if you want to have a laugh, go to Amazon and search for the the existing iPods — 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

>

Infoipodcompare0709

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