Blackfriars' Marketing

Tuesday, August 30, 2005

Will it be phone or video for Apple next week?

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Well, it's been three months since an Apple announcement, so it must be time for another. The San Jose Mercury News asks, is this the time for a Video iPod or an iPod phone? And what does the watch pocket on the jeans shown on the invitations mean?

Our bet: this is a combination announcement. I expect we'll see both the iTunes phone from Cingular, as reported by the Wall Street Journal AND a suite of new iPods with color screens. Huh, you say? What about the video? Well, once you have color iPod screens, video is a simple matter of software and a fast processor. And given the deal with Intel, it wouldn't be surprising to see a hefty Intel Xscale processor in an iPod.

The interesting bit is what type of service might we expect to load music into the iPhone. Conventional wisdom is that music would simply come from iTunes through an Apple Mac or PC. But what if Apple actually became a Mobile Virtual Network Operator, as has previously been speculated? Then, Apple might provide an over-the-air iTunes service and reap higher revenues for over the air loading.

All we know is that we will find out next week. Waiting is a pain, but it is good marketing.