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Tue, 16 Dec 2008 Apple will unveil netbooks next month, says analyst

Two new Apple netbooks at the MacWorld Conference and Expo next month?

Gregg Keizer Computerworld

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Apple will introduce two netbooks at the MacWorld Conference and Expo next month that will be tied to the company's App Store, as is its iPhone, an analyst said today.

"I don't have any inside information," said Ezra Gottheil of Technology Business Research, as he spelled out his take on Apple's next hardware move. "This is just by triangulation."

Citing evidence that included the gloomy economy, climbing sales of the least-expensive laptops, and comments CEO Steve Jobs made in October, Gottheil said Apple would show a pair of netbooks at January's conference, then as it did two years before with the iPhone, put it on the market mid-year.

"They like to have a big surprise at MacWorld," Gottheil said. "They don't need to have one, but they like to."

But Gottheil had more than just Apple's habit of springing surprises in mind. "It looks like netbooks are real, and getting a certain amount of traction. And this recession looks serious."

In a research note three weeks ago, Gottheil concluded that Apple would enter the netbook market sometime in the first six months of 2009, in large part because of slowing consumer spending.

Unlike other computer makers, Apple has avoided the bottom of the market, leaving it vulnerable as $300-$400 netbook sales have surged.

The problem with producing a netbook, Gottheil said then, was that if it was simply a stripped-down MacBook, Apple ran the risk of cannibalising sales of its higher-priced, and higher-margin, notebooks.

Apple, in effect, needs something completely different, Gottheil said.

That's why he believes Apple will introduce netbooks next year that, like the company's iPhone, will exist in an Apple-controlled "closed system" where software is delivered via the App Store, device restore is done from iTunes, backup is available through an optional online service, most likely MobileMe, and peripheral and add-on choices will be limited.

The App Store will be one of the keys, Gottheil said. "By controlling the software that can be loaded and the hardware that can be attached, Apple's device will be simpler, easier to use and more reliable than a PC, and will excel at the functions most required by users," he said.

NEXT: Apple can redefine the netbook category

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Comments received


Adam said on Tue, 16 Dec 2008

What a load of rubbish

Jenny said on Tue, 16 Dec 2008

The idea of an OSX netbook is great but NOT as a closed system. If they do that then I'm going to continue to use UBUNTU on my trusty eeepc 904.

I hope that Apple will have the sense to realise that what most of us want from a netbook is near full sized performance and capabilities but in a pocket size.

We don't want a cut down system! Fine leave out the Superdrive and reduce the processor speed. Fine give us a smaller keboard and screen. BUT PLEASE stick to a full version of Osx and the ability to plug usb drives and install normal Osx Apps or I for one simply won't EVER bother with one cos it'll be utterly useless...

Bob said on Tue, 16 Dec 2008

Jenny,

I think you're looking at YOUR group of peers. Grandma doesn't care about "open" or "ubuntu". She wants it to work. You're in the minority.

tinman said on Tue, 16 Dec 2008

They gonna need to sell a lot to make up for sales over the holiday period. A real slump sales.

MSI Hopeful said on Wed, 17 Dec 2008

MSI Hack at £270 for a MacNetbook, Apple need to do something

Jeremy said on Fri, 19 Dec 2008

Jenny: spot on. Make an Apple netbook special not by enforcing a "closed" system (tied to the App Store) but by giving us a near-full spec baby laptop with ports for external screen and keyboard when at a desk. I'd gladly pay full price for a REAL computer in a mini form factor. The iPhone is excellent for the web experience but travelling people need full computer capability in a compact shape.

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