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Brier Dudley's blog

Brier Dudley offers a critical look at technology and business issues affecting the Northwest.

June 10, 2009 at 10:30 AM

Apple cutting iPhone output, and “S” for secret?

I’m looking forward to trying Apple’s new Snow Leopard OS but it’s hard to miss the harumphing about Apple’s Worldwide Developer Conference news. AT&T’s getting some of the heat (for holding up new iPhone features on its network), but not all. Is the reality distortion field on the fritz?

Barron’s Tech Trader noted that AAPL has fallen for three days since the WWDC began Monday and said Apple may be cutting iPhone production:

Collins Stewart analyst Ashok Kumar this morning asserted in a research note is morning that Apple (AAPL) has reduced its planned June quarter iPhone production to 4.6 million units from 5.2 million. Kumar attributed the data to “checks” with Hon Hai, which manufactures the phone for Apple …. Kumar maintains a Buy rating on the stock, but writes that “if current build plans hold, they present a risk to Apple.”

From Macworld, on Apple being secretive about the specs of the iPhone 3G S:

All Apple wants you to know about the iPhone 3G S is that “the S simply stands for speed,” to quote Apple’s senior vice president of worldwide product marketing Phil Schiller – speed at opening apps, speed at playing games, speed at downloading stuff on the network. How does that speed get in there? Let’s not go there.

UPDATE: If you’re curious the 3G S specs are trickling out elsewhere. A T-Mobile Netherlands Web site reportedly posted some, according to MacRumors: a 600 MHz processor and 256MB of RAM, compared to the 412 MHz processor and 128 MB RAM in the current iPhone.

Comments | More in | Topics: aapl, Apple, apple

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