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Can Apple Sustain Their Impressive Growth?

Apple is already really huge, but can they sustain their impressive growth? Gene Munster thinks so.

“While Apple had yet another stellar quarter, investors will wonder if the pace of growth is sustainable,” Piper Jaffray Senior Research Analyst, Gene Munster, said in a note to clients on Wednesday. “We believe it is, given Apple has small market share in large, growing markets.”

“While many investors have been concerned that iPad would cannibalize Mac sales, we are seeing no signs of cannibalization,” said Munster. “In fact, the halo effect of Apple’s growing device user base (iPhone, iPad, and iPod touch) appears to be driving Mac sales, particularly internationally.”

Apple is going to have their ups and downs. This year happens to be a particularly huge year for Apple between the iPad, and iPhone 4, and their success will continue as they update iPods and introduce new product. Can they sustain their growth? I don’t see why not.

[via The Loop]

Will the MacBook Air be the First to Embrace a new Design Concept?

Apple’s flagship products consist of their Macs and MacBooks, but nobody really thinks of the MacBook Air as a machine that would showcase new concepts which in turn could be later introduced into the rest of Apple’s product-line. Though I have my own thoughts about why a MacBook Air totally shouldn’t be replaced by an iPad (it’s an amazing machine), Cupertino might be prepping to blow our minds with its next vital update. It’ll no longer be a product that says, “Look what we can do!” Rather, it’ll be a product that implements new technologies and reveals where Apple is planning to take their entire MacBook line.

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Wait: Is Geohot Back?

A few days ago Geohot “announced” his official retirement from the jailbreak scene and there was so much drama around it. First he said the jailbreak tool he was working on didn’t exist. Then he deleted his Twitter account. Then he made the blog private. And, he said that we shouldn’t think about him anymore and follow his good friend @Mikecohen instead.

Now, iSpazio noticed that Mike Cohen just tweeted something very, very interesting: make it ra1n.

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Tabs-on-top Now Available On Firefox For Mac Nightly Build

Unless you’ve been living under a giant rock for the past - well - few years, you should know that Firefox 4.0 is coming. A major new version of Mozilla’s browser with redesigned interface, new addon manager, new engine, lots of improvements and tweaks. Mozilla die-hard fans look at it as the ultimate program coming to a computer near them. We Mac users just think about how Mozilla badly screwed up with the UI on OS X in the past and wait with curious eyes for some stable version to actually ship.

Now, we have a nightly version (as usual, it’s dubbed Minefield) with the much-discussed tabs-on-top available for testing. You can also download a 64-bit enabled build for Snow Leopard.

So, how about these tabs?

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iTunes in the Cloud Launching in 2011?

We’re following Apple’s earnings call live, and during the Q&A section a question about the data center Apple is building in North Carolina just came up. The response:

“Apple NC data center build is on schedule, should be complete end of the calendar year, start using it in 2011.” And, they said that today they couldn’t share more details. Now this is just speculation, but many times we reported that NC data center could be meant for the possible migration of iTunes in the cloud. The must requested cloud music service from Apple everyone is waiting for.

If the rumors of the data center hosting the huge iTunes catalogue are true, then we might not see iTunes.com in the cloud until next year. Maybe even the second quarter of next year. Which is WWDC period.

Sounds interesting? Could iTunes in the cloud be more than a simple music streaming service? Hosted databases, movie streaming, TV shows? Perhaps to integrate with the new Apple TV?

Time will tell.

Looking for a Bag to Go with your New Mac?

We’re assuming at least one of our lovely readers has helped Apple reach new record breaking levels with all those Macs selling like hotcakes, and we wouldn’t be surprised if you were in need of a tote to carry your precious machine. Gizmodo reports that Timbuk2 is having one helluva sale right now if you’re interested in some quality bags, so we suggest you check out their (up to) 60% off promo-a-day for the opportunity to save some bucks and score some sweet shwag.

Timbuk2 Promo

[via Gizmodo]

Notes from Apple’s Earnings Call

Here are some notes we’re taking from the call:

Mac growth 33% vs. 22% PC;

iTunes Store revenue over $1 billion and growing 25% year over year;

Over 5 billions apps downloaded;

Over 100 million iOS devices sold;

9 million average revenue per Apple Store, 5.9MM a year ago;

60.5MM visitors compared to 38.6 a year ago;

Estimate cost of the iPhone 4 cases is about $175m ;

“We thought capacity of 1M iPad units per month was very bold. Analysts thought we might sell 1M units in the whole year.”

Tim Cook on the iPad: “It’s not following a typical early adopter curve taking a long time to cross into the mainstream”

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