One of my favorite analysts, Ben Reitzes of Barclays Capital, has raised an interesting poi
nt about a pretty obvious gap in the Apple product line-up.
Reitzes has asserted that it "makes complete sense" for the company to introduce an ultra-portable device to fill the price gap between the $399 high-end iPod Touch and the $999 MacBook.
"This $600 gap needs to be filled and we think it can be with a premium ultra-portable device using multi-touch technology," he writes. "We believe an ultra-portable can be done right by Apple and do not believe the company wants to follow the netbook model, trying to pack full PC functionality into a something small and cheap. Apple, in our view, would only introduce a premium product that doesn't dilute its brand."
More on this at Barron's Tech Trader Daily.
nt about a pretty obvious gap in the Apple product line-up.Reitzes has asserted that it "makes complete sense" for the company to introduce an ultra-portable device to fill the price gap between the $399 high-end iPod Touch and the $999 MacBook.
"This $600 gap needs to be filled and we think it can be with a premium ultra-portable device using multi-touch technology," he writes. "We believe an ultra-portable can be done right by Apple and do not believe the company wants to follow the netbook model, trying to pack full PC functionality into a something small and cheap. Apple, in our view, would only introduce a premium product that doesn't dilute its brand."
More on this at Barron's Tech Trader Daily.
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