Could that mean Apple is about to introduce some new products? If so, the possibilities include anything from a new version of the iPod music player to fresh versions of its hot-selling notebook computers. With Apple reporting surging sales of both its computers and music players, that would mean the company is about to go from one strength to another.
So what is it?! What is it?!
Calm down, Billy. The fact of the matter is that we're probably not talking about a huge shift in margin. Remember that Apple's guidance for the second calendar quarter was off about about 40 percent. They're notoriously "conservative" shall we say, without calling them artists that work in a particular medium most often found in cow pastures.
Still, allow your imagination to run over what you will. Lower margin iPods, lower margin iMacs, or new mini laptops priced to move. Whatever it is, it's likely we'll see it in August if it's going to be out long enough to really affect this quarter's guidance.
But don't cancel your summer vacation. The kids are really looking forward to Disneyland.