Tim Cook was obviously disappointed about the June quarter’s financial results. As I pointed out in “Tim Cook’s First Slip?“, it is his job to keep the trains running while the creative team does its magic. Having your A1 product lose its luster after 6 months is just not acceptable. No one understands this better than Cook. If today’s rumors are true that the iPhone5 will ship on September 21 – as quickly as Tim Cook lost his swagger, he may have regained it. Why do I say that?
A September release virtually eliminates the 6 month transitional period the iPhone4S is currently experiencing. The new phone excitement will pull a tremendous amount of revenue into the September quarter. The December quarter will get its traditional Christmas sales and as we found out this year Chinese New Year sales are huge for the March quarter. If Apple announces a relationship with China Mobile before year end, March sales could be off the charts. That leaves us with June as the transitional quarter and the process starts all over in September.
Hey Tim, a September launch makes a statement.
Disclosure: Long Apple.