http://www.macworld.com/news/2005/02...imer/index.php
Macworld (and linked from /.) is running a report about Peter Oppenheimer's recent appearance at Goldman Sachs Technology Investment Symposium
In it Oppenheimer states several things about about Apple's business plan, much of which is totally new information about the company's current and future direction.
Here's the nutshell summary:
Quote:
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iPod "Halo" effect is causing some Windows switchers, little demand for satellite radio/iPod integration, iPod shuffle margins below HD ipods, happy with rate of growth - no plans to license OS X, margins on Mac mini equal to eMac (both below corporate average), retail store to expand to 125, no plans for media center PC - prefers to stream multimedia to TV from primary computer over wireless network, no video for iPod, portable media centers a failure.
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A bit of an interesting read.