iBooks: Two Million In '02 (12/26/01)
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Whether or not Apple is "thinking different," it sure looks like the company is thinking big. Cupertino has been maddeningly tightfisted with the sales figures for the past couple of months, but now that the holiday buying season has finally drawn to a close, we're on pins and needles to hear some actual numbers when Uncle Steve does his usual "State of the Mac" address as part of his next Stevenote in a couple of weeks. May we make a not-so-bold prediction about holiday sales on the lower end of Apple's price spectrum based on a heady mix of historical data and raw gut instinct? We're guessing that iMac sales will have been lackluster at best, iPods will have sold quite a bit better than most people expected, and iBooks will have been a frickin' grand slam.

As for that iBook prediction, it's a little more enthusiastic than it otherwise might have been because faithful viewer Echo Santa Smythe tipped us off to a quick little DigiTimes.com news nugget which hints at some pretty bright days ahead. Ever since the new iBook form factor debuted in May and finally put a subnotebook back into Apple's product line-up, we were confident that it would sell like gangbusters, and it did-- but now it looks like it was even more popular that we ever dreamed. Credit Lyonaise Securities reports that Apple has just signed a deal with a third-party manufacturer called Compal Electronics to crank out a cool million of the puppies next year. That's a whole lotta shiny white plastic.

But wait, there's more; many of you may recall that a Taiwanese firm called Alpha Top currently builds Apple's iBooks. So is Alpha Top being given the boot? Au contraire, kids; indeed, just days ago the company stated that "it will remain the largest iBook contract manufacturer in 2002, with orders increasing from this year." The largest, eh? Well, assuming that all these reports are true, with Compal tasked to snap together a million of the things, that means that Apple has contracted the manufacture of over two million iBooks this coming year. And Apple wouldn't do that without some pretty darn spiffing sales numbers (and thus a solid demand projection) to back up its massive order-- at least, not if it wants to avoid seeing its shareholders storm Apple headquarters with torches and a lot of rope.

So here's to the little iBook that sells big-- or at least, it better sell big, what with Apple committed to pumping a couple million of them into the channel over the course of the next twelve months. But we're pretty confident it'll all end well. After all, it's not like Apple has ever grossly overestimated demand before, right? Right?

 
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The above scene was taken from the 12/26/01 episode:

December 26, 2001: Apple lines up a whopping two million iBooks for the coming year. Meanwhile, the company posts an iPod update-- and then pulls it due to an incompatibility problem. And no matter how bad things get in your life, always remember: you could be dealing with Dell customer service...

Other scenes from that episode:

  • 3472: Another Yanked Updater (12/26/01)   So as of Christmas morn, the AtAT staff is finally iPodified; never let it be said that Katie, AtAT's resident fact-checker and Goddess of Minutiae, doesn't come through with the yuletide goods. We're pleased to report that, after spending a day with the thing, we can confirm that everything you've read about this little device is true...

  • 3473: It Could Be So Much Worse (12/26/01)   Not to bring you down or anything, but we here at AtAT always feel that it's important during the holidays to take a little time and think about those poor souls who are less fortunate than we are. So now that you've ingested enough "special" egg nog to trigger random holiday cheer flashbacks well into next October, we figure it's time for you to sober up a little and consider the plight of those who are so much worse off...

Or view the entire episode as originally broadcast...

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