Apple's next big move isn't tablets

Apple's next big move isn't tablets

The other day I got caught up in the excitement of Apple tablet rumors (http://sumocat.blogspot.com/2008/07/iphone-maybe-i-should-wait-for-itablet.html). While it is a logical expansion for them, that's just one product, which by itself would not qualify as a "product transition". Thus, at most, it would only be one element of a bigger plan, which logic indicates would be a major push into mobile computing.

First, Apple reconfigured their .mac service into MobileMe (http://www.apple.com/mobileme/). It was launched with the iPhone 3G, but it includes Macs. Considering Apple's main product line is still computers, it is reasonable to believe they'll back up MobileMe with mobile Macs. That requires connectivity, which leads us to...

Macbooks with embedded 3G. Apple has resisted including mobile wireless connectivity in their notebooks. But now they have connectivity deals with companies in several nations. They are in a strong position to expand on that and bring mobile connectivity to their Macbooks (and iTablet).

Third, Apple has opened their hearts (and wallets) to subsidized pricing. Chop $200 off the price of a product (not the service) without chopping $200 off the margin. Apple products are perceived as expensive. This is one way to combat that perception and bring in more users, specifically those who want wireless broadband anywhere.

Unfortunately, none of this necessarily points to a tablet. It can all be implemented without launching such a product, but it would be a great cornerstone for this type of move, particularly with the features rumored. Time will tell.
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