Citation: Bloomberg (Link)Apple Chief Executive Officer Steve Jobs personally monitors the so-called carry list of staff members allowed to take pre-release devices off the company’s campus, according to the former employee. Approved staff members must sign an additional confidentiality agreement, the person said.
So, reading between the lines, if Steve Jobs personally monitors a carry list, wouldn't Apple have known about the missing device in March? Wouldn't the most logical thing to do, if you were an employee, be to trace where you went before you lost the phone? Apple knew the phone was lost because it shut down the phone remotely. Or at the very least, the engineer shut down the phone immediately. If you're able to do that, using the mobile software, why couldn't you use the tracking device to at least give an idea of where the phone is located? Gizmodo and a few other blogs are saying that the tracking software does not presently work on iPhone OS 4.0. So how does the wipe out work? Or did the man at the bar, the one who found the phone, attempt to get into the phone more than 10 times producing an instant wipe out?
My point here is this. Steve Jobs must have known about the lost iPhone and the most logical thing to have done would be to contact the bar where the phone was lost. This was not done. WHY? I think you can see where I am going here.
Here's my Conspiracy Theory. Take it for what it's worth: The end of the quarter is in June. However, for reasons known only to the Apple Corp, the WWDC will not start until June 28th. A strange date if you want to see revenue, earnings from the iphone in that quarter. There is a strong possibility that the iPhone being touted on Gizmodo is NOT the iPhone that will be released. There is an even stronger possibility that the iPhone that we think is going to be released was deliberately left in the bar. Crazy? Well, not if you want to get all of the publicity out there before June. Whip up the frenzy and then over deliver with a product that no one can refuse. I believe that the final phone will look nothing like the one on Gizmodo and that this was in fact a deliberate play by Apple. The responses given by the Apple engineer make me suspicious. Gizmodo posted this and it didn't sound as if he was remorseful, scared or even livid. Add to that Apple's unusual sublime letter to Gizmodo to send back its device as opposed to a Cease And Desist order that usually comes down like a mighty hammer and I think that you can see that this may have been a ploy by Apple to control the press or even gauge the thought processes of consumers: Were they angry? Overjoyed? Excited? Yawning? Salivating? Additionally, what better way to get publicity and gauge the FanBoys and Techies than seeing if Gizmodo or Engadget will bite.
Okay, so it's just a theory, but here's where it really gets interesting. This quarter may be a wash! Why would anyone buy an iPhone before July if you knew a new one was coming out? A possible reliance on Mac sales and 3G iPads could ensue for this coming quarter, but the latter is a low margin affair. This will not affect earnings well, possibly leading to a downturn in the stock on the day of the earnings release, but recovering once consideration is given to what is coming next. No, it is possible that the September and the obvious December Quarter (New iTouches) are where Apple is hoping to shine. This product "leak" may have been a test to see just how much it will be accepted before the final product is made. And what, if anything, the tabloid geeks really want.
Yeah, call me a conspiracy theorist, but let's face it, you are thinking about it right?