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Apple "Analysts" don't seem to be very good

So doing the last post, we had to do some research on Shaw Wu an Analyst for American Technology Research who had made a bad call on the numbers of iPhone unlocking. Thankfully, MacRumors has put together a list of Shaw’s predictions and their subsequent  "truthieness".  He’s riding about 15% correct…which is like picking horses at the track based on their names.   Given all of this, he has a 4/5 star rating from Yahoo and many people make investment decisions based on his guidance.   Some of the better ones (from Macrumors):

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Apple iTunes $30/month bid to take-on Hulu and cable

Remember all those rumours of Apple planning a subscription-based service for iTunes? The ones that began way back in 2005, when the company hired XBox Live staffer, Julia Miller?

Seems this chatter’s back again, with Peter Kafka’s MediaMemo claiming Apple to have been in talks with TV networks in an attempt to put together a $30 all-you-can-eat TV subscription service.

This service, which may well appeal to companies not yet signed-up to NBC,ABC and Fox’s Hulu service, and which can also be seen as extending the Apple TV model into business currently occupied by satellite and cable TV services, seems set to launch “early next year”, if anyone signs up.

At present, Apple is assessing what degree of support there is for the notion among TV services.  Kafka says no one has yet signed up.

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Looming Apple TV upgrade rumours suck, sources say

We love our Apple TV, we think it has so much potential and look forward to Apple realising the inherent opportunity of its hobby-cum-set-top-box (sorry for the grammar, grammaritists)…

Sadly, it now seems chances of Apple showing us the next step in its Apple TV vision in the coming weeks are slipping, with “very reliable sources” telling Jim Dalrymple’s beard that there’s nothing to look forward to in that department at Apple’s September 9th ‘Rock ‘n’ roll’ event next week.

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Steve Jobs to host September 9th iPod event, analyst claims

Update: Shaw Wu of Kaufman Bros. released a note to investors this morning saying Jobs was a no-go for the iPod event.  Munster has been historically more accurate than Wu, plus we want to see Jobs doing his thing so we’re going with Munster.

Apple’s now-confirmed special event on September 9th may mark the return to the keynote stage of Apple CEO Steve Jobs, Piper Jaffray analyst, Gene Munster, claims this morning.

In a note to clients the analyst warned investors may not be blown away by the new camera-carrying iPods classic, nano and touch. He believes the iPod segment is slowing, but ignores that iPod touch sales continue to climb (up 130 per cent last quarter y-o-y). He also ignores that the inclusion of video extends iPods into a whole new category of casual digital video cameras, a la Flip.

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Apple plans to take on cable TV with future Apple TV?

We like the Apple TV. We can see a future for it as a games console, running titles originally developed for the iPhone/iPod touch/tablet on your TV; now it looks as if Apple’s working to ramp-up the video it makes available through iTunes to transform its “hobby” into a product to take on cable TV firms.

Piper Jaffray analyst, Gene Munster,
has issued new client guidance claiming Apple will liberate its iPhone from carrier exclusive deals in the next 12 months or so. But his research also includes a few fillips for fans of Apple’s set-top box…and these promise even more utility for the millions of owners of these systems.

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Nintendo admits iPhone threat as devs say Wii is 'less powerful' than Apple handheld

Nintendo has at last admitted the iPhone (and iPod touch ) are direct competitors to its Nintendo DS Lite and DSi handheld gaming consoles – even as a Nintendo games developer admits there’s more processing power packed into an iPhone than you’ll find inside a Wii.

A developer, Yare, from Telltale Games, (who built Tales of Monkey Island, among others) explains: “The Wii is just not a powerful console. An iPhone is much more powerful than a Wii, even… The Wii and DS are extremely underpowered and their popularity doesn’t remove the hardware limitations.”