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I'd say product releases could introduce a significant amount of variance.


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Yea, if they are adding product lines without an increase in revenue that seems (possibly) concerning, though obviously the current economic situation makes it hard to know how to value year over year comparisons.

I doubt the existing products will change anytime soon given existing contracts, brand promises, etc. The impact will likely only be new products.

I imagine the pent up demand for a consumer launch may exceed their initial manufacturing capacity.

I'd guess a lot of it is in hardware and firmware which would be very costly to change that late into the development cycle

What does this mean for the future of the product?

Hmm, that's interesting as new versions have driven hardware sales - and vice-versa - in the past. Wonder how hardware companies will adapt?

You'd think. But it wouldn't be the first time a new product is hampered to not slightly theoretically cannibalize an existing product family.

This will also drive up the price on "free" hardware, since it will be different and produced in smaller quantity.

They probably shouldn't over promise by calling it "universal". Inevitably there will be a new variant it cannot handle.

Absolutely. So when I'm looking at a product, one of the things I ask myself is, "does this company have a history of releasing immature products, or dropping support for their products quickly?" Obviously it can't be foolproof, but if either of those is a company's general MO, then it's more likely to happen to a new product of theirs, than a company which rarely does that.

Wonder what makes you think it will be so different this time.

Dismal demonstrations of the "power of variety" in the media player and media store markets, among other things.


I guess the consideration wouldn't be the value of whole product category, but related to changes to manufacture/schedule and changes to sales if they dropped that particular feature?

To prepare for launch they have been radically distilling models which may lower performance.

True, and then every variant in every package version. But it does cause problems in the current climate as each of those variants do have to make it through the production pipeline (after die fab) which is also constrained at the moment. And of course ST is prioritising "high value customers" (like car manufacturers).

We’re assuming it because that’s exactly what has happened with other products in the past. It’s an issue the field has struggled with, so it seems likely.

What's their differentiator now?

Of course current users might say "great, another feature i want!", but, wont this just muddy their market position?


I'm wondering how comprehensive the research is that says it's just those 3 vendors and ~7 devices. Given that it's more than one vendor, it feels like a pattern that's a common mistake or design compromise. I wouldn't be surprised if the impact is broader than expected.

What do folks think are the odds of a notable and surprising "one more thing" here?

You'd think with the shortages of components going on perhaps now is not the time to confidently roll out a big new product line?


That doesn't terribly surprise me. More/larger products, more opportunity to miss bugs or not be agile enough to work on them.
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