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Old Oct 11th, 2004, 12:59 PM   #1
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http://www.macworld.com/news/2004/10...hare/index.php

82% ?!? Holy Mother of Jobs!

That's alot of iPods!
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Old Oct 11th, 2004, 01:07 PM   #2
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The local Future Shop here in St.John's allowed me to trade back my son's 1.5GB Rio for a 20GB iPod. The Rio had died after only 5 months, and I asked if it was possible to "trade up". They said yes, IF there was one left. Luckily, there were two left and one sold as we were making the exchanges and paying the additional costs. iPods are becoming the trendy item here in St.John's.
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Old Oct 11th, 2004, 01:31 PM   #3
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whats apple's computer market share at? I think i remember reading somewhere it was falling...
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Old Oct 11th, 2004, 02:06 PM   #4
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Apple announces it's quarterly figures on Wednesday. We'll have a better idea of the iPod success and whether its translating into computer sales increases. Apple and Dell are the only computer companies making consistent profits (Apple shares are trading at a multi-year high at US$40). Apple is unlikely to get into the price war that has left other makers either moribund or bankrupt. So any marketshare gains will have to be organic. All eyes will be on the G5 iMac sales to be the bellweather for Mac marketshare. It's only been on sale for the past quarter and supplies are stll constrained but a good showing will bode well for the Holiday quarter. And iPods continue to be in the news with no true competitor in sight!

With $5 billion in the bank and no debt, Apple isn't exactly heading for disaster. If only these numbers were the norm for the hi-tech industry.
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Old Oct 11th, 2004, 02:31 PM   #5
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Just got back from Kitchener/Waterloo where I enjoyed the hospitality of the Transylvania Club! [img]redface.gif[/img]

Now, here to tick some people off as my g/f would say. LOL [img]tongue.gif[/img]

All right, here are my predictions for Apple's Q3 hardware sales or third quarter calendar year:

G5 PowerMac sales will show no growth over the last quarter and will probably show no growth over the same quarter last year. Excuses (reasons) will probably attribute that to a need to refresh the line.
iMacs, sales will be relatively low due to supply constraints. Fair enough.
eMac sales will be relatively strong still but may stumble due to a need to refresh the line.
Laptop sales will be very strong, especially due to the education season.

What would be most important is to compare computer sales growth (if any) to that of the Wintel market. If the latter pushes forward with 5 percent growth...then, Apple needs to push forward with greater than that. No mumbo-jumbo about Apple owners staying with their systems longer unless you can point to a non-Apple report that definitively proves that. [img]graemlins/ptptptptptpt.gif[/img]

iPod sales will be through the roof and there will be some mention of this translating into computer sales but it will only be anecdotal.

I'd love to be proven wrong because it will only push my AAPl stock even higher!!!
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Old Oct 11th, 2004, 05:59 PM   #6
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With Apple and HP selling iPods and Apple selling them everywhere, even the local Zellers, I don't doubt they will keep the iPod marketshare.
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Old Oct 11th, 2004, 07:41 PM   #7
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IronMac you're gonna end up with a lot crow feathers for lunch........so a little birdie told me
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Old Oct 11th, 2004, 07:52 PM   #8
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LOL Macdoc...just because I can dish it out doesn't mean that I can't take it.
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Old Oct 12th, 2004, 02:21 AM   #9
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I dunno, IronMac seems to have pretty good grasp of the situation, really. It's not like we haven't seen a quartly results report like that in the past.
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Old Oct 12th, 2004, 09:52 AM   #10
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PowerMac G5 sales have been pretty good. The backlog has been filled for the Rev 2s. This is not a range that's in need of a refresh just yet. Methinks that there will be a real sign of marketshare growth this quarter. The ducks are in a row..... Next quarter should be even better.
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