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MacBytes
Aug 6, 2009, 10:31 AM
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Category: Apple Hardware
Link: Is iPhone replacing iPod? (http://www.macbytes.com/link.php?sid=20090806113108)
Description:: Apple passed an important milestone last quarter that nobody on Wall Street seems to have noticed: the iPod, once Apple's No. 1 source of revenue, fell into third place after the Mac (No. 1) and the iPhone (No. 2), Fortune's Philip Elmer-DeWitt said on Wednesday.

The iPod accounted for 55.5% of Apple's revenue in 2006, but by last quarter its share had shrunk to less than 18%.

This is a good thing, according to Andy Zaky, a day trader and occasional blogger whose estimates of Apple's earnings regularly beat - by a long shot - the estimates published by professional analysts.

"Many Apple critics have argued that Apple would essentially fall off the earth because at some point in time the iPod's growth would collapse," says Zaky. "The second part is true. The iPod growth rate has in fact fallen off a cliff as Apple posted its first yearly drop in iPod sales ever in Q3."

"However," he adds, "Apple is still firing on all cylinders thanks to the explosive growth of the iPhone."

See the article at
http://www.ibtimes.com/articles/20090805/is-iphone-replacing-ipod.htm


Posted on MacBytes.com (http://www.macbytes.com)
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MisterMe
Aug 6, 2009, 12:10 PM
...

This is a good thing, according to Andy Zaky, a day trader and occasional blogger ...Wow! If I become a day trader and an occasional blogger, then will that also make me an authority?

LeviG
Aug 6, 2009, 12:25 PM
it wouldn't be down to the fact that the new iphone (is that in this quarter?) came out and all the previous revenue streams (at&t perentages) came into play would it. Also ipod consumers are getting savvy to the refresh dates so obviously theres going to peaks and drops depending on the time of year :rolleyes:

SFStateStudent
Aug 6, 2009, 01:52 PM
I think the most important part of this report is: "The iPod growth rate has in fact fallen off a cliff as Apple posted its first yearly drop in iPod sales ever in Q3." At least that's how I see it......:eek: