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Apple Continues to Demonstrate Sales Growth in Third Quarter 2009

STLDD said:
Not sure if Windows 7 is going to woo to many people. This past summer, I had an evalution copy for Windows 7. I was impress with system resources, but nothing else moved me with this new version. Many Vista user may be happy with the upgrade, but not for folks still using Windows XP :mad: They will have to do a clean install or buy a nice PC...Just buy a MAC :)
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Relatively, the majority of the installed base don't upgrade in place. They buy a new machine. So it is more a matter of copying their old data onto the new Win7 machine than doing a clean install.

Since XP is in extended supported to 2014 but mainstream support is gone (you'll get gross security glitch updates but if otherwise broke or new stuff .. gone ) , the folks who are going stay entrenched old school will likely just squat on their current hardware until it gets retired.
You aren't going to get new hardware with XP so will eventually have to figure out how to move user data.

Frankly, clean installs typically are much less problematical long term anyway.

Apple kicked the G5 and PowerPC users in the shins to move up to newer hardware. Very similar effect for those who have been squatting on XP for last 3-4 years.

Buying a Mac would mean buying your whole application software stack all over again. That will stop many folks. ( pirates probably less so ).
 
It maybe my eyes, but that market share growth curve, while still increasing, is definitely flattening out over the last 4-6 quarters. Probably not a great sign, especially if you're a share holder (which I'm not...). Maybe a new tablet or some other new computer products can help get the curve accelerating upwards again?
 
jmpage2 said:
It means that when Ballmer says that Apple is statistically insignificant he is lying.
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No. It means that he is right. With 8.6% market-share of the hardware sales, you --are-- insignificant (from Microsoft's perspective). Especially when you are the only player in the market with that special proprietary operating system. The other 90+% are running Windows out of the box. In fact, even most Macs nowadays have a version of Windows running on them in one way or the other, so you could safely say that Microsoft has come closer to owning 100% of the market than ever before.

And that is why Microsoft's business model is so much smarter than Apple's. Microsoft's products run everywhere - even on Apple's stuff. But only Apple is using their stuff and they're suing everybody else who's trying to put their precious niche system on different hardware.

Furthermore, this little statistic is only about the US market. Around the globe, those numbers will look a whole lot worse for Apple.
 
Winni said:
No. It means that he is right. With 8.6% market-share of the hardware sales, you --are-- insignificant (from Microsoft's perspective). Especially when you are the only player in the market with that special proprietary operating system. The other 90+% are running Windows out of the box. In fact, even most Macs nowadays have a version of Windows running on them in one way or the other, so you could safely say that Microsoft has come closer to owning 100% of the market than ever before.

And that is why Microsoft's business model is so much smarter than Apple's. Microsoft's products run everywhere - even on Apple's stuff. But only Apple is using their stuff and they're suing everybody else who's trying to put their precious niche system on different hardware.

Furthermore, this little statistic is only about the US market. Around the globe, those numbers will look a whole lot worse for Apple.
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Yet Apple is earning so much more Quarter for Quarter ATM. According to RedHat, their RHEL sales have been on the rise too.
 
Winni said:
No. It means that he is right. With 8.6% market-share of the hardware sales, you --are-- insignificant (from Microsoft's perspective). Especially when you are the only player in the market with that special proprietary operating system. The other 90+% are running Windows out of the box. In fact, even most Macs nowadays have a version of Windows running on them in one way or the other, so you could safely say that Microsoft has come closer to owning 100% of the market than ever before.

And that is why Microsoft's business model is so much smarter than Apple's. Microsoft's products run everywhere - even on Apple's stuff. But only Apple is using their stuff and they're suing everybody else who's trying to put their precious niche system on different hardware.

Furthermore, this little statistic is only about the US market. Around the globe, those numbers will look a whole lot worse for Apple.
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You've got it backwards.
 
Good numbers. Apple are holding their own in their market which is nice although they're still largely a US phenomena.
 
Winni said:
No. It means that he is right. With 8.6% market-share of the hardware sales, you --are-- insignificant (from Microsoft's perspective). Especially when you are the only player in the market with that special proprietary operating system. The other 90+% are running Windows out of the box. In fact, even most Macs nowadays have a version of Windows running on them in one way or the other, so you could safely say that Microsoft has come closer to owning 100% of the market than ever before.

And that is why Microsoft's business model is so much smarter than Apple's. Microsoft's products run everywhere - even on Apple's stuff. But only Apple is using their stuff and they're suing everybody else who's trying to put their precious niche system on different hardware.

Furthermore, this little statistic is only about the US market. Around the globe, those numbers will look a whole lot worse for Apple.
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You are apparently completely ignorant of the numbers behind these numbers. It is 8.8% in US unit sales - in unit sales, a Mac Pro and a cheap netbook count the same. If you insist on using stupid numbers, you could count the number of devices running MacOS sold in the quarter, which is about three times higher than the number of Macs sold. And the non-Macintosh ones costing about the same as all those netbooks, where Acer's and Toshiba's growth comes from. Take a better number: Hardware revenue. Suddenly Apple is at 15+ percent. And then take the real number: Profit. Apple's profit from computer sales beats Acer by a factor ten. I wouldn't be surprised if Apple makes more profit in laptop and desktop sales than the rest combined (obviously HP makes a lot of dosh both from server sales and from the sales of ink).

You can call Apple a niche company all you like, fact is that they are killing every other hardware manufacturer's profits. They are killing the basis that Microsoft is building upon and that Microsoft is feeding off. And Linux will be killing it from another angle: At some point all those manufacturers smarten up to the fact that Linux is good enough, and it is free, and they can make a lot more than the current profits if they get rid of the Microsoft tax.

And another one: Go to any US company. Ask the CEO not what computer they are using, but what computer their kids are using. And ask all the other decision makers. Today, the Blackberry is for the minions who have to be on call 24/7 and who think they are important when they are indeed slaves. The iPhone is for those who have the power in the companies, and they are pushing them through. Same thing starts happening with Macs. There is no pressure anymore to keep Macs out of the enterprise, there is pressure from the people who can put pressure on IT to get them in.
 
gnasher729 said:
You are apparently completely ignorant of the numbers behind these numbers. It is 8.8% in US unit sales - in unit sales, a Mac Pro and a cheap netbook count the same. If you insist on using stupid numbers, you could count the number of devices running MacOS sold in the quarter, which is about three times higher than the number of Macs sold. And the non-Macintosh ones costing about the same as all those netbooks, where Acer's and Toshiba's growth comes from. Take a better number: Hardware revenue. Suddenly Apple is at 15+ percent. And then take the real number: Profit. Apple's profit from computer sales beats Acer by a factor ten. I wouldn't be surprised if Apple makes more profit in laptop and desktop sales than the rest combined (obviously HP makes a lot of dosh both from server sales and from the sales of ink).

You can call Apple a niche company all you like, fact is that they are killing every other hardware manufacturer's profits. They are killing the basis that Microsoft is building upon and that Microsoft is feeding off. And Linux will be killing it from another angle: At some point all those manufacturers smarten up to the fact that Linux is good enough, and it is free, and they can make a lot more than the current profits if they get rid of the Microsoft tax.

And another one: Go to any US company. Ask the CEO not what computer they are using, but what computer their kids are using. And ask all the other decision makers. Today, the Blackberry is for the minions who have to be on call 24/7 and who think they are important when they are indeed slaves. The iPhone is for those who have the power in the companies, and they are pushing them through. Same thing starts happening with Macs. There is no pressure anymore to keep Macs out of the enterprise, there is pressure from the people who can put pressure on IT to get them in.
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That's all very well and good, but these charts and graphs aren't concerned about those figures - they are concerned purely with unit sales, in which Apple take quite a small chunk of the pie. If the figures were supposed to be showing profit margins, etc, then that's what they would show, but they aren't supposed to show that, so they don't. Unit sales are important as it shows how popular your product is, and how much of the market is choosing your product over another. Each unit sale Apple loses to another manufacturer means less money in Apple's pocket, so they can use that information to make the products that those people want. If Apple are happy with the small gains that they are making, then they can continue as they are, but that doesn't really give you the impression that they have much confidence in their product if they don't have their sights on taking a larger chunk of the market. Apple are probably scratching their heads wondering how to compete with the netbook market without dimishing their 'premium' brand.
 
mrochester said:
That's all very well and good, but these charts and graphs aren't concerned about those figures - they are concerned purely with unit sales, in which Apple take quite a small chunk of the pie. If the figures were supposed to be showing profit margins, etc, then that's what they would show, but they aren't supposed to show that, so they don't. Unit sales are important as it shows how popular your product is, and how much of the market is choosing your product over another. Each unit sale Apple loses to another manufacturer means less money in Apple's pocket, so they can use that information to make the products that those people want. If Apple are happy with the small gains that they are making, then they can continue as they are, but that doesn't really give you the impression that they have much confidence in their product if they don't have their sights on taking a larger chunk of the market. Apple are probably scratching their heads wondering how to compete with the netbook market without dimishing their 'premium' brand.
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Who cares about unit sales if you aren't making money, companies are there to make money. I'm sure Apple would greatly increase their unit sales if they gave their computers away, but then they'll be broke before you could say Apple!
 
Arcadie said:
Thats not mathicatically impossible.

If Dell Sells 1000 computers in 08 and 400 in 09, their growth rate is -250% but they still sold 400 computers. The total percentage is NOT based on 100%, 10 companies can sell 20% less product.
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Time for you to brush up on Math. The growth rate in your example is:

(400-1000)/1000=-600/1000 = -60%
 
Winni said:
In fact, even most Macs nowadays have a version of Windows running on them in one way or the other
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Most? I doubt that. Do you have a reputable source for that claim? I don't know anybody who runs Windows on a Mac.
 
Goona said:
Who cares about unit sales if you aren't making money, companies are there to make money. I'm sure Apple would greatly increase their unit sales if they gave their computers away, but then they'll be broke before you could say Apple!
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I agree entirely. However, there's a balance to be made. Seller more products, cheaper, can make you the same amount of money as selling fewer for more. A larger Market share of OSX would bring more, and better software, to the platform!
 
I can only imagine what those numbers would look like if apple releases a nice refresh in the next 2 weeks or so.

Acer, your okay, I did own one of their laptops & will say they have a nice line and are affordable. :)
 
Goona said:
Who cares about unit sales if you aren't making money, companies are there to make money. I'm sure Apple would greatly increase their unit sales if they gave their computers away, but then they'll be broke before you could say Apple!
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Unit sales are very important. Ford will pull in more money selling pickup trucks in the the USA then Ferrari does selling super cars. And each unit sold can also result in accessories purchases, extra $$$$$.

Once you get a MBP, an Ipod would be a nice accessory, then you throw in a case, cables, an iphone, and external drive etc etc.
 
andylyon said:
If true wow that is impressive!

AnDy
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Yes it sounds impressive but as an investor i am looking at the fact if Apple will INCREASE profit (not revenue) in the coming months/years.

Microsoft stock has been stagnate because there sales have been relatively flat the fast few boon years and now their core revenue is actually decreasing. XBox is drastically loosing money (can you say Bungy please save me).

The old Mac person can honestly say Microsoft is starting to look like their are "Beleaguered". :eek:
 
deconstruct60 said:
No that is a -60% growth rate. You divide by the OLD unit number, not the new one (or what number you pulled).

( new - old ) / old = growth rate

At a 100% dive you have sell 1,000 less units; ( 0 - 1000 ) / 1000 = -100% ... Not sure HOW you sell less than zero units.

since mathematically you are constrained to the positive integers , -100% is as low as you can go (baring the quirk were both old and new are both zero units sold. Obviously zero growth but equation has problems representing that. )
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lol silly people you don't know what number he pulled, so both of you are incorrect.
 
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