Yesterday, Apple's Chief Financial Officer spoke at the Smith Barney Citigroup, Inc. 2003 Technology Conference and provided some forward looking thoughts on Apple's position. (Webstream available)
Key notes from the Speech:
- PowerMac G5 2.0GHz machines now shipping
- 7 Million active Mac OS X users.
- Panther is due before the end of this calendar year.
- Over 5 million Safari downloads since 1.0 release.
- "You can see, we are getting more and more into the software business so that we become - over time - less dependent on hardware"
- "We're committed to porting iTunes to the Windows platform by the end of the calendar year"
- The iTunes Music Store for Windows is thought to convince people to purchase iPods and -- over time -- Macintoshes.
- US Consumer Marketshare increasing from 1.2% to 3.5% from Q1 2001 -> Q1 2003.
- Education Marketshare increased from 15% to 16% from 3Q 2002 -> 3Q 2003
- Portable Marketshare (Education) increased from 24% to 30%. (Although Dell has #1 overall, Apple is #1 is portables.)
This Apple August 2003 Investor Presentation PDF provides slides that seem to follow Anderson's talk -- and provides graphs which are referenced in his presentation.
MacObserver provides their own notes on the speech.
Key notes from the Speech:
- PowerMac G5 2.0GHz machines now shipping
- 7 Million active Mac OS X users.
- Panther is due before the end of this calendar year.
- Over 5 million Safari downloads since 1.0 release.
- "You can see, we are getting more and more into the software business so that we become - over time - less dependent on hardware"
- "We're committed to porting iTunes to the Windows platform by the end of the calendar year"
- The iTunes Music Store for Windows is thought to convince people to purchase iPods and -- over time -- Macintoshes.
- US Consumer Marketshare increasing from 1.2% to 3.5% from Q1 2001 -> Q1 2003.
- Education Marketshare increased from 15% to 16% from 3Q 2002 -> 3Q 2003
- Portable Marketshare (Education) increased from 24% to 30%. (Although Dell has #1 overall, Apple is #1 is portables.)
This Apple August 2003 Investor Presentation PDF provides slides that seem to follow Anderson's talk -- and provides graphs which are referenced in his presentation.
MacObserver provides their own notes on the speech.