In which alternative dimension is the market you are talking about?
Dell. -- errrr. their share of units shipped went DOWN
https://www.macrumors.com/2009/04/16/apples-us-market-share-slips-in-1q-2009/
So if they were selling tons of red-hot netbooks wouldn't that number have gone up?
Likewise look at Acer's number and look at HPs. Again ... who might be the one selling the bulk of the netbooks? HP, Dell , or ????????
So since they are NOT selling the bulk of the netbooks might want to look elsewhere for the drop in their margins. Note too that Apple was not immune from dropping margins on Macs. Miss the point where the Apple person asserted "... We saw less Pro Macs being sold in the U.S. ..." ?
You think that is only happening to Apple? Walk into any Fortune 1000 company and whose computers likely to see on everyone's desk. HP's, Dell's, Mac's, or Acer's or whose????
Who has a better consumer PC market share HP or Dell ? So the one with higher exposure to the business market would have a bigger or smaller drop off in unit sales on the higher end?
Another point he made was "a larger percentage is educational so is subject to recent budget constraints.". The tax base is going to shrink for several years. A smart strategy to push your product pipleline in the opposite direction of your current customer base? That is sound strategy?
Then the other part is almost comical. Netbooks are evil because, among other things. "cramped keyboards, ... , very small screen, bad software " .
So Apple's alternative is " iPod Touch or iPhone". Because the keyboard and screen on those are full sized perhaps???? Really? Doesn't run any major web browser plug-ins. Only can run one app at a time.
The original Mac had a b&w 9 inch screen and somehow folks found utility with it. The color 10 in" (or so) screens on the netbooks aren't too bad for the limited purpose use they are aimed at.
Apple doesn't "have to" do a netbook at the same price as some no-name vendor rebadging something off of Acer's assembly line. However, they could use something down below the $999 point on the MacBook (which apple just about hides on their site and yet apparently is a big seller. )
If Apple is crippling the computer folks from competing with the Touch/Phone folks that is a mistake. I know Steve likes things siloed , but the market is not siloed in real life. That is just an artificial constraint putting on the themselves if they are indeed following that course.
The limited, second computer that you tote around with you probably should not be priced
more than the less mobile computer you have at your more permanent location. That is the realization that the market as latched onto. At some point Apple will either miss the boat or wake up to that reality.