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Apple Reports Record-Breaking Q3 2011: $7.31 Billion Profit on $28.57 Billion in Revenue
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Just assume that about 10% of all potential computer buyers chose to buy an iPad instead (that fits quite well with 85 million computers and 9.25 million iPads sold in the last quarter world wide). If we then take the Gartner numbers that were shown recently, then companies lost the following number of computer sales to iPads:
HP 1.5 million
Dell 1.1 million
Lenovo 1.0 million
Acer 930,000
Asus 450,000
Toshiba 440,000
Apple 350,000
Others 2.7 million
So 9.25 million iPad sales would mean 350,000 Mac sales lost, but 8.9 million other computer sales lost. So we don't need to assume that it is easier to convince Windows users to switch to an iPad, its just the numbers of computers.
Obviously some computers suffer more than others; I don't think anyone gave up on a Mac Pro or an expensive gaming machine for an iPad, but many many netbook sales would have been lost.
PC sales stayed flat. Mac sales grew by fourteen percent year other year, and that compared to a quarter where new MacBook Pro's, Apple's best selling computer, had been introduced. Of the total world wide increase in computer sales, one full quarter was due to Apple.
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It's valid to say that the iPad destroyed the consumer netbook market. and why not - netbooks are crap. The only acceptable "netbook" in terms of size is the 11" Macbook Air and that's $999.
A huge, huge disappointment that is nearly negated by Dropbox and which will be completely negated by iCloud in a few months. The iPad is still in development stages, of course it has holes. The fact that it is so polished and it works so well should not blind you to the fact that this is very much the beta product of a new genre.
Of course you can save files on your iPad.
And all of that implemented clumsily on netbooks. There's a reason they're tanking.
The one to do a netbook right was Apple. And it's not even a netbook.
I see tablets not so much replacing computers but more will extend the life of a current system but still need to be replaced later in time. It just takes time to filter threw. Tablets can not do a lot of things a computer can do no matter what some people say.
What they can do is extend the life of an aging computer because it can cover need.
Over all I expect to see a huge boost in over all computer sells in the coming quaters (Apple, dell ect) because economy is getting better so things that were held off on will be bought. In some ways that helped iPad sells because it would help limp along an aging system. If I had the money to spare I would buy a tablet because I can see some great needs they can fill.
This
I would have bought a Dell laptop by now if it wasn't for the ipad. Now it will be a new laptop next year
I bought some Apple stock in 1990, it has split twice since. I sold several hundred shared along the way. I wish I hadn't sold any.
How about buying Apple stock in 1996 when Spindler was thrown out and the press was saying Apple was done for. Then have your financial adviser quit after telling him that "Apple is going to have the biggest corporate turnaround since Chrysler in the 80's." Where the now ex-financial adviser is literally packing up in front of you saying he refuses to have such a nose dive on his financial portfolio so his investment planning isn't wrecked.
After that difference in opinions, going to a discount broker, buying $150,000 of Apple stock that summer of 1996 and just sitting on most of it for the last fifteen years. It is fun to buy a house in Los Gatos for cash. See financial adviser in a late night bar on Santana Row just last year and he just gives you dirty looks as he walks away.
Regarding AAPL stock price after earnings today:
Yippie !! - Are we rich yet?
Thanks aapl, mr. jobs and crew
Yippie !! - Are we rich yet?
Thanks aapl, mr. jobs and crew
1. Given the influence of bureaucrats, lobbyists and PACs, it's an open question how democratic Western countries really are.
2. There would be plenty of iProducts. Apple used to manufacture Macs locally (in Fremont) and sold them at a profit. They would be a lot more expensive, so less total people could afford them, but so would all the competition's products. Maybe you would have a choice between a nice subsidized $1299 iPhone and a $599 el-cheapo Motorola cell phone. But the U.S. employment numbers would be slightly better, so a few more people could afford them. And a lot of the current Chinese factory employees might still be in the rice paddy's, where there's an even higher mortality+suicide rate than in the ODM dorms. So most people would probably be worse off.
I don't know if the above is a true story or not, but I know a true one about Microsoft. Guy got some inheritance and told his adviser that he wanted to invest some of it in this little computer company called Microsoft that no one had ever heard of. The adviser humored him but only after opening a separate account so the performance of this Microsoft would pull down the results of the "real" account. The rest of the inheritance went into a diversified collection of stocks and did very little. But Family has held that stock to this day basically just peeling of a bit here or there to pay for things as needed and using the dividend as well. Basically that one decision has been funding his family's retirement. It is kind of amazing.
We have heard ad nauseam about how Android is an "open" platform and developers have the freedom to put whatever they want without an app approval committee. Yet, iOS is still where the money is. Developers for iOS have earned $2.5 billion in revenue. Android developers haven't even heard half as much.
For the past year, I have seen report after report predicting that once Android gains enough market share, developers will jump ship to Android in droves. Android has taken top market share in smartphones and it will likely remain that for the foreseeable future. Yet, iOS is still the platform of choice for most developers.
Why oh why didn't I buy a month ago when shares were trading at $315?
I bought when they were $45
You (and some others in the world) seem to think humans will want to "store" their property on some "virtual system/cloud/thingy out of my physical reach". Some items...sure. But for the vast majority of us computer users, we like our files (word docs, tax docs, pdf docs, spreadsheets, music, video, photos, etc) within our physical reach and control. There have been plenty of articles about this topic over the past 30+ years.
And when did I say (or not say) the iPad was beta? It's on version 2. I like it for SOME functionality, but overall I think (and yes, this is my opinion folks) that it's a $500+ web surfing and email machine....not to mention about 40% of the sites I visit have some kind of failure due to lack of Flash support. I'm very much looking forward to a)competition in the Tablet space and b)Version 4 (yes, I am skipping 3) of the iPad.
At first I thought everyone bemoaning Apple abandoning the "pro" market was a bunch of drama queens, but after looking at Apple's 8-Ks for the last few quarters, it makes sense. Desktop CPUs make up roughly 30% of a dwindling portion of their revenue and the average desktop CPU revenue they've been getting fluctuates between $1300 and $1375.
Given that average, Apple cannot be selling many Mac Pros at all. This average has stayed pretty consistent for several quarters, I don't believe it's a result of Intel's two socket Xeon line being long in the tooth.
1)You did not read my post...I said other than music and video files, no, it cannot store my files. If I am wrong, please tell me why I can't save PDF attachments from my email?...and why I can't, say, visit a website and download their 20 page Word document to read while in the car? There are numerous examples. I'm sure that if I connect the iPad to iTunes and let it sync for 15 minutes and do 11 mouseclicks and blah blah blah, there is some kind of additional file "storage" ability. But that's just a ridiculous amount of work. If the iPad can beautifully display the Excel doc in my email, it should be able to save it to the iPad so I can read it again without having to access my email.
2)All those points I made regarding the pros of a netbook (as compared to the iPad)....you are saying all of them are implemented poorly? So, tell me how USB jacks are implemented poorly on a netbook (say, vs any other laptop in the world)? What about that VGA port? And the physical keyboard? What about the fact that an iPad does not have a USB port...or a VGA port...or a physical keyboard? What about that Windows ____ will run exactly the same on the netbook as a laptop as a desktop (performance aside of course as every hardware config in the world is different)? How about offering 250GB+ storage on most models while the iPad maxes at 64GB? I'm not going to go any further with each bullet point...you are clearly very opinionated and can't separate opinions from facts.
Ummm.... Mac Sales grew faster than industry growth again.
How is that bad?
Yes they have a group of products that make more money and a growing faster but that doesn't change the fact the Mac(k truck) is a very valuable part of their product position.
Yes those "dumbing down" psychos are psychos you don't want to became one of the them. Just keeping seeing the forest not the trees.
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Yes, it was a true story and there are a lot like that in the valley. I have seen couples break up over decisions like this. Stock purchases on prospect is like karma. A few bought into NetFlix a few years ago when they saw the big ass campus being built on Winchester and 85.
The father of a girl I dated years ago was one of the original apps engineers for Intel in the 70s and cashed in big time on "minor vestments" that ended up buying local beach overlook properties.
At times, a lot of "financial advisers" are not interested in portfolio growth but trading commissions. My rule of thumb is that if he isn't buying into what he advises, the guy is not worth it.