Don't panic said:
the term "selling like hot cakes"
is merely the signify that something is selling fast...
i mean, should somewhere be selling hot cakes, you'd wanna get them fast before they get cold.
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Apple Second Quarter Results
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the term "selling like hot cakes"
is merely the signify that something is selling fast...
i mean, should somewhere be selling hot cakes, you'd wanna get them fast before they get cold.
The iPod is a trojan horse. 4 million will sell this year, esp. when they get the mini up to serious production speed.
Not all those iPods are going to mac owners.
Now if Apple can introduce a cheaper, 'entry-level' machine, preferably with an optional monitor, then we may see the next generation of computer buyers trying out the Apple brand.
Its all good news.
All these hints at Apple falling apart are silly - Apple is a senior company, in business for nearly 3 decades, no debt, major brand identity worldwide, innovative, and making a good profit from sales.
Growth may not be possible beyond 5 - 10% per annum. Thats OK, but its not as dramatic as some want.
Who would have predicted that Apple could sell 6 million mp3 players, at a premium price, in an 18 month period?
Not all those iPods are going to mac owners.
Now if Apple can introduce a cheaper, 'entry-level' machine, preferably with an optional monitor, then we may see the next generation of computer buyers trying out the Apple brand.
Its all good news.
All these hints at Apple falling apart are silly - Apple is a senior company, in business for nearly 3 decades, no debt, major brand identity worldwide, innovative, and making a good profit from sales.
Growth may not be possible beyond 5 - 10% per annum. Thats OK, but its not as dramatic as some want.
Who would have predicted that Apple could sell 6 million mp3 players, at a premium price, in an 18 month period?
AmigoMac said:Nice numbers, I agree, the iPod-Switching strategy is beginning now for the next year when the whole line will be G5 ... I hope to start soon the "G6 PB's Next week?" rumor soon!
By the way, can anyone tell me how can I buy apple shares from Germany, just want a couple of them
open a deposit at a german bank, tell them to buy aapl, specify the exchange, u.s. or frankfurt and off you go. but if you do not know this and could not even bother to check the quotes on the various exchanges via for example yahoo, then rather don't touch it. sorry don't want to sound condescending, but do some research first, then go out and play with your dough.
i must say, i'm quite impressed with the clan of select individuals that find some way to work in some comment about powerbook G5's next tuesday in every single thread. quite a reliable bunch.
Apple's computers are starting to gain more popularity in my mind. i already know of a few people who are thinking about getting a Mac (me giving the subtle yet definite shove in that direction). but personally i hope Apple keeps up the quality over quantity. i remember back in the day getting a Dell computer meant getting a pretty reliable computer, to be coveted ("Dude, you're getting a Dell!" was around before the marketing campaign). now that Dell is all about selling as many computers as they can at the cheapest prices they can, they've gotten into their cheap plastic boxes and rather lackluster service. Microsoft has been complaining that Windows XP hasn't been selling as well as they would like. yeah just focus on bringing up the quality a little and then maybe you can complain about sales.
the issue between iPods and computers doesn't really bother me. the iPod is a relatively easy money maker for Apple. not much effort and resources, enough to detract from the computer makin', is really necessary to keep that moving along, other than manufacturing keeping up with demand.
Apple's computers are starting to gain more popularity in my mind. i already know of a few people who are thinking about getting a Mac (me giving the subtle yet definite shove in that direction). but personally i hope Apple keeps up the quality over quantity. i remember back in the day getting a Dell computer meant getting a pretty reliable computer, to be coveted ("Dude, you're getting a Dell!" was around before the marketing campaign). now that Dell is all about selling as many computers as they can at the cheapest prices they can, they've gotten into their cheap plastic boxes and rather lackluster service. Microsoft has been complaining that Windows XP hasn't been selling as well as they would like. yeah just focus on bringing up the quality a little and then maybe you can complain about sales.
the issue between iPods and computers doesn't really bother me. the iPod is a relatively easy money maker for Apple. not much effort and resources, enough to detract from the computer makin', is really necessary to keep that moving along, other than manufacturing keeping up with demand.
SELL LIKE HOT CAKES - "Hot cakes cooked in bear grease or pork lard were popular from earliest times in American. First made of cornmeal, the griddle cakes or pancakes were of course best when served piping hot and were often sold at church benefits, fairs, and other functions. So popular were they that by the beginning of the 19th century 'to sell like hot cakes' was a familiar expression for anything that sold very quickly effortlessly, and in quantity." From "Encyclopedia of Word and Phrase Origins" by Robert Hendrickson (Facts on File, New York, 1997)
All I can say if these were cooked in bear grease, I can't see why these were so popular!
All I can say if these were cooked in bear grease, I can't see why these were so popular!
I'm shocked that mac sales were up at all given that every product has essentially been overdue for an update that was expected the following Tuesday for the enitre quarter. I guess it shows very few know anything about when new macs are due and kills apple's argument about rumor sites hurting sales. The iPod news is amazing. It's clearly becoming the "must have" gadget. It will be interesting to see if they take it further to continue to fuel sales, because so far I see no reason to upgrade my 2nd gen 20GB model. On the downside, Microsoft made another $46 million in profit in the time it took me to type this message!
DOACleric said:
The early adopters are MAC users. We will not know the effect of iPods on mac sales until 3 years into the experiment. It is a crap shoot. The current trends are encouraging.
However, iTunes Windows demand indicates as one might expect, people do not want to relearn an OS independent of the benefits.
Mac OSX with Windows GUI option? Sprint did it for word processors!
Rocketman
Several notes
I want to point out, 900% increase in the number of ipods SHIPPED. Wow. Given the backlog of mini's not being shipped...WOW. That's some serious ipod demand. Still, it worries me, because this is the sort of market that clones will eventually take, or make completely unprofitable because they'll be a commodity, not a luxury item. And we know apple doesn't do well in such markets. But, we can be happy for now, because this is not just major money in the bank for apple, but major publicity for apple, and that is exactly what apple needs. PC users need to think there's another option, besides of course some lousy company that reached it's peak with SE30's.
So, speaking of which...how does that 5% increase over a year ago compare with the rest of the computer industry's numbers. Anybody know? Does this reflect an increase in market share or just an increase in the market? (also relevant to that-how was second quarter last year, vs. all of last year? Was it weak enough that it makes this 5% artificially high?)
Now, lets just hope the emac starts updates of everything, because it looks like apple pulled off one quarter of good profits while their products have slid in value compared to the competition, but lets not hope for two. Particularly, I'm hoping for signifigant updates/price drops in imacs, ibooks, and powerbooks. imacs because they just desperately need them, and I think they should be central to apple's strategy (Powermacs just have too limited a market, and apple wasn't cut out to make cheap boxes to compete with wintel). ibooks because practically every switcher, or possible switcher, is going ibook. I don't even know anybody who's bought an apple desktop lately, mac fanatic or not. And, powerbooks, because that's what I have
I want to point out, 900% increase in the number of ipods SHIPPED. Wow. Given the backlog of mini's not being shipped...WOW. That's some serious ipod demand. Still, it worries me, because this is the sort of market that clones will eventually take, or make completely unprofitable because they'll be a commodity, not a luxury item. And we know apple doesn't do well in such markets. But, we can be happy for now, because this is not just major money in the bank for apple, but major publicity for apple, and that is exactly what apple needs. PC users need to think there's another option, besides of course some lousy company that reached it's peak with SE30's.
So, speaking of which...how does that 5% increase over a year ago compare with the rest of the computer industry's numbers. Anybody know? Does this reflect an increase in market share or just an increase in the market? (also relevant to that-how was second quarter last year, vs. all of last year? Was it weak enough that it makes this 5% artificially high?)
Now, lets just hope the emac starts updates of everything, because it looks like apple pulled off one quarter of good profits while their products have slid in value compared to the competition, but lets not hope for two. Particularly, I'm hoping for signifigant updates/price drops in imacs, ibooks, and powerbooks. imacs because they just desperately need them, and I think they should be central to apple's strategy (Powermacs just have too limited a market, and apple wasn't cut out to make cheap boxes to compete with wintel). ibooks because practically every switcher, or possible switcher, is going ibook. I don't even know anybody who's bought an apple desktop lately, mac fanatic or not. And, powerbooks, because that's what I have
cpu vs machines...
CPU deliveries were up, but apple has dual processor offerings. Does a dual G5 PM (or X-serve) count as one or two? if it counts as two, this 5% increase in CPUs could still represent a decrease in machines sold.
afc
CPU deliveries were up, but apple has dual processor offerings. Does a dual G5 PM (or X-serve) count as one or two? if it counts as two, this 5% increase in CPUs could still represent a decrease in machines sold.
afc
5% CPU growth year over year ain't much to write about, IMHO. Don't forget, Apple was still selling (or not selling) PowerMac G4s last year as their main tower model and IIRC, sales weren't so hot on those models last year. (Though they may have improved for the models that were selling at this time last year.)
But it was nice to see iBooks selling well.
PowerMac sales are important if only because they are one of Apple's higher profit margin machines.
But it was nice to see iBooks selling well.
PowerMac sales are important if only because they are one of Apple's higher profit margin machines.
Rocketman said:
True, but it's pretty darned nice to have a game of craps that's making money for three years until we find out if it makes market share, too, isn't it
. I think you're wrong on itunes windows, though. I think all it indicates is that PC users like apple software, and are getting the chance to get the feel of apple innovation. No wintel user is going to go, hey, I saw my friend had this application that kicked ass, I'm going to buy a new computer (independent of OS) to run it! What they're going to do, is download it, use it and love it on their computer, and start recognizing that this application is how all apple software works-beautifully. the two reasons I've seen for windows users not using itunes (but man, I love it, it took a month for the question to go from why itunes to why anything but itunes, among the PC crowd), is the lack of butt ugly skins availible for it, and the lack of a version that fits in very small player on your screen, instead of a full sized window. Those two things, and the ability for other people to make visualizer schemes for it, and I think it could literally make every other jukebox obsolete.
And, increase apple awarness, and so hopefully sales.
So.
iMac/eMac are still going down. -17% and down from last quarter
iBooks are up 48% but steady from last quarter
Powermacs are up from this time last year but down 206K to 174K this quarter
Powerbooks are up from this time last year but down 195k to 147k this quater
So whilst good compared to this time last year (except imac/emac) not good in this quarter except for the ibook which held steady.
http://biz.yahoo.com/prnews/040414/sfw099_1.html
Apple Computer, Inc.
Q2'04 Unaudited Summary Data
Q1'04 Actual Q2'03 Actual Q2'04 Actual
Units Rev Units Rev Units Rev
k $m k $m k $m
Product Summary
iMac (1) 227 $251 256 $302 217 $252
iBook 201 221 133 151 201 223
Power Mac (2) 206 398 156 293 174 349
PowerBook 195 399 166 353 157 336
Subtotal CPUs 829 1,269 711 1,099 749 1,160
iPod 733 256 80 31 807 264
Peripherals & Other HW NM 243 NM 185 NM 272
Software & Other NM 238 NM 160 NM 213
Total Apple $2,006 $1,475 $1,909
Sequential Change Year/Year Change
Units Revenue Units Revenue
Product Summary
iMac (1) -4% 0% -15% -17%
iBook 0% 1% 51% 48%
Power Mac (2) -16% -12% 12% 19%
PowerBook -19% -16% -5% -5%
Subtotal CPUs -10% -9% 5% 6%
iPod 10% 3% 909% 752%
Peripherals & Other HW NM 12% NM 47%
Software & Other NM -11% NM 33%
Total Apple -5% 29%
iMac/eMac are still going down. -17% and down from last quarter
iBooks are up 48% but steady from last quarter
Powermacs are up from this time last year but down 206K to 174K this quarter
Powerbooks are up from this time last year but down 195k to 147k this quater
So whilst good compared to this time last year (except imac/emac) not good in this quarter except for the ibook which held steady.
http://biz.yahoo.com/prnews/040414/sfw099_1.html
Apple Computer, Inc.
Q2'04 Unaudited Summary Data
Q1'04 Actual Q2'03 Actual Q2'04 Actual
Units Rev Units Rev Units Rev
k $m k $m k $m
Product Summary
iMac (1) 227 $251 256 $302 217 $252
iBook 201 221 133 151 201 223
Power Mac (2) 206 398 156 293 174 349
PowerBook 195 399 166 353 157 336
Subtotal CPUs 829 1,269 711 1,099 749 1,160
iPod 733 256 80 31 807 264
Peripherals & Other HW NM 243 NM 185 NM 272
Software & Other NM 238 NM 160 NM 213
Total Apple $2,006 $1,475 $1,909
Sequential Change Year/Year Change
Units Revenue Units Revenue
Product Summary
iMac (1) -4% 0% -15% -17%
iBook 0% 1% 51% 48%
Power Mac (2) -16% -12% 12% 19%
PowerBook -19% -16% -5% -5%
Subtotal CPUs -10% -9% 5% 6%
iPod 10% 3% 909% 752%
Peripherals & Other HW NM 12% NM 47%
Software & Other NM -11% NM 33%
Total Apple -5% 29%
asim said:
When they say CPU delivery, they mean a complete unit, ie a computer, not just a processor.
So, just to be clear, they are not counting each dual processor mac sold as two deliveries, just one.
montecristo said:(And I say "new friend" because I was walking by her office one day, barely knew her, and spotted those white ear buds, and asked, "What's on your iPod?" and she told me the whole story. See, macs bring the whole world closer together!
So...is she hot?
Apple Stock Surging
For those of you curious, Apple stock is about to break the $30.00 mark. Currently trading after hours at $29.16 up $2.52 / 9.46% and rising...
For those of you curious, Apple stock is about to break the $30.00 mark. Currently trading after hours at $29.16 up $2.52 / 9.46% and rising...
Geek factoid alert!
Interesting factoid 1
Approximately 28% of the iPods in the wild were sold in the last quarter.
Interesting factoid 2
Approximately 54% of the iPods in the wild were sold in the last six months.
Here's a forecast
6.5 million iPods (combined, including mini and hPod) sold during 2004 calendar year.
Interesting factoid 1
Approximately 28% of the iPods in the wild were sold in the last quarter.
Interesting factoid 2
Approximately 54% of the iPods in the wild were sold in the last six months.
Here's a forecast
6.5 million iPods (combined, including mini and hPod) sold during 2004 calendar year.
ajb13 said:For those of you curious, Apple stock is about to break the $30.00 mark. Currently trading after hours at $29.16 up $2.52 / 9.46% and rising...
yeah baby. aapl bought me a miata before it crashed a few years ago, then got me an HDTV when i bought my house earlier this year, and now maybe it'll buy me a rev b G5. oh wait, where are those rev. bs?!
ajb13 said:For those of you curious, Apple stock is about to break the $30.00 mark. Currently trading after hours at $29.16 up $2.52 / 9.46% and rising...
Man, am I gald I didn't sell half my 650 Apple shares like I posted I would. I've made good money n the market by using sound research and some luck. Almost let the doom and gloom from MacRumors cloud my judgement. We must all remember that the stuff posted in here is but a very small overall view.
the silver lining of course is that this is the slowest quarter for computer purchases.aswitcher said:
emacs should get a healthy boost this quarter.
imacs will disappear from the face of the earth.
powerbooks should get a bump but nothing dramatic.
ibooks will hold steady.
powermacs will slow to a trickle unless they bring out updates.
aswitcher said:
there's a seasonality to computer sales that isn't acnowledged by your observation. it's not reasonable to expect the first quarter (calendar, not fiscal year) sales to match 4th quarter christmas season sales, imho.
terry