Apple's 3rd Quarter 2006 Financial Results

[EagerDragon]

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Nice to see the mothership sailing smoothly. What do you reckon for the Christmas quarter? Is 2 million Macs possible?

Given the popularity of the MacBook, the MacBook pro, the iMac, and soon the Mac Pro, and the ability to hedge your bets by running windows, I would think that 2 mil or maybe 2.2 mil Macs are possible in the Xmas quater.

Care to bet?

 

[yac_moda]

All this fear that iPod and MAcs are in a down turn. Apple will blow them away real soon. They don't sleep on their Laurel unless they don't have a choice.

Wonder what will happen to the stock tomorrow?

Too bad im broke and could not buy any.

My guess is it will open UP a great deal, around $4 then drop $1 or 2, 2 hours into the day and then climb to finish up 5 to 6$

Seasonally and VERY consistently AAPL drops from March to the end of sept and then rises strongly from late Aug. to Christmas. Then rises more in Jan. rests in Feb. and quickly and unpredictably peaks in March or May !?!?!?!

Some years you will make %100 playing it this way, every once in a while you might loose %10, when betting makes bets that have BIG upsides and small downsides !!!

 

[yac_moda]

Ah, those were the days.

A one page web-site, drooling capital venurists, a silly name like "BoxOfRox.com", and the day of your IPO your stock was $100 a share. Set for life I tell ya.

NOT NEAR AS BAD AS THE ROARING 20s when many IPOs were openly pyramid schemes -- pyramid scheme TODAYS HOUSING MARKET

Have you ever noticed that old timers LIKE pyramid schema !!!

I guess that is why DELL was once sooo popular

 

[kresh]

Apple overtaking Gateway.

Wow. I still can't get used to the positive press coming from dedicated PC sources.

Lance Ulanoff is predicting Apple to sell more notebooks than Gateway by the end of 2006 and give Dell a run for the money.

link: http://www.pcmag.com/article2/0,1895,1990674,00.asp

Wowee. I love it!


edit: spelling

 

[EagerDragon]

Don't think so

Vista will be out as well. Unless Leopard has revolutionary improvements, the difference between Windows and OSX+iLife would be much less than that it is today. I would still appreciate the UNIX under the hood, but I doubt most consumers care. If Mac sales or market share starts to come down a bit due to fewer switchers, the share price could easily crash.

Vista sucks, there is very little incentive for people to upgrade. Leopard will ROCK, is a lot faster then Tiger and has a lot of new functionality. They are not even going to show all the stuff under the hood at the presentation.

Windows Vista is "Asta La Vista" even the virus guys say that it wont be that secured either. Why should people upgrade? Most sales will come from new machines, people will get Vista by default.....Some time mid year, not in January BTW. Little to no sales in the first year for Vista. Large corporations take 2 to 3 years to deploy, and a lot of school are considering Macs running windows, so that is also good for the hardware side.

Redmond has a lot of problems including morale, and lack of creativity.

Our club is growing and is growing fast. We rock!!!!!

 

[dlittle]

Error in article

The article posted:
- Desktops: 614,000, down 14% from previous quarter
- Portables: 498,000, up 60% from previous quarter

I belive these numbers are for last quarter (note they don't add to 1.3M macs). They should post a correction.

 

[EagerDragon]

I'm about ready to buy a 20" iMac but I want the new OS. How long do I have to wait?

January best time to buy. New OS is pre-installed, no need to buy computer and OS.
Besides the iMac will either get Meron in about 2 weeks or will get Conroe. Wait!!!!! Get the new machine and new OS together. Just a few months.

 

[shawnce]

Vista sucks, there is very little incentive for people to upgrade.

Actually Vista is rather good in various areas in comparison to Windows XP SP2 and it is getting better as MS nears release (I use is it on various Windows developer systems I do work on and note my primary work is Mac development on Mac OS X). Don't discount Vista...

Of course with that said... even if Vista is amazing (in comparison to Tiger/Leopard) the fact that Vista will often require users to upgrade older computers to make it usable will play to Apple's advantage. The upgrade (hardware and software) disruption that Vista is going to cause is a perfect point for folks thinking about switching to a Mac to make the jump... they have to spend the money anyways so why not get a Mac (especially since if they don't like Mac OS X they can fallback on running Vista or XP on it).

 

[shawnce]

The article posted:
- Desktops: 614,000, down 14% from previous quarter
- Portables: 498,000, up 60% from previous quarter

I belive these numbers are for last quarter (note they don't add to 1.3M macs). They should post a correction.

Yup... the correct numbers can be found in this PDF ... they should be 529,000 and 798,000 respectively.

 

[theBB]

Well, during 2000-2001 that was a long waiting period for OSX... and then of course during the Q4 of 2001 we had 9-11

No, 9-11 happened in Q1 of 2002 according to Apple's fiscal calendar.

Vista sucks, there is very little incentive for people to upgrade. Leopard will ROCK, is a lot faster then Tiger and has a lot of new functionality.

Take a pill... Vista may not better than Tiger, but it certainly is better than XP.

 

[treblah]

Leopard will ROCK, is a lot faster then Tiger and has a lot of new functionality. They are not even going to show all the stuff under the hood at the presentation.

Source?

 

[theBB]

Vista will often require users to upgrade older computers to make it usable will play to Apple's advantage. The upgrade (hardware and software) disruption that Vista is going to cause is a perfect point for folks thinking about switching to a Mac to make the jump... they have to spend the money anyways so why not get a Mac (especially since if they don't like Mac OS X they can fallback on running Vista or XP on it).

But, look at it from the other angle. If Vista and Leopard does not look all that different, why switch to a Mac? Tiger would be a bit more user friendly to maintain, iLife might end up being less buggy, but you gotta balance that againts the "fear of the unknown", repurchasing some of your software and lack of close friends etc. to "borrow" software from. I am not that upbeat about 2007 for OSX.

 

[lOUDsCREAMEr]

Source?

"super secret apple rumors"

 

[EagerDragon]

Actually Vista is rather good in various areas in comparison to Windows XP SP2 and it is getting better as MS nears release (I use is it on various Windows developer systems I do work on and note my primary work is Mac development on Mac OS X). Don't discount Vista...

Of course with that said... even if Vista is amazing (in comparison to Tiger/Leopard) the fact that Vista will often require users to upgrade older computers to make it usable will play to Apple's advantage. The upgrade (hardware and software) disruption that Vista is going to cause is a perfect point for folks thinking about switching to a Mac to make the jump... they have to spend the money anyways so why not get a Mac (especially since if they don't like Mac OS X they can fallback on running Vista or XP on it).

Did you noticed you compared Vista to XP and said it was "rather good and getting better?

I agree with most of what you stated, but..... With all the carving that M$ performed on Vista, IMHO there is little reason to drive the current XP users to switch to Vista. Besides as you stated, it is likely to need a large numbers of users to upgrade in order to see some eye candy that looks cool.

You are using it, what will drive the sales?

Compare that to the % of users that upgraded to Tiger in the first and secon year and % wise Tiger was a lot more attractive that Vista will be to upgraders.

Leopard will be an even bigger hit.

But yes I agree with most of what you stated, but it sucks compared to Tiger and Leopard.

 

[Fabio_gsilva]

Made possible by paying 10c for each Mac constructed with a high quality and proficient workforce.

Well, if you discovered this just now: welcome to the real world.

 

[yac_moda]

But, look at it from the other angle. If Vista and Leopard does not look all that different, why switch to a Mac? Tiger would be a bit more user friendly to maintain, iLife might end up being less buggy, but you gotta balance that againts the "fear of the unknown", repurchasing some of your software and lack of close friends etc. to "borrow" software from. I am not that upbeat about 2007 for OSX.

MS is functioning with BG for the FIRST TIME, they have lost their IDOL their reason for being -- will they go insane

WHAT is the historical precedence for this

Lets see Japan lost their GOD, their king after WW2, replaced him with MacArthur who rebuilt their industry, but for a long time THEY JUST COPIED AMERICAN GOODS even though they had newer equipment.

HHHMMM !!! Could this mean the MS will collapse because they spent their best years copying everything tech !?!?!?!?

NO ! I think they will emerge eventually as a new company, BUT FIRST THEY WILL HAVE TO QUIT COMPUTERS !!

A new company that builds all things based on thar XBox.

And things won't work out until they jettison Balmer

 

[EagerDragon]

Source?

Little birdy. running the code.

 

[theBB]

Lets see Japan lost their GOD, their king after WW2, replaced him with MacArthur who rebuilt their industry

Actually, after WW2 Japan kept the emperor, so they had "one god talking to another [MacArthur]" for a while.

 

[yac_moda]

Actually, after WW2 Japan kept the emperor, so they had "one god talking to another [MacArthur]" for a while.

"emperor" thanks I was having a hard time finding the right words on that one.

But he had previously NEVER appeared in public, too GODLY, he appeared in public so they saw that he was HUMAN !!!

Probably QUITE a disappointment.


There should be other examples from history though ...

Remember Gates took his last position just because the devisions were fighting with each other ENDLESSLY ?!?!!?!?

YES I can see it now, further and NASTY delays for Vista which continues to SLAM Dell, which in turn BOOSTs Apple.

Then Balmer MUST go, because all the premadana's at MS will blame him, THEY WILL ALL BE TO BLAME !

I learned early on in High School that a team of Supermen ALWAYS fail because they won't play as a team and constantly quit expecting winning to be EASY -- THIS IS MICROSOFT !!!

Then a new CEO will clean house and make a regular company out of it, but first he will have to DUMP Windows because support and WORTHLESS development will be draining too much money from the company, and by then the XBox will be profitable just by normal hardware cost drops.

Windows will be dumped by building a thin embeded version of Windows that will support Wind apps on a chip in other OSs and in a soft reduced Wind, MS will not disclose the cost of the chip but will claim big royalties from it to save face !!!

And of course computers will be QUITE AWESOMELY POWERFUL but Windows won't use it because it won't ship, and all the betas won't help much there won't be any progress on the code, too much infighting

 

[shawnce]

...but it sucks compared to Tiger and Leopard.

I don't fully agree with that ... and as I said I use it often.

 

[shawnce]

Interesting...

 

[AvSRoCkCO1067]

Source?

MacOSRumors.

Dude. They're Completely Reliable. Obviously. Psssh.

 

[SteveRichardson]

Q: Will there be any surprises at WWDC?
A: [Laughter, then Openheimer:] Well, you will have to be redundant and be redundant.

 

[mozmac]

Dang it, their stock jumped up over 2 points. I was pullling some money together to buy some more! Ugh....oh well, $54 is still lower than it's going to be by the end of the year. !

 

[MacFan782040]