wow, this is great that the mac and ipod is still booming. and the iphone is doing great as well
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Apple's Earnings Results to Focus on Mac (and iPod)
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I don't know how this compares to their projections, but 36% growth in a down market is outstanding! We should all be doing this well....
Actually the tech sector is up. Almost everyone in the computer industry is up. But having said that Apple is up more than average.
Are there any that still think that Windows is better than a Mac and OS X? Apart from the obvious inertial effect of having been imposed Windows for ages, this is truly amazing...
There are about 12 PC / Windows users for every Mac / OS X user. So yes, there are many more people who think that windows is better.
Vista since sp1 is very stable, secure, and is starting to win over the people who bought into a lot of the negative propaganda early on.
Windows is still as strong as ever in almost every demographic and is doing very well internationally and is the only option for business.
Also PCs with windows are still the only viable option for gamers. Gaming is only a multi-trillion dollar business sector so I think Apple needs to address this deficiency fast.
Not cynical. I think your description of Apple's strategy is spot on. I hope you're correct about Apple's focus returning to the Mac in the remaining time leading up to Macworld. If Apple addresses just a few things in the computer lineup, they could be looking at 10-15% marketshare this time next year.
1. Not better. Just forced to use it when they get their pc.
2. Vista sp1 is better, not nearly as good as OSX. Vista originally was a steaming pile. I know. I sell pcs.
3. That is changing. Get back to me in 5 years.
4. Not true. XP on a mac is a great way to play games. The only issue is Apple's foot dragging on getting the latest generation video cards/integrated graphics into it's computers. Come on Apple.
Wow, already three years before even the first iPod came out. You surely must be VERY rich with this celestial intuition ...
Amen to that. I've been strangely (by my standards) disinterested in Apple related news of late I guess iPhone mania doesn't appeal to me
Look, I agree with you on all points except 4, I don't think saying you can run games in XP is an OS X strength.
I was just responding to BRLAWYER who thinks that windows is dead and everyone in the world is an OS X fanboy like him. OS X is a great OS and I would like to see more acceptance but Apple has a long way to go before they overtake windows.
'Forced to use it'? Absolute drivel - you can install Linux on a PC if you really don't want to use Windows.
But, hey, guess what? 99% of people buying a Windows based PC don't.
That's nice. I use them and they both have their good and bad points.
I'm going to stick my neck out here and state that in that five years Apple will have increased their personal usage stats substantially to, say, 20% of US and EMEA sales whilst making little if any progress in the corporate markets. Market share in the US? Maybe 12-15%. Worldwide? 5%
XP doesn't support DirectX 10 so, no, it isn't. In addition no Apple computer outside a Mac Pro is suitable for high end games and that's like using a sledgehammer to crack a nut.
Look, Apple are doing well but every time this topic comes up we get the usual nonsense from people who really should know better. Windows PCs, despite a difficult product release and an intensive advertising campaign from Apple, still utterly dominate the markets because of cost and compatibility. That's not likely to change unless Apple do something totally left field like license OSX for third party hardware.
Also, to those saying the iPhone should be counted as computer sales: get real. It's a different proposition entirely and, delightful as surfing on it may be, it's not going to replace a 12"+ screen. Mobile computing is already here - they're call laptops and UMPCs.
Of course, if you are going to count the iPhone as a Mac computer then you also have to count every WinMo device as a PC and even then they're probably both still going to get beaten by Symbian.
Can't people just celebrate success without venturing into the realms of fanboyism? Just once?
I don't know how this compares to their projections, but 36% growth in a down market is outstanding! We should all be doing this well....
The market is not down, but Apple is growing 3x faster. The PC market is growing quite strongly, given the macro economy.
The quarterly sales estimates published last week reported a 1.8% unit growth in the Windows PC market, year over year. That's not much. Apple's Mac sales certainly are up more than average, about 20 times more.
I think you meant to say that 99% of people buying a PC CAN'T. If you really think that more than 1% of the PC using population is technically capable of installing Linux, you are out of touch.
Yes, roughly 3 years before the iPod came out, well done.
However I have had no help from any divine being, I come merely armed with logic and reason.
Futurology is something I'm very passionate about, and very good at.
Nothing is unpredictable, you just have to have the right data to hand.
The evolution of computers and specifically the convergence of mobile and PC was a no brainer to predict, and I'm sure I wasn't the only one to have such a revelation.
A long standing philosophy which has served me well over the years is "what can be given away, will be given away" and in this potential future there was room for two dominant companies...
1) A company with a proprietary OS that welcomed open source technologies and standards. This company would make money off the sale of hardware, and be capable of giving software away for 'free'. Due to MSFT being crap, Apple hasn't had a need to fully utilize this philosophy yet. But is the reason Apple can make software and give away or sell for cheaper than the competition.
2) A company which gave software away, only to make money from advertising. I wasn't sure who this company would eventually be, but google now fits the philosophy perfectly.
This very philosophy is why google and apple do not step on each others toes much and can coexist happily, the future is theirs for the taking, and they know it, and have known it, just like myself for some considerable time.
Anyway, I need to make lunch, I could rant forever, but the main point I'm trying to make is that the prediction of the current state of affairs needed no hand in god, and was simply a deduction from the various variables at hand and a bit of foresight, that anyone who has had the time on their hands (as I have) could have done.
I say that Apple will have only 35% growth, and then the stock will drop $50 in one day.
Investors way overreact when it comes to Apple stock. I'm plain tired of it.
If that was really true, and you were as sure as you say you are, why not benefit from it? Short the stock, or buy some puts. You'll be rich! Unless of course you're not so certain that's what will happen
Incorrect, that was the US market not global markets.
I'm saying the question never crosses the mind of 99% of Windows users because it works just fine for them.
No worries. What would really interest me is the EMEA market split and how Apple are progressing there. It'll be up but by how much?
Exactly. I first held a Palm in 2000 or so and I knew that was the future. Not necessarily Palm, but having everything in one tiny device. Even now, I walk into my apt and my iPhone automatically picks up my wifi. Who's to say in the future we can't have the lights turn off when you leave the room, door locks when you leave the house? Even for those that need a large screen for typing, we'll all soon have HDTVs. Walk in and have all your documents accessible on your hdtv and have a fullsize keyboard for typing.
Unfortunately Palm hasn't done any R&D since 2000, so Apple is in prime mindset to take off where they left off.
I say that Apple will have only 35% growth, and then the stock will drop $50 in one day.
Investors way overreact when it comes to Apple stock. I'm plain tired of it.
Are you an investor? For certain, AAPL is not an investment for the feint of heart.
I will trot out my old rule-of-thumb, which has seemed to work out pretty well over the years: AAPL will rise if they beat consensus expectations by at least 10%, and drop if they do not. I believe consensus is $1.09 per share, so I will say the real goal is $1.20, or bust. A great deal will also depend on guidance for next quarter. The markets haven't seemed to figure out yet that Apple always guides very conservatively. This is the wild card.
Come on! You don't actually believe this, do you? When was the last time you installed linux?
It is very easy. Ubuntu, Red Hat, etc. all have OS loaders that make installation a breeze.
It may be slightly more difficult than installing OS X on a mac but hardly rocket science.
Most people just don't choose to install linux because they are happy with windows.
Clearly, investors are worried about this afternoon's results. Stock hitting three month lows. The health news..thats old...dont see that having much impact. I suspect main fear is guidance numbers...will apple show economy is in fact a player. Also that annoying margin guidance. Apple missed margin numbers this past quarter, analysts gave them a pass...they won't do the same if apple misses margin again.
My estimate is stock can trade down to 150 on bad news, 170 on good.
My estimate is stock can trade down to 150 on bad news, 170 on good.
Regardless of the actual ease or difficult (I agree about it being easy, but I have a bit of a different perspective than most, as I'm sure you do, so perhaps what's easy for us isn't for other?), the perception of Linux is that it is for those with significant technical knowledge, thus most consumers would never even consider it. Those that do may find it easy enough to accomplish, but there's a decent amount of knowledge required even so. I think I could still, even now, agree at least that 99% (or perhaps as low as 95%) of Windows PC users believe that they are incapable of installing Linux, and at least 80% of them are correct in that belief, at least at their current level of understanding.
jW
Let me know where you get your Koolaid. I want some...
Sometime in the next century the great discussion among stock analysts (assuming they aren't extinct by then) will revolve around why this generation's had so much trouble understanding The Plan.
Every iPhone and iTouch is essentially a very compact OS X computer. It is no longer valid to point to iMac sales and distinguish them from Apple "computer" sales!
What Steve & Company has done is to get a Mac into some 10 million hands, who think they don't yet own one. The App Store isn't selling phone accessories... it is selling OS X programs.
So tomorrow's numbers don't exclude iPhone sales, they exclude an entire line of Apple computers... Press On Steve; a hundred years from now they will be telling their kids how you ended up owning the market.