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Q2 Mac Shipments Outpacing Industry?

wrldwzrd89 said:
It's "Kismac" not "Kissmac", BTW. If I were building such a device, I'd add 802.11n WiMAX transmission capabilities (when the standard is finalized, of course) so my results could go even farther.
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Good points, even if one of them was a simple typo correction. 🙂 Kismac rocks. NetStumbler on Windows is a joke compared to Kismac. And to think I learned about Kismac on The Screen Savers, back when it actually provided decent coverage of cool software.
 
I'm glad to see this. I think quite a few people new to Apple will buy shuffles and mac mini's and see how outstanding their products are and eventually trow down the big bucks.
 
G.Kirby said:
It does feel like apple are developing a battle chest full of cash for some reason. And yes they could drop their margin a bit but at the end of the day they are running a business. I can’t help think that they have some investment plans. Either that or Steve Jobs is sat on top of the large pile of cash, rubbing his hands and laughing like Doctor evil. 😀
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Would be nice if Jobs would pay shareholders a damn dividend.
 
rdowns said:
Would be nice if Jobs would pay shareholders a damn dividend.
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Im not too sure thats the best idea. With Apple in such an underdog position, and their position at the top of the wave so tenuous, Apple would likely be best served to invest the extra funds into marketing and R&D, thus ensuring the coming of a second age of the Macintosh. Apple is so close to widespread marketshare growth, they cant let up on the gas now...
 
Sunrunner said:
Im not too sure thats the best idea. With Apple in such an underdog position, and their position at the top of the wave so tenuous, Apple would likely be best served to invest the extra funds into marketing and R&D, thus ensuring the coming of a second age of the Macintosh. Apple is so close to widespread marketshare growth, they cant let up on the gas now...
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Right. I'm hearing a few "success is bad, I like low market share!" posts here and there these days. Personally, let Apple get up to 10%, give them wiggle room. But don't forget that the Apple Market share is still LOW, and it doesn't have much room to lose. All we need is for Apple to let it's guard down for one year, slip up, or have some disaster happen, and Apple is done for. They are on top of the wave atm, but there is a shark right behind them, and Microsoft is still firmly planted on the beach, standing 10 times taller.

~Tyler
 
Earendil said:
Right. I'm hearing a few "success is bad, I like low market share!" posts here and there these days. Personally, let Apple get up to 10%, give them wiggle room. But don't forget that the Apple Market share is still LOW, and it doesn't have much room to lose. All we need is for Apple to let it's guard down for one year, slip up, or have some disaster happen, and Apple is done for. They are on top of the wave atm, but there is a shark right behind them, and Microsoft is still firmly planted on the beach, standing 10 times taller.

~Tyler
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I entirely agree... a 10% market share is a good sweet spot. High enough to get better support from game developers and the like, but not quite high enough to bring on every hacker and his/her brother that wants to try and find an exploit for an OS.

That said, I wouldnt mind one bit if M$ magically imploded and Apple became the defacto ruler of the computing world...
 
I agree, Apple should not let their foot off the gas and continue to plow money into R&D. That being said they have $6.5 billion in cash. I say make a strategic acquisition or declare a dividend. With their stock riding high, many institutions would love to buy it but won't buy stocks that don't pay a dividend.
 
rdowns said:
I agree, Apple should not let their foot off the gas and continue to plow money into R&D. That being said they have $6.5 billion in cash. I say make a strategic acquisition or declare a dividend. With their stock riding high, many institutions would love to buy it but won't buy stocks that don't pay a dividend.
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In the investment world when you start paying cash dividends it signals an end to the days of high growth. Investors would dump AAPL shares in a heart beat and Wall Street would trim AAPL's PE to one like MSFT or INTC if this were to happen at this time.

An exception to the rule is the oil companies that are trading like internet stocks right now.
 
Apple stay ahead of the game because their products are innovative. I have lost count of how many new technologies Apple products have had installed as standard. Only then do the PC companies say ‘Hey, that’s a good idea. Lets copy it.’

This is Apple’s ace up the sleeve. Their ability to design, develop, manufacture and market such stunningly wonderful products will mean that they will ALWAYS have a market share what ever the size. The minute that they loose the ability to do these things, they will be in big trouble.

As for their current market share. I read somewhere that Apple’s market share is similar to that of BMW and Mercedes combined share of the world car market. If this is true then Apple isn’t about to role over an die just yet.

I would like to see Apple have a bigger share of the market as this may help combat the ‘Windows Attitude’ of ‘Oh, it just does that sometimes’ that people have gotten used to.
 
To be honoust I find 150.000 sold mini's this quarter a bit disappointing. I thought it would rather be 150.000 a month with apple increasing market share around 50% this year. Anything less I would consider disappointing when you consider the affordability of the new mac, and the hype around it, OSX +ILIFE, ITMS & Ipod 'halo'. Not even to mention XP getting a bit dated, virus vulnerability on the pc etc. The climate for mac just doesnt get any better then that. Just my 2c.
 
In a matter of weeks Tiger will hopefully increase those sales.

Way ahead of blundering Longhorn and the resulting hardware nightmares
it will cause.

The current mini is very cool.

A rev B Mini with a Tiger in the tank, 512M BRAM std., and a 64MB GPU
would make a world of difference.

The first Dual Core PowerPC workstation should improve those results
even further, then the first G5 or ?dual core Powerbooks will clean up, especially if they're available in time for the back to school crowd.

A lot can happen in 9 months, making 2005 a very good year for Apple

So far April is sounding very exciting.
 
FFTT said:
A rev B Mini with a Tiger in the tank, 512M BRAM std., and a 64MB GPU
would make a world of difference.
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I'm guessing Aug-Sep before any such rev since the Mac minis barely 2 months old now.

Also a 100gig HDD option...

All this would spur on sales
 
G.Kirby said:
I don’t know if any of you folks have seen this article posted on appleinsider yet. This is a MUST READ for this thread. The article gives projections for apple’s growth and much more info on iPod sales.

http://www.appleinsider.com/article.php?id=959

PS. Since September 2004 I have go 10 PC users to Switch. 😀
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I've read that article already. I think, if its predictions come true, Apple will enter a period of much higher than normal growth. Maybe this will convince Apple to restart the Switch campaign they had earlier and get some of their supply issues fixed.
 
Bah to market share

Market share is a term popular with people who graduted with marketing/management majors. Market share/Revenue growth says nothing about the financial health of the company or the future health of it. The important #'s are forward earnings per share growth estimates and the free cash flow figures from the cash flow statement.

That being said with Apple's profit margin high the + in sales will translate to an + in profits but the strategy of the company should always focus on increasing profits, not the other way around. The great thing about apple is that it is like Mercedes and BMW and has a niche market. They are in competition with Micro., Intl., & AMD within the entire industy but within their current sub-market there isn't any other competition (Thus being able to have a higher profit margin than Dell, HP, Gateway, etc.). I don't think they they need nor want to compete with those companies because then it is a contest of who's operations are more efficient, not the quality of the product. Product differentiation is an invaluable asset that Apple has through it's OS, product design, and sort of exotic image when compared to PCs. Coke and Pepsi are always spending millions of dollars in marketing campaigns to gain this differentiation (Lime Coke, etc...), so Apple should try its best not to lose it.
 
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