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Behold the Great Netbook Flood!




iPad and associated development is the future.



Market share in the premium end will never increase beyond a certain level. 10-11% at the most is about it. And frankly, no more is really needed.

Good point. The problem for me is that Macs seems less as premium as the used to.
 
Things could slip in the future. Mac is still about a third of their revenue. Giving mixed signals about Mac's future will not help things. Late MBP updates, likely no 10.7 news, no new Mac Pros, and no more switcher ads all in the context of mobile overkill leaves one to wonder if Mac is still a priority. If this continues Apple will never see 10% market share in computers.

Well said. I'm debating a switch away because of these appearances.
 
Does anyone care about profit margins anymore? Is that no longer relevant to investors?

Apple clearly does. Just look at their results.

You're right Toshiba an Acer are essentially "disposable" computer. They're cheap, they get the job done (done, in the primitive way) and once they wear out, they're landfill space.

But there's clearly a demand for them and people sure are buying them! Ah, but Steve-o wants no part of the netbook market.

You shareholders (I am an Apple product user in multiple ways, but not lucky enough to a shareholder) seeing a PROBLEM with this, despite the uptick in sales?

So maybe Nokia "flooding the market" w/ their cell phones and Toshiba and Acer doing the same might pay off in more sales. If it were a well-built, low-priced netbook, Apple could get in on all the sweet action.

edit: You want more than 8% of the OS market, build a "cool netbook" like how you guys built a "cool smartphone". Perhaps Mr. Job's ego won't allow for it (elitism). That's okay. The top 2 companies putting out cheap crap are raking in the money doing so... public perception be darned! ;)

Actually, Apple, with 6-8% US market share and even less worldwide, achieves about 35% of the entire industry's profits. Moving into cheap low end computers or cutting price to expand market share is not likely to have a positive influence on their results.

Market share is NOT the objective.
 
Where have you been? Market share is the LAST thing Apple worries about.

Apple DO care about marketshare... they just say they don't because for laptops they have very little and doesn't sound so good, compared to iPod , iTunes where 70% marketshare sounds great in presentations etc. Its all about marketing. *Marketing*

Another reason why Apple care about marketshare - very little marketshare - very little / sub standard 3rd party vendor support, for printers, software etc. I've seen more and more 3rd party support for these as Apple marketshare has risen in recent years. An OS that supports very little hardware and third party software isn't very attractive for the average consumer -which Apple target mostly these days.
 
You're right Toshiba an Acer are essentially "disposable" computer. They're cheap, they get the job done (done, in the primitive way) and once they wear out, they're landfill space.

But there's clearly a demand for them and people sure are buying them! Ah, but Steve-o wants no part of the netbook market.

You shareholders (I am an Apple product user in multiple ways, but not lucky enough to a shareholder) seeing a PROBLEM with this, despite the uptick in sales?

So maybe Nokia "flooding the market" w/ their cell phones and Toshiba and Acer doing the same might pay off in more sales. If it were a well-built, low-priced netbook, Apple could get in on all the sweet action.

edit: You want more than 8% of the OS market, build a "cool netbook" like how you guys built a "cool smartphone". Perhaps Mr. Job's ego won't allow for it (elitism). That's okay. The top 2 companies putting out cheap crap are raking in the money doing so... public perception be darned! ;)

Well, Acer and Toshiba are _not_ raking in the money. Toshiba isn't making money at all, Acer makes very little compared to Apple. This quarter Apple is likely to sell two or three million iPads in the USA alone. That is more iPads than Acer netbooks. At an average sale price twice that of a netbook. At an average profit hugely higher than the profit Acer makes on a netbook.
 
As much as I love Apple, if they want to see market share increase, they gotta do these three things to keep up with the 'big dogs.'

Apple does NOT care about market share increases if those increases do not translate into higher profits.
 
Something I find very strange about Gartner and IDC is that they cannot agree on last year's numbers. Seriously guys, if you don't know what happened last year, even after Apple told you what happened, why should we listen to your predictions about this year?
 
This quarter Apple is likely to sell two or three million iPads in the USA alone. That is more iPads than Acer netbooks. At an average sale price twice that of a netbook. At an average profit hugely higher than the profit Acer makes on a netbook.
That can be seen as "Apple genius" or "American ignorance" in equal measure in my view. I mean, why pay that much for a device that replaces NOTHING and yet still REQUIRES a real computer to get serviced by iTunes?!
 
We'll know for sure on the 20th when Apple releases their quarterly results. They might prove both Gartner and IDC wrong. ;)
 
Not interested in market share. More interested in profitability.

As an AAPL shareholder, I am mainly concerned with stubbing my toe on one of these large sacks of money strewn about the place.

I seriously lol'd
 
This quarter Apple is likely to sell two or three million iPads in the USA alone. That is more iPads than Acer netbooks. At an average sale price twice that of a netbook. At an average profit hugely higher than the profit Acer makes on a netbook.

This is nothing but wild speculation. You sound like the analyst (can't remember his name) that suggested apple sold 750 000 ipads on launch weekend. Random guesses adds nothing to a discussion when real figures are being compared.
 
Behold the Great Netbook Flood!




iPad and associated development is the future.



Market share in the premium end will never increase beyond a certain level. 10-11% at the most is about it. And frankly, no more is really needed.

I agree. Who needs a mass market of low profit junk? Frankly I am passed even thinking of PCs and Macs as competing. HP et al are welcome to the low end. And yes, iPad is the dawn of a new paradigm for computers. I can't wait to use a full Mac Pro type machine with a combination of full gestures, mouse, stylus and keyboard for pro work on massive screens set like huge keyboards on the desktop.
 
How to measure it correctly

Separate sales of iPods, iPads, and iPhones in the iToy line, from sales of COMPUTERS, and the statistics are even more dismal than I've been predicting.

No one is going to pay Mac increased cost premiums on computers that have 2003 era "super"drive optical disc technology and eschew Blu-ray.

And few are buying, beyond the first day fanboi queues. This latest detested "refresh" of the Macbook "Pro" line (check the ratings here) may finally break Job's run at Apple with two closely following bombs in a row.

Vendettas and wars of choice are never profitable. Turning on former allies in paranoia is not a policy worthy of Apple. If you have a superior product in the first place, you have no fear of competition.

If on the other hand you're faking it, then enjoy your bunker.

:apple:
 
What never gets discussed when these marketshare numbers come out is that they included corporate purchases, which last I checked, accounted for something close to 45 percent of total PC sales.

It would be interesting to see the non-corporate numbers.
 
I think one day, they'll pass the double digits mark. PC only has 92.8 of the market (28.1 + 26.2 + 12.5 + 6.9 + 19.1 = 92.8). There's room to catch up. There will be a day, damnit, when Apple represents the 92.8 of the O.S. market. Trust me on this one, guys. :)

Apple would need to change their business model for that to happen. What do you think the chance is that a Corp is going to do a refresh to replace $600 desktops with $2000 Macs?

Hmm I've actually seen the opposite effect from most of the large corporations I visit. They have all done major PC purchases in the last year because it is the last chance to buy with an XP downgrade. They plan on running XP for the next 3-4 years until Windows has hit SP2 or SP3.

You are out of the loop.

Millions of people just cannot get it right! :D

Hmmm, millions of people just can't get it right. Seems like a short sighted statement. People buy what they can afford. If they can't afford Apple, does that mean they should get nothing?
 
I'd really like to know how many shares all of you people who brag about being a "shareholder" have. Seriously. Even if it's tens of thousands of dollars worth, that's really not that much money. The absolute pompousness of such declarations is hilarious, considering how quickly that stuff goes up in the wind.
 
I'd really like to know how many shares all of you people who brag about being a "shareholder" have. Seriously. Even if it's tens of thousands of dollars worth, that's really not that much money. The absolute pompousness of such declarations is hilarious, considering how quickly that stuff goes up in the wind.

Don't let the shareholder posing get your ruffled. People who are making real world money tend not to have time to post in forums. There day is pretty much set from morning till evening, they even have to plan when to sleep.
 
Again this is just another bunch of "Analysts" trying to make themselves seem like they know what they are talking about.

And i think i know their secret weapon....

magic8ball_animated.gif


Its about as accurate!
 
Don't let the shareholder posing get your ruffled. People who are making real world money tend not to have time to post in forums. There day is pretty much set from morning till evening, they even have to plan when to sleep.

How insightful ignorance can make people eh? The less you know the less you know you don't know! How can you even say such tripe. In the many years I have been using this blog I have chatted many times with fellow share holders and they are many and varied in their reasons to invest. It's not bragging it's excitement when things go well you are seeing. In my case due to a disastrous divorces I had to bet high and go long to have a chance of a decent retirement and I took a gamble and bet in all on AAPL, even my IRA and Pensions investments, stupid maybe but what the Hell, it was that or Vegas. Who the heck poses? Perhaps the reverse is true and some are merely bitter they missed out and pose ruffled. Get over it eh?
 
I'd really like to know how many shares all of you people who brag about being a "shareholder" have. Seriously. Even if it's tens of thousands of dollars worth, that's really not that much money. The absolute pompousness of such declarations is hilarious, considering how quickly that stuff goes up in the wind.

To get excited add a zero or two, tens? Lol. Start investing now and in 30 years maybe people will mock you!
 
How insightful ignorance can make people eh? The less you know the less you know you don't know! How can you even say such tripe. In the many years I have been using this blog I have chatted many times with fellow share holders and they are many and varied in their reasons to invest. It's not bragging it's excitement when things go well you are seeing. In my case due to a disastrous divorces I had to bet high and go long to have a chance of a decent retirement and I took a gamble and bet in all on AAPL, even my IRA and Pensions investments, stupid maybe but what the Hell, it was that or Vegas. Who the heck poses? Perhaps the reverse is true and some are merely bitter they missed out and pose ruffled. Get over it eh?

Huh?? Long rant that makes an assumption. There is nothing wrong with owning Apple stock, it is good thing. Please keep your life story on twitter, it sounds rather boring.
 
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