Hi, Edward. Hope you did okay today.
<<What Apple needs now is good hustling salesmen and deal makers. Apple has lost market share and I don't see that stopping during the 1st qtr. of 98.>>
They sure do need those hustling salesmen. Speaking of deals, I did read something that said they were going to expand the Mac section at CompUSA and that CompUSA encouraged them to do so.
What people keep forgetting about market share is that the Mac universe has been somewhat decoupled from the PC universe right now.
Apple's "market share" keeps slipping yet the number of Mac-OS computers sold has been pretty darn close to flat from 1995-1997. I don't look at market share in the PC space because PCs are increasing at 20% a year. I just look at Apple trying to hold onto their 600,000-800,000 machines a year.
All I ask from Apple is that they make a small profit off their Mac-ecosystem while they try to develop Rhapsody, NCs, interoperability with PCs, an Intel PC w/Rhapsody, whatever. I believe they are going to do this during the Oct.-Dec. quarter. This will propel the price into the high twenties or low-thirties, maybe beyond. (Depending on the overall market, of course.)
Again, the current ad campaign is going to have product specific ads. They've said so. But not for two more weeks. The products are going to be good and at Apple's current cost structure it isn't impossible to make a profit during Christmas for God's sake. If the Japanese consumer had any purchasing power we would've made a profit this quarter and all this nonsense and fear and short-selling pressure (20 million shares held short!) would be a non-event.
Marc |
