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Technology Stocks : Apple Inc.

AAPL 259.35

+0.1%

Jan 9 9:30 AM EST

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To: OrionX who wrote (42353)	1/12/2005 10:00:19 PM
From: Cogito	Read Replies (2) of 213182

>>If he'd take the time to read Apple's qtrly report, he'd see that 97.6% of the additional 210k CPU's sold were sold outside the Americas while the majority of the iPod sales were to the US.<< Orion - Don't forget that any "halo effect" is delayed. The person who buys an iPod doesn't immediately turn around and buy a Mac. I'm wondering if your numbers are correct about all the growth being from Europe. I'm looking at the report now. CPU unit sales in the Americas (which means almost all U.S.) are given as 476 thousand, up from 378 thousand in Q1 of '04. European CPU unit sales were up by 80 thousand, from 240 to 320. Or are you talking about the quarterly sequential change? There the difference in Europe is spectacular. But again, given the fact that the halo effect would be delayed, I don't see how you can draw any negative conclusions about its existence from this data. - Allen

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