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Technology Stocks : Apple Inc.

AAPL 258.33

-0.6%

Jan 15 3:59 PM EST

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To: Don Green who wrote (44083)	4/13/2005 9:53:43 PM
From: Dan Fleuris	Read Replies (1) of 213182

If Apple starts out the reporting period at 2 and others at 98, and AAPL increases sales by 43% while the others increase by 10%, then AAPL's new market share is 100x(2+0.86)/(98+9.8) =~2.7%. So maybe the answer is that saying market share went from 2% to 2.7% just isn't as impressive as saying growth was 4 times the industry average. I don't know if this was on their minds. Still, it's hard to say it was a bad quarter. After all, to go from 2% to 5% market share, growth woud have to be ~250%, and maybe that's just too much to expect in that short a time. Still long Dan

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