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Technology Stocks : Apple Inc.

AAPL 259.35

+0.1%

Jan 9 9:30 AM EST

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To: Cogito who wrote (45936)	7/13/2005 10:51:22 PM
From: OrionX	Read Replies (1) of 213182

Total CPU sales for this quarter were up 10% sequentially over the last quarter. Pretty good growth rate, considering that this is usually a slow quarter. If Japan hadn't been down 25% q over q it would have been a lot better. Nothing personal Allen, but seriously are you pulling my leg? 10% growth on such puny volume, now that's a laugh. 10% on 10 million units is growth, but 10% on 1 million units is not the same growth IMO. I'm sure we can agree on this. Given how small Apple's share of the market has become, I would expect nothing less than 30% as a barometer of growth for the Mac platform. What really makes me laugh is when people use this micro percentage increase in CPU units sold as the confirmation of the halo effect. LOL! With more than 6 million iPods sold last qtr, only 100k more Macs were sold over the previous qtr. Not too convincing as a halo effect if you ask me.

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