>>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.<<
Orion -
10% growth is 10% growth, no matter what the absolute numbers are. I'd agree that it was meaningless if we were talking about 110 CPUs vs. 100, but an extra 100,000 does strike me as meaningful.
You can call Apple's computer sales "pathetic" all you want, but I think any business that measures sales in the billions is a pretty good business. And if you can grow such a business at a 10% rate, that's fantastic.
And the halo effect obviously would be a delayed effect. iPod sales last quarter would not translate into CPU sales until a later time. Maybe six months, maybe a year. And nobody is expecting Apple to turn a high percentage of iPod buyers into Mac buyers. Even 10% would be unrealistic. But if 5 to 7% of iPod buyers eventually buy a Mac, then Apple's market share will continue to increase as it has been increasing for the past three quarters now.
- Allen |
