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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 (45997)	7/16/2005 12:55:16 PM
From: Cogito	Read Replies (1) of 213181

>>Allen, sorry for the delayed reply but I have to say that even 5% would translate to approx 250-300k units/qtr and I clearly don't see that.<< Orion - You keep ignoring the time delay factor. If 5% of the people who bought iPods last quarter buy Macs within the next year, then there's a halo effect. But that means an additional 300k units over the course of the year. You can't expect 300k additional units in the same quarter the iPods were sold. I do agree with you that if PMac prices came down, Apple would probably sell more. But they're not in the same business Dell is in. They're providing a quality product configured with premium features like SuperDrives. They sell fewer units, but they make more money on each unit. That's why their net profit is more than 12% while Dell's is around 7%. I also agree that when PMacs are no longer perceived to be slower than PCs, Apple will sell more of them. - Allen

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