| | | Thanks I-node. My view on the Mac is positive based on three data points. The first is the Mac's low global share in the PC market leaving room for growth by continuing as a share taker. The second is the relatively recent strategy to penetrate the enterprise and the early results with IBM in that segment. The third is the trend in Mac sales growth. Let me add one more to that, if I may.
All Tim Cook has to do to accelerate Mac sales is to fulfill customer wants, to overcome their objections to owning a Mac instead of a Windows PC. The 2 main objections in my shirtsleeve analysis are 1) Support for gaming on the Mac, and 2) the inability to buy a low cost platform and upgrade processor, RAM, storage and video card incrementally as money becomes available. If Cook introduces #2, then #1 will follow as unit sales increase. With the best hardware engineers in the world, Apple is fully capable of designing such a machine that doesn't resemble the old white box computers and hits a very attractive price point for the initial product.
I think there is more than just a slim chance that this will occur, as the company looks into maximizing current assets into future growth to overcome perceptions of having hit the law of large numbers. |
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