<<Repeats the notion that analysts are expecting 400-600,000 iMacs shipping by end of year. But words from Mazzucchelli suggests he may have upgraded his estimates again. First, he estimated $400 million in iMac revenue for Q4 (he also predicted $1500 million total revenue). Then he says Apple might ship 450,000 iMacs in Q1. That adds up to almost 800,000 iMacs by year-end, higher than his most recent revised estimate.
Incidentally, I find Lou's numbers rather questionable. By suggesting $400 of the $1500 million revenue as coming from the iMac, he is by extension implicating a huge decrease in sales of other Macs--a supposition that flies in the face of the market data out there suggesting a 20% increase in sales.>>
I have noticed the discrepancy among his estimated figures after
reading a similar article a couple of days ago. However, I respect his
couragement on upgrading his estimates and his visions on Apple's
future. I don't think he spent as much time as some of us here
and hence I encourage him to do more homework before making a public
statement so that it won't be too embarrassing when the results come
out in about two weeks. Well, actually, on the other hand, few people
will notice the difference between his words and the results besides
a few who really spent time on this matter.
Phil |
