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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Doren who wrote (31652)	1/7/2002 1:53:03 PM
From: Cogito	Respond to of 213177

Keynote almost over, and no mention of iWalk or anything like it. Sigh. Maybe in the summer. But iPhoto and the ability to order prints and books are amazing. Did I miss an announcement of faster G4s? - Allen

To: Doren who wrote (31652)	1/7/2002 1:58:42 PM
From: Dave	Respond to of 213177

I believe that Jobs and his marketing team are very short sighted about the low end market. They apparently got out their spreadsheets and figured out that losing another percent of market share would be the optimal move, as long as the remaining customers afforded them higher margins. I predict that within a year, Apple's PC market share will fall from 2.8% (it was 4.5% when Jobs took the helm at Apple) to around 2%. Their revenues will drop dramatically, but their profits will not hurt too badly from that because of the high margins on all of their computers. But you can only pursue that kind of strategy for a while before your market share is too small to support a full-scale R&D effort. Ouch again. They learned nothing from the Cube. That should have been an easy lesson. Dave