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

To: spitsong who wrote (35890)	12/22/2002 3:06:40 AM
From: Dave	Read Replies (3) \| Respond to of 213172

Thanks for those sales figures. It's refreshing to see a post about Apple's relative market share rather than about how much the Dock sucks. While I'm sure nobody at Apple is proud of having sunk to a 2.35% market share in the first place, at least the decline has been stopped. I'm also glad that Apple's iPod has been such a shocking success, since the PC market has stagnated (actually a 1.75% y/y shipment decline). I predict that it will not be long before the iPod is responsible for a larger share of Apple's earnings than Macintosh desktops. We'll have to wait to see if Apple's future digital appliance ventures are equally successful. Question for the forum: If Apple could somehow pull a rabbit out of a hat next year, and once again produce a machine that had better benchmarks (Photoshop, video compression, number crunching, etc.) than the fastest PC, would Apple then gain market share? If so, where, desktops or servers? Education, home, or business? Dave

To: spitsong who wrote (35890)	2/5/2003 8:38:21 AM
From: spitsong	Read Replies (3) \| Respond to of 213172

Apple's 4th calendar quarter of 2002, in context Figures are for worldwide sales (in thousands): Q4 2002 Q4 2002 Market Q4 2001 Market ShpGrowth ShrGrowth Rank Vendor Shipments Share Shipments Share 2002/2001 2002/2001 ------- --------------- --------- ------- --------- ------- --------- --------- 1 Hewlett-Packard 6,170 16.05% 6,840 18.50% -9.80% -13.24% 2 Dell 6,050 15.74% 4,871 13.18% 24.20% 19.46% 3 IBM 2,247 5.85% 2,110 5.71% 6.49% 2.43% 4 Fujitsu Siemens 1,656 4.31% 1,604 4.34% 3.24% -0.70% 5 NEC 1,257 3.27% 1,272 3.44% -1.18% -4.95% Apple 743 1.93% 746 2.02% -0.40% -4.21% Gateway 720 1.87% 681 1.84% 5.73% 1.69% All Vendors 38,432 100.0% 36,964 100.0% 3.97% Notes: 1. Figures for Apple are actual unit shipments for the periods, obtained from apple.com apple.com 2. Figures for Gateway are actual unit shipments for the periods, obtained from news.com.com gateway.com 3. Gateway ran a "two for one" promotion in the last weeks of CY 4Q02, and may have counted two unit sales for each "two for one" deal booked during those weeks. 4. Figures for all other manufacturers are "preliminary estimates" from IDC: idc.com (1/17/03) 5. Figures for Hewlett-Packard in the fourth calendar quarter of 2001 are combined figures for H-P and Compaq, which reported separately then.