Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave who wrote (35891)	12/22/2002 9:52:16 AM
From: hdl	Read Replies (2) \| Respond to of 213172

there may be hope for thingamagigs to attach to the network, operating systems for networks- but proprietary has a rough road

To: Dave who wrote (35891)	12/22/2002 10:24:32 AM
From: Alomex	Read Replies (2) \| Respond to of 213172

I predict that it will not be long before the iPod is responsible for a larger share of Apple's earnings than Macintosh desktops. For that to happen Apple must stay on its toes, upgrading frequently and pricing aggresively. Otherwise they'll leave the door wide open for Sony or some-such to walk through. would Apple then gain market share? If so, where, desktops or servers? Education, home, or business? A really fast machine makes more users consider an upgrade, so we would see a one time jump on users upgrading. This would give Apple bigger "market share" in terms of units sold, but I don't think there are any potential switchees out there whose reason not to switch is that Apple's are not fast enough. The road for Apple recovery of market share lies, in the short term, with people who are not currently window users. This includes gramma who might be using a windows machine that directly boots "into AOL" so she can see her grand children pictures. It also includes Unix hackers who are looking for a better Unix experience. But the main stream Window user won't switch until a killer Mac app is developed. This is not likely to happen any time soon. The Mac has never had an edge in developing applications. (Objective C was a great step forward when it came out over ten years ago with the Next, but as far as I know now it is a more-or-less standard development tool).

To: Dave who wrote (35891)	12/22/2002 2:17:49 PM
From: Doren	Read Replies (1) \| Respond to of 213172

If Apple could somehow pull a rabbit out of a hat next year Maybe not gain workstations systems, but those who are considering PC workstation systems would not switch. Possibly some gain in UNIX people or people who are considering setting up their own servers. Depends on how much faster. Parity won't get many people to switch but at 1.25x as fast would push a lot of people (those who like the UNIX aspect of OSX) over the edge, despite the dock. That means real performance and comparable prices, I don't think workstation buyers are swayed as much by clock speeds. They want to see real world rendering comparisons like DV mag reviews. iPod clone margins will shrink to nothing pretty quickly putting pressure on iPod margins. Apple will come out with a machine that adds to iPod functionality.