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: OrionX who wrote (42353)	1/12/2005 9:59:44 PM
From: jfs	Respond to of 213182

97.6% of the additional 210k CPU's sold were sold outside the Americas you had me scurrying back to the Data sheet with that one, to see if I'd missed something. But Year/Year cpu units to resellers increase is 26% for the Americas, same as worldwide. Plus retail units, which are almost all USA, are up 63%. Sequentially the always dead fall quarter in Europe, especially dead this year, makes for a big increase there from last quarter. Is that what you were looking at, or do you have a different read? John

To: OrionX who wrote (42353)	1/12/2005 10:00:19 PM
From: Cogito	Read Replies (2) \| Respond to of 213182

>>If he'd take the time to read Apple's qtrly report, he'd see that 97.6% of the additional 210k CPU's sold were sold outside the Americas while the majority of the iPod sales were to the US.<< Orion - Don't forget that any "halo effect" is delayed. The person who buys an iPod doesn't immediately turn around and buy a Mac. I'm wondering if your numbers are correct about all the growth being from Europe. I'm looking at the report now. CPU unit sales in the Americas (which means almost all U.S.) are given as 476 thousand, up from 378 thousand in Q1 of '04. European CPU unit sales were up by 80 thousand, from 240 to 320. Or are you talking about the quarterly sequential change? There the difference in Europe is spectacular. But again, given the fact that the halo effect would be delayed, I don't see how you can draw any negative conclusions about its existence from this data. - Allen