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 (42385)	1/13/2005 3:13:52 PM
From: Cogito	Read Replies (1) \| Respond to of 213182

>>Don't know and haven't thought about any inventory overhang. We'll see. Just pointing to the obvious that this was an iPod qtr, boosted largely by Xmas and hence may never repeat again, and I see no halo effect.<< Orion - It definitely was an iPod quarter. So they won't make 70 cents this quarter. But they also sold more CPUs than at any time since four years ago. A huge gain from the previous year and sequentially. What would satisfy you? - Allen

To: OrionX who wrote (42385)	1/14/2005 9:53:36 AM
From: Dan Fleuris	Read Replies (1) \| Respond to of 213182

No halo effect? No market share improvement? How do you handle the following: "While PC shipments were generally in line with our aggressive estimates, we note that Apple grew total PC unit shipments 26% year over year, roughly 2 1/2 times the rate of the world-wide PC market. This is the first quarter displaying irrefutable evidence of an iPod halo effect on PC sales, in our view. -- Richard Gardner, Smith Barney, who has a "hold" rating on the stock" Granted we have to wait and see if this progres isn't lost when the data gets averaged out over a year, but is there an explanation as to why Apple would have a seasonal advantage over windoze? Dan