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: Don Green who wrote (43194)	2/16/2005 2:06:46 PM
From: Dan Fleuris	Respond to of 213173

I'll take any hard data of increased cpu share as a positive iindicator for the stock price. Who is doing the buying will just determine how big and sustainable the increase will be. Of course if you would be happier, we could all pray for no increase in cpu share... So how are you going to determine who is buying, if I might ask? i.e., what data source do you thnk we'll have access to determine if increased cpu share is from switchers? We already discussed the data on steadily increasing percentage of internet usage coming from Mac. Got any other ideas? Dan

To: Don Green who wrote (43194)	2/16/2005 2:11:11 PM
From: Cogito	Respond to of 213173

>>That all depends on if the sales are to "cult members" or to new schools or businesses not just upgrades. Upgrades from from G3 - G5 or a G5 adding a Mini does real change things. Even a Dell owner buying a Mini for a media server doesn't real change things. You need NEW users which is still not apparent.<< Don - If PC sales slow while Mac sales increase, then Apple will have increased market share. That is not debatable. It's just how calculations of market share work. By the way, your example of a Dell owner buying a Mini would seem to represent a big change. If every PC owner also bought a Mac, that would give Apple a 50% market share. It wouldn't matter whether the PC owners continued to use their PCs or not. - Allen