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

To: Don Green who wrote (43656)	3/16/2005 8:17:03 PM
From: djia101362	Read Replies (1) \| Respond to of 213182

Apple To Gain PC Market Share Over Next 2-3 Years 03.16.05, 9:40 AM ET Tear Sheet \| Chart \| News Piper Jaffray expects Apple Computer (nasdaq: AAPL - news - people ) to gain share in the personal computer market over the next two to three years. Piper Jaffray cited the iPod halo effect, "continuous innovation leading to highly functional products at realistic price points," and security and performance issues for PCs based on Microsoft (nasdaq: MSFT - news - people ) Windows. The research firm said, "It is important for investors to keep in mind that minimal upside to Mac market share estimates could have a significant impact on Apple's overall results." Piper Jaffray, which maintained an "outperform" rating on Apple, said that assuming "immaterial" market-share gain over the next eight quarters, Macintosh's market share could rise to 2.3% in calendar 2006 from 2.0% in calendar 2004. However, minimal upside to those "conservative" estimates would have a significant impact on Apple's overall numbers, Piper Jaffray said. "Specifically, we believe that if Apple could grow its market share from 2.0% in calendar 2004 to 3.5% in calendar 2006, the incremental add to our existing earnings-per-share estimate would be 30 cents, or 25%," the firm said. Piper Jaffray currently estimates Apple's fiscal 2005 earnings at $1.04 per share, and fiscal 2006 earnings at $1.18 per share.

To: Don Green who wrote (43656)	3/18/2005 1:41:55 PM
From: Doren	Read Replies (2) \| Respond to of 213182

Don, I predicted that the NERD factor would be an important indicator, because they would be early adopters and influence other users and ultimately corporations: Students Switch to Macs In increasing numbers, undergraduates turn to Macintosh computers thecrimson.com This seems like a pretty strong indicator of good things to come. As I have said before I'm very bullish on Apple right now. I think they will double again within a couple of years. It seems they have doubled their market share at Harvard. A comparable doubling of Macs to 4% in the real world will have investors falling over themselves to get in. As you have pointed out: IT’S ALL IN THE NUMBERS Despite the fanaticism of many current Mac users, their beloved machines still constitute only a minority of the computers used by students in the College. But the numbers suggest that may be changing. According to statistics obtained from Harvard University Faculty of Arts and Sciences Computer Services (HASCS), only 32 percent of computers purchased by the Harvard community through the university’s discount computer purchase program this year were Macs—less than half of the number of Windows system purchases. However, Mac usage has been on the rise in recent years. Total purchases of Apple systems increased by 1 percent in Fiscal Year (FY) 2003, 11.9 percent in FY 2004, and 14 percent in FY 2005. A longitudinal examination of the current senior class further elucidates the rise in popularity of Macs among Harvard students. In the fall of their freshman year, only 9 percent of the class of 2005 owned Macs. But by this fall, that number had more than doubled, to 21 percent. Note that as I predicted the increase is logarithmic or even more intense: 1 percent in Fiscal Year (FY) 2003, 11.9 percent in FY 2004, and 14 percent in FY 2005. I wonder if Fiscal 2005 is complete yet?