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

To: Don Green who wrote (44073)	4/13/2005 8:45:50 PM
From: shlurker	Read Replies (1) \| Respond to of 213182

Does anybody know how many mac MINIs were sold? -or what % of computer sales were MINIs? AAPL wont say apparently? "......Mr. Oppenheimer said that with the June quarter, Apple will no longer offer in-depth breakdowns of individual CPU sales , but instead will show only total desktop and laptop unit sales and revenue. The reason: "We want to more closely align the reporting we provide for our Mac and music business," said Mr. Oppenheimer. "We believe this will provide consistancy with a level of detail we provide for our music business as well as the level of detail provided by our major competitors in the personal computer industry."

To: Don Green who wrote (44073)	4/13/2005 9:21:17 PM
From: Dan Fleuris	Read Replies (1) \| Respond to of 213182

I agree with your point, Don. Jobs keeps trotting out this figure and it doesn't really tell you anything. We used to have this debate with Jonkai, if I remember correctly. But then there's the following statement from your WSJ article : "Apple's core Mac business, meanwhile, showed brisk growth, with the number of Macs sold increasing 43% to 1.07 million units from 749,000 units a year ago. The value of Mac sales rose to $1.49 billion from $1.16 billion a year earlier. That's especially strong unit growth when compared with about 10% growth in the overall PC business, according to Rob Cihra, an analyst at Fulcrum Global Partners." It mystifies me how that latter statement could be anything but blow out positive. I mean, not every year ago quarter was a disaster. DAn

To: Don Green who wrote (44073)	4/13/2005 10:53:53 PM
From: Jeff Hayden	Respond to of 213182

noting that some 40 percent of all Macs sold, That is "NOT EXACTLY" a statement from accounting, more like shooting from the hip. If it was it would be in their report. You notice he didn't comment how Apple's market share has improved dramtically. I bet he was asked! I'm not sure how he could answer how much Apple's computer market share had improved until he knows how everyone else did. Of course the 40% WAS NOT AN EXACT NUMBER! But the number has to be north of 35 and is probably better than 38% of the buyers were not previous Mac owners. If I remember right, last quarter's estimate was for about 15% non-Mac buyers. Looks like the halo effect, switching, or just plain frustration with Windows is turning Apple back into the mainstream. Good chance that getting Longhorn features on a Mac well before Microsoft can provide them is going to really push the switching.