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To: Don Green who wrote (44083)4/13/2005 9:43:14 PM
From: Dan Fleuris  Read Replies (1) | Respond to of 213182
 
Agreed, but didn't that number use to be 20% for the last year or so?
Dan



To: Don Green who wrote (44083)4/13/2005 9:53:43 PM
From: Dan Fleuris  Read Replies (1) | Respond to of 213182
 
If Apple starts out the reporting period at 2 and others at 98, and AAPL increases sales by 43% while the others increase by 10%, then AAPL's new market share is 100x(2+0.86)/(98+9.8) =~2.7%.
So maybe the answer is that saying market share went from 2% to 2.7% just isn't as impressive as saying growth was 4 times the industry average.

I don't know if this was on their minds.

Still, it's hard to say it was a bad quarter. After all, to go from 2% to 5% market share, growth woud have to be ~250%, and maybe that's just too much to expect in that short a time.

Still long
Dan



To: Don Green who wrote (44083)4/14/2005 4:20:20 AM
From: Cogito  Respond to of 213182
 
>>If Jobs knew "SOME 40 percent of the sales in STORES were first time Mac owners" he knows exactly where his market share numbers are.

If they improved to any degree it would have been the main point of Apple's report. It wasn't!<<

Don -

Not exactly.

You really should consider taking a course in logic. That post is an excellent example of how yours is faulty.

- Allen