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

To: Jeff Hayden who wrote (45943)	7/14/2005 12:13:09 AM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 213182

...isn't anybody going to make a guess on Apple's computer market share? I don't see that it's worth talking about, frankly: they are selling CPUs at the same rate they were five years ago. How much has the PC business grown in those 5 years? Anyway you slice it, marketshare has been brutalized under Jobs' stewardship. Tellingly, revenue is almost exactly double the same-ago period, though EPS is considerably lower. iPod has been quite an impetus. Next quarter is the 5 year anniversary of the Big Warning...

To: Jeff Hayden who wrote (45943)	7/14/2005 12:37:15 AM
From: Win-Lose-Draw	Read Replies (2) \| Respond to of 213182

Ah, what the hell. The previous quarter Apple's market share was right at 2% (Apple -> 1M, Global PC Shipments -> 50M). I expect nothing significant changed this Q.

To: Jeff Hayden who wrote (45943)	7/14/2005 2:36:03 AM
From: Cogito	Respond to of 213182

>>They stated they now have 4-5 weeks of computer and iPod inventory - that would be the "stuffing".<< Jeff - If the inventory is in Apple's hands, then it isn't stuffing no matter how many weeks you're talking about. Stuffing would be moving it into somebody else's hands and then claiming increased sales. If it's in the channel, then that still isn't stuffing, because that really isn't much to have in the channel at any one time. And I'll bet you're just about right with that 4.3% number. Certainly in the right ballpark. - Allen