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

To: OrionX who wrote (49474)	11/26/2005 10:25:51 PM
From: rnsmth	Respond to of 213182

Some people choose to believe what they wish When those beliefs are not supported by known facts, they are called faith-based beliefs. And, despite this some folks refer to the Mac cult, when the case for an anti-Mac cult seems to have more empirical support. You could look it up. Just don't expect others to do it for you.

To: OrionX who wrote (49474)	11/26/2005 10:35:45 PM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 213182

This is the no-excuse quarter when we'll finally have a decent read on how Apple's computer sales really are growing. Even as late as last quarter, Apple was benefiting from artificially-easy Y-o-Y comparisons - and that won't be the case in January. If the halo effect is real, Apple should top 2 million units; if it doesn't, the halo effect theory can be tossed. The really interesting quarter will then be six months out, when we're looking at a full Q of OSx86 availability. If that doesn't show massive increase in cpu sales, the entire Switcher idea can also be tossed. Should be fun! Haven't yet taken a fresh position, probably won't until closer to EOY.

To: OrionX who wrote (49474)	11/27/2005 3:17:49 AM
From: Cogito	Respond to of 213182

>>Apple's Mac sales growth, seen so far, which many attribute to the halo effect is essentially AFAIC rubbish. IMO, most of these sales have been to the already converted millions of Mac users and probably still using 8+ year old Macs. The halo effect is supposed to illustrate true Mac installed base growth as opposed to trade-ins from current Mac users. With more than 80 or 90% of iPod buyers being non-Mac users, why hasn't that same ratio, or anything substantially close, been seen within the Mac buying population?<< Orion - Of course the majority of iPod buyers aren't going to just dump their Windows computers. If only a one to one relationship (or close to it) between iPod buyers and Mac buyers will convince you that the halo effect is real, then clearly, you will never be convinced. The fact remains that Apple has been selling more Macs and gaining market share. Since their market share had been declining for several years, it really isn't possible that all the new Mac sales are to old Mac users. Some new buyers are being attracted. To what factors that is attributable remains an open question. - Allen