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

To: Cogito who wrote (52078)	4/2/2006 7:22:02 PM
From: Lizzie Tudor	Respond to of 213186

She was saying that unit sales statistics don't tell the whole story, because they don't take into account average seling price, mindshare, etc. Is that about right, Lizzie? Yes thats right. To me, the "office PC" marketshare numbers are about as useful as the "computer user" marketshare numbers in 1980 to Apple when IBM dominated at the office and Apple IIs were coming on strong on the consumer side. 2 totally different animals. Here are the statistics I need, and I am certain these exist from Gartner or Forrester but are not published: Total PC marketshare Apple vs. PC and ASP apple vs. PC. This we already have. THEN, (this we don't have) "Media center" PC marketshare- Apple, IBM clone. And then within IBM clone, AMD live vs. Viiv IBM. And maybe another breakdown dell media center, HP media center. Then ASPs - Media center only. This needs to include the monitor. This entire discussion of apple vs. PC mktshare reminds me of GOOG naysayers talking about how many users are on windows. Its as if the prior decade is the only relevant gauge. The operating system and for that matter the entire wintel realm including dell has been commoditized, there is no profit there. Thats why we need the ASPs of the media center which I am certain are much higher than "office PCs". The problem with the media centers which is the case for all new markets is there is not a hard line between each competitor here. For example the new alienware dell gamer pcs, those are certainly "media centers" but would they be indicated as such. And what about xbox. This is typical emerging market fragmentation. Hard to gauge. But one thing I think is intititvely true- apple is the leader, and office pcs are not in the picture. At this point I also think media PCs are probably 5x the office pc ASP too.