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


To: Done, gone. who wrote (52242)4/6/2006 1:15:52 AM
From: Jeff Hayden  Read Replies (3) | Respond to of 213185
 
Oh no doubt that Apple will benefit the most. But the first beneficiary is still Microsoft as the Intel Mac users rush out to buy Windows for the Macs they already have.

;-)



To: Done, gone. who wrote (52242)4/6/2006 12:29:54 PM
From: inaflash  Read Replies (1) | Respond to of 213185
 
Um, you do the math?

How much is a new MacIntel? And how much are Microsoft's apps?

My wild guess is Apple comes out ahead when it comes to the beneficiary end of this stick. By far.

Kind of a moot point, but why the hell else would Apple make Boot Camp available -- to help Microsoft?


This is a win-win for both companies. The math is difficult, depending on your assumptions, but the simple math is as follows:

Apple sells $1000 computer ($600 for mini to $2000 for MBP) at 20% profit margins (guess) means $200 profit.

Microsoft sells $200 Windows XP at nearly 100% profit (additional cost of one disk and box) means $200 profit.

When you're done counting all the beans (taking into account what the customer would have done absent this choice), I do think Apple will gain more in raw numbers.