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

To: Done, gone. who wrote (52949)	5/16/2006 5:23:52 PM
From: Lizzie Tudor	Respond to of 213186

The pricing looks good to me. I think the delay of the launch date to fill the channel means apple is selling plenty of the high end models. With 80% of its Macs now ported to Intel, Semple believes Apple is once again in position to drive PC market share gains for the foreseeable future. For the June quarter, the analyst estimates Mac shipments will increase 11.5% quarter-on-quarter to 1.24 million, which he said could prove conservative if Apple has enough supply of its MacBooks to meet customer demand. forbes.com The estimates for last quarter were around 950K macs originally and they came in with 1.1mm, so not too bad. If they can do 1.24mm units this quarter that would be outstanding, of course the profit tells the real story with ASP rising.

To: Done, gone. who wrote (52949)	5/16/2006 5:49:34 PM
From: Kip S	Read Replies (3) \| Respond to of 213186

Michael, I tend to agree with the Macworld guy on the pricing (below). Just hope Apple knows its market well enough to set the price correctly. Except that $1,000 is a pretty significant mental barrier. And with the arrival of the MacBook, Apple finds itself without an offering on the sub-side of that figure. And the same folks who might happily fork over $999 for a 12-inch laptop might balk at paying $1,099 for a 13-inch model. (More than $1,099, really, since you’ll want to make sure that MacBook comes with at least 1GB of RAM—especially since the laptop’s graphics processor shares its memory with the main RAM.) There’s something about a sub-$1,000 laptop that appeals to people, and I think Apple is missing out by not offering such a model with lower-end specs—a slightly slower processor, a 40GB hard drive, whatever. Heck, why not release a low-end model with just a single-core processor? Kip