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


To: shlurker who wrote (54978)7/22/2006 6:09:32 PM
From: Cogito  Read Replies (1) | Respond to of 213182
 
Shlurker -

You make some good points, too.

I have a couple of responses.

>>Someone here said that the PC market size is 8 times the iPod market. And others say that the latter market is 'mature', levelling off. Hence a little off-the-cuff calculation indicates that , in order to continue to GROW, AAPL must rise from 2% to 10% in PC sales.

I don't follow the logic here. First, Apple doesn't need to improve market share at all to continue to grow. If the overall market grows, then Apple could just grow along with it, while maintaining the same share. But that's a separate issue. I don't see why 10% is a magic number, or how anything less than that would somehow not be significant.

If Apple goes from 2% to 4% worldwide, they will have doubled their market share. If they go to 6%, they will have tripled it, and with 8% they will have quadrupled.

Is there some reason why doubling, tripling or even quadrupling their market share wouldn't be a sign of growth for Apple? Do they really have to quintuple their share?

By the way, as for using Parallels on a Windows machine, it doesn't provide the same benefits as running it in OS X. Yes, you could run a virtual (guest) XP machine inside an XP machine. Yes, you could then theoretically back up the guest machine disk image, which would make it easier to recover it from a virus or trojan or rootkit problem. But you'd still have the primary XP system to worry about, and it would still be vulnerable to viruses picked up either within itself or within the "guest" XP machine.

Parallels isn't really a backup solution, per se.

- Allen