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

To: Cogito who wrote (63588)	4/25/2007 4:54:54 PM
From: Lizzie Tudor	Respond to of 213181

yeah the macbook growth is impressive. What analysts are looking for, is a way to tell if macbook is making inroads into corporate purchasing, even a little. The fact that macbook sales are so much higher this qtr than last (Xmas) indicates some of this is corporate because spring is not a back to school or holiday consumer qtr (although a lot of gift buying occurs in Jan). If analysts conclude that apple is taking even a few % of the corporate market owned by dell/wintel, then apple can rise significantly from here. I am going to have to look at the Apple store breakdown and other data from the call to see where these purchases are coming from. TIM BAJARIN, PRESIDENT, CREATIVE STRATEGIES "The interesting thing is this particular quarter is usually the slowest in the PC industry. What it really says is Apple continues to garner much greater attention in the personal computer market. They're attracting customers who used to be PC customers. As a result we're seeing really strong growth for Apple." (Reporting by Kenneth Li)

To: Cogito who wrote (63588)	4/25/2007 5:14:32 PM
From: inaflash	Read Replies (1) \| Respond to of 213181

>>Great number, but for better or worse, it's all on the notebook sales up 88%. Notebooks only up 10% and iPods actually down 1%.<< Flash - You don't mean that Apple might be relying more on computer sales to make money than on iPods? Horrors! People might start thinking of it as a computer company again. BTW, you say "notebook sales up 88%" and "notebooks only up 10%". Are you comparing year over year with quarter over quarter? I don't have a problem with iPods being down 1%. If thats the effect of some buyers waiting for the iPhone plus no new iPod models, it's not so bad. Looks like a stellar report to me, but I haven't delved into the details yet. Sorry, the 10% figure should be "desktops" and correction, it's 83% increase in notebook sales for the quarter year-over-year comparison. The 10% for desktops is actually a decent number compared to industry averages, but nothing compared to a near doubling in notebook sales. It's another one product hit for the quarter, which is alright if they keep rotating which product goes up to bat. I think these are year over year figures I saw. The Q/Q figures are less meaningful since Q1 is such a big quarter. I think iPod sales are down about 50% from last quarter. I agree with the lack of new models contributing to the iPod flat sales, but I hope the waiting for iPhone effect isn't that pronounced. The market Apple is first trying to reach already owns the high end iPods (video and nanos). I wouldn't be surprised if 90% of iPhone buyers already own an iPod, and half owned more than one (extra shuffle for jogging and frequent upgraders). I'd be interested in what types of users get the iPhone who don't already have an iPod and what compelled them to get the iPhone.