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

To: Lizzie Tudor who wrote (63594)	4/25/2007 5:44:04 PM
From: Lizzie Tudor	Respond to of 213181

Cramer is kind of amusing. He has an apple on his head. Might be a worthwhile Cramer show for anybody that doesn't watch him normally.

To: Lizzie Tudor who wrote (63594)	4/25/2007 5:44:55 PM
From: inaflash	Respond to of 213181

does anybody remember if last years March quarter had supply issues on Macbooks? I think there were, so the 80% growth y/y for notebooks is not all that significant. All this minutia focus over growth rates doesn't matter all that much in the end though, its all revenue and earnings to me. Thanks for the input about possibly supply constrain last year. Looking at the numbers, notebooks represented less than 50% of sales last year, whereas this quarter, its about 60%. Apple clearly clearly taking advantage of their popular notebooks and the transition from desktop to mobile. The question some people may care about is whether all this growth is sustainable. They've done a good job maintaining (in some cases increaseing) ASP in computers, whereas ASP in iPods has fallen quite a bit, probably due to the popular iShuffle. Some people don't care for the details, but in some ways, the whole is the sum is the parts, and it's nice to see the parts grow to account for the whole growing rate. Surprises up or down in the parts may average out at times, but not aways, and may indicate a discrepancy that the company or analysts have not fully considered. There's question as to maturity of iPods and product cycles (desktops, OS) that may alter expected growth rates. On that note, the delay of Leopard may be considered a drag on desktops that will make future desktop sales growths appear larger like suppy constrained issues. Add to that iPhones, and if Apple can maintain grown on other fronts (or eak out something like a 10% growth like the desktops in a weak quarter), then there are a couple of big revenue growth drivers coming up later this year with good followthru next year.