Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dhellman who wrote (121036)	10/25/2011 10:11:36 AM
From: yofal	2 Recommendations Read Replies (2) \| Respond to of 213182

>>Something’s happening here. What it is ain’t—exactly—clear. The year ago quarter contained an iPhone introduction, this one didn't. Horace Dediu thinks there's a distinct correlation between iPhone sales growth and retail… asymco.com

To: dhellman who wrote (121036)	10/26/2011 12:06:21 AM
From: Cogito	Read Replies (3) \| Respond to of 213182

>>Are Apple Stores losing their MOJO?<< Jeff Matthews raises a good point in that piece, and one reason for the lack of visitor growth has already been mentioned here. But there's another reason I haven't heard mentioned. When previous versions of OS X were released, people turned out and stood in line at the stores to get their hands on them. With Lion, they were sitting at home, cursing their slow download speeds (no matter what those speeds actually were). At the time I wondered about that. I believe I commented on it. While it's obviously much more efficient to distribute software electronically, it doesn't drive traffic into the stores. I don't think we have to worry about store traffic for this quarter, however.