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


To: Ryan Bartholomew who wrote (166270)2/22/2014 8:25:14 PM
From: MGV  Read Replies (1) | Respond to of 213177
 
I can point to the fact that ASPs for desktops and laptops, in today's dollars, have plummeted over time.
When you're pointing it is at anything other than Macs. Do a search and you'll find the articles from just a few days ago on the remarkably stable $1,300 ASP for Macs.

there's a niche market for high-performance computers that are in the four figures, but the masses spend hundreds, not thousands, of dollars when they purchase.
If it is a niche, it is a growing one. Apple desktops and laptops have been taking share consistently for years.

Even if you look at Apple iPads, their ASP has fallen ~$250 in a few years.
The iPad had a 460ish ASP in recent quarters. For your statement to be true, Apple would have had a $710ish ASP a "few years" ago. I don't think you are right.



To: Ryan Bartholomew who wrote (166270)2/23/2014 4:21:11 PM
From: Doren2 Recommendations

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  Read Replies (1) | Respond to of 213177
 
> I can point to the fact that ASPs for desktops and laptops, in today's dollars, have plummeted over time.

That's a no brainer, but everyone else except Apple and Lenevo are selling less computers. Apple doesn't sell any $299 cheap ass plastic computers with a crippled board an obsolete i5 chip and... groan... the latest most hated Widows system. They are selling MORE computers even though they are fairly expensive, for a good reason, hardware, security and ease of use.

Now if it was 1995 and the average ASP for a computer was $3K and Macs were $5K your contention would make sense, but its not. A decent Mac is a grand or less depending on how you buy it or look at it.

Phones and pads are even cheaper.

Don't get me wrong, I'm not an Apple bull anymore, I just think your contention that: because computers and devices are now cheaper people are less willing to spend a few extra bucks to buy something with quality, doesn't make sense. I think the opposite is true, the difference between a quality item that you depend on every day, and an iffy item is pretty small now, particularly amortized over a reasonable 2 year ownership period.