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\'Analysts should focus on profits, not marketshare\'

updated 05:15 am EST, Mon January 26, 2004

Apple goes beyond Macs

Apple's in the fourth quarter of 2003 and may even fall more according to some analysts: "Salomon Smith Barney analyst Rich Gardner expects Apple to post PC unit growth of 6% in 2004 this year, vs. 11% for the entire PC industry. One reason is price. Gardner says the average price of a Mac is $900, although half of PC buyers now spend less than $600...[However] Steve Jobs says analysts should stop worrying about market share and focus on profits."

Meanwhile, a BusinessWeek interview, Steve Jobs talks about its rapid rise to the top of the digital music biz, Pixar, and what tunes he's listening to today, while BusinessWeek's cover story titled "Show Time!" says that "just as the Mac revolutionized computing, Apple is changing the world of online music. If Steve Jobs plays his cards right this time, Apple could end up with a big chunk of the digital-entertainment market."




by MacNN Staff

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  1. MacNN.com Reader

    Joined: Dec 1969

    0

    RIPE.

    this computer company is just RIPE to have a 10-15% market share leap.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    Profits.

    Profits won't convince Adobe to continue development of software for the platform. Adobe's % revenues from Mac software has been decreasing linearly for quite a while now. When will they break?

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    Sad but true

    Nothing else to say.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    develop

    This is indeed the difference between the always quoted BMW/Mercedes marketshare and the computer market. Computer (OS) manufacturers depend far more on software developers.

    Apple can do two things: increase or at least hold marketshare, or develop (strategic important) apps themselves. I think they're doing that now.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    bullshit

    this is not possible. i have seen more macs the past year than i have in ten. everywhere- ibooks, imacs, g5s and powerbooks. i find this hard to believe. the "study" must consider kiosks and cash registers to be "ibm compatibles" or some bullshit term like that from the mid-80s.

    mac home use, educational use and scientific use has to be definitely increasing at a faster rate than wintels. but i guess i don't have a study to back it up. oh well.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    10 to 15% world user base

    1.8% marketshare per fourth quarter does not mean that 1.8% of the computer users of the world use Macs.
    It means that for the fourth quarter, the computer buyers worldwide had bought 1.8% of new Macs compared to the rest of the world buying new disposable PC's that are a little more affordable than a Mac mainly because PC's become obsolete or, breakdown more often than a Mac.

    The realistic picture is that there is most likely 10 to 15% worldwide Macintosh users that really have not upgraded or had to buy a new Mac so, I think the whole 1.8% is often misunderstood to the general public and that there are only 1.8% of the worldwide computer users using Macs now.

    And the problem with Macs are that they hang around a little longer than PC's and eventually are compared to the most recent PC's and they don't compare in performance. You just can't compare a Performa or, a 233Mhz iMac to a 2Ghz PC.
    Yeah, go ahead and compare a similar equipped (and priced) Dual Processor G5 to a top of the line PC and the differences become petty but, I guarantee the Mac will be useful for many years after that PC has been replaced. Or maybe replaced twice.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    add Radeon 9800 256 MB

    Add in a new 256 MB video card BTO option to the G5s and I'm ready to order.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    What?!

    "Gardner says the average price of a Mac is $900, although half of PC buyers now spend less than $600...[However] Steve Jobs says analysts should stop worrying about market share and focus on profits."

    F___ you, Steve. Profits mean nothing if I get stuck buying a PC because YOU're too wrapped up in playing Music Boy to expand the Macintosh's presence in the market.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    Re: Profits

    "Profits won't convince Adobe to continue development of software for the platform. Adobe's % revenues from Mac software has been decreasing linearly for quite a while now. When will they break?"

    WRONG WRONG WRONG

    In a word... FUD.

    Adobe makes around 50% of their sales from Mac software! Has this been going down... yes, but it could be for a number of reasons (like they are making more applications geared for the PC world) I'm sure they are going to be dropping the Mac line of applications soon! Microsoft also makes a ton off of Office sales. The key is, they use the same code base for both the Windows versions and the Mac versions. If they had to rewrite everything from the ground up for OS X, Apple would have died YEARS ago.

  1. MacNN.com Reader

    Joined: Dec 1969

    0

    Re:10 to 15% world user..

    Ummm.. no.

    There was only a span of ~2 years in the Macs entire history where they were even (a little) above 10%, and that was around '92. Since '98 or so they've been under 3% and dropping nearly every quarter since.

    Nearly all software is purchased by consumers who's systems are two years or less old and that's the group developers are most interested in. OS X is causing another fracture in that ~2% User Base as new software is targeting OS X, but according to Jobs at the keynote, not yet 40% of Mac Owners have switched to OS X yet...

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