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AAPL Stock: 97.03 ( -0.16 )

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iPod not helping Apple\'s eroding marketshare

updated 11:40 am EDT, Mon April 26, 2004

iPod helping Mac market?

Apple's grow the company's computer business, as the PC market share has dropped from 4 percent last year to 2.8 percent (IDC numbers). Bears Stearns analyst Andrew Neff writes: "Our concerns are that the G5 cycle has disappointed, Apple is still ceding PC share, and at some point iPod mini supply will catch up with demand, which could derail the stock's momentum and temper further earnings per share [growth]," Neff wrote in a note to investors released Monday. Supplies of the original iPod, the one in the white case, have already caught up with demand, he said."




by MacNN Staff

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  1. ipod21

    Joined: Dec 1969

    0

    wow

    I don't care. Analyst create their own need by making comments.

  1. JeffHarris

    Joined: Dec 1969

    0

    More FUD?

    That's not what I've seen. A lot of people ready to make the move to Macs.

    The G5 has disappointed only because it's a first generation product with version 1.0 problems. And the processors just have NOT been available in adequate numbers. Hopefully IBM will get their new fabrication processes down and we'll see a steady stream of G5s … SOON.

    For the bottom end, we've got the eMac, but I'd still like to see a smaller G5 with minimal expansion (4 RAM slots, 8x AGP and one PCI Express slot?) not unlike the old Mac LC pizza box series machines. XServe mini? Son of Cube?

    There are loads of idle and abandoned monitors out there dying to be connected to something. If there were a less expensive Mac that could put these to use, Apple would sell them. MANY of them.

  1. trevc

    Joined: Dec 1969

    0

    re:More FUD?

    I too think the headless iMac (aka Cube) would do wonders for Apple, but there are 'soooo' many that think differently!

  1. HeatherEcsedi

    Joined: Dec 1969

    0

    Steve...

    Time to think different ? I'm still waiting for you to double Apple's market share... Remember ? That's what you told us a few years back...

  1. trevc

    Joined: Dec 1969

    0

    Analysts Shmanalysts...


    If a company was making a profit of 1 trillion dollars a year, and the next year they didn't make 1 trillion and one dollars, analysts would probably warn people not to buy the stock.

    Looks like the same is true with iPod sales ... better come out with a G5 iMac with a 'cooler' form factor for cheaper and higher profit margins to appease the analysts.

    (It's hard to buy into this Stock market c*** sometimes)

  1. z10n

    Joined: Dec 1969

    0

    Talk to the hand

    This is the same old FUD being posted by every website and their brother, forecasting that the iPod bubble will eventually burst.

    To that I say: no s***. The iPod was never the focus of apple. Apple's only focusing on it right now because it's doing so well in the rest of the PC market.

    We've debunked this s*** repeatedly, yet it keeps showing up as a news item. More c*** only posted to rile up mac users, and increase hits to MacNN.

    Don't reply. This is a BS story, everyone knows it, so don't reply.

  1. Dame Scribble

    Joined: Dec 1969

    0

    Yawn..

    Again, another "apple is doomed...low market share will kill it.." comments.
    Hmm. Apple, as a co., is how old now?
    Just wondering.
    From my perspective, Apple is doing just peachy. Everyone seems to want that latest-and-greatest, but when said hardware arrives, the same folks want more, more, more.
    Sheesh. Ah well, Apple just can't seem to please folks nowadays.
    And for those interested in seeing Apple 'marketshare increase" to that I ask...what for? As long as Apple keeps up the good work of innovation and they earn enough money for subsantial R&D and to pay their workers, then who CARES how big of a chunk Apple has? People and their phantom worries:)
    In the end, though, I'll echo the words of iPod21: I don't care.
    -D.

  1. Monstermind

    Joined: Dec 1969

    0

    re: re: more FUD?

    "I too think the headless iMac (aka Cube) would do wonders for Apple, but there are 'soooo' many that think differently!"

    Speaking of the Cube (yeah, I know, off topic), check this. Sounds like The Cube could make a comeback of sorts...

    http://www.newsday.com/technology/ny-txdolinar253772078apr25,0,2534102.column?coll=ny-technology-columnists

    (Re the columnist: yes, he's really that fat.)

  1. Wutzo

    Joined: Dec 1969

    0

    Definition please!

    Could the analyst please supply the definition of "market share" and split it by "markets"?

    AFAIK, market share means "new computers sold". But so many Wintel PCs are sold to corporates, which are used for email and word processing only and then trashed two years later. In my private environment people are just now starting to concider Mac.

  1. diskgolfking

    Joined: Dec 1969

    0

    Re: Definition please!

    No, actually those two year old computers are then sent to my employer who wants me to use them for web development.

    Writing this from a P3-800 w/256MB RAM. Try running WSAD on this puppy.
    lol

    But your point is well taken. The propensity for corporations to buy $500 beige boxed that are trashed every few years does skew the numbers quite a bit. If you look at a more normal market, like laptops, Apple has been doing quite well - actually increasing marketshare (and considerably).

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