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."











wow
04/26, 12:00pm reply
I don't care. Analyst create their own need by making comments.
ipod21
Baninated
Joined: Apr 2004
More FUD?
04/26, 12:02pm reply
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.
JeffHarris
Fresh-Faced Recruit
Joined: Oct 1999
re:More FUD?
04/26, 12:18pm reply
I too think the headless iMac (aka Cube) would do wonders for Apple, but there are 'soooo' many that think differently!
trevc
Fresh-Faced Recruit
Joined: Mar 2000
Steve...
04/26, 12:20pm reply
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...
HeatherEcsedi
Fresh-Faced Recruit
Joined: Oct 2001
Analysts Shmanalysts...
04/26, 12:21pm reply
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)
trevc
Fresh-Faced Recruit
Joined: Mar 2000
Talk to the hand
04/26, 12:31pm reply
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.
z10n
Fresh-Faced Recruit
Joined: Oct 2003
Yawn..
04/26, 12:37pm reply
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.
Dame Scribble
Fresh-Faced Recruit
Joined: Mar 2004
re: re: more FUD?
04/26, 12:40pm reply
"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.)
Monstermind
Junior Member
Joined: May 2000
Definition please!
04/26, 01:11pm reply
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.
Wutzo
Fresh-Faced Recruit
Joined: Apr 2002
Re: Definition please!
04/26, 01:35pm reply
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).
diskgolfking
Junior Member
Joined: Mar 2004