apple news/media reports
11/24/2004, 11:10am, EST
Wednesday, November 24th
Analyst predicts nearly 24M iPod unit sales in 2006
One Wall Street analyst expects 100 million Windows users to own iPods by 2008 and is forecasting iPod sales of 23.5 million units in 2006, according to a report obtained by Macworld UK. The analyst says that the rumored flash-based iPod, expected early next year, may "an opportunistic move to quickly capture an even higher share of the portable music player market," noting that Apple has already established the iPod as the "leading brand" in the portable music player market. In a 27-page research note issued to clients, Needham & Co. analyst Charles Wolf claims the iPod will achieve 'critical mass' that could lead to a surge in Mac sales if only a nominal fraction of iPod users make a Mac purchase and also calls Apple's online and brick-&-mortar retail stores as "the unsung heroes of the Apple story." He further predicts that by 2010, iTunes Music Store market share will have fallen to just 2 per cent, but equates this figure to sales worth $800 million per year by then.
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Yes .. im sure they will sell more macs because of the ipod .. but not enough to make the stock worth 100 bucks like they say ..
I say apples only way of making money off the Ipod is to get in the consumer market buisness and make PDA,TVR, Cell Phones .. stuff like that .. people are willing to pay 400 bucks for an ipod .. but not 3k for a G5 when u can spend half that on a alien ware kick ass PC..
most people dont use photoshop and illustrator at home .
Im a mac lover by the way .. but see the big picture
2% of the total market share would actually be an increase for Apple, who now holds well less than 1% (with somewhere around $100-$200 million in sales). And when you put it in that perspective, you can see what an incredible opportunity music is for Apple.
Please - A good Alienware PC is more like 2-4k+, depending on what you want.....
I would have to say the average iPod owner is not in the market for a P.O.S. Alienware gaming PC.
You are the one full of hot air. I bet you are one of the ones that said no one would pay $249 for an iPod mini too.
The FUD you are touting here is exactly what the iPod is going to erode. The more the people see that Apple=Quality+Cool, the more the myths will fade.
He's nuts. It will remain high as long as the iPod remains high.
As big an apple fan as I am, this rosy scenario is unrealistic....nevertheless, that doesn't mean $100 a share is wrong... I believe Apple will well achieve that with advances in the PowerMac line that have nothing to do with the ipod, such as increased sales to academia, especially higher education, scientific, and graphics markets.... moving into area's that SGI and to a lesser extend HP and Sun served with their graphic workstation products and unix-y type servers. I think oracle will someday release a production version for os x, and you will see apple move into some file sharing/print serving, and general database use at some institutions.
the ipod will help too, but the ipod magic won't last forever...but however you get to the same conclusion, apple is going to do well the next year.