financial/investor
11/30/2006, 4:15pm, EST
Thursday, November 30th
Apple 'switch' rates underestimated?
Industry watchers may have underestimated the switch rates of Windows users who will purchase Apple systems after Apple unveils Mac OS X 10.5 Leopard with Boot Camp next spring. Research firm Needham & Co. today raised its price target on Apple shares to $115 from $90 to reflect a more 'realistic' reading of the switch rates as a result of the Mac's ability to run Microsoft Windows. "Subsequent events, most importantly stronger than anticipated growth in Mac shipments in June and September, indicate that our interpretation of the survey results that triggered our upgrade was conservative," said Needham & Co. analyst Charles Wolf. The change comes after the research firm conducted a survey in May to measure the possible impact of the Mac's forthcoming ability to run Windows apps on the switch rate of Windows users.
The poll revealed that among Windows users who did not own an iPod, the mean switch rate increased from 3.6-percent when the Mac could not run Windows to 11.1-percent when it could. "In doing so, we implicitly assumed that no Windows users would switch to a Mac unless it ran Windows," Wolf said. "In view of the increasing number of Windows users who are switching even before the Mac can run Windows, this was an unrealistic assumption."
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the first is my brother. I kept convincing him, but that's not why he'll convert. I'm actually not sure why, but yea his laptop fan is broken and he intends a mac to replace it once leopard comes out
A PC friend who taugt me how do build PCs from scratch when I was a PC fan a while ago decided he wants a mac. He couldn't cuz he didn't have a job. When he finally got a job i asked him why didn't he get one already. His reason was he's waiting for leopard.
And a possible third guy: my cousin. Since he doens't care about games or even do homework intensively, I'm gonna sell him my mini after i get an imac once leopard comes out.
As long as you can buy a $169 E6300 from frys and clock it up to 3.0ghz...on readily available motherboards....
and Mac hardware doesn't allow the option or worse, requires resoldering the motherboard... as long as this is the case, forget it, Mac's are expensive.
For that matter, not being able to upgrade the graphics card in anything but the mac pro's is expensive.
I know, not everyone feels the same as me...but in the pc world, everyone gets to find their spot. In the Mac world, take apple's view or forget it...and thats one reason why they won't have as many switchers as they might.
That's ALWAYS been the criticism of Apple from techheads.
What you have to realise is that it's also a selling point for a lot of consumers - look at sales of all-in-one hi-fi vs separates, or the increasing sale of laptops against desktops - upgradability is low on the majority of people's criteria - especially now that MS push the killer games over to XBox first.
That is a very accurate statement. Peopple want to buy a machine that they dont have to do anything to.
But here's the rub -- after performing the surgery on the hardware, and recompiling the kernel (or downloading the driver for Windows), then launching the OS and tinkering some more with the desktop GUI, I realized one thing:
I just wanted my PC to act and look like Mac OSX.
So I bought a Mac and my PC hasn't been turned on for at least a year. I donated the 21" CRT to a friend.
Now I just get stuff done - no more tinkering, no more time sunk into recompiling and certainly no more digging screws out of the nether regions of the mobo-cave.
I've never been happier.