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Time:
09:44 EST/14:44 GMT | News Source:
ZDNet |
Posted By: Byron Hinson |
Twenty years ago this week, during the year of Big Brother, Steve Jobs and Steve Wozniak introduced the Apple Macintosh. Although the seminal advert sticks in everyone's minds, it's easy to forget just how revolutionary that little beige, boxy, Mac was. At the time, Windows version 1 was still a year away, and overlapping windows and icons on the PC would not appear for another three years, in the form of Windows 2--later to be renamed Windows 286. And of course all those early versions of Windows ran on top of the DOS command-line operating system.
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#1 By
2332 (216.41.45.78)
at
1/22/2004 11:04:56 AM
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So, have you stopped beating your wife?
Sigh...
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#2 By
2960 (156.80.64.137)
at
1/22/2004 1:26:53 PM
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And just how many machines _does_ that 1.88% represent, Parker?
Yes, I know. The little numbers are easier to work with :)
TL
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#3 By
7390 (198.246.16.251)
at
1/22/2004 2:38:53 PM
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#3 TechLarry, you think that the number of machines that 1.88 represent is more relevant?
While at the beach I picked up a handfull of sand. Using TechLarry's approach the important thing is how many grains of sand that is. Never mind the fact the it's just a drop in the bucket compared to the beach.
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#4 By
3339 (64.160.58.135)
at
1/22/2004 5:36:32 PM
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"Less than eMachines sells."
Which happens to be the 6th largest supplier. Ahead of Gateway. Which is negligably ahead of Apple at number 7. HP and Dell, being very close in 1st and 2nd place, each roughly account for only 16% of the market (worldwide; roughly Dell = 30%, HP = 20% in the U.S.). After the top 7, 40% (45% worldwide) of all PCs manufactured are produced by firms even smaller than Apple.
And... let's not forget: this is in the U.S (eMachine's status; whereas the 1.88% represents worldwide marketshare for Apple).
Worldwide, Apple has larger marketshare than eMachines and has probably surpassed Gateway in its three year domestic retreat.
Not to mention that eMachines is a private company that sells most of their products below $800, Gateway is bleeding to death and losing share faster than Apple, that Apple will become debt free this quarter, has over 4.5 billion in reserve and is the largest seller of mp3 players (31% of the market) (relevent because since many of eMachines boxes sell for $399, why not consider the many other sources of revenue for Apple in a direct comparison which sell at equal or greater prices, with higher margins).
Considering number 3 (big ole IBM) only represents roughly 6% marketshare worldwide and Apple represents 1.88% and the very few companies ahead of Apple worldwide (Fujitsu and Toshiba besides #1,2,3), Apple is rather healthy in comparison to the few companies which lead it in market share (besides #1,2,3 domestically or #1,2,3,4 internationally) and certainly more so than the many which are much smaller.
This post was edited by sodajerk on Thursday, January 22, 2004 at 18:27.
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#5 By
7754 (216.160.8.41)
at
1/22/2004 5:59:46 PM
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C'mon, guys... not on Mac's birthday....
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#6 By
3339 (64.160.58.135)
at
1/22/2004 6:04:47 PM
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bluvg, it's in 2 days! Until then the Mac is just a stupid teenager.
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#7 By
3339 (64.160.58.135)
at
1/22/2004 7:16:38 PM
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I would be willing to bet $1000 right now, parker, that your prediction is wrong.
Will you finally put your money where your mouth is?
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#8 By
3339 (64.160.58.135)
at
1/22/2004 7:20:04 PM
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84% of all PC's are not produced by Dell.
84% of all PC's are not produced by HP.
94% of all PC's are not produced by IBM.
96% of all PC's are not produced by Fujitsu.
97% of all PC's are not produced by Toshiba.
98.12% of all PC's are not produced by Apple.
And?
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#10 By
3339 (64.160.58.135)
at
1/22/2004 8:54:49 PM
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Again, parker, would you like to take up my bet? Any amount: $1000, $500, $100?
I truly love your selective quoting; let's take a look:
"The lower-than-expected desktop sales ... "
"Apple said that 48% of all unit sales were portables with a record 195,000 unit sales of PowerBooks and 201,000 iBook unit sales--up from the previous quarter by 11% for PowerBooks and 47% for iBooks, bolstered by the introduction of the new G4 iBook." (HIGHER MARGINS ON NOTEBOOKS)
"Apple saw a year-over-year increase of 54% with $238 million in software (and other) sales, driven by $60 million in Panther upgrades."
"Apple's direct sales (to education and Internet) accounted for 43% of its total revenue, which was up from 36% in the year-ago quarter."
"The total revenue generated by the retail segment was $273 million up 84% from the year-ago quarter."
"The retail segment had an operating profit of $9 million--not including the $52 million in operating profit associated with manufacturing."
Not good indeed.
"... a majority of the G5 sales are product upgrades by current Pro customers rather than to new customers ... "
Very creative quoting there. They said sales were slowed by excesses in the September quarter, and the inability to fill all orders in this quarter, and they expect to sustain 200,000 per qtr for quite a while because the bulk of sales this quarter were just upgrades. Full quote: "The lower-than-expected desktop sales were due in part to the channel fill associated with the September quarter and the slight decrease in channel inventory in the December quarter. Anderson reiterated that he expects to be able to sustain 200,000 unit sales of Power Macs each quarter, noting that a majority of the G5 sales are product upgrades by current Pro customers rather than to new customers. Apple's "sell through" in the December quarter was up in "double digits" from the September quarter and there was higher product sales mix of dual processor machines, the company said in the Q&A following the call." (AGAIN, DUAL PROCS = HIGHER MARGINS)
"... Apple would continue with aggressive G5 pricing--even at the expense of gross margin ..."
Which is it? Are their margins too high or too low? Can't have it both ways! Or maybe you can since they have lowered them (making them more attractive), but they still maintain higher margins than most PC manufacturers (making more money per PC sold).
Again, let's make a simple wager, parker. Put your money where your mouth is.
This post was edited by sodajerk on Thursday, January 22, 2004 at 21:04.
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#11 By
3339 (64.160.58.135)
at
1/22/2004 8:56:34 PM
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Oh, by the way, parker, I thought you didn't trust anything Apple said? Only if you edit it to say what you want it to, huh?
Obsessed hypocrite.
This post was edited by sodajerk on Thursday, January 22, 2004 at 21:05.
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#13 By
8589 (66.169.174.102)
at
1/22/2004 10:39:52 PM
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Who in their right mind buys a Mac? I only see a few shows from Hollywood that show Macs, and as I said, who in their right mind...
Mac Lovers need a shrink, ASAP.
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#14 By
7754 (216.160.8.41)
at
1/23/2004 11:35:50 AM
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Actually, I'd take you up on that bet too, Parker. I don't think you'll see incredible growth, but I doubt they will go away, either. There are the diehards that would pay $10,000 rather than use anything besides a Mac. They have some good hardware and finally a solid, modern OS. And Microsoft is still writing Office for the Mac. I don't think you'll be seeing the Mac go away anytime soon... certainly not by 2007.
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#15 By
3339 (64.160.58.135)
at
1/23/2004 12:35:52 PM
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Alright, two bets: I bet you whatever amount you want that Apple will not have zero marketshare in 2007 and that 10.4 will not be twice the amount of 10.3.
Put your money where your mouth is, parker.
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#16 By
9589 (66.57.156.92)
at
1/24/2004 5:36:40 AM
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Parker, I have to agree with bluvg. Crapple will stay a whisper of its former self like NOvell has. Like NOvell, which you see in the news from time to time so too will you see crapple. Like NOvell, crapple will hang on some how.
Having said that, I am a big kid at heart and really enjoy the Pixar/Disney animated films. So, for that I am glad Jobs is around.
Nevertheless, if I was a shareholder of crapple I would like to see Jobs fired. His "vision" drove the company to near bankruptcy in round 1 as CEO; in round 2 we have seen market share plummet from 5% to its dismal <2%. Meanwhile, you can add up all the income of crapple over its entire lifetime and it won't equal Microsoft's income for the recently announced quarter.
"Has the PC caught up?" - yeah, I'll say - over a decade ago and with a vengance!
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