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#1 |
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Kasper's Automated Slave
Join Date: Nov 1997
Posts: 6,165
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Wall Street not fully appreciating Apple's notebook price cuts
Investment bank Piper Jaffray on Friday called out Wall Street for not fully recognizing the impact of price cuts on Apple's new Mac notebook lines introduced this week, saying the move will in all likelihood boost the company's quarterly Mac growth to respectable rates in line with his model.
Although market research firm NPD won't release data on Mac unit sales for the month of May until Monday, analyst Gene Munster told clients in a research note that he expects sales will be down on a year-over-year basis by approximately 2 - 5% for the month. That said, he added Apple may remain in position to meet his June quarter estimate of a 10% year-over-year decline in Mac unit growth for the three-month period even if May sales theoretically fell by as much as 28%. (The Street is currently anticipating an 8% yearly decline.) "This assumes that the month of June is up 5% year-over-year. We believe June could be up 5% year-over-year due to the new Mac portables with reduced pricing that shipped on June 8th," he wrote. "In the month of March new desktops drove NPD units up 3% year-over-year; we believe the changes made in June are more significant, and will likely drive higher growth of about 5%." Munster, who maintained his Buy rating and $180 price target on the Mac maker, also expects NPD data to indicate that iPod unit sales tracked down 5-10% for the month of May, which would be in-line with his June quarter unit estimate of a 7% growth decline. "The big picture" is that "[we] believe the Street is underestimating the positive impact of Mac price cuts announced on June 8th," he wrote. "As such, we expect the June quarter to mark the trough for Mac unit growth rates through the balance of CY09 and we believe the Street is not fully appreciating the positive impact of these price cuts on unit growth." |
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#2 |
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Registered User
Join Date: Mar 2008
Location: NoVA
Posts: 454
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Wall Street underestimating Apple?
Never! |
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#3 |
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Registered User
Join Date: Sep 2006
Posts: 92
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Never
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#4 |
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Registered User
Join Date: Mar 2009
Posts: 654
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i have a 32GB iphone on pre-order, but with Mac's i think the issue is that Apple did this too late. feature for feature when compared to Dell or HP the new MBP's have price parity.
but the issue now is that even the cheap laptops are so powerful that most people won't want to spend even $1000 on a laptop. if you buy a junky $600 laptop and it dies in 18 months, who cares. buy another junky one that will be a lot better than the one that died and fleabay the parts i spent around $1500 on a Dell Inspiron around 5 years ago and it's still running strong. it's going to my inlaws in a few weeks. if apple PC's were the same price back then i would have bought an apple. but these days if i buy a new laptop i'd just buy a cheapo for $600 max. but it really doesn't matter since computers to apple are like windows/office is to MS. no growth but stable cash flow to fund other initiatives. and the iphone is a steamroller. i bet the profit margins on the 3G 8GB are higher than the new 3g S's |
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#5 |
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Registered User
Join Date: Jul 2008
Posts: 83
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hmm
I think apple is underestimating the netbook market. My fiance about 3 or 4 months ago bought the $200 eee pc from best buy and has no use for another pc. all she does is view pages like facebook and her email.
I think apple really should be looking into a$200 -$600 netbook type device. PS an iphone or ipod touch wont do the trick the screen should be atleast 9 inches. I do commend them on the price reduction though and i might get one now depending on if their speed of putting the core i5 type processors in their laptops. |
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#6 |
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Registered User
Join Date: May 2006
Posts: 106
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Slash Lane? Is this another Dilger pseudonym?
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#7 | |
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Registered User
Join Date: Apr 2009
Location: Toms River, NJ
Posts: 240
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Quote:
Apple has some of the smartest business minds in the world, it staggers me how many people falsely believe they don't know what they're doing. You may not always like it, but they know exactly what theyre doing |
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#8 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,487
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Quote:
MAC OSX. And please feel free to go online and try to match exactly a dell to a mac MBP 13" in all ways . The apple is still more powerful,does more things perfectly and costs less than dell. And apple does not charge 150 a year on virus protection. THE physical box is a big issue too. apple has a uni body machine. DELLmay contain abunch of refub parts inside a poorly bulid box. I wonder exactly why you post on a apple site since ms is much better. 9
Change your company's name. Not that big of a deal.
The Beatles . |
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#9 | |
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Registered User
Join Date: Apr 2009
Location: Toms River, NJ
Posts: 240
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Quote:
![]() Unfortunately this entire argument, despite rearing its ugly head from time to time, is still just as worthless as the first time anyone brought it up. Apple is not, and has no intention of bringing that cheap of a notebook to market any time in the foreseeable future. And rightfully so. They have the iPhone/iPod touch, which yes, DOES take the place of a worthless netbook. The 9 in screen argument is senseless. Yes that might work better for someone over the age of 50 who refuses to buy reading glasses, but that is not a marketable demographic. Anyone who uses an iPhone knows it replaces the need for a netbook, and is much MORE useful in other avenues, such a reliability, battery life, pick up and play fun, fast intuitive navigation. (did I mention NONE of the headaches associated with owning a garbage windows pc?) Its good for the world that people like you that want to keep regurgitating this nonsense about netbooks DO NOT work for Apple, as they understand that they are garbage and should never receive the Apple or OS X label. Doing so would immediately and permanently degrade both brands. All for the silly housewives running facebook and email. Not. Gonna. Happen. |
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#10 | |
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Registered User
Join Date: Jul 2008
Posts: 83
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Quote:
Not all of us like scrolling all the time to read a web page. Bigger screen (or even a bigger resolution for that matter) makes it so i dont have to scroll as much. Also An apple netbook could just be a bigger ipod touch . Make the internals a little bit beefier but use the same apps and layout as the ipod touch . Call it the ipod tablet and their you have a netbook competitor with apple quality. IF you take out the phone internals of an iphone and use that money to make the processor better to drive a little bit bigger of a screen it can be sold for the same price as an no contract iphone. They would then have something that could generate huge sales with the same apple quality. Why is it thart hard for apple fanboys to understand? PS Not all netbook have windows. My fiances netbook runs linux and with some hacking can even run osx actually. |
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#11 | |
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Registered User
Join Date: Mar 2007
Posts: 730
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Quote:
http://www.joeydevilla.com/2009/05/2...netbooks-suck/ Netbooks are a transitory, "neither fish-nor-fowl" middleground that will be a footnote in computing history before too long. They offer no significant portability advantages over, say, a 13" full-powered machine, and much less performance. When the current $$ crunch eases and full-powered laptops have dropped even more in price (and increased in performance), netbooks will be obsolete. Apple knows this. The 'low end' is destined to be covered by handhelds. And please get a new invective... 'fanboys' is soooo passe. Get creative in your ad-hominems... |
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#12 |
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Registered User
Join Date: Jul 2006
Location: Cincinnati, Ohio
Posts: 39
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#13 | |
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Registered User
Join Date: Jul 2008
Posts: 83
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Quote:
I am not the only person who thinks apple is doing something with that move and a tablet type device (wether you want to call it a netbook or a tablet) fits that. Yes I am calling people fanboys. No matter if you have evidence or not you get bashed on this site. Its funny because i dont get treated like this at the actual apple stores. You would think that apple fans would treat people the same way their favorite company treats people. I am also not the only one who thinks about the apple tablet/netbook thing http://gizmodo.com/5287488/why-macbo...-else-entirely |
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#14 | ||
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Registered User
Join Date: Apr 2009
Posts: 1,255
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Quote:
Quote:
What have you done with...
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#15 | |
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Registered User
Join Date: Mar 2007
Posts: 730
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Quote:
![]() 1) Gizmoid is about as reliable as Redmond in assessing anything Mac-related... their knee-jerk anti-Apple attitude is well known. 2) nevertheless, they make my point. Apple may indeed drop prices on a low end FULL-FEATURED Macs. But it won't be a crippled POS netbook, as is the case with the current crop on the PC side. 3) Read your Cyrano on at least showing creativity in your name calling. |
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#16 | |
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Registered User
Join Date: Mar 2009
Posts: 654
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Quote:
same with netbooks. the idea was first tried by Larry Ellison and others back in the 1990's and it failed. today everything is integrated on the motherboard so it's financially viable to build these at a low price. same reason why HP is outselling Dell. HP computers aren't better than Dell and HP still uses the same sell in bulk to retailers model. back in the 1990's when everything was a separate add-in card Dell had the advantage due to it's build to order and only keep 2 days of inventory on hand model. once everything became integrated on the motherboard Dell lost the advantage because now HP could make a computer just as cheap and not worry about writing off inventory because it didn't sell them in time. Apple might get into the game, but probably only next year at the earliest. Larabee is coming out late this year or early next year. |
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#17 | |
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Registered User
Join Date: Jul 2008
Posts: 83
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Quote:
Why would apple pretty much make all laptops except for one macbook pro? Netbooks with the nvidia chips in them can play 720p video . I wouldnt neccesarily call them a pos . You guys are compairing them to a full featured notebook but what if you compair it to an ipod touch? Then a netbook or tablet would be more powerfull. Also the fact that analysts are now saying that netbooks have been increasing in sales . http://www.itnews.com.au/News/100159...s-stutter.aspx http://news.zdnet.co.uk/hardware/0,1...9517285,00.htm http://seekingalpha.com/article/1107...reality-checks http://www.technicianonline.com/feat...year-1.1372735 Just because apple says something doesnt mean thats what they really think. With all they have been doing lately it points to a netbook/or tablet. Keep in mind a netbook is just a term. |
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#18 | |
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Registered User
Join Date: Mar 2009
Posts: 654
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Quote:
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#19 | |
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Registered User
Join Date: Mar 2007
Posts: 730
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Quote:
But what will disappear (and Apple will never go into) is crapo junk designed to fill a temporary niche. Yes... netbook is just a term, and one that will not survive the long history of computing. |
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#20 | |
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Registered User
Join Date: Jul 2008
Posts: 83
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Quote:
"Steve Jobs, Apple's CEO, went on the record at the company's quarterly earnings call last October saying Apple had no plans to enter the netbook market, according to Gizmodo.com. However, he apparently went on to say that the company will wait and see how the market evolves -- and if netbooks start selling well, Apple has "some pretty interesting ideas." " He didnt say never he said they will wait and see. Which is different then what you guys are saying which is never. |
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#21 |
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Registered User
Join Date: Nov 2004
Location: Northwest
Posts: 2,698
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Wall Street doesn't want Apple to get to 15% of the market in the desktop/laptop combined sales level.
This means their massive investments in a stagnant Microsoft will only weaken their positions further. |
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#22 |
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Registered User
Join Date: Dec 2006
Posts: 46
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Don't worry, Apple is coming soon with a new MacBook.
Do you think they will keep only one white model for the next 12 month? In rebranding the macBook 13 inch a MacBook Pro, this mean they will offer soon a new MacBook with a new design. For me, I can imagine a MacBook with a touchscreen replacing the keyboard. Imagine a full keyboard on a touchscreen. You can change that keyboard for a piano, or iMovie control or whatever. So next MacBook two screen and maybe 9 or 10 inch |
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#23 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,487
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Quote:
It will measure 8"x6". It will be all glass front and A UNI back. It will fit in lab coats. It will be the highest best selling gaming machine ever sold. It will debut with a 50,000. App store. It will do almost anything a MBP or itouch or iphone can do. It will have 2 or 3 ports to allow SD or dvd or Extra battery. Apple will make this when it is ready. Just a fanboys thought's Wall Street in 3 weeks will begin to daily edge up apple stock. Day by day. Up and up. 9 Just saying
Change your company's name. Not that big of a deal.
The Beatles . |
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#24 |
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Registered User
Join Date: May 2005
Posts: 8,461
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Sure Wall Street appreciates Apple's price cuts... they're shorting the stock, aren't they?
"The natural progress of things is for liberty to yield, and government to gain ground."
—Thomas Jefferson Proud AAPL stock owner. |
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#25 | |
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Registered User
Join Date: Jun 2006
Location: SFO
Posts: 368
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Quote:
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#26 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,487
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Quote:
Your logic turns on it self making whatever you say sound correct. A 300 dollar computer is a 300 dollar computer. If you want to browse the net fine ... But photo shop is much more hungary. Apples market is aimed at some one who does a lot of heavy lifting all the time if need be in all possible area's.Without crashing /without loss of data /without viruses.iT IS NOT AIMED AT JUNK WARE . sorry. So to us a 1200 dollar MBP is magical. NO other MACHINE FOR 1200 DOLLAR CAN come even close in almost any area RIGHT OUT OF THE BOX. PLEASE SHOW ME A five year over all cost for any dell or hp that can even come close ?? OSX is worth $450. alone.The largest music/media /podcast/app store in the world is ITUNES . And its free. I can go on and on. If you are happy with your window world good for you. I wish you no ill will. Go find me an exact one on one 5 yr cost MBP VS DELL . just saying no offence intended i am a fan boy PEACE 9
Change your company's name. Not that big of a deal.
The Beatles . |
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#27 | |
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Registered User
Join Date: Mar 2009
Posts: 654
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Quote:
if apple is willing to see lower margins then smaller earnings growth. the trend is that very few companies see their stock soar more than one bull market in a row. the iphone could take over the cell market and apple's stock could still stagnate if earnings growth slows from the last few years. look at MS, the stock peaked in 2000 just as they started to rule the industry. |
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#28 | |
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Registered User
Join Date: Mar 2009
Posts: 654
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Quote:
can't play games or do anything that requires a good video card, but with 4GB RAM it's good enough for most tasks. i might even try to put OS X on it one of these days. i just uploaded it into VMWare and will probably try to install it next week. |
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#29 |
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Registered User
Join Date: Apr 2006
Location: The Ansible
Posts: 11,885
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Of course they are, despite it not just being price cuts, but a slight speed bump and, most importantly, a much faster and longer lasting battery all at the same weight as before. The battery is very impressive. I wonder how the competition will reply since they are already losing out on the premium notebook market as it is. Now a 13” MBP can last a student through a day of classes and through their entire degree.
PS: Anand reviews the new MBP and does a battery of tests on the battery (see what I did there?): • http://www.anandtech.com/mac/showdoc.aspx?i=3580
Do your part to clean up AppleInsider forums: User CP » Edit Ignore List » Teckstud
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#30 | |
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Registered User
Join Date: Jul 2008
Posts: 83
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Apples design is good especially with the aluminum case but no need to lie to make it sound better. |
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#31 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,487
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Quote:
I don't lie . I await a one on one Dell vs 13"mac MBP. 9
Change your company's name. Not that big of a deal.
The Beatles . |
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#32 | |
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Registered User
Join Date: Jul 2008
Posts: 166
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Quote:
Apple's MacBook (white, 13.3") at $1,148 (not incl. tax and the rest) I had to match the Hard Drive to the Dell (320 Gb drive was the smallest offered by Dell compared to Apple's 160 Gb) I included iWork Dell's Inspirion 13.3" = $982 Includes MS Office Home/Student + Adobe acrobat 9.0 to match iWork, sure this might not be a perfect match but it's close enough. 2.2 GHz 800 MHz FSB (this is the only difference) Added a webcam and Hi def display to match the MB. Added back-lite keyboard to match the MB. I think the MB has a "N" wireless card to I even added that to the price of the Dell as well.\ The CD/DVD burner has the Roxio software combo drive, closest match to Apple's super-drive. Both machines have 2 Gb DDR RAM, Dell doesn't specify the clock-speed of the RAM so it's might be different. So here's the best possible match i can make of the two (without spending more than 15 mintues pricing). I can't speak to the argument that Dell uses refurbished parts, I believe that might also be conjecture. I'm not bias on Dell, just wanted to see for myself. Now, i totally agree with the OSX vs. Windows Debate. Leopard is way more stable and yes you don't have to pay for Virus protection. So it's probably more costly for the Dell in the life of the computer. Ok, so i didn't price out the Mac Book Pro, see the post below by gozar (nice name, "are you a God?"). Last edited by antkm1; 06-12-2009 at 03:13 PM.. |
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#33 | |
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Registered User
Join Date: Jun 2009
Posts: 3
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Quote:
My Components Intel® Core™ 2 Duo P8600 (3MB cache/2.4GHz/1066Mhz FSB) Genuine Windows Vista® Home Premium Edition SP1, 64-bit Microsoft Works 9.0 - English: Spreadsheet, Word Processor and Calendar 1Yr Ltd Hardware Warranty, InHome Service after Remote Diagnosis Edge-to-Edge 13.3" HD WXGA Slim WLED LCD with 1.3 Megapixel Camera 4GB Dual Channel DDR3 SDRAM at 1067MHz (2 Dimms) 250GB 7200 RPM SATA Hard Drive Slot Load DVD+/-RW (DVD/CD read/write) NVIDIA® GeForce® 9400M G Dell Wireless 1510 802.11n Half Mini-Card Additional 9-Cell Battery Macbook Pro 13 $1,349.00 # 2.26GHz Intel Core 2 Duo # 4GB 1066MHz DDR3 SDRAM - 2x2GB # 250GB Serial ATA Drive @ 5400 rpm # SuperDrive 8x (DVD±R DL/DVD±RW/CD-RW) The Dell doesn't have FW or a backlit keyboard, but it has a faster processor, faster hard drive, and an additional battery. The difference isn't as big as I'd thought. You can't even get 7,200 RPM drives on the 13" Macbook pro. For me, I'm happy with my 3 year old Macbook, and don't plan on upgrading anytime soon. And if I was stuck buying the Dell, Ubuntu is an option for the Studio XPS 13. :-) |
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#34 | |
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Registered User
Join Date: Jul 2008
Posts: 166
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Quote:
Yes, Steve Jobs has came out months ago in an interview saying that Apple wouldn't waste it's time on something as cheap and SLOW as the current line of Net Books. Agreeably so...But the iPhone OS (which is a dumbed down OSX) works fine for me. Maybe with a faster Processor and next-gen wireless, Apple might have a compelling case for making at least a large-format display iPod Touch? For the reasons stated by the Poster you are critizing, some people just need a computer that can view email, internet (including flash sites, shame on Adobe/Apple for not getting on this with the iPhone) and maybe some kind of games and word processing. That's what most people (IMHO) do with computers. If i were in the market for a netbook; for example, I need something with a little more umph considering i'm an architect and need something that can do photoshop/AutoCad/SketchUp without a hic-up. So the new Netbooks out may not work for me. However, the average user would work fine. Oh, and Facebook Apps (which IMO is the only thing of value with FB) don't work on the iPhone, nor do anything website with Flash and some banking sites. |
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#35 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,487
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Quote:
And i have no idea how a dell machine software will sync between movie's photo's and song's. Apple has a flawless sync between all facets of its media software. I am not so smart around computers. so apple's ease of use is important. Again i wish all dell people good luck with there dell's. 9
Change your company's name. Not that big of a deal.
The Beatles . |
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#36 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,487
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Quote:
Dell has razor thin profit's. So they must cut corner where they can . Have a nice week end dude. peace 9
Change your company's name. Not that big of a deal.
The Beatles . |
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#37 | |
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Registered User
Join Date: Mar 2009
Posts: 654
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Quote:
i priced one out while reading the WWDC live blog and they are more similar to MBPs in specs and don't have the premium price of the XPS. if i was going to spend around $1500 on a laptop and apple made a MBP with a slower CPU and a 15" LCD i'd probably choose that over a Dell. i have an HP from work and will never buy an HP again. i've read the new Dell's will take OS X with no hacking since almost everything is EFI bios now |
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#38 | |
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Registered User
Join Date: Jun 2009
Posts: 3
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#39 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,487
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Quote:
peace 9
Change your company's name. Not that big of a deal.
The Beatles . |
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#40 | |
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Registered User
Join Date: Jul 2008
Posts: 166
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Quote:
To me the $999 MacBook is like the iPod classic, if you get rid of the classic then what do you have for the die-hards and the people who want a large-storage MP3 player and that's it... An article on AI a few months ago talked about how the Mac Mini as one of the biggest sellers in the line up mainly because they work well as piggy-backed servers and low-cost drone machines. My point is, I'm sure there are other aspects of the MacBook economy to give reason why they keep this tired old machine; at least, other than the Home consumer. IMO, MacBook pros are mearly for business or gaming geeks or people who want the "top-of-the-line" and use about 10% of the potential. I actually like the idea that Apple might be re-inventing their CORE line. AI had another post last year around September that stated Apple is gearing up for a "secret" hybrid devised that will be a "game-changer". They didn't release this secret device when all the blogs and news site stated (which was supposed to be September or October last year). Perhaps the economic down-turn put the kabash on it and now is the time. The article also talked about how the price of this mystery device would be the game changer. |
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