Apple to post fiscal Q4 miss on cannibalized Mac sales, analyst says

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  • Reply 61 of 73


    Well have a look at windows 8 going forward is hrrable for hardware over clockers. I think Windows 7 DRM sucks too big time. Linux is not ready for prime time. So for me Mac OSX it is.

     

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  • Reply 62 of 73
    dick applebaumdick applebaum Posts: 12,527member

    Quote:

    Originally Posted by jnjnjn View Post


     


    Do you realize what it means to produce 5% of all the computers in the world? Even 1% more is almost impossible to do because of production capacity and logistics.


    As you know Apples Mac share is growing every year and if you look at the number of Macs produced its absolutely phenomenal.


    If you look at the notebooks Apple has about 25% of the market in the U.S., and thats incredible for one company.


    So its a fact that the price isn't a problem at all.


     


    And Apple didn't 'admit that a significant portion of iPad buyers are new to Apple', because admitting it would be a negative spin.


    But probably Apple did state that a significant portion of iPad buyers are new to Apple, as they did several times for the Mac.


    This is of course a huge plus for Apple because people will be inclined to try other Apple products like Macs and this will increase the sales even more.


     


    And no, no one is buying an iPad because they cannot buy a Mac.


    Thats insane, because it isn't a complete replacement for a PC and seen as an expensive luxury toy (two of the most common heard negative comments).


     


    The iPad is a distinct product and is better at some tasks than any Mac, its also used differently. 


    If you define primary computer as the one you use the most, the iPad is my primary computer already, and hype doesn't have anything to do with it.


    When Apple releases an A4 pad it will be my only computer.


     


    J.



     


    Yes, sadly... There just some things that an iPad can do that a "proper computer" cannot!


     


     


     


    This is Deron Williams signing a $98 Million NBA contract on his iPad


     


    deron-williams-ipad-contract.png?w=657&h=472


     


    http://************/2012/07/10/this-is-deron-williams-signing-a-98-million-nba-contract-on-his-ipad/


     


     


    Now, that's creating content!

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  • Reply 63 of 73
    dick applebaumdick applebaum Posts: 12,527member

    Quote:

    Originally Posted by SolipsismX View Post



    I assume no one thinks Apple will sell Macs than they did the same quarter last year. If that happens then we really are in a post-PC market that clearly is being affected by the iPad in an amazing way. I'm guessing that Mac sales will be higher than last year and that they will be above the industry average for growth. I'm also hoping that this Autumn will be the start of a new Mac campaign. I'm thinking that with the Retina Macs, Mountain Lion, and Window 8 all arriving it's the perfect time to launch a new campaign.


     


    Here's a start!


     


    http://store.apple.com/us/browse/campaigns/back_to_school/ipad?cid=CDM-US-DM-P0012990-SB-RO&cp=em-P0012990-190705&sr=em

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  • Reply 64 of 73
    fairthropefairthrope Posts: 249member


    Hedge fund clients ran out of money in the last quarter because of Euro crisis. Now come July and there aren't enough fresh cash waiting on the sideline to enter Nasdaq. They just can't afford that at $600. Reinassance and the like want AAPL to cut the price down to $550 or something that size so new buyers, new clients can get in again. Of course they can jack it back later before iDividen announces.

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  • Reply 65 of 73
    shaun, ukshaun, uk Posts: 1,050member

    Quote:

    Originally Posted by jnjnjn View Post


    And no, no one is buying an iPad because they cannot buy a Mac.



     


    That's certainly not my experience. I know quite a few iPad users who are also Windows PC users. When I ask them why they don't buy a Mac they always say the same thing - Macs are just too expensive.


     


    IMHO the key selling point of the iPad is that it's not a Mac or PC it's something completely new and it's affordable.

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  • Reply 66 of 73
    stevenozstevenoz Posts: 319member

    Quote:

    Originally Posted by eksodos View Post


    This is why I'm considering a switch back to Windows. I think the Mac's days are numbered.





    All of our days are numbered.


     


    I'd love it if you switched back to Windows, so I can tell people there was at least one person who did.


     


    Let us all know when you actually do it.

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  • Reply 67 of 73
    jfc1138jfc1138 Posts: 3,090member


    Yeah because the VERY same people who buy a pad would otherwise be buying a MAC PRO desktop tower and giant monitor?


     


    That particular axe don't grind here.

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  • Reply 68 of 73
    jfc1138jfc1138 Posts: 3,090member

    Quote:

    Originally Posted by Fairthrope View Post


    Hedge fund clients ran out of money in the last quarter because of Euro crisis. Now come July and there aren't enough fresh cash waiting on the sideline to enter Nasdaq. They just can't afford that at $600. Reinassance and the like want AAPL to cut the price down to $550 or something that size so new buyers, new clients can get in again. Of course they can jack it back later before iDividen announces.



    So they are buying just ONE share and have only $550 in their wallets?


     


    Now Buffet's stock does have such a price barrier, but who's only going to buy ONE share of Apple? For those who'd want 10 shares and only have $5,500 they can buy nine right?: $5,400 with a bit of change left over... they're still then in Apple. Or scale that to a hundred or thousand and such. 

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  • Reply 69 of 73
    jnjnjnjnjnjn Posts: 588member
    shaun, uk wrote: »
    I know quite a few iPad users who are also Windows PC users. When I ask them why they don't buy a Mac they always say the same thing - Macs are just too expensive..

    That's not necessarily related to buying an iPad instead.

    J.
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  • Reply 70 of 73
    misamisa Posts: 827member

    Quote:

    Originally Posted by Shaun, UK View Post


     


    If price is not a problem with Macs then why do they still only have a 5-10% market share? The simple truth is that many people buying the iPad have come from the Windows PC world rather than the Mac world. Even Apple admitted that a significant proportion of iPad buyers are new to Apple. The reason they are buying the iPad is because it's affordable whereas they would not have bought a Mac in the past because they were too expensive compared to the average Windows PC.


     


    You can call the iPad a cheaper Mac if you want. I still think that ultimately once the hype is over most people will continue to use a desktop or laptop as their primary computer with a tablet device as a secondary machine.



    Sometimes "Good enough" is only good enough. Many people are perfectly happy with non-Apple devices. There are also plenty of people who want the Apple OS, but not the hardware Apple produces. All the hackintosh people would love a legal way to run OS X without having to buy Apple hardware. Yet many of these people building the things, are only doing so because Apple doesn't produce any bleeding edge models. Your average PC gamer probably built their PC or at least upgraded the video card twice before replacing it altogether. The ones that spend a small fortune on bleeding edge PC parts, would love to have OS X, but games aren't released for OS X first, or ever in many cases. The fact that the video card can't be upgraded in anything but the Mac Pro makes most Mac Desktops not compelling to gamers. 


     


    In the end, sometimes there are destructive cycles caused by not offering a compelling product near the bleeding edge. You'd see a large earnings miss if Apple decided to skip a product refresh of the iPhone, because customers do exactly that... hold out for the next model. 


     


    I'd never buy an iMac because of the non-upgradeable/nature of the video card and screen. When I've built a desktop, I pick a mid-level (100$) price point for the GPU, and then replace it every 3 cycles (eg Radeon 26xx - HD 57xx) or as opposed to buying the most expensive part. You can't do this with a 3 year old iMac. Only the MacMini is even cheap enough to consider replacing in a 3 year cycle. Desktops should have a 7 year life cycle. If there was some way to upgrade the iMac's video card twice over a 7 year lifetime, I'd probably buy one. Only the Mac Pro and MacMini are options I consider for Mac desktops. Even then, The MacMini needs to go quadcore and have a dedicated GPU before I'll consider buying a new one. The existing 2006 model works fine as a backup system/web-surfer/dvd-player. I can't do Xcode work on it because It can't run the current or next OSX.


     


    Also look at the secondary market for the preowned Mac's. Just because you can't have the latest model, doesn't mean there aren't buyers for older models. Regardless of Mountain Lion not being usable on them.

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  • Reply 71 of 73
    fairthropefairthrope Posts: 249member

    Quote:

    Originally Posted by jfc1138 View Post


    So they are buying just ONE share and have only $550 in their wallets?


     


    Now Buffet's stock does have such a price barrier, but who's only going to buy ONE share of Apple? For those who'd want 10 shares and only have $5,500 they can buy nine right?: $5,400 with a bit of change left over... they're still then in Apple. Or scale that to a hundred or thousand and such. 



    No, not like that. Retail buyers like you can buy one stock, but places like Renaissance and Vanguard can't do that. They buy in bulks. But now their clients drive the bargain so hard that the cut they can take from $600 per share won't make a profit. Only drive it down to $550 or something then they can sell AAPL to their new clients or sell some more, and still retain the same amount of cut they will get. Or at least get another &50 per share plus fees while clients get the stock at the price they want to pay the fund. At $600 per share, hedge funds may get $0.


     


    Retail investors eat off iDividens and price rises, hedge fund eat off fees and percentage cuts.


     


    Think of how supermarkets squeeze suppliers so they can get more money from the cut while give you lower sticker price. Apple stock is under the same rule.

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  • Reply 72 of 73
    fairthropefairthrope Posts: 249member

    Quote:

    Originally Posted by Misa View Post

    Also look at the secondary market for the preowned Mac's. Just because you can't have the latest model, doesn't mean there aren't buyers for older models. Regardless of Mountain Lion not being usable on them.


    Sonds like iPhone situation in Asia, where the biggest competitor are used iPhones.

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  • Reply 73 of 73

    Quote:

    Originally Posted by eksodos View Post


    This is why I'm considering a switch back to Windows. I think the Mac's days are numbered.





    Not meaning to be snarky, but so are the Earth's. But I wouldn't suggest boarding a spaceship destined for a Mars colony quite yet. Making a switch to another OS, based on pure speculation about some possible (distant) future event, just doesn't make very much sense to me. By the time the Earth becomes uninhabitable, you and I will likely have been dead for many, many years. And by the time the Mac (OS and computer line) sees its last day, whatever computer you own now will likely be so obsolete that it will be little more than a giant paper weight anyway.


     


    Just sayin'...

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