QUOTE: Apple should produce about 2.2 million Macs, or roughly one percent more than the 2.16 million sold last quarter.
Can that be correct? The company expects to sell (produce?) only 1 percent more in the holiday season (quarter?) than in the prior quarter? That sounds disastrous.
See Mark2005's post above - Apple's big Macintosh quarter is the back-to-school quarter, not Christmas. The big iPod quarter is Christmas.
QUOTE: Apple should produce about 2.2 million Macs, or roughly one percent more than the 2.16 million sold last quarter.
Can that be correct? The company expects to sell (produce?) only 1 percent more in the holiday season (quarter?) than in the prior quarter? That sounds disastrous.
Apple's Q1 quarter is usually fairly flat WRT the previous quarter - because the Q4 includes the 'back-to-school' season which is always really good for Apple.
If you compare this Q1 with the previous Q1
- you get 2.2m vs 1.6m
- i.e. 37.5% year-on-year growth
- which is pretty consistent with the growth they've been achieving over the last several quarters...
- (actually it's a little higher - the previous year was 30%)
I'm wondering if the new MacPros which could be introduced around the time of MacWorld will have a new case to go along with the Penryn processors. I wouldn't mind seeing a slightly smaller and lighter case. That would also surely give Apple continued momentum during the slack season. Those 3.2 GHz Penryn MacPros will be awesome desktop replacements. I'm still hoping to acquire an 8-core (dual 4-cores) model a short while after it comes available.
Moving faster? I bought in March @ 95.95/share. Current (20 minute delayed) quote is 191.64/share, almost double the price in 9 short months. I'm not sure how much faster AAPL can move. Last year's 12/7/2006 closing price was 87.04, so the stock has more than doubled in the last 12 months.
AMEN!
I'm looking at the post-it notes on my iMac where on 11/7/07 AAPL was 192.68. Then the market had a correction and Apple's stock dipped to 153.76 on 11/12/07. Not even one month later, the stock has rebounded, currently 194.30 on 12/7/07 (market not closed for the day yet). I wish my other E-Trade stock purchases can regain their lost ground as quickly as Apple's had!
I have no doubts that Apple will have a blow out quarter and break a lot of records at the consumer level. On the pro level I think the customers will wait until they see what is released in January - unless they want to buy in 2007 for tax reasons.
I'm also looking for the Jan-Mar quarter to be significant. The MacBook Pro Ultra will fly off the shelves and I expect Steve J to add more juice in the iPhone area - especially in the area of memory. With the SDK due in Feb for the iPhone and touch I can see a lot of people reaching for the credit card as soon as the app they need is available. (I'm in the need-the-app and want-more-memory groups.)]
I can see other boosts as well, based on what Intel delivers. Both the consumer and pro areas can benefit here. A nice surprise would be a strong update for the Mac mini and a mid range headless Mac for current mini users to upgrade to.
Considering that iLife & iWork have already hit the 08 level I don't see anything here, except for maybe a push on Bento, which is very interesting for me. (It's clearly worth looking at if you haven't already.)
Interesting predictions! @TV 2.0 is overdue. V1 was lame.
I already have a v2 AppleTV. It's a MacMini I turned into an AppleTV. I now have DVD and CD playback right from the device an easy way to remote into it to add files (sense I built for my parents) and it has the exact startup and intro as the AppleTV. Surprisingly it boots faster than than my AppleTV and has a zippier interface.
I already have a v2 AppleTV. It's a MacMini I turned into an AppleTV. I now have DVD and CD playback right from the device an easy way to remote into it to add files (sense I built for my parents) and it has the exact startup and intro as the AppleTV. Surprisingly it boots faster than than my AppleTV and has a zippier interface.
Comments
the article needs more clarity:
QUOTE: Apple should produce about 2.2 million Macs, or roughly one percent more than the 2.16 million sold last quarter.
Can that be correct? The company expects to sell (produce?) only 1 percent more in the holiday season (quarter?) than in the prior quarter? That sounds disastrous.
See Mark2005's post above - Apple's big Macintosh quarter is the back-to-school quarter, not Christmas. The big iPod quarter is Christmas.
the article needs more clarity:
QUOTE: Apple should produce about 2.2 million Macs, or roughly one percent more than the 2.16 million sold last quarter.
Can that be correct? The company expects to sell (produce?) only 1 percent more in the holiday season (quarter?) than in the prior quarter? That sounds disastrous.
Apple's Q1 quarter is usually fairly flat WRT the previous quarter - because the Q4 includes the 'back-to-school' season which is always really good for Apple.
If you compare this Q1 with the previous Q1
- you get 2.2m vs 1.6m
- i.e. 37.5% year-on-year growth
- which is pretty consistent with the growth they've been achieving over the last several quarters...
- (actually it's a little higher - the previous year was 30%)
Moving faster? I bought in March @ 95.95/share. Current (20 minute delayed) quote is 191.64/share, almost double the price in 9 short months. I'm not sure how much faster AAPL can move. Last year's 12/7/2006 closing price was 87.04, so the stock has more than doubled in the last 12 months.
AMEN!
I'm looking at the post-it notes on my iMac where on 11/7/07 AAPL was 192.68. Then the market had a correction and Apple's stock dipped to 153.76 on 11/12/07. Not even one month later, the stock has rebounded, currently 194.30 on 12/7/07 (market not closed for the day yet). I wish my other E-Trade stock purchases can regain their lost ground as quickly as Apple's had!
I'm also looking for the Jan-Mar quarter to be significant. The MacBook Pro Ultra will fly off the shelves and I expect Steve J to add more juice in the iPhone area - especially in the area of memory. With the SDK due in Feb for the iPhone and touch I can see a lot of people reaching for the credit card as soon as the app they need is available. (I'm in the need-the-app and want-more-memory groups.)]
I can see other boosts as well, based on what Intel delivers. Both the consumer and pro areas can benefit here. A nice surprise would be a strong update for the Mac mini and a mid range headless Mac for current mini users to upgrade to.
Considering that iLife & iWork have already hit the 08 level I don't see anything here, except for maybe a push on Bento, which is very interesting for me. (It's clearly worth looking at if you haven't already.)
A Macbook Lite would be good too and from the rumor mill has a good chance of showing up.
A dark horse might just be the Apple branded navigation system. Microsoft has their Sync system in the Ford brands, so naturally Apple might follow.
I'm hopeful that a Apple TV 2.0 will be intro'd at Macword.
A Macbook Lite would be good too and from the rumor mill has a good chance of showing up.
A dark horse might just be the Apple branded navigation system. Microsoft has their Sync system in the Ford brands, so naturally Apple might follow.
Interesting predictions! @TV 2.0 is overdue. V1 was lame.
Interesting predictions! @TV 2.0 is overdue. V1 was lame.
I already have a v2 AppleTV. It's a MacMini I turned into an AppleTV. I now have DVD and CD playback right from the device an easy way to remote into it to add files (sense I built for my parents) and it has the exact startup and intro as the AppleTV. Surprisingly it boots faster than than my AppleTV and has a zippier interface.
I already have a v2 AppleTV. It's a MacMini I turned into an AppleTV. I now have DVD and CD playback right from the device an easy way to remote into it to add files (sense I built for my parents) and it has the exact startup and intro as the AppleTV. Surprisingly it boots faster than than my AppleTV and has a zippier interface.
Very nice! (What a lovely kid too!)