These numbers say 30%. I know they are US only but do you think foreign sales were up 50%? I dont know. Foreign revenue might be up by that much due to the anemic dollar, but unit sales are unlikely to be that much higher than US. Getting nervous about next Tuesdays numbers.
Have Gartner/IDCs numbers been historically accurate?
One should notice that these numbers include x86 based servers.
If one removes that from the mix, Apple's share would be higher. Dell and Hp each sell more than a million x86 based servers, while Apple sells just a few.
These numbers say 30%. I know they are US only but do you think foreign sales were up 50%? I dont know. Foreign revenue might be up by that much due to the anemic dollar, but unit sales are unlikely to be that much higher than US. Getting nervous about next Tuesdays numbers.
Have Gartner/IDCs numbers been historically accurate?
They are just estimates. We have to wait for the real numbers.
Here are the 3-day -- i.e., day before, day of, and day after -- announcement effects for AAPL (after adjusting for the movement on the S&P):
2007 MWSF Jobs' Keynote Speech: +12.08%
2008 MWSF Jobs' Keynote Speech: -7.67%
The market is underwhelmed. We can hope that the market is wrong, but "man, oh, man" is right.
My portfolio (although overweighted with AAPL) has dropped from +16% to just +9%. OMG... blah! The whole market is getting killed... I'll probably load up on more HPQ, and I'm really seriously looking at CMG (that one's a rocket).
My portfolio (although overweighted with AAPL) has dropped from +16% to just +9%. OMG... blah! The whole market is getting killed... I'll probably load up on more HPQ, and I'm really seriously looking at CMG (that one's a rocket).
My portfolio (although overweighted with AAPL) has dropped from +16% to just +9%. OMG... blah! The whole market is getting killed... I'll probably load up on more HPQ, and I'm really seriously looking at CMG (that one's a rocket).
i did some Excel math (yes, i prefer excel) to see the future
well, if the market is going to rise in the same 7% and apple is going to rise with the same rate, as well as dell etc, apple will have 7.3% of the market in 2008, 8.7% in 2009 and 10.3% in 2010. Quite slow. First time, they will have 30%, is in 2016, very far future - and my counting system is probably wrong, because it tells me that in 2023 apple will sell more computers than sold on the whole market (104%). Well. Nothing is perfect
i did some Excel math (yes, i prefer excel) to see the future
well, if the market is going to rise in the same 7% and apple is going to rise with the same rate, as well as dell etc, apple will have 7.3% of the market in 2008, 8.7% in 2009 and 10.3% in 2010. Quite slow. First time, they will have 30%, is in 2016, very far future - and my counting system is probably wrong, because it tells me that in 2023 apple will sell more computers than sold on the whole market (104%). Well. Nothing is perfect
I'm not sure I understand what you said.
You said that if the market is going to rise by 7% a year? And if Apple is going to rise by the same amount (I'm assuming that's what you meant by saying "...as well as Dell etc,).
You said that if the market is going to rise by 7% a year? And if Apple is going to rise by the same amount (I'm assuming that's what you meant by saying "...as well as Dell etc,).
You then say that Apple's marketshare will rise.
That doesn't follow.
Could you clear that up for me?
hehe..sorry, english is my 2nd language
well, i looked at the table in the article and i said to myself - whole market has grown 7% from 2006 to 2007, so I suggest it to rise 7% by every year (means *1,07). Then I looked on Apple - it has grown 36% from 06 to 07 and I suggested it would rise +36% every year, too (this means *1,36) - and this is, of course, what I did wrong, because it is impossible - because after few years (cca 20), the overall market numbers are smaller than only the apple part, so the apple has 104% of the market
well, i looked at the table in the article and i said to myself - whole market has grown 7% from 2006 to 2007, so I suggest it to rise 7% by every year (means *1,07). Then I looked on Apple - it has grown 36% from 06 to 07 and I suggested it would rise +36% every year, too (this means *1,36) - and this is, of course, what I did wrong, because it is impossible - because after few years (cca 20), the overall market numbers are smaller than only the apple part, so the apple has 104% of the market
ok, i am flooding this thread a little bit
That's what I thought you meant, but I rather had you explain.
Not unless you're forced to sell. Don't forget that two years ago it went to 86, and then dropped through most of the rest of the year. Then more recently, it was close to 200 but slipped to about 150. Now it was at 200, and has slipped to 160. The market dropped a lot today, but Apple remained steady. Let's hope it stays that way.
I recently bought more, with the money from my sale of Clearwire. I"m below that now (I bought at 171,63), but I'm confident it will surpass it.
Comments
http://apple20.blogs.fortune.cnn.com...ce=yahoo_quote
PJ says 43% growth from last year (worldwide)
These numbers say 30%. I know they are US only but do you think foreign sales were up 50%? I dont know. Foreign revenue might be up by that much due to the anemic dollar, but unit sales are unlikely to be that much higher than US. Getting nervous about next Tuesdays numbers.
Have Gartner/IDCs numbers been historically accurate?
Full details are here:
http://www.gartner.com/it/page.jsp?id=584210
One should notice that these numbers include x86 based servers.
If one removes that from the mix, Apple's share would be higher. Dell and Hp each sell more than a million x86 based servers, while Apple sells just a few.
There is definetely some conflict between these numbers and PiperJaffs.
http://apple20.blogs.fortune.cnn.com...ce=yahoo_quote
PJ says 43% growth from last year (worldwide)
These numbers say 30%. I know they are US only but do you think foreign sales were up 50%? I dont know. Foreign revenue might be up by that much due to the anemic dollar, but unit sales are unlikely to be that much higher than US. Getting nervous about next Tuesdays numbers.
Have Gartner/IDCs numbers been historically accurate?
They are just estimates. We have to wait for the real numbers.
Here are the 3-day -- i.e., day before, day of, and day after -- announcement effects for AAPL (after adjusting for the movement on the S&P):
2007 MWSF Jobs' Keynote Speech: +12.08%
2008 MWSF Jobs' Keynote Speech: -7.67%
The market is underwhelmed. We can hope that the market is wrong, but "man, oh, man" is right.
My portfolio (although overweighted with AAPL) has dropped from +16% to just +9%. OMG... blah! The whole market is getting killed... I'll probably load up on more HPQ, and I'm really seriously looking at CMG (that one's a rocket).
My portfolio (although overweighted with AAPL) has dropped from +16% to just +9%. OMG... blah! The whole market is getting killed... I'll probably load up on more HPQ, and I'm really seriously looking at CMG (that one's a rocket).
Got into AAPL a little late, eh?
My portfolio (although overweighted with AAPL) has dropped from +16% to just +9%. OMG... blah! The whole market is getting killed... I'll probably load up on more HPQ, and I'm really seriously looking at CMG (that one's a rocket).
it is just a burp - killed would be +16 to -40%
well, if the market is going to rise in the same 7% and apple is going to rise with the same rate, as well as dell etc, apple will have 7.3% of the market in 2008, 8.7% in 2009 and 10.3% in 2010. Quite slow. First time, they will have 30%, is in 2016, very far future - and my counting system is probably wrong, because it tells me that in 2023 apple will sell more computers than sold on the whole market (104%). Well. Nothing is perfect
i did some Excel math (yes, i prefer excel) to see the future
well, if the market is going to rise in the same 7% and apple is going to rise with the same rate, as well as dell etc, apple will have 7.3% of the market in 2008, 8.7% in 2009 and 10.3% in 2010. Quite slow. First time, they will have 30%, is in 2016, very far future - and my counting system is probably wrong, because it tells me that in 2023 apple will sell more computers than sold on the whole market (104%). Well. Nothing is perfect
I'm not sure I understand what you said.
You said that if the market is going to rise by 7% a year? And if Apple is going to rise by the same amount (I'm assuming that's what you meant by saying "...as well as Dell etc,).
You then say that Apple's marketshare will rise.
That doesn't follow.
Could you clear that up for me?
I'm not sure I understand what you said.
You said that if the market is going to rise by 7% a year? And if Apple is going to rise by the same amount (I'm assuming that's what you meant by saying "...as well as Dell etc,).
You then say that Apple's marketshare will rise.
That doesn't follow.
Could you clear that up for me?
hehe..sorry, english is my 2nd language
well, i looked at the table in the article and i said to myself - whole market has grown 7% from 2006 to 2007, so I suggest it to rise 7% by every year (means *1,07). Then I looked on Apple - it has grown 36% from 06 to 07 and I suggested it would rise +36% every year, too (this means *1,36) - and this is, of course, what I did wrong, because it is impossible - because after few years (cca 20), the overall market numbers are smaller than only the apple part, so the apple has 104% of the market
ok, i am flooding this thread a little bit
hehe..sorry, english is my 2nd language
Your English doesn't seem all that bad to me.
Got into AAPL a little late, eh?
Not at all. AAPL is the only thing saving my bacon right now. I've been a proud AAPL owner for many years.
it is just a burp - killed would be +16 to -40%
Sure. It's just degrees of getting killed.
hehe..sorry, english is my 2nd language
well, i looked at the table in the article and i said to myself - whole market has grown 7% from 2006 to 2007, so I suggest it to rise 7% by every year (means *1,07). Then I looked on Apple - it has grown 36% from 06 to 07 and I suggested it would rise +36% every year, too (this means *1,36) - and this is, of course, what I did wrong, because it is impossible - because after few years (cca 20), the overall market numbers are smaller than only the apple part, so the apple has 104% of the market
ok, i am flooding this thread a little bit
That's what I thought you meant, but I rather had you explain.
Sure. It's just degrees of getting killed.
Not unless you're forced to sell. Don't forget that two years ago it went to 86, and then dropped through most of the rest of the year. Then more recently, it was close to 200 but slipped to about 150. Now it was at 200, and has slipped to 160. The market dropped a lot today, but Apple remained steady. Let's hope it stays that way.
I recently bought more, with the money from my sale of Clearwire. I"m below that now (I bought at 171,63), but I'm confident it will surpass it.