Congratulations to Apple on their remarkable success! Purchasing an MBA makes me a contributer to that success.
Shame on anybody who makes money off of this success until Apple can give all purchasers (including me) a computer that functions as advertised. Two bad Apples (and many more on Apple's Discussion Boards) in under a month and I am now on my second week without a computer; only got to use it for just under three weeks.
At what expense has Apple gained this share? How many people have suffered hardware issues due to poor manufacturing and then been forced to wait for repairs or replacements? I think we need to do some research.
iPod nanos still have titled screens. If they are popular, then the masses don't seem to care anymore, and that is better for Apple; they can cut corners and claim the complainers are out of line and that the devices are within specs.
Personally, I have had an unusually high number of computer problems over the years, all from Apple. Perhaps it is just my luck, perhaps not; the shear number makes me doubt that it is bad karma.
Maybe it is the lack of sunshine under the bridge!
"Macbook Air sales appear to be additive to total sales, rather than replacing Macbook Pro sales," he said. "We believe a new set of corporate customers make up a meaningful portion of MacBook Air buyers."
Where is the data to back this up. I have been curious about the Air sales numbers?
Congratulations to Apple on their remarkable success! Purchasing an MBA makes me a contributer to that success.
Shame on anybody who makes money off of this success until Apple can give all purchasers (including me) a computer that functions as advertised. Two bad Apples (and many more on Apple's Discussion Boards) in under a month and I am now on my second week without a computer; only got to use it for just under three weeks.
At what expense has Apple gained this share? How many people have suffered hardware issues due to poor manufacturing and then been forced to wait for repairs or replacements? I think we need to do some research.
iPod nanos still have titled screens. If they are popular, then the masses don't seem to care anymore, and that is better for Apple; they can cut corners and claim the complainers are out of line and that the devices are within specs.
Personally, I have had an unusually high number of computer problems over the years, all from Apple. Perhaps it is just my luck, perhaps not; the shear number makes me doubt that it is bad karma.
Gosh, you do seem to have a surfeit of bad luck with Apple products! (I recall that you were really happy with the concept of the MBA, as I was. For the record, I should point out that the one that my wife bought looks/works absolutely great.)
What does Apple say? Did they replace these products?
Units will be down, revenue will be up, and the market will not care. First it won't care because the iPhone steals sales from iPods, and secondly because the good news about Mac sales will trounce it, and finally because sales of high priced Touch models bringing ASPs up will please everyone. The news that units are not growing quickly is already priced into the stock, as it came out last quarter.
Don't be so sure of that. The iTouch may not make up for lost sales of other iPod models, esp if iTouch sales have already been modeled in, as they no doubt are. iPods steal some sales but not that many, perhaps a hundred thousand a quarter. don't forget that the iTouch steals those sales back from the iPhone.
It will be seen as the end of the growth curve. This will been seen as affecting iTunes as well, and even, possibly, the end of the halo effect.
I'm not saying that I necessarily agree with that, but it will be thought.
That's exactly why no one will be disappointed at the iPod news this quarter.
not true. Investors are relying on what Jobs said about the legs. The Mac's and their software are one, the iPod and iTunes music is the other, the iPhone plus revenue from the phone companies is the third, and possibly, the ATv and movie rentals are the fourth.
If one or more of those self imposed legs falter, that will be seen as bad. Apple's move into other markets will be seen as failing, and as Apple is now a growth company, this will be bad as well.
It all depends on what you're looking at.. If you're looking at Apple's actual performance and actual results (as you should,) then yes, there is plenty to be bullish about..
However, if you're looking at what the analysts are saying and how the market is reacting, then no, there's no much to be bullish about, which is exactly my point..
I have no doubt that Apple is going to continue to perform well a a company. However, I do have doubt that Wall street is going to react accordingly.
In my opinion the market if often more about perception then actual company performance.
I go back to the .com days when companies hadn't truly earned a dime yet their stock was trading at insane prices compared to actual company revenues.
The fact is based on several polls today which I don't have in front of me right now about 72% of the US population believes we are in a recession. Pretty much every economic indicator looks bad. When the feds start meeting on a Sunday night to drop lending rates thats just isn't a positive sign.
Gas and oil are high, inflation is high, earning are low and the government fuels this by sending out checks. Not to mention we are in an election year. The market of course never does well with fear in the air and times that are uncertain.
Apple like every company I believe will fall victim to this, when people are scared the last thing they will think about is buying their next macbook.
Along with the Dow the Nasdaq even more so has been taking a steady beating, I really do not see this changing any time soon. I simply see it as a cycle. While I believe Apple will still do well I do not believe the stock will reflect that in the near future, it will become a victim of the overall market.
...........The fact is based on several polls today which I don't have in front of me right now about 72% of the US population believes we are in a recession. Pretty much every economic indicator looks bad. When the feds start meeting on a Sunday night to drop lending rates thats just isn't a positive sign. ...........
Let's see. 72% of the U.S. population believe we are already in a recession and yet Apple was able to grow "over priced" Mac sales by 60% over the same month last year. Plus they might show a modest same quarter Y to Y gain in iPod sales. Boy, I can hardly wait until the other 28% believe we're in a recession!
The Euro zone is now bigger than the US market. The EU market is bigger still. Yet, Apple is not nearly as successful there. With the US$ touching 1.60 to the Euro, Apple still prices it's products as if the $ is still at 1,20. To gain market share overseas Apple should drop it's prices by 20% now and launch an advertising campaign to match. Why don't they do that?
The Euro zone is now bigger than the US market. The EU market is bigger still. Yet, Apple is not nearly as successful there. With the US$ touching 1.60 to the Euro, Apple still prices it's products as if the $ is still at 1,20. To gain market share overseas Apple should drop it's prices by 20% now and launch an advertising campaign to match. Why don't they do that?
because of the lack of earnings on the dollar they want to keep up their profits by NOT dropping the Euro prices.
simple business really the euro is worth more than the dollar, the dollar wis becoming more and more like monopoly money, why make a situation worse for yourself?
Although the markets are often ill-informed and often react illogically, when a company continually increases its market-share and profits, then the share prices will follow.
You can argue whether AAPL is going to rise 'sooner or later' or even go dowm further. BUT what is certain* is that AAPL WILL EVENTUALLY GO UP.
* Only in the event of a complete collapse of our 'western' society will this rule then not apply.
Maybe it is the lack of sunshine under the bridge!
Yes, but you're the troll, not Berger. Berger wanted and bought an Air and its fan died in two weeks. A fan isn't a complex and hard to manufacture device, I've never seen even a bad one fail until years after purchase.
The Euro zone is now bigger than the US market. The EU market is bigger still. Yet, Apple is not nearly as successful there. With the US$ touching 1.60 to the Euro, Apple still prices it's products as if the $ is still at 1,20. To gain market share overseas Apple should drop it's prices by 20% now and launch an advertising campaign to match. Why don't they do that?
Most all of the new countries in the EU are poor. They aren't up to buying expensive products. Indeed, the problem the EU has been having for the past few years, since the last round of admissions, is how to stop the Eastern Europeans from migrating westward to find jobs.
Gosh, you do seem to have a surfeit of bad luck with Apple products! (I recall that you were really happy with the concept of the MBA, as I was. For the record, I should point out that the one that my wife bought looks/works absolutely great.)
What does Apple say? Did they replace these products?
I bought the Air through my local electrical goods shop and they have a great replacement policy of 30 days, no matter what the problem; beats the heck out of Apple's 2 weeks. They also gave me a longer (5 years versus 3) extended warranty for less (150 dollars versus 300).
The Apple regional representative and I talked in January about quality issues and the Call Center (the Apple Call Center is a complete joke), and he said then that if I ever had problems to go through him, so I felt a little better about making my purchase. He was a bit shocked that only a few weeks later I had a problem (dead fan). It took him and the shop a week to get a replacement and to have it checked out by the Apple Test Center in Japan. They didn't notice that the screen was badly tilted (the first one's was straight) and certified the computer. The Apple rep brought it to the shop and was there when they gave it to me; I noticed the screen almost immediately and refused to accept the computer. The shop and the Apple guy agreed the workmanship was bad and agreed I should get another replacement as soon as possible. They will again test it and this time give the machine a better looking-over. I opened Apple.com and showed the rep the #1 list on why to choose a Mac, "It just works", and asked for Apple to honor that claim.
About other problems, I have in the past had a very hard time getting Apple to actually admit machines had problems, had pretty random luck with repairs actually rectifying the issue, occasionally had machines returned with the main problem fixed but with a new problem, or, as in the case of my iPod nano with its titled screen, had Apple say that that is perfectly within normal parameters.
In short, my experience with Apple has been pretty bad and I seriously feel that the company has peaked and it is just a matter of time before it flounders. They do not seem to care about their customers (quality control would be better as would service), rather to only be focused on making a quick buck for their shareholders, which disgusts me; nobody should get rich when customers have machines that don't work. I first posted the need for improving quality control on Apple's discussion boards back in 2005 but that was a couple of years after I first voiced that notion and questioned the "it just works" line to both my local shop and to the call center (my iBook had problems back in 2002 that Apple never could repair; I filed the machine in the permanent round file; my PM G5 was DOA twice and another failed in the shop before delivery, then that machine failed within 2 years requiring three repairs that Apple never quite got right and then ended up replacing the machine). Three years later, I have had more problems and headaches; the list is really phenomenal. Most incredible is the fact that I keep blowing my money on Apple products even after having such bad luck.
Regarding the Apple Japan Call Center: The call center once refused to admit one of my computers had a problem because they didn't have the problem already on file; Catch-22. For a keyboard issue, I was told that I typed too heavily; took it to the Ginza Store, where they fixed it once, but it took a total of 3 repairs to fix. For a software issue, I was asked if the app was an Apple product; it was the upgrade package for the Touch released by Steve Jobs... Who? That was several hours after the Call Center opened for the day; they were not informed. Several times when asking for help I could actually read along: the phone rep would just read the help menu found on the screen. When I asked once to speak to a superior, I was told they couldn't do that. Once the clerk had no idea what I was trying to explain and I ended up asking him if he was an Apple user to which he replied in the negative. A rather simple software installation issue cost 300 bucks for Apple Care: I was 2 days over the 90 day period and the center refused to answer a question that my local shop answered for free three days later even though I had bought the machine from the online Apple Store. Only recently did I discover the call center was outsourced.
Gosh, you do seem to have a surfeit of bad luck with Apple products! (I recall that you were really happy with the concept of the MBA, as I was. For the record, I should point out that the one that my wife bought looks/works absolutely great.)
What does Apple say? Did they replace these products?
BTW, I am happy for your wife. The MBA is a fantastic machine; yes, I supported it pretty strongly and still support the design. If only Apple would improve their manufacturing quality so that the quality of the construction matched that of the design.
Is there any data out there about computer failures by region? I would be interested to know if machines shipped to Japan, for example, had a failure rate that was significantly different from other regions.
The poster I responded to, didn't get my previous post.
I was just playing the uneducated and ignorant Windoze users who thinks/thought Apple was finished along time ago. This article is evidence against that (lame) thought process.
Comments
Congratulations to Apple on their remarkable success! Purchasing an MBA makes me a contributer to that success.
Shame on anybody who makes money off of this success until Apple can give all purchasers (including me) a computer that functions as advertised. Two bad Apples (and many more on Apple's Discussion Boards) in under a month and I am now on my second week without a computer; only got to use it for just under three weeks.
At what expense has Apple gained this share? How many people have suffered hardware issues due to poor manufacturing and then been forced to wait for repairs or replacements? I think we need to do some research.
iPod nanos still have titled screens. If they are popular, then the masses don't seem to care anymore, and that is better for Apple; they can cut corners and claim the complainers are out of line and that the devices are within specs.
Personally, I have had an unusually high number of computer problems over the years, all from Apple. Perhaps it is just my luck, perhaps not; the shear number makes me doubt that it is bad karma.
Maybe it is the lack of sunshine under the bridge!
"Macbook Air sales appear to be additive to total sales, rather than replacing Macbook Pro sales," he said. "We believe a new set of corporate customers make up a meaningful portion of MacBook Air buyers."
Where is the data to back this up. I have been curious about the Air sales numbers?
Congratulations to Apple on their remarkable success! Purchasing an MBA makes me a contributer to that success.
If you had purchased a PhD instead of an MBA you might have known how to spell "contributor."
(Just pulling your chain.....)
Who is Mac?
The ones who stole all the ideas for their OS from Windows.
Congratulations to Apple on their remarkable success! Purchasing an MBA makes me a contributer to that success.
Shame on anybody who makes money off of this success until Apple can give all purchasers (including me) a computer that functions as advertised. Two bad Apples (and many more on Apple's Discussion Boards) in under a month and I am now on my second week without a computer; only got to use it for just under three weeks.
At what expense has Apple gained this share? How many people have suffered hardware issues due to poor manufacturing and then been forced to wait for repairs or replacements? I think we need to do some research.
iPod nanos still have titled screens. If they are popular, then the masses don't seem to care anymore, and that is better for Apple; they can cut corners and claim the complainers are out of line and that the devices are within specs.
Personally, I have had an unusually high number of computer problems over the years, all from Apple. Perhaps it is just my luck, perhaps not; the shear number makes me doubt that it is bad karma.
Gosh, you do seem to have a surfeit of bad luck with Apple products! (I recall that you were really happy with the concept of the MBA, as I was. For the record, I should point out that the one that my wife bought looks/works absolutely great.)
What does Apple say? Did they replace these products?
Units will be down, revenue will be up, and the market will not care. First it won't care because the iPhone steals sales from iPods, and secondly because the good news about Mac sales will trounce it, and finally because sales of high priced Touch models bringing ASPs up will please everyone. The news that units are not growing quickly is already priced into the stock, as it came out last quarter.
Don't be so sure of that. The iTouch may not make up for lost sales of other iPod models, esp if iTouch sales have already been modeled in, as they no doubt are. iPods steal some sales but not that many, perhaps a hundred thousand a quarter. don't forget that the iTouch steals those sales back from the iPhone.
It will be seen as the end of the growth curve. This will been seen as affecting iTunes as well, and even, possibly, the end of the halo effect.
I'm not saying that I necessarily agree with that, but it will be thought.
That's exactly why no one will be disappointed at the iPod news this quarter.
not true. Investors are relying on what Jobs said about the legs. The Mac's and their software are one, the iPod and iTunes music is the other, the iPhone plus revenue from the phone companies is the third, and possibly, the ATv and movie rentals are the fourth.
If one or more of those self imposed legs falter, that will be seen as bad. Apple's move into other markets will be seen as failing, and as Apple is now a growth company, this will be bad as well.
It all depends on what you're looking at.. If you're looking at Apple's actual performance and actual results (as you should,) then yes, there is plenty to be bullish about..
However, if you're looking at what the analysts are saying and how the market is reacting, then no, there's no much to be bullish about, which is exactly my point..
I have no doubt that Apple is going to continue to perform well a a company. However, I do have doubt that Wall street is going to react accordingly.
In my opinion the market if often more about perception then actual company performance.
I go back to the .com days when companies hadn't truly earned a dime yet their stock was trading at insane prices compared to actual company revenues.
The fact is based on several polls today which I don't have in front of me right now about 72% of the US population believes we are in a recession. Pretty much every economic indicator looks bad. When the feds start meeting on a Sunday night to drop lending rates thats just isn't a positive sign.
Gas and oil are high, inflation is high, earning are low and the government fuels this by sending out checks. Not to mention we are in an election year. The market of course never does well with fear in the air and times that are uncertain.
Apple like every company I believe will fall victim to this, when people are scared the last thing they will think about is buying their next macbook.
Along with the Dow the Nasdaq even more so has been taking a steady beating, I really do not see this changing any time soon. I simply see it as a cycle. While I believe Apple will still do well I do not believe the stock will reflect that in the near future, it will become a victim of the overall market.
...........The fact is based on several polls today which I don't have in front of me right now about 72% of the US population believes we are in a recession. Pretty much every economic indicator looks bad. When the feds start meeting on a Sunday night to drop lending rates thats just isn't a positive sign. ...........
Let's see. 72% of the U.S. population believe we are already in a recession and yet Apple was able to grow "over priced" Mac sales by 60% over the same month last year. Plus they might show a modest same quarter Y to Y gain in iPod sales. Boy, I can hardly wait until the other 28% believe we're in a recession!
The Euro zone is now bigger than the US market. The EU market is bigger still. Yet, Apple is not nearly as successful there. With the US$ touching 1.60 to the Euro, Apple still prices it's products as if the $ is still at 1,20. To gain market share overseas Apple should drop it's prices by 20% now and launch an advertising campaign to match. Why don't they do that?
because of the lack of earnings on the dollar they want to keep up their profits by NOT dropping the Euro prices.
simple business really the euro is worth more than the dollar, the dollar wis becoming more and more like monopoly money, why make a situation worse for yourself?
The ones (Macs) who stole all the ideas for their OS from Windows.
I'm pretty sure it was the other way round.
I think I smell a troll... Just saying...
Although the markets are often ill-informed and often react illogically, when a company continually increases its market-share and profits, then the share prices will follow.
You can argue whether AAPL is going to rise 'sooner or later' or even go dowm further. BUT what is certain* is that AAPL WILL EVENTUALLY GO UP.
* Only in the event of a complete collapse of our 'western' society will this rule then not apply.
Maybe it is the lack of sunshine under the bridge!
Yes, but you're the troll, not Berger. Berger wanted and bought an Air and its fan died in two weeks. A fan isn't a complex and hard to manufacture device, I've never seen even a bad one fail until years after purchase.
The Euro zone is now bigger than the US market. The EU market is bigger still. Yet, Apple is not nearly as successful there. With the US$ touching 1.60 to the Euro, Apple still prices it's products as if the $ is still at 1,20. To gain market share overseas Apple should drop it's prices by 20% now and launch an advertising campaign to match. Why don't they do that?
Most all of the new countries in the EU are poor. They aren't up to buying expensive products. Indeed, the problem the EU has been having for the past few years, since the last round of admissions, is how to stop the Eastern Europeans from migrating westward to find jobs.
Gosh, you do seem to have a surfeit of bad luck with Apple products! (I recall that you were really happy with the concept of the MBA, as I was. For the record, I should point out that the one that my wife bought looks/works absolutely great.)
What does Apple say? Did they replace these products?
I bought the Air through my local electrical goods shop and they have a great replacement policy of 30 days, no matter what the problem; beats the heck out of Apple's 2 weeks. They also gave me a longer (5 years versus 3) extended warranty for less (150 dollars versus 300).
The Apple regional representative and I talked in January about quality issues and the Call Center (the Apple Call Center is a complete joke), and he said then that if I ever had problems to go through him, so I felt a little better about making my purchase. He was a bit shocked that only a few weeks later I had a problem (dead fan). It took him and the shop a week to get a replacement and to have it checked out by the Apple Test Center in Japan. They didn't notice that the screen was badly tilted (the first one's was straight) and certified the computer. The Apple rep brought it to the shop and was there when they gave it to me; I noticed the screen almost immediately and refused to accept the computer. The shop and the Apple guy agreed the workmanship was bad and agreed I should get another replacement as soon as possible. They will again test it and this time give the machine a better looking-over. I opened Apple.com and showed the rep the #1 list on why to choose a Mac, "It just works", and asked for Apple to honor that claim.
About other problems, I have in the past had a very hard time getting Apple to actually admit machines had problems, had pretty random luck with repairs actually rectifying the issue, occasionally had machines returned with the main problem fixed but with a new problem, or, as in the case of my iPod nano with its titled screen, had Apple say that that is perfectly within normal parameters.
In short, my experience with Apple has been pretty bad and I seriously feel that the company has peaked and it is just a matter of time before it flounders. They do not seem to care about their customers (quality control would be better as would service), rather to only be focused on making a quick buck for their shareholders, which disgusts me; nobody should get rich when customers have machines that don't work. I first posted the need for improving quality control on Apple's discussion boards back in 2005 but that was a couple of years after I first voiced that notion and questioned the "it just works" line to both my local shop and to the call center (my iBook had problems back in 2002 that Apple never could repair; I filed the machine in the permanent round file; my PM G5 was DOA twice and another failed in the shop before delivery, then that machine failed within 2 years requiring three repairs that Apple never quite got right and then ended up replacing the machine). Three years later, I have had more problems and headaches; the list is really phenomenal. Most incredible is the fact that I keep blowing my money on Apple products even after having such bad luck.
Regarding the Apple Japan Call Center: The call center once refused to admit one of my computers had a problem because they didn't have the problem already on file; Catch-22. For a keyboard issue, I was told that I typed too heavily; took it to the Ginza Store, where they fixed it once, but it took a total of 3 repairs to fix. For a software issue, I was asked if the app was an Apple product; it was the upgrade package for the Touch released by Steve Jobs... Who? That was several hours after the Call Center opened for the day; they were not informed. Several times when asking for help I could actually read along: the phone rep would just read the help menu found on the screen. When I asked once to speak to a superior, I was told they couldn't do that. Once the clerk had no idea what I was trying to explain and I ended up asking him if he was an Apple user to which he replied in the negative. A rather simple software installation issue cost 300 bucks for Apple Care: I was 2 days over the 90 day period and the center refused to answer a question that my local shop answered for free three days later even though I had bought the machine from the online Apple Store. Only recently did I discover the call center was outsourced.
Gosh, you do seem to have a surfeit of bad luck with Apple products! (I recall that you were really happy with the concept of the MBA, as I was. For the record, I should point out that the one that my wife bought looks/works absolutely great.)
What does Apple say? Did they replace these products?
BTW, I am happy for your wife. The MBA is a fantastic machine; yes, I supported it pretty strongly and still support the design. If only Apple would improve their manufacturing quality so that the quality of the construction matched that of the design.
to be purchasing more Apple computers this year for employees here
at work. They are working out well for us.
I'm pretty sure it was the other way round.
I think I smell a troll... Just saying...
Not even close. That's why I put the emoticon.
The poster I responded to, didn't get my previous post.
I was just playing the uneducated and ignorant Windoze users who thinks/thought Apple was finished along time ago. This article is evidence against that (lame) thought process.