Just...oh wow. So powerful is this single figure that I was compelled to post from work, just this once.

HAAAAAAAAa...and the analysts started at .18 a share...and raised it to .19 due to strong iPod sales...LOL...wow, they were off a bit.

+

The 6% increase in Mac sales is great news. The 2+ million iPod sales, though, are staggering. Remember when they topped 800K and everyone thought it was great? What will this upcoming holiday fiscal quarter see??

He's suddenly absent.

$106 million? 2 million iPods?

That's all?

Please add me to the Death Knell, Bryan. Apple is OBVIOUSLY going under this time. there's no way they can continue with this kind of lackluster performance.

Mac unit sales only increased 6% while the most current IDC report says that overall PC sales are up 14%. Check the facts:

http://www.theregister.co.uk/2004/09/28/pc_shipments_04/

So the Mac market share that was 1.7% now drops below 1.6%, a decline of 7%. Bryan needs pay up on "The Bet" with John Kheit and publicly admit he was wrong as he agreed to do if market share continued to decline.

http://www.macobserver.com/columns/devilsadvocate/2003/20030620.shtml

Good numbers, Apple!

"Mac unit sales only increased 6% while the most current IDC report says that overall PC sales are up 14%. Check the facts: "

Well, use that thing in your head (brain), and you may realize that that 14% are people who already own computers, buying new machines. Not people who've never owned machines just entering the market.

That number means nothing in terms of the Mac's market share.

Why are you even here? Do you *really* have this much free time on your hands?


-Dan Pourhadi

KaBoom!!

That's the sound of jaws hitting the floor at M$, Creative, Rio, Virgin, Sony, Dell, x, y, z, ....

Apple admitted that desktop sales were not as robust as they had hoped because IBM HAS NOT YET DELIVERED G5 CHIPS AS PROMISED. Yet, total desktop sales were up 6% from a year ago. They hope supplies will be less constrained the next quarter. As a matter of fact they upgraded guidance to 40 cents from about 30 cents. HP iPod deliveries only accounted for 6% as they only started shipping in September. iMac G5 shipments were also constrained due to chip shortages. Apple is doing great. iBook and Powerbook sales were amazing... that's where the market is right now.

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RealityCheck wrote:
Mac unit sales only increased 6% while the most current IDC report says that overall PC sales are up 14%.

No, please check YOUR facts. As Apple executives said in the conference call with analysts, sell through in the channel exceeded the sell in which means Apple significantly reduced channel inventory during the period. This means as supply of the G5 chips meets with demand in fiscal quarter 1, there are several weeks of channel inventory to fill meaning a huge increase not only in unit shipments but in share as well.

Further, margins are up on all product lines.

We are following Apple's finance results in the Apple Finance Board forum.

If the worst thing RC can whine about is a faulty measure of overall market share, then you know Apple has done quite well.

And while he's going on about market share percentages, those of us who own Apple stock are getting pretty pumped by the percentage increase for the stock itself. Up 3.81%, to 39.75, at close of market today, and up a whopping 6.79%, to 42.45, in after-hours trading.

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John F. Braun wrote:


And while he's going on about market share percentages, those of us who own Apple stock are getting pretty pumped by the percentage increase for the stock itself. Up 3.81%, to 39.75, at close of market today, and up a whopping 6.79%, to 42.45, in after-hours trading.

The quarterly results are staggering

looks like that anti-apple rant claiming shares were overvalued has a bit of crow to eat, so far...
He did point to Apple's operating margins of 3% being lower than Dell's 8.5% or Microsoft's 24%., but from another viewpoint that's Apple pushing hard to give consumer value - so much for the usual claim that macs are overpriced!

Had to laugh at how hard he looked to try to find something.

Gee, Apple only beat Wall Streets estimates by 50% - let's see the PC world come close.

Apple does have one major source of new revenues that they could pick up - license Spotlight to MS for Longhorn. Mwahahahaha.

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RealityCheck wrote:
So the Mac market share that was 1.7% now drops below 1.6%, a decline of 7%.

Sorry RC, but 1.7% - 1.6% = 0.1%. Looks like you slipped through the cracks in the No Child Left Behind initiative.