From: Milton Aupperle <milton@outcastsoft.com>
Date: November 22, 2006 6:33:07 PM MST
To: Astro_IIDC@yahoogroups.com
Subject: Re: [Astro_IIDC] Re: new firewire Italian camera
David;
On 22-Nov-06, at 5:17 PM, David Illig wrote:
Milton Aupperle wrote:
... Apple is evolving and moving
from a computer company to a consumer electronics company. At some
point and time they have to make up their minds what they want to do
and frankly, their growth areas are not in computers - it's in cell
phones and multimedia devices.
Cell phones?
Yes Cell Phones.
http://www.mobiletoday.co.uk/content/15221.asp
http://www.hindustantimes.com/news/181_1850230,000200170001.htm
http://www.macworld.co.uk/news/index.cfm?RSS&newsID=16545
It may be announced as soon as MacWorld in January.
Apple can't make a cell phone that stands out from the
very crowded field.
The analysts expect Apples' iPhone to increase their gross revenues by 22%. Whether that's real or not we'll have to wait and see - but this is why Apple's share price is at an all time high.
In multimedia, TiVo (which Apple should buy *now*)
has the same head start over Apple that Apple has over Microsoft in
the music market, so that's going to be a struggle; the TiVo hardware-
software is an outstanding combination, universally loved by its users.
Apple can, however, make a computer that stands far ahead of the
crowd, and they do.
You seem to have somehow missed iPod, iTunes and movie sales (i.e multimedia), which account for 50% of their revenue for Q4 2006.
http://images.apple.com/pr/pdf/q406data_sum.pdf
And what I'm just pointing out that Apple's PC market share is
basically stagnant.
I again beg to disagree. The SEC filings just don't bear that out.
In any case, it's absolute numbers and margins that count, and
not market share, isn't it? A 12% year-over-year growth in CPU
(not iPod) sales in Q3 is nothing to complain about.
The gross number of Macs sold are essentially stagnant.
In 2000 Apple sold 4.56 million Macs.
In 2006 Apple sold 5.303 million Macs.
So in 6 years, Steve has increased Mac sales by 16%.
In 2000 their were 107 million PC sold per year.
In 2006 their were 214 million PC sold per year.
So in 6 years, the PC sales has increased by 200% and doubled.
So Apple may be growing, but they aren't growing anywhere near as fast as PC's are and are losing ground.
Look at
portables, and its a 37% year-over-year growth. Go back two
years in porables, to Q3 2004, and Q3 2006 is up 58%. Nearly
half of CPU buyers at Apple Stores are coming from Windows
or are first-time computer buyers.
Based on what evidence? I'd really like to see this because I've seen people say it, I have yet to see any hard evidence to back it up. Is their a web site that has this info or where doe sit come from?
And there is no sign of
defections by Mac users to Windows.
Yes there are defections both to Linux and Windows. And if you want a big one, Jeff Terry (of iCCD) announced several months ago he was seriously thinking of completely switching to Linux over Q&A and other issues with Apple.
This equals increased
market share.
If you look at gross numbers, Mac market share I not growing anywhere near as fast as PC sales are.
Further, you may call Bisque's astro software for Mactel
vaporware, but you don't have it on your Mac, and I do.
Bisque are just about the slowest developers on earth
-- they are long overdue for a Windows update as well.
(When I said that on the Bisque Mac group, Tom Bisque
replied "OUCH! That really smarts.")
I've had Copland and several other "Beta" Mac products on various Macs over the years too. I've worked on Beta products with various companies that never made it to market. So until it actually ships it is vapor ware.
And I won't dignify to your last childish comment about my work habits with a remark.
Milton J. Aupperle
President
ASC - Aupperle Services and Contracting
Mac Software (Drivers, Components and Application) Specialist
#1005 - 815 14th Avenue. S.W.
Calgary Alberta Canada T2R0N5
1-(403)-229-9456
www.outcastsoft.com