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3 minute video of people who were in line for grand opening. Worth watching for the British guy alone.
http://news.com.com/1606-2_3-6074532.html?part=rss&tag=6074532&subj=news
Use it as a contrarian indicator :).
Yep, the first two, though, were surveys of consumers. Should would like to know something about their target population, sampling frame, etc.....
Apple about to see market share explode, according to
ChangeWave research - may be a bunch of hacks (I dunno, I suspect some others do), says
Macworld Daily News
Friday - May 19, 2006
Intel, Boot Camp drive Mac sales climb
By Jonny Evans
New research from the ChangeWave Alliance suggests that Apple is about to see its market share explode.
The independent industry stock research firm says that it has: "Rarely seen the kind of momentum in its proprietary surveys of computer industry personnel that Apple has registered in recent months."
Intel shift a popular move
Shortly after Apple revealed its move to Intel processors a June 2005 ChangeWave Alliance survey on consumer PC demand was interesting. The researchers claim this showed that nearly one-in-five respondents (19 per cent) said the new Intel-equipped Mac made them "more likely" to buy a Mac in future, compared to just 3 per cent who said it made them "less likely" to buy one.
A January 2006 showed a "huge surge in demand on the horizon for Intel Macs," the researchers added. This time 33 per cent of those surveyed said the Apple deal with Intel made them "more likely" to buy a Mac in the future.
A third survey of 2,221 Alliance members in March saw Apple's share of desktop purchases at 8 per cent, and its laptop share at 6 per cent, the researchers claim.
Among Alliance members planning to purchase a laptop in the next 90 days, 17 per cent said they'd get a Mac.
Boot Camp a kick up for sales
On April 5, Apple released their new Boot Camp software, which enables Intel-based Macs to run on a Microsoft Windows XP operating system. To measure the potential impact of the Boot Camp announcement, the Alliance conducted another survey of industry professionals.
The ChangeWave Alliance asked its members if the Boot Camp release made them more or less likely to buy an Apple computer over the next six months. A full one-quarter of respondents (25 per cent) said they were more likely to buy an Apple computer in the next six months because of the new software functionality, with only 2 per cent saying they would be less likely to purchase.
According to the ChangeWave Alliance results, the April Boot Camp announcement is just one more sign that the Intel chip deal is likely to have a hugely positive affect on Apple's Mac sales.
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http://www.macworld.co.uk/news/index.cfm?RSS&NewsID=14699
Intel to fend off AMD low-power challenge with May 28 price cuts of Core Duo
Monica Chen, Taipei; Carrie Yu, DigiTimes.com [Thursday 18 May 2006]
Intel will lower prices of three Core Duo dual-core processor models by up to a third on May 28, according to sources. Prices for the T2400, T2500 and T2600 processors will be lowered from US$294, US$423 and US$637 per thousand units to US$241, US$294 and US$423, respectively, with the T2300 currently priced at US$241 per thousand units to be replaced by the T2300E at US$209, the sources said. Intel Taiwan declined to comment on unannounced information.
Taiwan-based notebook makers suggested that the plan was caused by weaker-than-expected demand and new competing products, such as the low-power AM2 and Turion 64 X2 processors from AMD. In addition, the price cut will help make room for the upcoming Merom (Core 2 Duo) processor (to be launched in August), the makers said.
After the reduction, the prices for Intel’s Core Duo processors will be much closer to those for AMD's Turion 64 X2 processors, which are now priced at US$184-354 (announced on May 17). Although Intel's Core processors are not 64-bit (a feature that many would claim is unnecessary until Microsoft's Vista arrives), this reduced price gap combined with the company's current dominance in the notebook market and its stronger branding will revitalize its competitive edge, the sources said.
I'm not exactly known as an early adopter
There are reasons :).
Hope springs eternal :) eom
We should know soon if the overheating is a widespread problem. Will be interesting to see Apple's "respond and fix" time, not to mention their replace time for customers with problems. I would expect them to do a pretty good job of it, if it is a widespread problem.
Hard to see how it would get by product testing if it were a universal problem.
PC World - taking the Mac-Intel Plunge: Our Guide to Getting You Started
A year ago, the thought of spending my hard-earned money on a Mac was laughable. The components were slower, specifically the G4 and G5 processors, than those found on Windows PCs. Also, the idea of abandoning my native Windows language and adopting OS X was unsettling. How things have changed: Over the past few months, Apple laptops and desktops have gotten Intel makeovers, so now it runs just as fast as any Windows-based PC. The bigger news is that Apple is sanctioning the coexistence of Windows XP on a Mac-Intel. I'd say those are two compelling reasons to go out and get a Mac.
If you're a first time computer buyer or if you're like me—a Windows user thinking of making the switch— a Mac-Intel is looking very attractive right now. In addition to the faster, more capable, Intel processors, Apple computers are less prone—not completely immune, as Apple might have you think—to virus attacks. (The bulk of virus attacks are mainly targeted towards Windows.)
Apple's operating system, OS X, is also more visually appealing than Windows XP and is easy to use, whether you're connecting to a mixed (Windows and Mac) network, attaching a printer, or connecting to the Web. You also get the coverted iLife '06 suite, a very advanced multimedia software suite, which eliminates the need to spend money on a separate photo, video, or music editing programs.
More at:
http://www.pcmag.com/article2/0,1895,1963583,00.asp
Apple sues Creative
http://www.iht.com/articles/2006/05/18/business/ipod.php
Yeah, 4th time was a charm. Add comments feature for blog entries works all right.
So far iWeb 1.1 isn't doing so well
It has had an error each time I have tried to publish to .Mac. The only change I made was to add comment capability to one blog entry.
Trying again. Has anyone else upgraded iWeb and are using it?
Volume - I read somewhere - I think it was Schiller - that shipping at volume would happen by June 1. There was an estimate - not Apple's - of 2 million units a year.
The price stuff is interesting. I told a colleague about the MacBook intro, the base prices, the souped up version price. She does video and has been a Mac person for some time.
She said: "Wow, that is really cheap"
I'm concered about how the glossy screen will work in terms of my plans to sit out on the deck and have coffee in the mornings and evenings with the MacBook. Guess I'll need to wait for more reviews to come in.
CNET MacBook review: The intro
CNET editors' take
for Apple MacBook (13-inch, 2.0GHz Intel Core Duo)
Reviewed by: Justin Jaffe
Review date: 5/17/06
Yesterday afternoon, our executive editor ran down to the Apple store on Market Street in San Francisco and nabbed one of the first MacBooks to be sold. (He also witnessed an alleged thief get gang-tackled by Apple's beefy security detail.) You can see the MacBook unpacking process in all of its pornographic detail in CNET News.com's slide show and on Engadget and Gizmodo.
I've been playing with the MacBook since then and have come to a preliminary verdict: Apple may have finally nailed it. The company has corrected a handful of the iBook's shortcomings, hit a totally reasonable price point (at least for the $1,099 baseline white model), and finally delivered a laptop with a 13.3-inch display, which I believe offers a better compromise between size and portability than any other screen size on the market. Although plenty of laptops out there start for many hundreds of dollars less than the MacBook, I believe that with the MacBook, the value gap between Apple laptops and the PC competition has narrowed significantly.
The rest is at http://reviews.cnet.com/Apple_MacBook_13_inch_2_0GHz_Intel_Core_Duo/4505-3121_7-31884384-2.html?tag=...
video has been removed due to copyright infringement
Extrapolation from n=1
If you are willing to, that would be a significant difference.
Market share and Apple
I see one difference, you are referring to one of Apple's product lines, the Macintosh. I was talking about the company, and thinking of changes in revenues and earnings over the past few years. We apparently have different metrics to which we pay attention.
WLD makes the outlier list again :)
The bad news is it won't help, as Apple will warn either this Q or next.
"Pent up demand" is a myth.
Sure Apple could warn. I think the probability of that happening is very low, given Apple's penchant for conservative guidance, but I would not assign it a probability of Zero, maybe I'd give it a 2-4% probability.
The die is cast, Apple's path is set and it is one of higher market share, new markets, more profits and happy shareholders. Could there be additional bumps along the way, sure there could. Have you ever seen Apple manage a major transition as well as this one has been managed? I do not remember one.
To quote on of the pretty good political speeches of the late 20th century:
For all those whose cares have been our concern, the work goes on, the cause endures, the hope still lives, and the dream shall never die.
And I'll bet you several of us can identify the speaker without breaking out Google.
I just assembled a FAR superior machine on the Dell site
*yawn*, call it superior when it runs OS X.
I'm thinking of fixing to capitufukinglate and keep my still oversized YTD gains before thay are no longer oversized :).
I'll continue selling tomorrow morning, cause I ain't trading from work. Oughta be about 70% cash by the time I am done - a couple of postions I am not going to let go.
Changed me? You don't get a good crop if you eat the seed corn. em.
An $1,100 shoot out
So, you're not going to include the MacBook? :).
KCMW - this is the computer market
You are supposed to get more for less *grin* Highway Robbery, I say :).
The mid-level MacBook with a gig of ram, and 80 gig drive, an adapter to run a DVI external monitor, and Apple Care prices out at $1717
$1534 at the education store - a bit better, but still steep
Ridiculous.
MacBook pricing - I don't mind Apple bleeding the early adopters some, I don't guess - but these puppies need to have more attractive price points before the holiday shopping season, IMO....but then I like value, and there is, again IMO, value here - but I want more :).
Bought more Apple yesterday. We'll see what happens.
Bose computer speakers. $90 buck or so at a Bose outlet. eom.
I don't have a clue whether this is it, whatever it may be. It may be a short term top, it may be an intermediate term top. Miner shares may soar again on Monday - I don't know. I just know I sold a bunch, still have some and felt like I should report that since I had pounded the table for gold shares.
Will probably sell more tomorrow, maybe most of the rest. I'm up tons for the year - there comes a time to protect that uppage.
Remember I don't know .
But I think gold will be higher in January than it is now. Matters very little - it could go down 10-20% before then. It may not. It may trade sideways, it may trade up another bunch. I don't know . Summer typically is not kind to gold prices.
I'm done now.
I am real pleased with the Bose computer speakers we bought.
Have KMP on the watch list also eom
I'm still watching FDG - chart is fugly, but the dividend is close to 14% - twould be nice to get some near a bottom.
Says it works with OS X server - can it be done without buying Tiger - Server? I'm looking, but have not found yet.
Can it follow iPod/iTunes model. Apple will not have to subsidize the handsets, I don't think. Will a partner need to? Make money from the hardware, breakeven on the services.
What do you think?
Streaming video on Mac
I need to set up a webcam with streaming video for an event in July. Never done it, have never even thought about it. If someone wants to point me somewhere, I'd be grateful. Hoping to use ISP's bandwidth for a one night gig. Max of a 50-100 people watching it.
Indicators,
No particular one or two. I do volumious reading - but it took me a couple of years to start figuring what to pay attention to.
You can chart the metals, the Gold Bugs Index (HUI), the Philly index (XAU) and look at all the technical indicators. Google gold seasonal chart and you can look at seasonal price patterns over the past 30 years.
Physical gold had been doing better than the gold stock indices for a couple of weeks. If the stocks start breaking down instead of following and playing catch up, that can be a sign. In this case they were overbought - a condition that can and did last for awhile.
Sometimes corrections are swift, other times they are slow. I keep a core and trade around it. The core is all I have now, and I have sold it before.
Having pounded the table for mining stocks here, I thought it was the right thing to do - letting people know I had sold a bunch. Don't count on me announcing my next buys here, though. I hate to have to remember whether I did balanced reporting.
Selling
Sold more metals miners early this morning. Also dumped some older Apple shares. Cash looking pretty good to me here. Still have core amount of Apple shares, and will probably hold them through heck or high water.
OT: gold mining company stocks
I sold a large majority of mine today, keeping some small positions. It is looking toppy to me, and the physical has been outperforming many of the companies in the recent past. It may reverse, it will reverse sometime, but for now I am conserving cash and plan to buy back cheaper than I sold.
This may guarantee a good day tomorrow, but I don't think so.
F....WFMI....Half at 71.89 and half, a day later, at 71.58. eom..
I sold much of my precious metal stocks this morning - all of GG, 80% of an oversized position in NG, all of AZK. Still holding small positions in GRS, SA and a bit of NG.
It has been an amazing year. I think it will be again, but the risk of holding more than a small core position is too great, in my opinion.
Still hold some copper/molydenum (TGB) and a pure molydenum play (GPXM) and a copper/zinc/silver explorer that is doing a feasibility study and mine plan now (MMGG). The rest of the PMs may be gone tomorrow.
CWPC is working pretty well. RSNRX and PBW round out my natural resource/energy holdings.
Sold the WFMI Frank recommeded a week or so ago. Thanks Frank, made a quick 15% on that.