Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Mac Market Share at Cornell University's
Residence Halls
I'm not making an estimate for earnings, but
I am curious (are you?) about how much analysts will be able to glean from the report in terms of 1) bounty payments to Apple by AT&T for new subscribers, and 2) any additional monthly payments Apple receives per subscriber from AT&T.
Better, more reliable information on these payments may give a better basis for estimating future earnings.
Great post Chasky
I'm holding some Jan 130's. I likey so far.
Here is another data point
AAPL up 1.53%
APVAF (Jan 130 calls) up 6.5%
I have 3x as much money in the latter than in the former.
The investment plan for the year has been working pretty well.
Gotta start planning 2008 now .
It is but one point of data,
that is correct. It is not inconsistent with the direction noted in recent history of Mac sales growth compared to overall industry growth, or with other buzz
WLD, your response to fibait
Showed a lack of understanding that life is plenty long to avoid that type of message to/about a woman who has been a contributing member of this community - at various sites, for a decade or so.
he installed base of Apple (AAPL) computers rose nearly 6.7% in the month of September to 6.6% of personal computers, driven largely by a one-month 12.7% increase in Intel-based Macs, according to market research released today by Net Applications Inc.
During the same period, machines running Microsoft (MSFT) Windows actually lost share, despite a sharp one-month growth in Windows Vista numbers.
Net Applications samples operating system data from visitors to a network of some 40,000 websites scattered around the world, a method that tends to skew results toward computers that are heavily used and away from those that are gathering dust. It is less a measure of market share than of active installed base.
By Net Applications' reckoning, more than 90% of the computers on the Internet are running some flavor of Windows while 6.6% are running a version of OS X. Nearly 3.4% are categorized as "other," which includes 0.81% Linux and 0.07% iPhone (up from 0.05% in August).
Among mainstream operating systems, Vista was the fastest-growing, up more than 15% for the month, although Windows' numbers overall were down slightly.
Linux and iPhone both showed double-digit gains, up better than 18% and 28%, respectively. The iPhone data were taken too early to reflect the effect of the software update last week that rendered unlocked phones inoperable.
The table below, derived from Net Applications' research, summarizes its August and September results. For more detail, you can go directly to their website here. For their web browser numbers, see Safari Gains Ground in Browser Wars.
http://blogs.business2.com/apple/2007/10/mac-installed-b.html
Apple computers' popularity growing at colleges, universities
iPod fever fuels Apple's resurgence on campuses across Minnesota
BY JULIO OJEDA-ZAPATA
Pioneer Press
Article Last Updated: 09/30/2007 12:27:45 AM CDT
Sara Langhinrichs, a Macalester College political science student, says her MacBook is easy, straightforward and doesn't have viruses. She previously used a PC laptop, "until it started kind of smoking, and that didn't seem like a good thing." (RICHARD MARSHALL, Pioneer Press)
At Café Mac on St. Paul's Macalester College campus a recent afternoon, Macintosh computers reigned supreme.
Students using Apple laptops were scattered throughout a second-story lounge overlooking the student eatery - named for the college, not the computer - while a lone Windows-laptop user sat a table.
Though students owning Windows PCs actually outnumber Mac owners at Macalester, this tableau points to the Mac's surging popularity on college and university campuses across Minnesota and the country.
Apple's Macintosh once was an endangered species in U.S. higher education amid the brand's market doldrums and Microsoft's seemingly unassailable Windows dominance.
Now, the Mac is back in a big way.
and later in the article
But recent Mac growth on campuses elsewhere in the state has dramatically outpaced Mac growth in the general population.
Rest of article at
http://www.twincities.com/business/ci_7030265?nclick_check=1
Foreigners are buying iPhones like crazy in the NYC metro area
I guess between investments in gold and precious metals miners and Apple, Inc - I am benefiting from the falling dollar.
dilleet: I am saying at least 170 by earnings report
I'd rather see it after earnings, to be honest with you.
Does this mean AAPL keeps going up?
Ya'll can say what you will
About Apple's business strategies, its business ethics, its treatment of customers etc...
I am just amoral enough to really enjoy the ride the Jan 130 calls I am holding have taken today *grin*
Looks like Apple's
fatuity re: the nice and polite warning to iPhone hackers has not hurt its share price today.
May the force be with you.
You mean, lango, that you don't think
It was nice of Apple to provide a warning to people?
Citi raised price target to $185. AAPL up 2.80. EOM
I've been reading retail store reports
posted mostly by fanboys and girls on a variety of boards. It would be great if someone would aggregate these :). They all sound positive.
Common threads seem to be:
iPhone sales have increased significantly since the price reduction - that is to be expected.
New iPods are flying off the shelves
Computers are selling briskly
Stores are packed with customers and looky-loos.
I am currently 20% AAPL in our self-managed accounts. I am thinking it may be time to double that with Jan 08 calls.
So difficult for me to puzzle out how the tension between an apparently worsening economy and apparently booming Apple sales will play out.
Anyone catch the NBC news story about the iPod in the work place? Kathy and I saw it-impressive and seemed fairly long for a network news story. Below is a post from another board that provides some details:
NBC Nightly News ran a piece about 22 minutes in about how iPods are being used as tools in the workplace. Ranges from hospitals providing iPods for operating rooms to baseball players watching their swings to musicians using it to replace bulky metronomes. I expect similar stories about creative uses for iPhones to start appearing shortly. If you'd like to see the sotry, go to podcasts in iTunes and download the newscast for free.
'da dollar
From the New York Times
A DOLLAR bill won’t buy what it used to. The greenback is worth less than ever before in this age of flexible exchange rates, and it has declined faster during the Bush administration than in any president’s term since Richard M. Nixon severed the dollar’s ties to gold in 1971.
More at the link below
http://www.nytimes.com/2007/09/22/business/22charts.html?ex=1348113600&en=cadf3837a0b14f06&e...
The USA is such a low tax country
It is quite odd to see US citizens bitch about taxes whilst Interstate system bridges collapse before their very eyes.
Tex: 10% in 2010 requires something like a doubling or share in two years though right?
I wrote by 2010, let me modify that by adding - by sometime in 2010 .
Blast from the past - CHRP
From Wikipedia:
Common Hardware Reference Platform (CHRP) was an early PowerPC hardware reference design based on Open Firmware. The successor of PReP, it was conceptualized as a design to allow various operating systems (especially Mac OS, Windows NT and various flavors of UNIX) to run on a common hardware platform. It did not catch on, and the only systems to ship with actual CHRP hardware were certain members of IBM's RS/6000 series machines running AIX.
Fast forward some years
Intel Macintosh - runs.....wait a minute, it runs Mac OS, Windows NT successors and can run various flavors of UNIX.
We're going to be even richer .
I predict greater than 10% computer market share by 2010
I have lightened up on everything but AAPL
and precious metal miner shares in our self-managed accounts, but I am 100% invested in a 401k equivalent account - all in the large cap growth option. It is a smallish account, 1/4 the size of our self-managed IRAs. Have a higher amount of cash in those accounts than usual- 22%.
Bumping along pretty well so far this year and very well over the past few years. Guess I'll keep bumping along on this accelerating ride to retirement :).
initially read on some other board.....
Kroger, the largest US supermarket group, said on Tuesday that inflation in its core grocery business is running ‘at a level not seen in several years,’ underlining concerns over the broader economic impact of higher food prices. Rodney McMullen, chief financial officer, said that the prices the retailer paid for products increased 21.6 per cent during the second quarter.
http://www.msnbc.msn.com/id/20858020/
From Shipley's long whatever it was
But Apple has to always remember that simply making money CANNOT be its point of existence. The point of any company should be to make customers want to give it money, NOT to get money from customers. It's a subtle distinction that is the difference between good and evil.
Apple has actually nailed that. People do want to give it money, and they do - lots of money. Not that everyone is delighted about giving Apple money all of the time, but, on the average, people love to give money to Apple.
Being an Apple shareholder, I love them for that - both the company and the people who love to give them money.
I love the exclusive deals and the money it brings to Apple. Don't like AT&T, fine, don't buy a frigging iPhone. I don't care. Want and iPhone, for now use AT&T. Fine.
Time for people to stop whining and join the iTard generation by buying more Apple stuff and by buying more Apple shares.
It is the only cure *laugh*
I'm just glad
I brought a bunch of loonies back with me in May, knowing I'd be back for another professional meeting next month :).
Gold and mining shares have been big beneficiaries of the USA's slide - reflected in the slide of the dollar. I think it is just getting up a good head of steam and may have much further to fall.
Current PM positions
PM Positions MFN and AUY are the largest, KBX the tiniest -
MFN AUY (shares and calls) GDX (calls) GLD MNEAF GG AZK CDE GRS KBX
I think that is all of them :).
currently about 50% precious metal miner shares and calls, 20% AAPL 5% small cap pharma, rest in cash
Mosaic was my first browser.
Someone gave me a floppy - told me to dial in to the university's mainframe, stick the disk in my floppy drive and double click on the Mosaic icon. My floppy drive was part of my Mac IIvx.
Five hours later, at about 2 in the morning, I went to bed. Wow.
It was sometime in 1994. I was a doctoral student.
tomm: The making of great Qs
I'm a acting like it going to be a good one. I'm saving great for the holiday quarter .
street.com claims
Apple's manufacturing plans now call for 4.8 million iPhones to be produced this year, up from the 3.6 million previously targeted, the sources close to the company say.
My investment themes for this year have been AAPL
and precious metals. That has worked well for the past few years, and I think it will continue to work well for another year or three. I have had the occasional dalliance with others (energy, base metals, other tech), but not much and not for long.
Right now the only thing I am holding outside those twin themes is OREX, a small cap pharma that is going to a) save the world from visceral fat and reduce the onset of Type II diabetes; or b) be a spectacular flop.
I am thinking a) wins, and I have a small speculative stake in OREX.
6:41AM Apple chooses O2 as exclusive carrier for iPhone in UK (AAPL) 138.41 : Co and O2 (TEF) announce that O2, a wireless carrier in the UK, will be the exclusive UK carrier for Apple's iPhone when it makes its debut in the UK on Nov 9. iPhone is scheduled to go on sale on Nov 9 and will be sold exclusively in the UK through Apple's retail and online stores, O2 and The Carphone Warehouse's retail and online stores. iPhone will be available in an 8GB model for 269 pounds sterling and will work with either a PC or Mac. Three new iPhone tariffs will be available from O2 starting at 35 pounds, which all include unlimited anytime, anywhere mobile data usage and, in a market first, free unlimited use of the UK's largest single public Wi-Fi network, covering over 7,500 cafes, restaurants, airport lounges, pubs and other locations across the UK.
From the Wall Street Journal online
I'm definitely considering the iMac, but I'll wait for Leopard, and paying $1,200 for a new PC (at least -- because you know I'll want the 24-inch iMac and the fastest processor and the most RAM) makes this a decision to be mulled over a while longer. But like so many correspondents, I sense an Apple takeover of my computing world. I haven't tried Vista, and I've always been fairly happy with my Dell machines, but in last few years the world has changed, and I can't think of a compelling reason to stay on the Windows-only side of it.
More at:
http://online.wsj.com/article/SB118953892743724082.html?mod=yahoo_hs&ru=yahoo
Leopard
Remember Bootz, roni is not an early adapter. Leopard will be out there for at least 3-6 months before I get around to considering it :)
Got my store credit this morning. Easy as pie.
Now, do I spend most of it on iLife08 or iWork?
I'm thinking iWork
From MacsOnly.com
[9/14] iPhone seen as Consumer Precursor to 95 million Ultra Mobile Device Market
A whole new class of "always-on" Internet-connected products, collectively termed "Ultra-Mobile Devices" (UMDs), will become popular over the next five years, according to a new report from ABI Research (Mobile Inernet Devices and UMPCs). By appealing to a wide range of buyers they will reach shipments of nearly 95 million units by 2012, and should prove extremely profitable for their makers.
"UMDs are a very exciting, potentially very lucrative area," says ABI Research vice president Stan Schatt. "What makes this market so intriguing is that products will assume so many different forms. That product differentiation will be an integral part of the ultra mobile device marketing plan."
UMDs are of two types, Mobile Internet Devices (MIDs), which target consumers, and Ultra Mobile PCs (UMPCs), which run Windows and business applications and are aimed at business users. The former, with their lower prices and wider appeal, will make up by far the majority of the devices shipped. Apple's iPhone may be seen as a precursor of the MID. Both UMPCs and MIDs will feature multiple wireless connectivity technologies – Wi-Fi, WiMAX, and cellular – to maintain "any time, anywhere" Internet connectivity.
This diversity is also reflected in the range of applications that will be offered: Web browsing, music, navigation, voice, and data communications including email and IM, photo/video, and vertical commercial applications will all be popular. Apple's iPhone has applications in all of these categories.
ABI Research identified several user-types who will find varying combinations of these applications appealing. These include "Frugal Generalists", "Lifestyle Boomers", "Soccer Moms", "Gen Y Social Networkers", and "Multimedia Enthusiasts." ABI Research also believes the ultra mobile device ecosystem will ultimately contain hundreds of vendors – chipmakers, display and device manufacturers, application developers and service providers – and the new report offers strategic recommendations for all of them. But maybe not, if Apple can help it.
Apple has a real head start with the iPhone and the iPod touch. We may now be seeing the real reason for the iPhone's early price drop to $399, i.e. an all-out attempt to make the iPhone (and iPod touch) in the consumer end of the 95-million UMD market what the iPod is in the music player market rather than a reaction to flagging initial sales as we surmised from the iSuppli sales reports. Of course, it is also consistent Apple's official statements on the price drop. This may also mean that we will see more rapidly the iPhone 2.0 as Apple fights to dominate the UMD consumer market.
I read this board sometimes and I think of some of
Spiro Agnew's alliterations.
It sounds like, sometimes, that we have not made loads of dough with AAPL and like we're going to lose it all unless we can just make Steve Jobs listen to us.
I think they are doing pretty well there in Cupertino, and they are likely to continue doing so. If they don't, I am confident most of us will have the good sense to get out of the stock with over-sized gains.
I remember back when I upped the Bondi Blue iMac to 384 megs of ram and upgraded to OS 9.0 and thought I was in computer stability heaven for the first time in my life - and you know what? I was right.
Things are far better now, and I have not even bought an Intel Mac yet :).
I think it is fine to criticize, moan, whine some even - but a sense of balance seems to have been lost here, in my opinion - your mileage may vary.
iPod Touch review
http://www.pcmag.com/article2/0,1895,2179701,00.asp
Top sellers at the Apple on-line store this morning- about 8 of them are iPod/iPhone/iTunes related.
Five are high margin software/Protection Plans
Two are CPUs
Grow, baby grow
*
Top Sellers
* iPod nano
* iPod classic
* iPod touch
* iPhone
* AppleCare Protection Plan
* iPod nano (PRODUCT) RED™ Special Edition
* iPod shuffle
* iTunes Gift Certificate
* iLife '08
* QuickTime 7 Pro for Mac OS X
* iTunes Gift Card
* iWork '08
* QuickTime 7 Pro for Windows
* MacBook
* iMac
I don't have any great hopes for anyone breaking up the markets
I just have plans for Apple to continue growing earnings and revenues for a few years and to continue to make money as an Apple shareholder.
I want Apple to keep cashing in opportunistically without taking the higher risk road.
OT Tomm, some bad news
About Ankiel today. Will have to watch how it develops....