Replies to post #3393 on Apple Inc (AAPL)

[langostino]

you are amusing Zanny

The more embarrassingly wrong you are, the less substance to your responses and the more crude your howling.

You're absolutely right about the do-not-currently-own-a-Mac sales. They did not come out of thin air. They came at almost the exact same rate that they have come since 1998.

You have been keeping up on that number, right? You do know that the number was in the neighborhood of 40+% of all iMac sales from introduction up to the time Apple stopped offering up the statistic a few years later.

And of course you do know that the 45% average figure over the past year was only for sales coming from the Apple stores, NOT overall.

So, let's see .... long before the stores opened and the Switch Campaign began, Apple was selling more than 40% to new-to-the-platform.

And now it's reached 50% in the stores, but probably running right about the same aggregate figure.

Now ... what exactly did the stores produce, and what did the Switch Campaign produce? Even if you want to delude yourself into pulling that 1 quarter's "near 50%" figure out, and even if you want to pretend that figure extrapolates across sales from other channels, that means Apple's seeing 5%-10% increase. How much of that came from the existence of the retail stores themselves, and how much from the Switch Campaign?

Just for fun, let's say the stores produced nothing, and the Campaign produced a full 10% improvement in sales through the Apple retail channel. Apple is now pulling 10% of total sales through the retail stores, so figure a generous 350,000 units are sold through the Apple retail stores annually.

Say 10% of that was the direct result of the Switch Campaign. Wow. A whopping 35,000 marginal additional units. ASP of $1,500 and 28% margin and you've got $14.7 million additional sales.

Sorry for your anger and denial, but the Switch Campaign was a dog. It lost money at the bottom line.

Them's the facts. You can shoot the messenger if you like. You can call names and engage in your typical bluster. But none of it changes the facts. As I said, they are what they are.