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Apple Inc. (AAPL) Message Board

  • henrysteig henrysteig Apr 20, 2008 9:17 PM Flag

    macs are the key

    Everyone keeps focusing on iphones which is misplaced hype. Macs now control 10% market share and keeps growing exponentially. Thats where all the phenomenal growth will come from. Dont listen to all the iphone chatter totally irrevelant.The iphones get people to buy their imacs. Wait till analyts see the #'s of macs sold they are going to jump out of their seats.Just ignore short term chatter Jobs has this all under control. He knows the bottom line growth will propel the top line growth which in turn will propel the stock price.

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    • I think you will find that IPhones are not a "misplaced hype" in the longer term. With that said, I agree, that the key here is Mac volume which is gaining market share at a rapid rate, while component costs slide and margins improve.

      Iphones will simply be a huge icing on the cake later in 2008.

    • Agree. In a bussiness school course in strategy the students would sure being taught, that iPod and Macs are the "cash cows" in the product porte folio, that the iphone, and iTune are the coming "stars", and that the iTV is a "?". Therefor it is the sale of iPods and Macs which shall create the bottom-line in the next report.

    • Yes, Macs are the key, and over the week-end while having lunch outside of an Apple store, I watched college kids and senior citizens walk out of the store with MacAir, MacPro and kids gathered around the ipod table. I tell you, they are flying off the shelves, and people are loudly complaining about Vista. Ever read the graduation speech Jobs gave a couple of years ago? In essence, to be successful, be passionate about your work.

    • iPhone is just the icing on the cake. Macs are the driving force...

    • Tru dat.

      But don't lose sight of what a game changer the iphone is.

      We will look back on it 10 years from now like we do the ipod today.

      People will soon talk about how "old school" it was being tethered to their computers prior to having one in their pocket. "Remember when we had to find a hot spot to just check the net?"

      Game.

      Changer.

      Go AAPL!

    • Bingo, Henry !!!! Mac sales are THE circling storm !!! i-pod, i-phone generation coming out into the real world, and they are AAPL maniacs, who will be joining the workforce of tomorrow. Macs, and Macbooks are not being realistically taken seriously, YET !!!!! But Jobs knows !!!

      • 1 Reply to leah9800
      • Absolutely!! Everyone I know wants a MAC these days. I am a die hard PC person who is also thinking of getting a mac book. Pretty much any one under 30 these days is buying a MAC. I agree totally, MACs are the key and Apple's profit margins on the MAC are much higher than DELL or HPs margins on the PC. We will likely see a run up into earnings. My guess is $170 by Wednesday and then a possible sell off on the news after earnings announcement. This will create another buying opportunity.

 
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