137 Comments
- Quix, on 10/26/2007, -5/+28Another answer: do SOMETHING with AppleTV. DVR capabilities, HD downloads from iTunes, lower the price, ANYTHING. A combination of these would be even better.
I want to buy one of these if Apple would just give me a reason.
One more thing: consumer-grade Mac tower with replaceable graphics cards. And embrace gaming already! Geez. - bradleyland, on 10/26/2007, -2/+23That's arguable. Have a look at Porsche. They're the most profitable auto-maker in the world. Rather than chasing the commodity econo-box and family sedan car market, Porsche has done a very good job of manufacturing reliable (by sports car standards anyway), attainable sports cars. Should Porsche change their strategy and start manufacturing family sedans or economy cars? They've taken a stab at that market in the past (see also: 944) and it damaged their brand.
IMO, Apple should stick with their current strategy of building high-margin PCs that are attractive to consumers who are willing to spend just a little more for a product that does more than meet a list of specifications. If you can't identify with that mindset, keep buying a Dell. Apple doesn't need to sell you and three friends a PC at 3% margins when they can sell one at 18% and make more money. - streak, on 10/26/2007, -7/+23How Apple can keep its value: keep growing!
Its current valuation is based largely on speculation of continued rapid growth. - norman619, on 10/26/2007, -2/+13It isn't. Open your eyes. Over 90% the the computers out there are not Apple computers. It will take them decades to take significant market share away from MS if they can do it at all. It doesn't help that you pay through the nose for an Apple computer.
- roberto_deneero, on 10/26/2007, -10/+21Not being Microsoft helped quite a bit.
- spinchange, on 10/26/2007, -1/+12From a long-term investor standpoint, the issue of Jobs' succession is the white elephant in the room. If he is the company, there is no company after him. That's the biggest problem for investors in my view. Even if he's not ready to retire for another 20 years, he needs to start thinking about an 'insanely great' succession plan.
- tdelet, on 10/28/2007, -0/+10Dell would have been correct if Apple had decided to be nothing but a computer company. Apple's success is because of the other things it does. Ipods and itunes...the places where they can move a lot of units and keep a good margin.
Other computer manufactuers are killing each other on price and operating with virtually no margins. Apple has been successful (much more successful than HP or Dell, certainly) at diversfying into being more than a computer maker. - shark615, on 10/25/2007, -0/+9No... If you buy Apple shares Apple gets NO money, the person you bought the stock from gets the money. Apple only got the money from the IPO and from that point forward they get naught.
- WinGeek, on 10/15/2008, -1/+10Apple is not the most valuable computer maker. They are a CE company that has a computer division. I think it is clear what division makes the most money...
- b0m8ad1l, on 10/26/2007, -1/+9I would disagree with the statement that "Apple is the most valuable computer maker in the world". They are no longer strictly a computer maker. I think that you have to compare them to other computer AND ELECTRONICS makers now that they are making cell phones, ipods, etc... And that puts them in the same category as Sony, Toshiba, and all of the other electronics giants. And in this category they are still small fries. And if they are still considered "computer makers" you would also have to include Sony and Toshiba, and if that is the case Sony is the most valuable computer maker in the world.
- gtluke, on 10/26/2007, -1/+9IBM in the 80's
- mrjit, on 10/26/2007, -6/+14Hi my name is Bias.
- djpants428, on 10/25/2007, -0/+6Last I checked they sold Suse and maybe something like Mandriva at Best Buy. They've been doing it since the late 90s.
- FredFredrickson, on 10/26/2007, -6/+12Apple didn't get where it is today by selling computers - they got there by selling iPods and music via iTunes. If they were smart, they'd continue down this road and work hard to make sure the iPod stays the best value you can get in an MP3 player. Their computers, while gaining a little traction here and there, will never be the dominant platform in the market - I'd expect Linux to take off first.
So in short, they should stick to what they are good at... and all you stock-holders better hope they don't fumble any time soon. Their stock is a little over-priced right now, and a mis-step could take it back down to it's true value. Anyone investing right now may be in for a loss in the short term. - limezor2, on 10/25/2007, -1/+7Not messing up the 3rd party software support for iPhone/iPod Touch that they promised.
- inactive, on 10/25/2007, -0/+6What accounts for the companys success - The right products at the right time
What accounts for the stocks success - Market hype - brownr21, on 10/25/2007, -0/+6Certainly not it's computer business, lol.
- LemmingJesus, on 10/26/2007, -1/+7They do?
- GreyICE, on 10/26/2007, -2/+8Don't like negative comments about Apple's overpriced computers? Stick to the fanboy sites, fanboy.
- LemmingJesus, on 10/26/2007, -1/+7Then they HAD to add windows support, or they would have died very quickly.
- FoxMcCloud1, on 10/26/2007, -2/+8All I gotta say is I HATE ANALYSTS! This guy is a total moron who end the article saying whoever makes the best entertainment OS is bound to "win". OMG someone needs to fire this fool and poop on his grave.
- norman619, on 10/26/2007, -3/+9I'm not in the apple section. I'm in the NEWS area where I get to see pretty much everything. LOL!!!! I like your reaction to the truth I shared tho. I wasn't slamming anyone. I was simply pointing out an error.
- Tippis, on 10/26/2007, -1/+6Remember what finally made the iPod popular, folks: the release of iTunes on Windows...
- jthomp, on 10/25/2007, -1/+6Dugg for not linking to some bs blog.
- fuzzynyanko, on 10/25/2007, -0/+5At the same time it's kinda risky. It's fascinating in a way, but it seems like Apple did a device blitzkrieg. If you ever used blitzkrieg tactics in the Civilization games before, you gain a lot of territory, but it leaves your defenses weak and you have to build up your newly conquered cities. Still, they have done some very good moves recently.
- superkendall, on 10/25/2007, -1/+5True, BUT they can issue more shares of stock at the current price to buy companies, or do other things. A high stock price gives s company a lot of leverage with banks in regards to loans as well.
- jhodapp, on 10/25/2007, -0/+3Except for the fact that Linux runs on the same ecosystem of hardware as Windows and Mac combined, and is extremely stable. Not that I'm saying it'd necessarily be a good idea to be able to swap out your Mac hardware accessories with any cheap replacements.
- FearlessFreep, on 10/25/2007, -2/+5Apple vs MS is not the same as Apple vs COMPAQ
OS/X market share against Win market share is small
Apple market share against Gateway and Dell market share is a different story - JonathanB, on 10/26/2007, -9/+12As long as Apple keeps releasing new, simple, innovative products, I don't see why they would loose value. They have a massive fan base and nobody's really challenging them in the ipod market. Let alone, more people are switching over to Mac OS anyways.
- norman619, on 10/26/2007, -3/+6IBM gave up the rights to their computer design which made clones possible in the late 80's which pretty much dominated the market due to their low prices. Apple could have taken over had they done something similar or at lest lowered their prices. But no. They even lost the school market to cheaper Intel/AMD based systems running Windows and/or Linux. Their arrogance and greed pretty much ensured them their current position.
- inactive, on 10/26/2007, -1/+4What a fanboy. The guy isn't even denigrating Apple, he is just saying the truth with facts, hard to hear it eh?
- norman619, on 10/26/2007, -3/+6Man a fanboy outed himself. nice
- inactive, on 10/25/2007, -0/+3Is funny to see how Nobodys on digg feel "the glory" stealing a quote that was just cool coming from Steve Jobs.
- xGrill, on 10/25/2007, -0/+3im guessing alot, i would not be surprised if they had a few stocks in microsoft. Most companies invest in at least 10 different companies to keep from going bankrupt in case one of their product fails.
- norman619, on 10/26/2007, -12/+15Spoken like a true fanboy.
- kday, on 10/25/2007, -0/+3I'd rather have a player with less storage space, but longer battery life. It's also nice to be able to jog/work out with a device without having to worry about an HDD. And plus, the average person doesn't have anything close the 30 GB of music.
- inactive, on 10/26/2007, -2/+5HAHAHA
"Ever notice how most Mac users are skinny?"
Like Rush Limbaugh, who is an Apple fanatic??? - Tippis, on 10/25/2007, -0/+3...which is why the recent spout of MS-like behaviour is especially risky for them. You kind of expect it from many, if not most, companies in the industry (*cough*Sony*cough*), but the RDF has so far managed to obscure Apple's actions.
If they can't keep that field up, the backlash (as shown) can be quite nasty. - fuzzynyanko, on 10/25/2007, -1/+3There's iPods at Wal-mart already.
- inactive, on 10/25/2007, -0/+2Wow, I was about to digg you up until the "keys on the keyboard" part. The fact is that most of the people that plays on the PC own some gaming console too, but it's not strictly the same the other way around.
- sanimalp, on 10/25/2007, -2/+4for those you keeping track, this is a classically overvalued company. a pe of 51, compared to an industry average of 19 doesnt look good to me. Their balance sheets are sparkly clean, and earnings are great right now.. but sustaining growth like this is extremely improbable. if you own, you should start selling to take profits, and buying right now is a recipe for disaster.
- tdelet, on 10/26/2007, -2/+4Exactly. What accounts for its success is the stuff it does OUTSIDE of the computer business.
- miniboss, on 10/25/2007, -0/+2It's a bit silly how many people WANT apple to be rich. For many companies, higher profits means lower prices but for Apple then in their success they've only proven that they will keep their prices constant. How is that good for the consumer?
It's funny because if it weren't for Apple's struggles then they would never have moved to Intel and they would be an iPod/iTunes company by now. But here we are a few successful years later and Apple is showing us how much they care about their customers by locking them out of upgrades on 27+ day old computers, keeping secrets about what products they have in store for us and double charging for ipod games and accessories.
I know this upsets people, but Apple was a better company BEFORE they reached this level of success. - Aggaman, on 10/25/2007, -0/+2Since the idea of one company with 90% of hardware sales is inherently ridiculous given the sheer variety of PC makers and customers, I'm going to call you a complete idiot for suggesting that Apple has to somehow make up the 90%.
- Quix, on 10/26/2007, -2/+4"Their computers, while gaining a little traction here and there, will never be the dominant platform in the market - I'd expect Linux to take off first." - Fred
Mac sales are experiencing significant growth, far outpacing the rest of the PC market. And because Apple, unlike Dell, doesn't market to the bottom feeding bargain hunters, a few percentage points here and there amount to big dollars.
The Mac doesn't *need* to be the dominant platform - Apple has plenty of room for growth in that area without gaining a majority share. And frankly, many of us who use Macs hope it never *is* the dominant platform due to the junk that comes with that (spyware, viruses, etc.). - ersnyder, on 10/25/2007, -0/+2It's not just Apple, THAT'S technology. It's just the practice of Apple to not offer yesterday's technology like at Dell you can still buy a computer with last years chip-set in it. Why would you want to do this? Because it's cheaper, and if you haven't noticed, Apple isn't exactly going for "cheaper." Technology is still moving just as fast, you only notice it more with Apple because they discontinue a product after something more powerful comes out. Dell on the other hand gives the illusion that you still have current technology because they still sell what you bought last year.
It doesn't matter if they still sell it or not, it's still going to be old news after 6 months. - inactive, on 10/25/2007, -2/+4Itunes sells and ipods account for the majority of apple's sales.
- inactive, on 10/25/2007, -0/+2"Apple is the most valuable computer maker "
Bogus claim if the majority of your worth comes from other products. - ibis, on 10/26/2007, -0/+2Couldn't agree more. It is incorrect to say Apple is the largest computer manufacturer, you need to start comparing them to general electronics and media companies like Sony and Samsung, who also make computers. Which isn't to say their current market values isn't good for investors. (Although I do get confused about _users_ going "yay, Apple's share price is high" who cares if you don't own stock?)
- jimiyash, on 10/26/2007, -0/+2don't know if anyone mentioned this yet but, apple dropped the computer from its name and isn't really a computer company anymore. if u compare the to dell for example they don't sell phones or mp3 players (anymore).
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