There are two critical PC-buying windows for computers: back-to-school and the holiday season. Microsoft is going to be on the sidelines for both of those this year. That has to benefit Apple. |
There is a pause effect. There is a delay in manufacturing. In some ways, the March quarter and the June quarter are a victim of some of the success they have had. |
There is continued evidence that Apple is gaining share. Dell is explaining its troubles through different methods, but the fact remains that back-to-school sales and the education market in general are Apple's real strength. |
They are going to gain market share but would have gained even more if they had lowered their price points. They're adding things that people want that other PCs aren't adding. That is going to be a catalyst for people to switch over. |
They are obviously building to be a bigger company than their financial guidance is letting on. |
They are very popular and went really fast. |
They've got to fix that. They need to actually build the products before people will buy them. |
This is not a surprise. |
This keeps the company a step ahead, and really leaves no room for competitors to successfully grab market share. |
Ultimately, Microsoft knows that the software landscape will shift from the desktop to the hybrid of the Internet and the desktop, ... Google has thrown out warning shots that they will be players in many of the significant areas of software. |
Ultimately, Microsoft knows that the software landscape will shift from the desktop to the hybrid of the Internet and the desktop. Google has thrown out warning shots that they will be players in many of the significant areas of software. |
Vista promises to incorporate a simplified, enriched consumer experience, which is the hallmark of the Mac operating systems. |
Vista won't be a rocket ship. |
We believe the company is taking the right steps to continue to take advantage of one of the most recognized brands in online music. |
We estimate iPod Photos to be around 7 percent of the total iPods sold. |