Mac demand may offset iPod sales
Some salient quotes:
""UBS analyst Ben Reitzes today predicted sequentially lower iPod sales for Apple in the third quarter of this year, but expects new iPods next quarter and noted that MacBook demand is solid. 'To reflect checks that indicate more interest for new MacBooks and solid education buying, we are raising our 3Q06 estimate for Mac units to 1.32 million units (was 1.24 million) and our FY06 unit estimate to 5.1 million (was 5.0 million),' Reitzes wrote in a research note obtained by MacNN. 'We now estimate iPod unit sales of 7.8 million for 3Q06 (was 8.4 million) reflecting year over year growth of 27 percent (-8 percent quarter over quarter) and FY06 unit sales of 39.8 million (was 40.9 million).' UBS is maintaining a 'buy' rating for Apple shares with a price target of $90, hovering above its peers due to faster growth and higher margins," MacNN reports . . .. . . For every 75,000 Macs sold, Apple earns $100 million in revenue (not including attach rates for software, service, and peripherals), while every 500,000 iPods equates to approximately $100 million in revenue, according to the firm. . . .
"UBS has noted a shift in consumer interest toward Macs and away from iPod display counters at Apple retail locations. Mac displays appear 'jammed' with customers, while iPod displays are less frequented than previous quarters, according to the company," MacNN reports. 'While we believe increased focus on Macs should drive solid near term results, we also believe increased interest in Macs should lead to longer term PC market share gains, which we believe can provide significant top line benefits and earnings power," Reitzes added."
OTOH, I just bought an Intel Mac mini, but have not set up the windoze crap yet. Several of the travel agency sites require the use of windoze, so I decided it was the best way to skin the cat. I just hate the idea of gving any credence to Gates and company, when I already use the best system on the market.
I just want to make sure I don't need an IT department added, to keep up with the garbage that windoze will bring!