Apple's Earnings Results to Focus on Mac (and iPod)

We'll see how the market reacts on these results.:rolleyes:

We'll see how the market reacts on these results.:rolleyes:

It's about time to see non-iPhone related news for a change...Macs ARE the main revenue source for Apple and should never be disregarded...especially when people buy them at a rate 3x that of the inferior PC industry...GO APPLE!

Sometime in the next century the great discussion among stock analysts (assuming they aren't extinct by then) will revolve around why this generation's had so much trouble understanding The Plan.

Every iPhone and iTouch is essentially a very compact OS X computer. It is no longer valid to point to iMac sales and distinguish them from Apple "computer" sales!

What Steve & Company has done is to get a Mac into some 10 million hands, who think they don't yet own one. The App Store isn't selling phone accessories... it is selling OS X programs.

So tomorrow's numbers don't exclude iPhone sales, they exclude an entire line of Apple computers... Press On Steve; a hundred years from now they will be telling their kids how you ended up owning the market.;)

So tomorrow's numbers don't exclude iPhone sales, they exclude an entire line of Apple computers... Press On Steve; a hundred years from now they will be telling their kids how you ended up owning the market.;)

I agree to an extent, but Phones complement, not replace computers. So Apple have two completely different markets. Nobody's going to be replacing a phone with a computer, or vice-versa. They need to distinguish, as people "need" to buy both - they don't encroach on each other at all. If I buy a boat i'm still going to need a car.

Until the iphone a) multitasks fully and b) isn't a phone.. It's not a viable computer replacement, its not in the same price-range either (psychologically at least) ..

What Steve & Company has done is to get a Mac into some 10 million hands, who think they don't yet own one. The App Store isn't selling phone accessories... it is selling OS X programs.

iPhone isn't a Mac. It runs osX, but the OS is the interface too. It doesn't have that, it has iphone os X.. Its no more a Mac than a hackintosh is a Mac.. Apple say what is and isn't a Macintosh, not the fans. :)

To consumers its just like the iPod was. Yes it'll have a huge halo effect, but no, it shouldn't be counted as Mac sales.. Apple have a long way to go to own the mobile *or* computer market. For most mobile users still, any device will do providing it does calls, texts and looks pretty. :D

I think Apple is finally over one major hurdle in the desktop and laptop markets—that is, people know (and more importantly feel) they have the option of getting a Mac.

However, there's one more hurdle I think Apple must overcome to break into stronger sales... and maybe even the coveted 1, 2 or 3 spot in desktop manufacturing sales. Make the Mac mini a $499 computer again—or less! A lot of people are willing to buy a Mac now (who weren't just 5 years ago), but they still don't want to spend a lot on a computer.

If Apple could simply break through to this market segment with a lower cost computer ($579 sounds like a lot more than $499, the mini's original price point), I think things would change more rapidly in Apple's favor.

To consumers its just like the iPod was. Yes it'll have a huge halo effect, but no, it shouldn't be counted as Mac sales.. Apple have a long way to go to own the mobile *or* computer market. For most mobile users still, any device will do providing it does calls, texts and looks pretty. :D

And many mobile users (in the US, but I'm sure this applies to other markets as well) will not be buying an iPhone simply because of the AT&T/other service plans' requirement for entry. With an iPod, sales were limited to Mac users at first (and it did pretty well then), but when the iPod was opened up to anyone who had a Mac or PC with a USB port, that's when it dominated.

(To a much earlier post) The iPhone is not a Mac, and will never become one. There are so many things it simply cannot do that a desktop Mac with a monitor (built in or no) can, and this will not change. Therefore, it is extremely important that both be distinguished.

I don't know how this compares to their projections, but 36% growth in a down market is outstanding! We should all be doing this well.... :o

hmm. haven't heard the analysts pondering about the extended out of stock for the iPhones for the past few months is going to affect earnings.

Nobody's going to be replacing a phone with a computer, or vice-versa.

On the contrary, in 10 years, many people will do exactly that. The vast majority of people use their computer for 3 things :

email
web
casual games

All of those people would be well served by a phone which just happens to be a computer, and as the market for iphones grows, I think we'll see Apple's focus shift to portables (for consumers), to the detriment of desktops (which will still be used for work). Desktops will become more of a niche for them, as they move on to the next big thing - mobile computing.

(To a much earlier post) The iPhone is not a Mac, and will never become one. There are so many things it simply cannot do that a desktop Mac with a monitor (built in or no) can, and this will not change. Therefore, it is extremely important that both be distinguished.

I don't agree. It's very apparent that Apple is moving slowly out of the boundaries of the computerbusiness with Apple TV and iPhone towards a combined home computing / businesscomputing / entertainment combination. With the introduction of Airtunes some time ago and the remote control function of the iPhone, it is clear that Apple is determinedly converging technologies towards a single user experience.

More and more Apple products generate extra value when used together, as opposed to buying and using them as a single product. Example: Time Capsule as a backup solution and network hub, iPhone as an Ipod, Telephone AND remote for your Apple TV / Mac.

The products Apple makes are increasingly becoming excellent products standalone (they were already) that are puzzlepieces which connect to other products and enhance the experience. This makes the HALO effect much more effective and pronounced than before: Where it used to be: "this iPod is cool and works great, lets take a look at a Mac", it is now changing into: "this iPhone is great, and if I buy the AppleTV and a Mac I can stream movies, listen to music and control everything, while I can transfer all my contacts, appointments from my Mac to my iPhone".

Apple products are increasingly becoming more value as a collection that just the sum of its parts.. Good thinking..

Other companies are doing the same, but from a different position. Look at Logitech with the squeezebox and of course Sony Playstation etc. I consider Apple to come from the strongest position.