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Apple Reports Third Quarter Results

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Re: Apple Reports Third Quarter Results

#51
post #25

iOS is about to displace Windows/DOS as the top selling OS in the U.S. A Microsoft OS has probably been the top seller for the last 30 years. Just a rough back of the envelope calculation is 12-13 million iOS devices sold in the U.S. this quarter. (7 million iPhone, 3.5 iPad, 1.6 iPod Touch at 35% US/Global). In comparison, 2Q11 non-Mac PC sales in the U.S. were about 16 million (and shrinking). iPhone 5 on sprint/T-…

[deleted]

Re: Apple Reports Third Quarter Results

#52
post #38

Earlier quoted context omitted.

Why would that market be saturated then, do you think? Anyway, Macs at this point are less than a quarter of their revenue.

Exactly. I don't know why people talk about Apple and PCs in the same breath anymore. They sell hardware. Computer was dropped from their name a long time ago! Look at this chart: http://cdn.macrumors.com/article-new/2011/07/aapl_sales_by_q...

A more straightforward chart: http://cdn.macrumors.com/article-new/2011/07/aapl_revenue_by...

Re: Apple Reports Third Quarter Results

#53
post #43
post #21

Earlier quoted context omitted.

why is this comment being down-voted ?

Probably because people have been predicting this kind of thing for years. It is also worth pointing out that only 18% of Apple's ridiculous revenue comes from Mac sales.

To be fair, people have been predicting both sides of the coin for a while. People predicting success on hacker news tend to get upvoted, and people predicting failure tend to be downvoted, regardless of the reality of the situation.

Right now Apple is doing great. I would still question the sustainability of this business as an investor. What's next after ipad?

Long term, 5 years say, ipad/iphone margins will evaporate and Apple will need a series of "big things" to fill in the gaps to even have a flat growth curve to justify their market cap - that's my prediction.

Re: Apple Reports Third Quarter Results

#54

Earlier quoted context omitted.

I think one of the main benefits to the Windows stores (besides the fact that they sell Windows Phones, and by all accounts don't actively try to talk their customers out of buying them) is the fact that they sell systems there which are part of Microsoft's Signature PC line.‡ For those unfamiliar, it's basically a system from a vendor without all the crap that they install on a fresh system. The fact that Microsoft…

I agree it's great you can get a PC without the crap installed but I think MS have to tackle off the root problem and have it so that's how they all come. Seriously, you'd get a noticable performance increase on the average low end laptop right off the bat if they could do that.

My understanding of how that works (which I admit is an outsider's understanding) is that PC vendors subsidize the price of new PC's by installing crapware on them.

The race to the bottom in PC pricing basically left them scrambling to find ways to keep their prices low without gutting their already-falling margins.

I don't think Microsoft is in a good position to require PC's to stop doing this (unless they were willing to eat the loss of vendor revenue by lowering their Windows license cost, which would effect their own margin).

I'm left optimistic by companies like Lenovo, who are now marketing crapware-less machines as a competitive advantage (as a byproduct of their Rapidboot initiative), and hope maybe other vendors will try and compete.

I don't remember the last time I bought a Windows PC where the first thing I did wasn't to immediately wipe it and reinstall the OS from an OEM version, although it'd be nice not to have to do that.

EDIT: realized I started two comments in a row with "Yeah,". That makes me almost as angry as if I'd littered the comment with "like, you know"'s...sigh

Re: Apple Reports Third Quarter Results

#55
post #25

iOS is about to displace Windows/DOS as the top selling OS in the U.S. A Microsoft OS has probably been the top seller for the last 30 years. Just a rough back of the envelope calculation is 12-13 million iOS devices sold in the U.S. this quarter. (7 million iPhone, 3.5 iPad, 1.6 iPod Touch at 35% US/Global). In comparison, 2Q11 non-Mac PC sales in the U.S. were about 16 million (and shrinking). iPhone 5 on sprint/T-…

While I can't find numbers, I suspect you'd find that one or more embedded RTOS's like VxWorks or linux outships windows by a significant margin - DVD players, TV's, dumb phones, security systems etc. Windows has the crown for desktop OS, but of course iOS won't overtake that without a product shift.

Re: Apple Reports Third Quarter Results

#56

Earlier quoted context omitted.

I think one of the main benefits to the Windows stores (besides the fact that they sell Windows Phones, and by all accounts don't actively try to talk their customers out of buying them) is the fact that they sell systems there which are part of Microsoft's Signature PC line.‡ For those unfamiliar, it's basically a system from a vendor without all the crap that they install on a fresh system. The fact that Microsoft…

I agree it's great you can get a PC without the crap installed but I think MS have to tackle off the root problem and have it so that's how they all come. Seriously, you'd get a noticable performance increase on the average low end laptop right off the bat if they could do that.

At least with Windows today, MS has their hands tied. Anything they do to push vendors will throw antitrust flags.

Their best bet, if this is their core concern, is to move to an app store model, and block these apps from ever making it into the store, so the OEMs can't install them to begin with. But honestly, that's not likely.

At the end of the day the market talks. If people truly value clutter free machines they'll pay for it and OEMs will respond.

Re: Apple Reports Third Quarter Results

#58

Earlier quoted context omitted.

I think one of the main benefits to the Windows stores (besides the fact that they sell Windows Phones, and by all accounts don't actively try to talk their customers out of buying them) is the fact that they sell systems there which are part of Microsoft's Signature PC line.‡ For those unfamiliar, it's basically a system from a vendor without all the crap that they install on a fresh system. The fact that Microsoft…

So while we're contrasting Apple and Microsoft, here's the first bit of copy on the Signature page: "New PCs may come filled with lots of trialware and sample software that slows your computer down and makes it a pain to clean out all that stuff, just to get your new PC up and running, so we do that for you!" Not only is that a hilarious contrast of the typical Mac/Windows out-of-the-box experience — right from the h…

Yeah, I think the model around which Microsoft licenses Windows was designed to be "hands-off" (Anti-trust/non-competitive issues aside), and now they're reaping the results of that.

I'm not going to second-guess Microsoft that it wasn't the right way to do things (their sales over the past twenty years would seem to indicate that it's worked out just fine for them), but it does leave us in an odd predicament; where basically the incentives between Microsoft, the PC vendors, and the customers are not aligned.

I don't know what Microsoft should (or would be allowed to based on anti-trust) do about that situation.

Re: Apple Reports Third Quarter Results

#60
post #55
post #25

iOS is about to displace Windows/DOS as the top selling OS in the U.S. A Microsoft OS has probably been the top seller for the last 30 years. Just a rough back of the envelope calculation is 12-13 million iOS devices sold in the U.S. this quarter. (7 million iPhone, 3.5 iPad, 1.6 iPod Touch at 35% US/Global). In comparison, 2Q11 non-Mac PC sales in the U.S. were about 16 million (and shrinking). iPhone 5 on sprint/T-…

While I can't find numbers, I suspect you'd find that one or more embedded RTOS's like VxWorks or linux outships windows by a significant margin - DVD players, TV's, dumb phones, security systems etc. Windows has the crown for desktop OS, but of course iOS won't overtake that without a product shift.

ITRON probably has a lot more installs than all these OSes, although I don't think it's very popular in the US.

http://en.wikipedia.org/wiki/TRON_Project

http://www.t-engine.org/tron-project/itron (with source code)

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